| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 10.81% | 10.9% | $6,037.4万 | 146.4万股 | $5,542.8万 | 142.3万股 | +4.1万股+2.88% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 9.2% | 9.7% | $5,136.0万 | 88.2万股 | $4,930.8万 | 84.2万股 | +4.0万股+4.77% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 6.32% | 6.16% | $3,529.0万 | 33.2万股 | $3,128.9万 | 33.4万股 | -1,826股-0.55% | 减仓 |
 宝洁PG |
| 5.36% | 5.81% | $2,990.4万 | 20.4万股 | $2,952.8万 | 20.4万股 | -508股-0.25% | 减仓 |
| IiShares安硕信托IVV |
| 4.93% | 4.99% | $2,753.1万 | 3.7万股 | $2,535.1万 | 3.9万股 | -2,046股-5.27% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 4.7% | 4.41% | $2,625.2万 | 20.5万股 | $2,241.3万 | 20.4万股 | +1,071股+0.52% | 加仓 |
| V先锋领航白厅基金VYM |
| 4.41% | 4.52% | $2,463.7万 | 15.6万股 | $2,298.5万 | 15.5万股 | +705股+0.45% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 4.13% | 3.75% | $2,306.0万 | 57.4万股 | $1,904.3万 | 56.2万股 | +1.1万股+1.97% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 4.08% | 4.01% | $2,277.0万 | 58.7万股 | $2,036.8万 | 58.1万股 | +5,734股+0.99% | 加仓 |
| V先锋领航债券指数基金BSV |
| 3.49% | 3.87% | $1,949.2万 | 25.0万股 | $1,967.8万 | 25.1万股 | -779股-0.31% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 3.36% | 3.28% | $1,877.9万 | 71.8万股 | $1,664.8万 | 70.4万股 | +1.4万股+1.98% | 加仓 |
 苹果AAPL |
| 3.15% | 3.16% | $1,756.1万 | 6.1万股 | $1,605.3万 | 6.3万股 | -2,563股-4.05% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.41% | 2.32% | $1,346.9万 | 1.8万股 | $1,180.1万 | 1.8万股 | -110股-0.61% | 减仓 |
 英伟达NVDA |
| 1.78% | 1.71% | $993.5万 | 5.0万股 | $869.9万 | 5.0万股 | +256股+0.51% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.56% | 1.88% | $873.6万 | 20.7万股 | $956.7万 | 22.7万股 | -2.0万股-8.67% | 减仓 |
| IiShares安硕信托IEFA |
| 1.29% | 1.41% | $721.0万 | 7.5万股 | $718.9万 | 7.9万股 | -4,757股-5.99% | 减仓 |
 微软MSFT |
| 1.16% | 1.25% | $645.3万 | 1.7万股 | $637.1万 | 1.7万股 | +87股+0.51% | 加仓 |
| SSAMSARA INC CLASS AIOT |
| 0.93% | 0.99% | $518.9万 | 16.0万股 | $504.7万 | 15.9万股 | +745股+0.47% | 加仓 |
 礼来LLY |
| 0.78% | 0.65% | $435.0万 | 3,627股 | $330.7万 | 3,596股 | +31股+0.86% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.66% | 0.6% | $368.6万 | 3.0万股 | $305.3万 | 3.0万股 | -123股-0.40% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.64% | 0.66% | $355.2万 | 2.9万股 | $337.7万 | 7,921股 | +2.1万股+261.09% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.62% | 0.57% | $348.4万 | 9,860股 | $287.9万 | 1.0万股 | -176股-1.75% | 减仓 |
| IiShares安硕IEMG |
| 0.61% | 0.57% | $338.4万 | 4.1万股 | $291.0万 | 4.2万股 | -864股-2.07% | 减仓 |
 GE航空GE |
| 0.58% | 0.46% | $323.4万 | 8,654股 | $231.3万 | 8,151股 | +503股+6.17% | 加仓 |
 亚马逊AMZN |
| 0.57% | 0.53% | $316.2万 | 1.3万股 | $270.5万 | 1.3万股 | +282股+2.17% | 加仓 |
 强生JNJ |
| 0.56% | 0.6% | $315.4万 | 1.2万股 | $303.9万 | 1.2万股 | -15股-0.12% | 减仓 |
 美光科技MU |
| 0.55% | 0.17% | $305.7万 | 2,649股 | $85.0万 | 2,516股 | +133股+5.29% | 加仓 |
| V先锋领航斯科茨代尔基金VTWV |
| 0.49% | 0.46% | $274.4万 | 1.4万股 | $235.6万 | 1.4万股 | -47股-0.33% | 减仓 |
| V先锋领航·MIDVO |
| 0.47% | 0.46% | $262.6万 | 3.3万股 | $233.1万 | 8,116股 | +2.4万股+301.58% | 加仓 |
| IiShares安硕信托IWD |
| 0.47% | 0.45% | $260.5万 | 1.1万股 | $230.2万 | 1.1万股 | -28股-0.26% | 减仓 |
 摩根大通JPM |
| 0.45% | 0.44% | $248.6万 | 7,596股 | $223.9万 | 7,613股 | -17股-0.22% | 减仓 |
 CINTAS COMCTAS |
| 0.45% | 0.49% | $248.5万 | 1.5万股 | $247.1万 | 1.5万股 | -1股-0.01% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.44% | 0.49% | $248.1万 | 5.1万股 | $248.2万 | 5.1万股 | +215股+0.42% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.44% | 0.46% | $245.0万 | 1.1万股 | $231.5万 | 1.1万股 | -174股-1.59% | 减仓 |
 博通AVGO |
| 0.43% | 0.4% | $241.5万 | 6,394股 | $201.2万 | 6,502股 | -108股-1.66% | 减仓 |
 埃克森美孚XOM |
| 0.4% | 0.54% | $222.2万 | 1.6万股 | $273.9万 | 1.6万股 | +108股+0.67% | 加仓 |
 GE VernovaGEV |
| 0.38% | 0.31% | $211.7万 | 1,802股 | $157.0万 | 1,798股 | +4股+0.22% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.38% | 0.34% | $211.5万 | 3.8万股 | $175.0万 | 3.8万股 | -156股-0.41% | 减仓 |
| V先锋领航指数基金VOO |
| 0.37% | 0.34% | $206.8万 | 3,011股 | $173.0万 | 2,895股 | +116股+4.01% | 加仓 |
 默沙东MRK |
| 0.36% | 0.37% | $202.6万 | 1.6万股 | $188.9万 | 1.6万股 | +59股+0.38% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.36% | 0.35% | $200.9万 | 9,080股 | $177.5万 | 9,360股 | -280股-2.99% | 减仓 |
 英特尔INTC |
| 0.36% | 0.13% | $199.6万 | 1.4万股 | $64.7万 | 1.5万股 | -503股-3.40% | 减仓 |
 谷歌AGOOGL |
| 0.35% | 0.31% | $195.8万 | 5,478股 | $159.2万 | 5,537股 | -59股-1.07% | 减仓 |
| IiShares安硕信托AGG |
| 0.33% | 0.36% | $185.4万 | 1.9万股 | $185.3万 | 1.9万股 | +66股+0.35% | 加仓 |
| G通用动力VTI |
| 0.32% | 0.31% | $178.1万 | 4,814股 | $156.7万 | 4,886股 | -72股-1.47% | 减仓 |
 杜克能源DUK |
| 0.3% | 0.33% | $168.3万 | 1.3万股 | $167.5万 | 1.3万股 | +501股+3.92% | 加仓 |
| I景顺QQQ信托VOO |
| 0.3% | 0.26% | $166.4万 | 2,260股 | $130.5万 | 2,261股 | -1股-0.04% | 减仓 |
| IiShares安硕·COREIJR |
| 0.28% | 0.24% | $156.8万 | 1.1万股 | $123.7万 | 9,952股 | +621股+6.24% | 加仓 |
 特斯拉TSLA |
| 0.26% | 0.24% | $147.8万 | 3,515股 | $120.1万 | 3,231股 | +284股+8.79% | 加仓 |
 思科CSCO |
| 0.26% | 0.19% | $146.1万 | 1.2万股 | $96.8万 | 1.2万股 | -36股-0.29% | 减仓 |
