| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 12.27% | 13.89% | $3.01亿 | 425.1万股 | $2.87亿 | 386.7万股 | +38.4万股+9.93% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 8.34% | 8.92% | $2.05亿 | 449.1万股 | $1.84亿 | 399.9万股 | +49.3万股+12.32% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 4.66% | 5.41% | $1.14亿 | 48.1万股 | $1.12亿 | 44.1万股 | +4.0万股+9.08% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 3.64% | 4.43% | $8,937.8万 | 46.6万股 | $9,149.5万 | 46.1万股 | +5,317股+1.15% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 3.4% | 3.92% | $8,351.7万 | 214.9万股 | $8,086.8万 | 204.3万股 | +10.7万股+5.22% | 加仓 |
| IiShares安硕·COREIJH |
| 2.15% | 1.94% | $5,282.3万 | 78.2万股 | $4,009.5万 | 60.8万股 | +17.5万股+28.76% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 2.03% | 2.17% | $4,981.1万 | 94.4万股 | $4,472.2万 | 89.6万股 | +4.8万股+5.30% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.97% | 2.18% | $4,842.3万 | 77.5万股 | $4,509.6万 | 75.7万股 | +1.8万股+2.37% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.95% | 1.77% | $4,790.7万 | 123.0万股 | $3,648.9万 | 95.7万股 | +27.2万股+28.43% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.75% | 1.85% | $4,291.1万 | 60.3万股 | $3,815.9万 | 54.8万股 | +5.6万股+10.14% | 加仓 |
| I景顺·S&PSPHQ |
| 1.66% | 1.63% | $4,075.7万 | 54.2万股 | $3,354.4万 | 44.7万股 | +9.5万股+21.28% | 加仓 |
| DDimensional维度·USDFUV |
| 1.61% | 1.83% | $3,944.8万 | 81.4万股 | $3,783.1万 | 81.2万股 | +2,029股+0.25% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 1.59% | 1.51% | $3,906.2万 | 84.2万股 | $3,110.7万 | 68.3万股 | +15.9万股+23.32% | 加仓 |
| G通用动力VTI |
| 1.43% | 0.57% | $3,514.0万 | 11.0万股 | $1,183.5万 | 3.5万股 | +7.4万股+210.30% | 加仓 |
 苹果AAPL |
| 1.29% | 1.42% | $3,163.8万 | 12.5万股 | $2,940.3万 | 10.8万股 | +1.7万股+15.26% | 加仓 |
| V先锋领航·TOTALBND |
| 1.21% | 0.18% | $2,971.5万 | 40.4万股 | $368.8万 | 5.0万股 | +35.4万股+710.45% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 1.08% | 1.17% | $2,663.6万 | 35.2万股 | $2,421.7万 | 32.3万股 | +2.8万股+8.74% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.99% | 1.3% | $2,431.7万 | 66.1万股 | $2,688.4万 | 70.7万股 | -4.5万股-6.42% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.98% | 0.96% | $2,395.1万 | 53.1万股 | $1,972.7万 | 42.2万股 | +10.9万股+25.93% | 加仓 |
| IiShares安硕信托IVV |
| 0.96% | 0.98% | $2,351.3万 | 3.6万股 | $2,028.2万 | 3.0万股 | +6,384股+21.56% | 加仓 |
| VVanEck·CLO ETFCLOI |
| 0.86% | 0.92% | $2,111.7万 | 40.1万股 | $1,901.5万 | 36.0万股 | +4.1万股+11.28% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.84% | 0.96% | $2,050.4万 | 3.2万股 | $1,991.4万 | 2.9万股 | +2,325股+7.96% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.82% | 0.39% | $2,024.9万 | 31.6万股 | $795.1万 | 12.7万股 | +18.9万股+148.27% | 加仓 |
| IiShares安硕信托ITOT |
| 0.79% | 0.98% | $1,938.1万 | 13.6万股 | $2,031.9万 | 13.7万股 | -577股-0.42% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.79% | 0.94% | $1,929.1万 | 18.7万股 | $1,948.4万 | 19.0万股 | -3,613股-1.90% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.77% | 0.11% | $1,886.4万 | 24.1万股 | $218.2万 | 2.8万股 | +21.3万股+768.79% | 加仓 |
 英伟达NVDA |
| 0.76% | 0.87% | $1,864.3万 | 10.7万股 | $1,788.8万 | 9.6万股 | +1.1万股+11.45% | 加仓 |
| V先锋领航指数基金VTV |
| 0.68% | 0.45% | $1,658.6万 | 8.5万股 | $920.8万 | 4.8万股 | +3.6万股+75.35% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.64% | 0.48% | $1,563.5万 | 7.3万股 | $995.6万 | 4.5万股 | +2.7万股+60.49% | 加仓 |
 微软MSFT |
| 0.63% | 0.85% | $1,559.2万 | 4.2万股 | $1,763.7万 | 3.6万股 | +5,651股+15.50% | 加仓 |
| V先锋领航指数基金VOO |
| 0.57% | 0.36% | $1,402.8万 | 2.3万股 | $749.9万 | 1.2万股 | +1.2万股+96.31% | 加仓 |
| IiShares安硕信托EFV |
| 0.54% | 0.63% | $1,332.5万 | 17.9万股 | $1,291.9万 | 18.1万股 | -1,686股-0.93% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.53% | 0.66% | $1,301.4万 | 11.7万股 | $1,359.5万 | 12.2万股 | -4,571股-3.76% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.5% | 0.03% | $1,232.5万 | 25.7万股 | $59.6万 | 1.2万股 | +24.4万股+1,977.87% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.48% | 0.64% | $1,171.9万 | 24.5万股 | $1,315.4万 | 27.4万股 | -3.0万股-10.77% | 减仓 |
| IiShares安硕·COREIJR |
| 0.48% | 0.45% | $1,168.1万 | 9.4万股 | $920.3万 | 7.7万股 | +1.7万股+22.70% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.46% | 0.6% | $1,133.0万 | 22.2万股 | $1,245.5万 | 24.5万股 | -2.3万股-9.20% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.45% | 0.48% | $1,110.9万 | 31.1万股 | $985.7万 | 28.8万股 | +2.3万股+7.97% | 加仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.45% | 0.47% | $1,105.4万 | 28.9万股 | $975.9万 | 27.1万股 | +1.8万股+6.76% | 加仓 |
| V先锋领航斯科茨代尔基金VTC |
| 0.44% | — | $1,082.0万 | 14.1万股 | $0 | 0股 | +14.1万股 | 新买入 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.44% | 0.53% | $1,081.4万 | 33.6万股 | $1,098.2万 | 34.7万股 | -1.1万股-3.22% | 减仓 |
 谷歌AGOOGL |
| 0.43% | 0.49% | $1,059.1万 | 3.7万股 | $1,013.9万 | 3.2万股 | +4,436股+13.69% | 加仓 |
| I景顺QQQ信托VOO |
| 0.42% | 0.48% | $1,035.9万 | 1.8万股 | $984.9万 | 1.6万股 | +1,915股+11.94% | 加仓 |
| IIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNDJP |
| 0.42% | 0.42% | $1,032.9万 | 21.5万股 | $864.9万 | 23.0万股 | -1.5万股-6.69% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.42% | 0.37% | $1,023.9万 | 30.2万股 | $764.6万 | 23.5万股 | +6.8万股+28.81% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.41% | — | $1,011.6万 | 17.0万股 | $0 | 0股 | +17.0万股 | 新买入 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.4% | 0.4% | $986.7万 | 29.0万股 | $827.3万 | 25.3万股 | +3.8万股+14.91% | 加仓 |
| F富达Covington信托FBCG |
| 0.39% | 0.5% | $969.2万 | 19.3万股 | $1,029.0万 | 18.8万股 | +5,738股+3.06% | 加仓 |
 亚马逊AMZN |
| 0.37% | 0.42% | $901.9万 | 4.3万股 | $862.3万 | 3.7万股 | +5,947股+15.92% | 加仓 |
 强生JNJ |
| 0.36% | 0.33% | $894.9万 | 3.7万股 | $676.3万 | 3.3万股 | +3,932股+12.03% | 加仓 |
