| G通用动力VTI |
| 13.5% | 12.73% | $4,859.6万 | 13.1万股 | $4,140.2万 | 12.9万股 | +2,271股+1.76% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 12.58% | 13.46% | $4,530.0万 | 114.8万股 | $4,379.2万 | 110.2万股 | +4.5万股+4.12% | 加仓 |
| TTCW ETF TRUSTXB |
| 8.93% | 9.58% | $3,213.8万 | 82.0万股 | $3,116.7万 | 79.4万股 | +2.6万股+3.27% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 8.61% | 9.25% | $3,100.1万 | 53.3万股 | $3,007.9万 | 51.4万股 | +1.9万股+3.67% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 8.23% | 8.01% | $2,962.7万 | 73.7万股 | $2,604.8万 | 76.9万股 | -3.2万股-4.22% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 7.76% | 7.47% | $2,794.2万 | 54.1万股 | $2,431.4万 | 53.9万股 | +1,701股+0.32% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 5.24% | 5.74% | $1,887.6万 | 32.0万股 | $1,867.7万 | 31.4万股 | +6,412股+2.04% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 4.31% | 4.42% | $1,550.1万 | 37.6万股 | $1,438.7万 | 36.9万股 | +6,486股+1.76% | 加仓 |
| S嘉信·USSCHX |
| 3.64% | 3.52% | $1,311.6万 | 44.6万股 | $1,143.7万 | 44.6万股 | -411股-0.09% | 减仓 |
 苹果AAPL |
| 3.1% | 3.04% | $1,116.2万 | 3.9万股 | $990.3万 | 3.9万股 | -443股-1.14% | 减仓 |
| S道富SPYM |
| 2.65% | 2.58% | $952.8万 | 10.8万股 | $839.6万 | 11.0万股 | -1,264股-1.15% | 减仓 |
| A美国世纪ETF信托AVUS |
| 1.94% | 1.86% | $698.0万 | 5.4万股 | $605.9万 | 5.4万股 | +1股+0.00% | 加仓 |
| IiShares安硕信托IVV |
| 1.7% | 1.62% | $612.6万 | 8,180股 | $526.1万 | 8,055股 | +125股+1.55% | 加仓 |
| IiShares安硕IEMG |
| 1.56% | 1.43% | $560.8万 | 6.8万股 | $465.7万 | 6.7万股 | +931股+1.39% | 加仓 |
 特斯拉TSLA |
| 1.26% | 1.23% | $453.4万 | 1.1万股 | $401.0万 | 1.1万股 | -5股-0.05% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.15% | 1.12% | $415.8万 | 5.8万股 | $363.1万 | 5.7万股 | +1,688股+2.98% | 加仓 |
| IiShares安硕信托ITOT |
| 0.79% | 0.76% | $285.3万 | 1.7万股 | $247.4万 | 1.7万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.68% | 0.61% | $244.8万 | 6,930股 | $199.9万 | 6,968股 | -38股-0.55% | 减仓 |
 英伟达NVDA |
| 0.68% | 0.72% | $244.6万 | 1.2万股 | $233.7万 | 1.3万股 | -1,179股-8.80% | 减仓 |
 亚马逊AMZN |
| 0.58% | 0.58% | $208.5万 | 8,748股 | $188.0万 | 9,028股 | -280股-3.10% | 减仓 |
| IiShares安硕信托ITOT |
| 0.58% | 0.56% | $208.3万 | 1.3万股 | $180.9万 | 1.3万股 | -62股-0.48% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.52% | 0.5% | $188.8万 | 4.0万股 | $162.0万 | 3.9万股 | +1,060股+2.69% | 加仓 |
| SSTUBHUBSTUB |
| 0.47% | 0.27% | $169.3万 | 13.2万股 | $86.8万 | 13.9万股 | -7,600股-5.46% | 减仓 |
 谷歌AGOOGL |
| 0.45% | 0.47% | $160.5万 | 4,490股 | $152.5万 | 5,303股 | -813股-15.33% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.44% | 0.43% | $157.6万 | 5.4万股 | $139.0万 | 5.5万股 | -926股-1.67% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.38% | 0.39% | $136.3万 | 1.5万股 | $127.8万 | 1.6万股 | -1,143股-7.07% | 减仓 |
 DYNEX CAPDX |
| 0.32% | 0.33% | $114.4万 | 8.7万股 | $107.1万 | 8.4万股 | +3,297股+3.93% | 加仓 |
| S嘉信策略信托SCHD |
| 0.31% | 0.33% | $111.4万 | 3.5万股 | $107.7万 | 3.5万股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.29% | 0.3% | $104.9万 | 4,435股 | $97.6万 | 4,538股 | -103股-2.27% | 减仓 |
| S嘉信策略信托SCHE |
| 0.29% | 0.3% | $104.1万 | 2.9万股 | $96.8万 | 2.9万股 | -672股-2.29% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.29% | 0.28% | $103.9万 | 1,392股 | $90.5万 | 1,392股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.29% | 0.28% | $103.4万 | 1,505股 | $89.9万 | 1,505股 | 00.00% | 持仓不变 |
 REDDIT CL ARDDT |
| 0.28% | 0.26% | $102.1万 | 5,882股 | $84.6万 | 6,282股 | -400股-6.37% | 减仓 |
| IiShares安硕ESGE |
| 0.26% | 0.25% | $93.6万 | 1.7万股 | $80.2万 | 1.8万股 | -519股-2.94% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.25% | 0.24% | $89.7万 | 1.8万股 | $78.3万 | 1.8万股 | -121股-0.65% | 减仓 |
 Meta平台META |
| 0.25% | 0.27% | $89.6万 | 1,590股 | $86.6万 | 1,514股 | +76股+5.02% | 加仓 |
 CrowdStrikeCRWD |
| 0.23% | 0.13% | $82.9万 | 1,086股 | $42.4万 | 1,085股 | +1股+0.09% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.22% | 0.23% | $80.0万 | 1.3万股 | $74.0万 | 1.4万股 | -280股-2.05% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.21% | 0.22% | $76.5万 | 1.5万股 | $70.6万 | 1.5万股 | -292股-1.94% | 减仓 |
 AMD超威AMD |
| 0.19% | 0.11% | $67.3万 | 1,159股 | $35.7万 | 1,754股 | -595股-33.92% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.17% | 0.17% | $62.3万 | 1.4万股 | $54.6万 | 1.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.17% | 0.2% | $61.8万 | 1,657股 | $65.0万 | 1,756股 | -99股-5.64% | 减仓 |
 摩根大通JPM |
| 0.17% | 0.16% | $60.4万 | 1,844股 | $53.4万 | 1,814股 | +30股+1.65% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.16% | 0.16% | $58.5万 | 1.1万股 | $51.4万 | 1.1万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEM |
| 0.15% | 0.15% | $55.3万 | 1.4万股 | $47.7万 | 1.4万股 | -211股-1.53% | 减仓 |
| DDIGITALOCEANDOCN |
| 0.14% | 0.09% | $51.1万 | 3,257股 | $27.9万 | 3,257股 | 00.00% | 持仓不变 |
| IiShares安硕·ESGEFA |
| 0.14% | 0.14% | $50.6万 | 4,922股 | $46.4万 | 4,848股 | +74股+1.53% | 加仓 |
 优步UBER |
| 0.14% | 0.15% | $49.7万 | 6,893股 | $49.5万 | 6,886股 | +7股+0.10% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.13% | 0.13% | $46.4万 | 1.0万股 | $43.0万 | 1.0万股 | +153股+1.51% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.12% | 0.13% | $45.0万 | 4,394股 | $43.3万 | 5,509股 | -1,115股-20.24% | 减仓 |
