| SSPDR道富系列信托BILS |
| 11.02% | 12.97% | $1,313.5万 | 13.2万股 | $1,712.6万 | 17.2万股 | -4.0万股-23.26% | 减仓 |
| SSPDR标普500 ETFSPY |
| 7.41% | 5.82% | $883.4万 | 1.2万股 | $769.3万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 6.46% | 6.13% | $770.2万 | 10.8万股 | $810.1万 | 12.6万股 | -1.8万股-14.49% | 减仓 |
| I景顺QQQ信托VOO |
| 6.38% | 4.51% | $760.5万 | 1.0万股 | $596.1万 | 1.0万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 5.34% | 4.31% | $635.9万 | 7.8万股 | $569.3万 | 8.0万股 | -2,678股-3.34% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 4.32% | 3.62% | $514.5万 | 6.2万股 | $477.8万 | 6.7万股 | -4,684股-6.97% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 4.22% | 3.49% | $503.4万 | 12.7万股 | $461.2万 | 12.9万股 | -1,841股-1.43% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.86% | 4% | $460.3万 | 11.2万股 | $527.7万 | 13.5万股 | -2.4万股-17.61% | 减仓 |
| AAvantis·U SAVUV |
| 3.63% | 3.26% | $432.4万 | 3.5万股 | $430.3万 | 3.9万股 | -4,292股-11.02% | 减仓 |
| IiShares安硕·COREIJR |
| 3.2% | 2.64% | $381.2万 | 2.6万股 | $348.1万 | 2.8万股 | -2,299股-8.21% | 减仓 |
| V先锋领航指数基金VOO |
| 3.07% | 3.37% | $365.9万 | 5,327股 | $444.5万 | 7,439股 | -2,112股-28.39% | 减仓 |
| V先锋领航债券指数基金BSV |
| 2.73% | 3.63% | $325.6万 | 4.2万股 | $478.8万 | 6.1万股 | -1.9万股-31.56% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.28% | 2.45% | $271.8万 | 4.6万股 | $323.1万 | 6.0万股 | -1.4万股-23.84% | 减仓 |
 英伟达NVDA |
| 2.17% | 1.71% | $258.9万 | 1.3万股 | $225.5万 | 1.3万股 | +11股+0.09% | 加仓 |
| G通用动力VTI |
| 2.07% | 3.32% | $246.8万 | 6,671股 | $438.0万 | 1.4万股 | -6,983股-51.14% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.96% | 1.63% | $233.7万 | 5.8万股 | $214.8万 | 6.3万股 | -5,315股-8.38% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 1.96% | 1.5% | $233.2万 | 6.3万股 | $197.9万 | 5.6万股 | +6,891股+12.37% | 加仓 |
| A美国世纪ETF信托AVRE |
| 1.76% | 1.75% | $209.6万 | 4.4万股 | $231.3万 | 5.3万股 | -8,295股-15.79% | 减仓 |
| V先锋领航指数基金VV |
| 1.7% | 1.34% | $203.2万 | 5,908股 | $176.7万 | 5,914股 | -6股-0.10% | 减仓 |
 苹果AAPL |
| 1.51% | 1.22% | $179.5万 | 6,205股 | $161.5万 | 6,363股 | -158股-2.48% | 减仓 |
| IiShares安硕信托EEM |
| 1.37% | 1.06% | $163.7万 | 2.4万股 | $139.5万 | 2.5万股 | -630股-2.56% | 减仓 |
| V先锋领航指数基金VB |
| 1.28% | 1.08% | $152.6万 | 5,033股 | $142.6万 | 5,445股 | -412股-7.57% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.24% | 1.02% | $148.0万 | 1.5万股 | $134.6万 | 1.7万股 | -1,359股-8.14% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.19% | 1.92% | $142.0万 | 5.9万股 | $253.9万 | 10.5万股 | -4.6万股-43.75% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.17% | 1.48% | $139.9万 | 4,657股 | $195.6万 | 7,886股 | -3,229股-40.95% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 1.04% | 0.86% | $123.8万 | 3.2万股 | $113.3万 | 3.2万股 | -420股-1.30% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.01% | 0.93% | $120.8万 | 5,104股 | $122.7万 | 5,704股 | -600股-10.52% | 减仓 |
| IiShares安硕信托IEFA |
| 0.94% | 0.84% | $112.3万 | 1.2万股 | $111.2万 | 1.2万股 | -648股-5.28% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.94% | 0.89% | $111.5万 | 1.2万股 | $116.9万 | 1.3万股 | -1,624股-12.32% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.93% | 0.81% | $111.3万 | 3.2万股 | $106.5万 | 3.2万股 | +138股+0.44% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.88% | 0.66% | $104.9万 | 2,970股 | $87.4万 | 3,048股 | -78股-2.56% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.84% | 0.64% | $99.7万 | 7,782股 | $84.4万 | 7,592股 | +190股+2.50% | 加仓 |
| IiShares安硕信托IVV |
| 0.73% | 1.44% | $87.3万 | 1,166股 | $190.3万 | 2,913股 | -1,747股-59.97% | 减仓 |
| IiShares安硕IEMG |
| 0.72% | 0.59% | $86.1万 | 1.0万股 | $78.2万 | 1.1万股 | -820股-7.31% | 减仓 |
| V先锋领航指数基金VUG |
| 0.69% | 0.55% | $82.4万 | 9,569股 | $72.2万 | 1,653股 | +7,916股+478.89% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.68% | 0.98% | $80.6万 | 3,550股 | $129.9万 | 6,154股 | -2,604股-42.31% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.58% | 0.54% | $69.0万 | 1.7万股 | $71.0万 | 1.8万股 | -802股-4.46% | 减仓 |
 微软MSFT |
| 0.56% | 0.5% | $66.3万 | 1,776股 | $66.4万 | 1,793股 | -17股-0.95% | 减仓 |
| SSPDR黄金信托GLD |
| 0.54% | 0.93% | $64.7万 | 1,756股 | $123.0万 | 2,859股 | -1,103股-38.58% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.52% | 0.5% | $61.5万 | 2.3万股 | $66.3万 | 2.8万股 | -4,546股-16.21% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.47% | 0.38% | $56.3万 | 5,105股 | $49.6万 | 5,105股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托DSPY |
| 0.44% | 0.43% | $52.0万 | 7,925股 | $57.3万 | 9,555股 | -1,630股-17.06% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.42% | 0.34% | $50.0万 | 7,150股 | $44.7万 | 7,150股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.42% | 0.35% | $49.7万 | 4,781股 | $46.5万 | 4,791股 | -10股-0.21% | 减仓 |
 亚马逊AMZN |
| 0.38% | 0.36% | $45.8万 | 1,920股 | $47.7万 | 2,289股 | -369股-16.12% | 减仓 |
 VanEck ETF信托GDXJ |
| 0.37% | 0.41% | $44.6万 | 4,541股 | $54.5万 | 4,541股 | 00.00% | 持仓不变 |
| EEA SERIES TRUSTBSVO |
| 0.37% | 0.29% | $44.3万 | 1.5万股 | $38.5万 | 1.5万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.31% | 0.18% | $36.7万 | 3,128股 | $24.2万 | 3,114股 | +14股+0.45% | 加仓 |
| IiShares黄金信托IAU |
| 0.31% | 0.32% | $36.4万 | 4,821股 | $42.5万 | 4,821股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.29% | 0.22% | $34.5万 | 965股 | $28.9万 | 1,004股 | -39股-3.88% | 减仓 |
