| J摩根大通交易所交易基金JMUB |
| 7.54% | 8.13% | $3,688.0万 | 72.8万股 | $3,611.4万 | 72.2万股 | +5,631股+0.78% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.8% | 3.5% | $1,860.7万 | 46.3万股 | $1,553.9万 | 45.9万股 | +3,829股+0.83% | 加仓 |
| A美国世纪ETF信托AVLV |
| 3.42% | 3.32% | $1,674.3万 | 18.4万股 | $1,476.3万 | 18.3万股 | +424股+0.23% | 加仓 |
| AAvantis·U SAVUV |
| 3.3% | 3.15% | $1,612.1万 | 12.9万股 | $1,400.2万 | 12.7万股 | +2,473股+1.95% | 加仓 |
| IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ |
| 3.13% | 3.96% | $1,529.5万 | 66.6万股 | $1,759.8万 | 75.9万股 | -9.3万股-12.25% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 3.04% | 2.73% | $1,487.1万 | 39.1万股 | $1,214.9万 | 37.5万股 | +1.6万股+4.30% | 加仓 |
| GGlobal X基金PFFD |
| 2.97% | 2.89% | $1,452.6万 | 77.7万股 | $1,283.0万 | 69.7万股 | +8.0万股+11.46% | 加仓 |
| S嘉信策略信托SCHC |
| 2.96% | 2.97% | $1,447.7万 | 27.4万股 | $1,320.0万 | 27.0万股 | +4,632股+1.72% | 加仓 |
| V先锋领航指数基金VTV |
| 2.96% | 2.83% | $1,447.7万 | 6.6万股 | $1,258.9万 | 6.4万股 | +2,265股+3.53% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.77% | 2.96% | $1,355.1万 | 13.2万股 | $1,316.0万 | 13.2万股 | -284股-0.22% | 减仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 2.51% | 2.57% | $1,225.2万 | 25.2万股 | $1,139.7万 | 24.6万股 | +6,468股+2.63% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 2.5% | 2.29% | $1,222.1万 | 39.3万股 | $1,017.2万 | 36.5万股 | +2.8万股+7.59% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 2.45% | 2.56% | $1,199.9万 | 28.4万股 | $1,138.8万 | 27.0万股 | +1.5万股+5.40% | 加仓 |
| IiShares安硕信托PFF |
| 2.16% | 2.36% | $1,058.2万 | 34.7万股 | $1,046.9万 | 34.5万股 | +1,778股+0.51% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.01% | 1.89% | $984.6万 | 10.2万股 | $838.0万 | 10.4万股 | -1,956股-1.88% | 减仓 |
| V先锋领航白厅基金VNQ |
| 1.98% | 1.91% | $968.8万 | 10.4万股 | $849.2万 | 9.6万股 | +7,748股+8.07% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.9% | 1.89% | $928.4万 | 1.2万股 | $837.4万 | 1.3万股 | -445股-3.46% | 减仓 |
| DDimensional维度ETF信托DISV |
| 1.81% | 1.93% | $886.9万 | 22.1万股 | $857.8万 | 21.7万股 | +3,513股+1.62% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 1.78% | 1.82% | $872.0万 | 24.9万股 | $810.3万 | 24.1万股 | +8,250股+3.43% | 加仓 |
| V先锋领航指数基金VOO |
| 1.77% | 1.71% | $866.2万 | 1.3万股 | $761.5万 | 1.3万股 | -131股-1.03% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.76% | 1.77% | $860.1万 | 3.5万股 | $785.7万 | 3.6万股 | -770股-2.13% | 减仓 |
| I景顺自营指数基金BSJR |
| 1.67% | 1.48% | $818.3万 | 36.6万股 | $657.9万 | 29.4万股 | +7.2万股+24.48% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 1.62% | 1.59% | $794.2万 | 20.5万股 | $708.4万 | 20.2万股 | +2,575股+1.27% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.44% | 1.39% | $705.1万 | 8.6万股 | $618.5万 | 8.7万股 | -1,331股-1.53% | 减仓 |
| A美国世纪ETF信托AVRE |
| 1.22% | 1.18% | $598.7万 | 12.6万股 | $525.3万 | 11.9万股 | +7,030股+5.89% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 1.2% | 1.26% | $589.2万 | 12.2万股 | $558.4万 | 11.7万股 | +5,396股+4.63% | 加仓 |
| PPGIM ULTRAPULS |
| 1.2% | 1.17% | $587.1万 | 11.8万股 | $520.2万 | 10.5万股 | +1.3万股+12.74% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.16% | 1.16% | $566.6万 | 2.9万股 | $513.5万 | 2.8万股 | +805股+2.89% | 加仓 |
| A美国世纪ETF信托EFV |
| 1.1% | 1.17% | $538.5万 | 7.0万股 | $518.2万 | 6.9万股 | +305股+0.44% | 加仓 |
| SSPDR道富系列信托TFI |
| 1.05% | 1.15% | $515.5万 | 11.3万股 | $512.9万 | 11.3万股 | -561股-0.50% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.89% | 0.88% | $435.0万 | 11.0万股 | $389.7万 | 10.9万股 | +884股+0.81% | 加仓 |
| IiShares安硕信托EFV |
| 0.88% | 0.95% | $432.2万 | 5.6万股 | $419.9万 | 5.6万股 | -24股-0.04% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.8% | 0.78% | $390.0万 | 5.5万股 | $346.0万 | 5.4万股 | +740股+1.37% | 加仓 |
 苹果AAPL |
| 0.72% | 0.71% | $351.4万 | 1.2万股 | $314.9万 | 1.2万股 | -263股-2.12% | 减仓 |
| S嘉信策略信托SCHD |
| 0.71% | 0.68% | $346.1万 | 10.9万股 | $300.1万 | 9.8万股 | +1.1万股+11.58% | 加仓 |
 谷歌AGOOGL |
| 0.63% | 0.58% | $310.3万 | 8,682股 | $259.1万 | 9,011股 | -329股-3.65% | 减仓 |
| IiShares安硕信托REET |
| 0.63% | 0.63% | $307.8万 | 11.1万股 | $281.5万 | 11.2万股 | -485股-0.43% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.62% | 0.76% | $305.6万 | 6,984股 | $337.2万 | 7,106股 | -122股-1.72% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.62% | 0.6% | $305.0万 | 2.8万股 | $265.1万 | 2.8万股 | -77股-0.27% | 减仓 |
| IiShares安硕信托IXUS |
| 0.58% | 0.59% | $284.4万 | 3.0万股 | $264.0万 | 3.0万股 | -676股-2.22% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.57% | 0.56% | $278.2万 | 3.3万股 | $249.1万 | 3.2万股 | +241股+0.75% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.56% | 0.61% | $274.5万 | 5.1万股 | $273.1万 | 5.2万股 | -930股-1.80% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.55% | 0.47% | $269.6万 | 5.3万股 | $210.9万 | 4.2万股 | +1.1万股+26.05% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.54% | 0.55% | $265.9万 | 1.7万股 | $246.5万 | 1.7万股 | +184股+1.11% | 加仓 |
 英伟达NVDA |
| 0.54% | 0.52% | $262.3万 | 1.3万股 | $232.6万 | 1.3万股 | -229股-1.72% | 减仓 |
| IiShares安硕信托IEFA |
| 0.5% | 0.52% | $246.0万 | 2.5万股 | $230.7万 | 2.5万股 | -10股-0.04% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.48% | 0.5% | $235.6万 | 5.9万股 | $221.1万 | 5.8万股 | +1,600股+2.77% | 加仓 |
| IiShares安硕信托IVV |
| 0.47% | 0.45% | $231.3万 | 3,089股 | $201.8万 | 3,089股 | 00.00% | 持仓不变 |
 AVANTIS INTLNGG |
| 0.47% | 0.49% | $228.5万 | 2.6万股 | $219.0万 | 2.6万股 | -191股-0.74% | 减仓 |
 微软MSFT |
| 0.45% | 0.53% | $219.5万 | 5,884股 | $233.4万 | 6,305股 | -421股-6.68% | 减仓 |
