| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 17.51% | 18.54% | $3,430.7万 | 82.8万股 | $3,219.6万 | 77.5万股 | +5.3万股+6.89% | 加仓 |
 AVANTIS INTLNGG |
| 14.63% | 14.47% | $2,866.8万 | 32.1万股 | $2,513.1万 | 29.6万股 | +2.5万股+8.50% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 10.96% | 11.71% | $2,147.2万 | 46.6万股 | $2,034.6万 | 44.2万股 | +2.5万股+5.58% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 7.95% | 8.33% | $1,557.5万 | 29.1万股 | $1,446.4万 | 26.9万股 | +2.2万股+8.22% | 加仓 |
| A美国世纪ETF信托AVEM |
| 6.79% | 6.26% | $1,331.4万 | 13.8万股 | $1,087.5万 | 13.5万股 | +3,020股+2.24% | 加仓 |
| FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI |
| 4.96% | 4.52% | $972.8万 | 33.1万股 | $784.8万 | 30.7万股 | +2.4万股+7.72% | 加仓 |
| A美国世纪ETF信托AVUS |
| 4.74% | 4.62% | $928.0万 | 7.2万股 | $802.1万 | 7.2万股 | +309股+0.43% | 加仓 |
| AAvantis·U SAVUV |
| 4.38% | 4.34% | $859.1万 | 6.9万股 | $753.5万 | 6.8万股 | +652股+0.96% | 加仓 |
| A美国世纪ETF信托AVLV |
| 4.25% | 4.1% | $832.2万 | 9.1万股 | $712.5万 | 8.8万股 | +2,853股+3.23% | 加仓 |
| J摩根大通交易所交易基金JGRO |
| 3.04% | 2.76% | $595.5万 | 6.0万股 | $479.2万 | 5.7万股 | +3,709股+6.54% | 加仓 |
| SSPDR道富系列信托SPYG |
| 2.62% | 2.38% | $513.5万 | 4.3万股 | $413.3万 | 4.2万股 | +946股+2.24% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 2.01% | 2.04% | $394.1万 | 5.8万股 | $353.7万 | 5.5万股 | +2,972股+5.37% | 加仓 |
| F第一信托交易所交易基金VIDNOV |
| 1.9% | 1.94% | $371.9万 | 7.2万股 | $336.7万 | 7.0万股 | +2,148股+3.06% | 加仓 |
| IiShares安硕信托DGRO |
| 1.58% | 1.57% | $309.2万 | 4.1万股 | $272.8万 | 3.9万股 | +1,918股+4.93% | 加仓 |
 苹果AAPL |
| 1.17% | 1.07% | $230.2万 | 7,954股 | $186.0万 | 7,330股 | +624股+8.51% | 加仓 |
| G通用动力VTI |
| 1.12% | 1.07% | $218.8万 | 5,914股 | $185.0万 | 5,768股 | +146股+2.53% | 加仓 |
 亚马逊AMZN |
| 0.99% | 0.96% | $194.0万 | 8,141股 | $166.2万 | 7,982股 | +159股+1.99% | 加仓 |
| PPacer基金信托COWZ |
| 0.93% | 0.93% | $183.1万 | 2.9万股 | $161.5万 | 2.6万股 | +3,631股+14.07% | 加仓 |
 GENERAL MILLS COMGIS |
| 0.82% | 0.85% | $161.0万 | 4.6万股 | $147.4万 | 4.0万股 | +6,664股+16.82% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.73% | 0.64% | $143.9万 | 3.9万股 | $110.8万 | 3.3万股 | +6,577股+20.05% | 加仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI |
| 0.72% | 0.77% | $141.6万 | 4.8万股 | $133.4万 | 4.8万股 | -17股-0.04% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.68% | 0.66% | $133.9万 | 1.5万股 | $115.3万 | 3,138股 | +1.2万股+385.37% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.46% | 0.53% | $90.0万 | 3.0万股 | $91.7万 | 3.0万股 | -521股-1.71% | 减仓 |
 微软MSFT |
| 0.43% | 0.46% | $85.2万 | 2,283股 | $79.3万 | 2,143股 | +140股+6.53% | 加仓 |
| HHONEST CO INC COMHNST |
| 0.42% | 0.31% | $82.8万 | 22.6万股 | $53.3万 | 18.1万股 | +4.5万股+24.79% | 加仓 |
 AFLAC COMAFL |
| 0.42% | 0.44% | $82.4万 | 7,029股 | $77.1万 | 7,029股 | 00.00% | 持仓不变 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.28% | 0.29% | $54.5万 | 1.0万股 | $49.6万 | 1.0万股 | -351股-3.36% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.24% | 0.24% | $46.7万 | 5,145股 | $42.4万 | 5,366股 | -221股-4.12% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.24% | 0.16% | $46.5万 | 4,515股 | $28.6万 | 2,862股 | +1,653股+57.76% | 加仓 |
 台积电TSM |
| 0.23% | 0.18% | $45.0万 | 942股 | $31.8万 | 942股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金FYC |
| 0.23% | 0.19% | $44.2万 | 3,467股 | $33.4万 | 3,440股 | +27股+0.78% | 加仓 |
 优步UBER |
| 0.22% | 0.24% | $43.4万 | 6,016股 | $41.1万 | 5,716股 | +300股+5.25% | 加仓 |
| JJPMORGAN INTERNATIONAL VALUE ETFJIVE |
| 0.21% | 0.12% | $41.2万 | 4,481股 | $20.4万 | 2,383股 | +2,098股+88.04% | 加仓 |
 艺康ECL |
| 0.19% | 0.2% | $37.1万 | 1,333股 | $35.5万 | 1,333股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.19% | 0.24% | $36.6万 | 880股 | $41.6万 | 1,538股 | -658股-42.78% | 减仓 |
 第一信托交易所交易基金VIFR |
| 0.19% | 0.19% | $36.3万 | 5,950股 | $33.2万 | 5,950股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.18% | 0.2% | $34.6万 | 1,729股 | $34.9万 | 1,999股 | -270股-13.51% | 减仓 |
 FIRST INDL RLTY TRFR |
| 0.17% | 0.19% | $34.0万 | 5,673股 | $32.4万 | 5,727股 | -54股-0.94% | 减仓 |
 Meta平台META |
| 0.17% | 0.19% | $33.1万 | 588股 | $33.5万 | 586股 | +2股+0.34% | 加仓 |
| V先锋领航·MIDVO |
| 0.15% | 0.15% | $29.8万 | 3,696股 | $26.5万 | 924股 | +2,772股+300.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.14% | — | $27.7万 | 784股 | $0 | 0股 | +784股 | 新买入 |
 3M COMMMM |
| 0.14% | 0.14% | $27.5万 | 1,700股 | $24.7万 | 1,700股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.13% | 0.12% | $26.4万 | 738股 | $20.5万 | 712股 | +26股+3.65% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.13% | 0.15% | $25.9万 | 3,379股 | $26.1万 | 3,379股 | 00.00% | 持仓不变 |
| F第一信托·USTFVD |
| 0.11% | 0.12% | $22.4万 | 4,542股 | $21.4万 | 4,542股 | 00.00% | 持仓不变 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTDMAR |
| 0.11% | 0.12% | $22.3万 | 4,995股 | $21.2万 | 4,995股 | 00.00% | 持仓不变 |
| IiShares安硕信托STIP |
| 0.11% | — | $21.6万 | 2,119股 | $0 | 0股 | +2,119股 | 新买入 |
