| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 23.06% | 22.22% | $7,196.8万 | 137.3万股 | $6,565.3万 | 124.2万股 | +13.2万股+10.60% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 6.44% | 7.57% | $2,010.4万 | 25.4万股 | $2,237.7万 | 28.1万股 | -2.6万股-9.36% | 减仓 |
| G通用动力VTI |
| 6.43% | 6.39% | $2,006.7万 | 5.4万股 | $1,887.2万 | 5.6万股 | -2,061股-3.66% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 6.27% | 5.94% | $1,957.1万 | 37.9万股 | $1,756.1万 | 37.5万股 | +3,390股+0.90% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 4.61% | 4.07% | $1,437.2万 | 36.3万股 | $1,201.6万 | 35.1万股 | +1.2万股+3.49% | 加仓 |
| V先锋领航指数基金VTV |
| 4.39% | 4.46% | $1,370.2万 | 6.3万股 | $1,316.7万 | 6.9万股 | -6,070股-8.80% | 减仓 |
 苹果AAPL |
| 4.1% | 4.46% | $1,280.8万 | 4.4万股 | $1,318.3万 | 4.8万股 | -4,229股-8.72% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 3.92% | 3.92% | $1,223.6万 | 22.7万股 | $1,158.3万 | 23.2万股 | -5,611股-2.42% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.83% | 2.79% | $882.7万 | 21.4万股 | $825.2万 | 21.7万股 | -2,554股-1.18% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 2.46% | 2.69% | $767.8万 | 15.9万股 | $794.9万 | 16.3万股 | -3,914股-2.40% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 2.31% | 2.4% | $721.5万 | 14.9万股 | $708.6万 | 14.7万股 | +2,166股+1.47% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.89% | 1.69% | $590.0万 | 8.4万股 | $498.9万 | 8.4万股 | +615股+0.73% | 加仓 |
| IiShares安硕信托EFV |
| 1.81% | 1.83% | $563.4万 | 7.4万股 | $540.9万 | 7.6万股 | -2,149股-2.84% | 减仓 |
| DDimensional维度ETF信托DFEV |
| 1.71% | 1.52% | $533.8万 | 12.5万股 | $449.5万 | 13.3万股 | -8,108股-6.09% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.42% | 1.43% | $443.4万 | 8.8万股 | $422.5万 | 8.5万股 | +2,853股+3.34% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.4% | 1.1% | $435.4万 | 4.3万股 | $325.1万 | 4.5万股 | -2,173股-4.86% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.33% | 1.26% | $414.2万 | 15.8万股 | $373.7万 | 16.3万股 | -4,840股-2.97% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.32% | 1.17% | $411.4万 | 5.0万股 | $345.7万 | 5.0万股 | +348股+0.70% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.04% | 1.05% | $324.3万 | 2.6万股 | $309.0万 | 6,529股 | +2.0万股+300.00% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.99% | 1.13% | $309.9万 | 6.9万股 | $333.6万 | 7.3万股 | -3,691股-5.07% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.99% | 0.95% | $309.2万 | 3.8万股 | $279.9万 | 3.8万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.97% | 0.92% | $301.5万 | 4.2万股 | $272.2万 | 4.4万股 | -1,263股-2.90% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.94% | 0.99% | $294.1万 | 7.3万股 | $292.8万 | 7.7万股 | -3,787股-4.91% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.93% | 0.92% | $291.5万 | 1.2万股 | $273.0万 | 1.3万股 | -894股-6.93% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.72% | 0.87% | $224.2万 | 4.7万股 | $258.1万 | 5.4万股 | -6,873股-12.77% | 减仓 |
| IiShares安硕信托IWD |
| 0.7% | 0.64% | $217.1万 | 8,957股 | $188.5万 | 8,964股 | -7股-0.08% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.65% | 0.62% | $204.4万 | 4.9万股 | $183.4万 | 4.8万股 | +741股+1.54% | 加仓 |
| V先锋领航指数基金VB |
| 0.65% | 0.64% | $203.9万 | 6,728股 | $189.0万 | 7,326股 | -598股-8.16% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.64% | 0.64% | $198.5万 | 5.7万股 | $189.9万 | 5.8万股 | -1,007股-1.75% | 减仓 |
| SSPDR道富指数基金EWX |
| 0.56% | 0.54% | $175.0万 | 2.4万股 | $158.5万 | 2.4万股 | -591股-2.45% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.55% | 0.59% | $170.5万 | 1.8万股 | $173.8万 | 2.0万股 | -1,955股-9.95% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.54% | 0.45% | $168.5万 | 6,680股 | $133.4万 | 6,680股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.52% | 0.54% | $162.9万 | 1.4万股 | $160.2万 | 1.4万股 | +8股+0.06% | 加仓 |
 英伟达NVDA |
| 0.52% | 0.5% | $161.2万 | 8,054股 | $147.4万 | 7,905股 | +149股+1.88% | 加仓 |
| IiShares安硕信托IUSV |
| 0.46% | 0.45% | $144.0万 | 1.3万股 | $133.9万 | 1.3万股 | +12股+0.09% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.45% | 0.44% | $139.4万 | 1.4万股 | $131.5万 | 1.5万股 | -411股-2.81% | 减仓 |
 博通AVGO |
| 0.36% | 0.35% | $112.6万 | 2,982股 | $103.0万 | 2,977股 | +5股+0.17% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.33% | 0.35% | $103.2万 | 2,062股 | $103.4万 | 2,058股 | +4股+0.19% | 加仓 |
| V先锋领航指数基金VOO |
| 0.32% | 0.31% | $100.3万 | 1,461股 | $91.9万 | 1,466股 | -5股-0.34% | 减仓 |
| IiShares安硕信托GVI |
| 0.26% | 0.49% | $82.1万 | 7,707股 | $143.3万 | 1.3万股 | -5,726股-42.63% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.24% | 0.23% | $74.6万 | 2.2万股 | $69.4万 | 2.2万股 | -56股-0.26% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.23% | 0.22% | $71.0万 | 3,002股 | $66.0万 | 3,002股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.22% | 0.22% | $69.0万 | 7,850股 | $64.8万 | 1,570股 | +6,280股+400.00% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.22% | 0.22% | $68.1万 | 4,650股 | $63.8万 | 4,656股 | -6股-0.13% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.21% | 0.25% | $64.1万 | 859股 | $72.7万 | 1,066股 | -207股-19.42% | 减仓 |
 雪佛龙CVX |
| 0.2% | 0.2% | $64.0万 | 3,859股 | $58.8万 | 3,856股 | +3股+0.08% | 加仓 |
| IiShares安硕信托ICSH |
| 0.18% | 0.19% | $56.9万 | 1.1万股 | $56.9万 | 1.1万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DEHP |
| 0.18% | 0.15% | $55.3万 | 1.3万股 | $43.0万 | 1.3万股 | -408股-3.06% | 减仓 |
| IiShares安硕信托IBDR |
| 0.17% | 0.2% | $52.8万 | 2.2万股 | $60.2万 | 2.5万股 | -3,056股-12.29% | 减仓 |
| IiShares安硕信托EEM |
| 0.16% | 0.14% | $50.9万 | 7,445股 | $40.7万 | 7,445股 | 00.00% | 持仓不变 |
