| DDimensional维度ETF信托DFAC |
| 13.67% | 13.38% | $1.02亿 | 229.4万股 | $8,839.4万 | 227.5万股 | +1.9万股+0.85% | 加仓 |
| IiShares安硕信托IVV |
| 10.98% | 10.62% | $8,174.5万 | 10.9万股 | $7,015.9万 | 10.7万股 | +1,748股+1.63% | 加仓 |
| IiShares安硕信托GVI |
| 7.89% | 8.72% | $5,871.9万 | 55.2万股 | $5,761.8万 | 54.1万股 | +1.0万股+1.94% | 加仓 |
| IiShares安硕信托REET |
| 6.49% | 6.59% | $4,828.6万 | 174.8万股 | $4,353.7万 | 173.1万股 | +1.7万股+0.99% | 加仓 |
| DDimensional维度·USDFUV |
| 6.18% | 6.2% | $4,602.5万 | 83.7万股 | $4,097.2万 | 84.5万股 | -8,811股-1.04% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 5.89% | 6.56% | $4,387.1万 | 86.7万股 | $4,331.8万 | 86.8万股 | -897股-0.10% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 5.54% | 5.4% | $4,121.3万 | 50.3万股 | $3,570.9万 | 50.4万股 | -608股-0.12% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 4.79% | 4.75% | $3,566.7万 | 43.3万股 | $3,136.5万 | 44.1万股 | -7,790股-1.77% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 4.03% | 3.92% | $2,997.1万 | 58.0万股 | $2,589.0万 | 57.4万股 | +6,030股+1.05% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.12% | 2.98% | $2,323.8万 | 57.2万股 | $1,966.6万 | 56.9万股 | +2,600股+0.46% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 3.1% | 3.13% | $2,308.4万 | 5.6万股 | $2,070.9万 | 5.8万股 | -1,708股-2.94% | 减仓 |
| IiShares安硕·COREIJR |
| 2.9% | 2.61% | $2,157.6万 | 14.5万股 | $1,722.6万 | 13.9万股 | +6,910股+4.99% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 2.66% | 2.79% | $1,977.3万 | 53.1万股 | $1,842.8万 | 51.9万股 | +1.2万股+2.32% | 加仓 |
| IiShares安硕信托IDEV |
| 1.94% | 2% | $1,442.5万 | 16.2万股 | $1,320.2万 | 15.8万股 | +4,085股+2.59% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 1.79% | 1.84% | $1,334.2万 | 16.3万股 | $1,212.6万 | 16.8万股 | -5,493股-3.27% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.38% | 1.33% | $1,029.7万 | 8.5万股 | $879.1万 | 8.8万股 | -2,956股-3.37% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 1.32% | 1.19% | $983.3万 | 6.3万股 | $789.5万 | 5.7万股 | +5,572股+9.76% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 1.26% | 1.31% | $937.1万 | 19.6万股 | $868.3万 | 18.1万股 | +1.5万股+8.22% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.1% | 1.21% | $821.9万 | 19.5万股 | $802.7万 | 19.0万股 | +4,583股+2.41% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.82% | 0.94% | $609.2万 | 8,158股 | $623.9万 | 9,593股 | -1,435股-14.96% | 减仓 |
 苹果AAPL |
| 0.75% | 0.67% | $561.3万 | 1.9万股 | $442.4万 | 1.7万股 | +1,964股+11.27% | 加仓 |
| V先锋领航全球基金VGT |
| 0.47% | 0.36% | $352.9万 | 3.0万股 | $235.1万 | 3,370股 | +2.6万股+776.20% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.4% | 0.43% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.36% | 0.31% | $268.6万 | 2,239股 | $203.6万 | 2,214股 | +25股+1.13% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.36% | 0.34% | $268.5万 | 6.7万股 | $227.9万 | 6.7万股 | -533股-0.79% | 减仓 |
 博通AVGO |
| 0.35% | 0.28% | $258.2万 | 6,834股 | $186.5万 | 6,025股 | +809股+13.43% | 加仓 |
| V先锋领航指数基金VOO |
| 0.32% | 0.32% | $241.4万 | 3,515股 | $209.4万 | 3,504股 | +11股+0.31% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.32% | $240.7万 | 4,810股 | $209.9万 | 4,381股 | +429股+9.79% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.3% | 0.31% | $225.3万 | 3.2万股 | $202.4万 | 3.2万股 | -175股-0.54% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.3% | 0.3% | $220.9万 | 3.1万股 | $199.4万 | 3.1万股 | -117股-0.38% | 减仓 |
 微软MSFT |
| 0.29% | 0.33% | $217.2万 | 5,824股 | $221.1万 | 5,972股 | -148股-2.48% | 减仓 |
 英伟达NVDA |
| 0.29% | 0.28% | $214.9万 | 1.1万股 | $186.1万 | 1.1万股 | +71股+0.67% | 加仓 |
| IiShares安硕信托STIP |
| 0.27% | 0.3% | $198.3万 | 1.9万股 | $195.8万 | 1.9万股 | +488股+2.58% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.25% | 0.24% | $189.7万 | 4.6万股 | $157.4万 | 4.0万股 | +5,577股+13.80% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.24% | 0.24% | $181.8万 | 3,480股 | $161.2万 | 3,480股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 0.22% | 0.15% | $165.6万 | 4,197股 | $102.4万 | 4,297股 | -100股-2.33% | 减仓 |
 摩根大通JPM |
| 0.21% | 0.22% | $158.8万 | 4,852股 | $142.7万 | 4,852股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.21% | 0.23% | $154.4万 | 4,265股 | $150.1万 | 4,265股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.21% | 0.12% | $154.1万 | 4,361股 | $78.9万 | 2,749股 | +1,612股+58.64% | 加仓 |
| G通用动力VTI |
| 0.2% | 0.21% | $150.5万 | 4,068股 | $135.6万 | 4,227股 | -159股-3.76% | 减仓 |
 谷歌AGOOGL |
| 0.19% | 0.14% | $140.1万 | 3,920股 | $94.7万 | 3,292股 | +628股+19.08% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.19% | 0.31% | $139.5万 | 1.1万股 | $206.2万 | 4,836股 | +6,396股+132.26% | 加仓 |
 亚马逊AMZN |
| 0.18% | 0.16% | $133.7万 | 5,611股 | $104.4万 | 5,015股 | +596股+11.88% | 加仓 |
| V先锋领航·S&PIVOG |
| 0.17% | 0.16% | $124.4万 | 8,502股 | $106.3万 | 8,502股 | 00.00% | 持仓不变 |
 WEST PHARMACEUTICAL SVSCWST |
| 0.16% | 0.13% | $121.1万 | 3,372股 | $84.5万 | 3,372股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFGR |
| 0.16% | 0.17% | $118.7万 | 4.1万股 | $109.6万 | 4.1万股 | -249股-0.60% | 减仓 |
 强生JNJ |
| 0.15% | 0.16% | $112.1万 | 4,413股 | $108.0万 | 4,416股 | -3股-0.07% | 减仓 |
| VVANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARESIVOV |
| 0.15% | 0.15% | $109.2万 | 9,572股 | $97.6万 | 9,572股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.15% | 0.15% | $108.9万 | 4,999股 | $98.0万 | 4,995股 | +4股+0.08% | 加仓 |
 甲骨文ORCL |
| 0.14% | 0.15% | $105.3万 | 7,186股 | $101.8万 | 6,923股 | +263股+3.80% | 加仓 |
