| DDimensional维度ETF信托DFAC |
| 5.43% | 5.94% | $4,329.2万 | 97.6万股 | $3,717.0万 | 95.0万股 | +2.6万股+2.71% | 加仓 |
| G通用动力VTI |
| 5.16% | 5.45% | $4,111.5万 | 11.1万股 | $3,413.0万 | 10.6万股 | +5,523股+5.23% | 加仓 |
| V先锋领航指数基金VOO |
| 4.21% | 4.48% | $3,352.6万 | 4.9万股 | $2,803.4万 | 4.7万股 | +2,271股+4.88% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.25% | 2.87% | $2,587.0万 | 36.3万股 | $1,796.2万 | 27.6万股 | +8.7万股+31.68% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 2.56% | 2.89% | $2,041.4万 | 54.8万股 | $1,811.6万 | 50.2万股 | +4.6万股+9.08% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.28% | 2.76% | $1,820.2万 | 22.0万股 | $1,730.3万 | 21.0万股 | +1.1万股+5.03% | 加仓 |
| V先锋领航指数基金VUG |
| 1.93% | 1.21% | $1,538.9万 | 17.9万股 | $759.6万 | 1.7万股 | +16.1万股+938.43% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.88% | 1.79% | $1,502.2万 | 31.0万股 | $1,123.3万 | 23.4万股 | +7.6万股+32.56% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.83% | 2.09% | $1,459.7万 | 34.6万股 | $1,307.0万 | 30.9万股 | +3.6万股+11.76% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.55% | 1.81% | $1,232.8万 | 23.4万股 | $1,131.1万 | 21.7万股 | +1.7万股+8.02% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.51% | 1.69% | $1,205.8万 | 14.1万股 | $1,057.4万 | 13.6万股 | +5,499股+4.06% | 加仓 |
| S道富SPMD |
| 1.48% | 1.71% | $1,176.2万 | 17.4万股 | $1,070.1万 | 17.9万股 | -5,170股-2.88% | 减仓 |
| V先锋领航指数基金VTV |
| 1.45% | 0.54% | $1,154.4万 | 5.3万股 | $340.7万 | 1.7万股 | +3.6万股+205.75% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.39% | 1.53% | $1,105.6万 | 1.5万股 | $960.1万 | 1.5万股 | +152股+1.04% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.37% | 1.41% | $1,095.2万 | 27.0万股 | $881.8万 | 25.3万股 | +1.6万股+6.35% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 1.36% | 1.48% | $1,084.4万 | 37.4万股 | $925.7万 | 34.6万股 | +2.8万股+8.12% | 加仓 |
| S道富SPYM |
| 1.33% | 0.73% | $1,058.7万 | 12.0万股 | $454.0万 | 5.9万股 | +6.2万股+104.65% | 加仓 |
| IiShares安硕信托IVV |
| 1.33% | 1.26% | $1,056.3万 | 1.4万股 | $791.1万 | 1.2万股 | +2,085股+17.34% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.3% | 1.29% | $1,034.2万 | 12.6万股 | $808.0万 | 11.3万股 | +1.3万股+11.62% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 1.3% | 1.19% | $1,032.3万 | 9.1万股 | $745.9万 | 7.1万股 | +2.0万股+28.01% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 1.23% | 1.23% | $978.3万 | 11.9万股 | $770.2万 | 10.6万股 | +1.3万股+12.34% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.22% | 1.44% | $973.3万 | 16.3万股 | $901.3万 | 16.6万股 | -3,188股-1.92% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.19% | 1.26% | $946.8万 | 18.8万股 | $786.5万 | 15.8万股 | +3.1万股+19.52% | 加仓 |
| IiShares安硕信托SGOV |
| 1.06% | 0.79% | $846.7万 | 8.4万股 | $494.4万 | 4.9万股 | +3.5万股+70.77% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.05% | 1.11% | $834.2万 | 8.1万股 | $695.0万 | 6.8万股 | +1.3万股+18.51% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 0.92% | — | $729.5万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
| S道富SPTI |
| 0.9% | 1.04% | $715.4万 | 25.2万股 | $649.1万 | 22.7万股 | +2.5万股+10.81% | 加仓 |
| S道富SPSM |
| 0.84% | 0.91% | $672.8万 | 11.7万股 | $570.8万 | 11.7万股 | -696股-0.59% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.83% | 0.95% | $664.9万 | 17.1万股 | $593.4万 | 16.9万股 | +2,389股+1.41% | 加仓 |
 英伟达NVDA |
| 0.77% | 1.01% | $613.1万 | 3.1万股 | $632.2万 | 3.6万股 | -5,331股-14.82% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.74% | 0.9% | $586.8万 | 10.1万股 | $563.4万 | 9.7万股 | +4,251股+4.40% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.71% | 0.84% | $566.0万 | 7.2万股 | $525.4万 | 6.6万股 | +5,144股+7.74% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.69% | 0.48% | $547.4万 | 5.7万股 | $300.5万 | 3.7万股 | +2.0万股+53.44% | 加仓 |
 苹果AAPL |
| 0.68% | 0.99% | $538.6万 | 1.9万股 | $617.8万 | 2.4万股 | -5,553股-22.98% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.68% | 0.8% | $538.5万 | 3.4万股 | $502.2万 | 3.6万股 | -1,645股-4.58% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.66% | 0.42% | $529.9万 | 4.1万股 | $260.8万 | 2.3万股 | +1.8万股+77.52% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.66% | 0.73% | $525.2万 | 7.7万股 | $454.9万 | 7.7万股 | -228股-0.29% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.63% | 0.04% | $498.9万 | 10.4万股 | $24.9万 | 5,208股 | +9.9万股+1,905.99% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.62% | 0.76% | $491.8万 | 21.3万股 | $476.9万 | 20.6万股 | +6,705股+3.26% | 加仓 |
| IiShares安硕信托IVW |
| 0.6% | 0.56% | $481.8万 | 3.5万股 | $348.1万 | 3.0万股 | +4,663股+15.35% | 加仓 |
| HHORIZON FDS ANFIELD U S EQUITY SECTOR ROTATION ETFAESR |
| 0.6% | — | $479.4万 | 23.1万股 | $0 | 0股 | +23.1万股 | 新买入 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.56% | 0.25% | $449.9万 | 10.9万股 | $158.8万 | 4.0万股 | +6.9万股+171.64% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.56% | 0.63% | $443.9万 | 12.0万股 | $393.1万 | 11.4万股 | +6,281股+5.50% | 加仓 |
| I景顺·S&PSPHQ |
| 0.55% | 0.61% | $438.7万 | 4.9万股 | $383.4万 | 5.1万股 | -1,853股-3.67% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.55% | 0.54% | $435.1万 | 3.7万股 | $339.8万 | 3.4万股 | +2,306股+6.73% | 加仓 |
| IiShares安硕信托IUSB |
| 0.5% | 0.36% | $401.9万 | 8.7万股 | $222.8万 | 4.8万股 | +3.9万股+80.12% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.49% | 0.65% | $390.1万 | 1.7万股 | $410.0万 | 1.9万股 | -2,202股-11.36% | 减仓 |
| IiShares安硕信托REET |
| 0.46% | 0.55% | $369.7万 | 13.4万股 | $345.9万 | 13.6万股 | -2,341股-1.72% | 减仓 |
| AANGEL OAK ULTRASHORT INCOME ETFUYLD |
| 0.44% | 0.52% | $348.2万 | 6.8万股 | $324.7万 | 6.4万股 | +4,634股+7.28% | 加仓 |
 CrowdStrikeCRWD |
| 0.44% | — | $347.9万 | 4,559股 | $0 | 0股 | +4,559股 | 新买入 |
