| DDimensional维度ETF信托DFAU |
| 15.11% | 15.54% | $4,344.9万 | 96.3万股 | $4,520.7万 | 96.6万股 | -2,983股-0.31% | 减仓 |
| V先锋领航全球基金ESGV |
| 6.5% | 7.26% | $1,870.2万 | 16.7万股 | $2,113.1万 | 17.5万股 | -8,113股-4.64% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 5.89% | 5.7% | $1,693.5万 | 32.1万股 | $1,658.5万 | 33.2万股 | -1.2万股-3.46% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 5.66% | 5.43% | $1,628.8万 | 34.6万股 | $1,578.8万 | 33.3万股 | +1.3万股+3.76% | 加仓 |
| V先锋领航指数基金VUG |
| 4.83% | 5.35% | $1,388.9万 | 3.2万股 | $1,555.8万 | 3.2万股 | -91股-0.29% | 减仓 |
| IiShares安硕信托USXF |
| 4.37% | 4.78% | $1,257.3万 | 22.8万股 | $1,391.5万 | 24.2万股 | -1.4万股-5.75% | 减仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 4.03% | 2.83% | $1,160.0万 | 24.3万股 | $821.9万 | 16.9万股 | +7.4万股+43.72% | 加仓 |
| PPGIM ROCK ETF TRPBFR |
| 3.54% | 3.35% | $1,018.3万 | 35.1万股 | $975.3万 | 33.4万股 | +1.7万股+5.20% | 加仓 |
| V先锋领航全球基金VSGX |
| 3.33% | 3.17% | $958.0万 | 13.4万股 | $923.2万 | 12.9万股 | +4,640股+3.60% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 3.11% | 3.09% | $894.4万 | 26.3万股 | $897.6万 | 27.4万股 | -1.1万股-3.99% | 减仓 |
| IiShares安硕信托CMF |
| 3.04% | 3.11% | $874.8万 | 15.4万股 | $904.1万 | 15.7万股 | -3,495股-2.22% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.68% | 2.85% | $770.0万 | 15.2万股 | $830.1万 | 16.4万股 | -1.2万股-7.28% | 减仓 |
| V先锋领航白厅基金VNQ |
| 2.35% | 2.66% | $676.7万 | 7.7万股 | $773.5万 | 8.5万股 | -8,080股-9.55% | 减仓 |
| GGMO US QUALITY ETFGMOV |
| 2.24% | 2.46% | $644.1万 | 17.8万股 | $715.1万 | 18.6万股 | -7,914股-4.26% | 减仓 |
 苹果AAPL |
| 2.14% | 2.28% | $615.8万 | 2.4万股 | $664.4万 | 2.4万股 | -175股-0.72% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.99% | 1.7% | $571.2万 | 17.7万股 | $495.2万 | 15.6万股 | +2.1万股+13.36% | 加仓 |
| IiShares安硕信托DMXF |
| 1.97% | 1.99% | $567.9万 | 7.5万股 | $580.0万 | 7.7万股 | -1,889股-2.45% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 1.95% | 1.99% | $560.6万 | 7.4万股 | $579.1万 | 7.7万股 | -3,318股-4.29% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.92% | 1.74% | $553.2万 | 15.1万股 | $506.6万 | 13.3万股 | +1.7万股+12.98% | 加仓 |
| IiShares安硕信托IEI |
| 1.85% | 1.84% | $532.2万 | 4.5万股 | $534.0万 | 4.5万股 | -437股-0.97% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.77% | 1.8% | $510.1万 | 7.2万股 | $524.0万 | 7.1万股 | +1,288股+1.82% | 加仓 |
| C资本集团固定收益ETF信托BANFP |
| 1.74% | 1.6% | $501.6万 | 19.1万股 | $466.5万 | 17.7万股 | +1.4万股+7.77% | 加仓 |
| V先锋领航指数基金VV |
| 1.45% | 1.51% | $417.4万 | 1.4万股 | $439.7万 | 1.4万股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.22% | 0.89% | $351.3万 | 9.0万股 | $258.1万 | 6.8万股 | +2.2万股+33.12% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 0.89% | 0.95% | $255.1万 | 5.1万股 | $275.5万 | 5.5万股 | -3,531股-6.47% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.84% | 0.81% | $241.2万 | 5.3万股 | $236.1万 | 5.3万股 | -329股-0.62% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.81% | 0.83% | $233.7万 | 4,878股 | $242.6万 | 4,827股 | +51股+1.06% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.67% | 0.74% | $191.6万 | 4,494股 | $213.9万 | 4,519股 | -25股-0.55% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.66% | 0.67% | $190.4万 | 4.6万股 | $196.1万 | 4.5万股 | +1,201股+2.66% | 加仓 |
| G通用动力VTI |
| 0.64% | 0.68% | $184.3万 | 5,745股 | $198.1万 | 5,910股 | -165股-2.79% | 减仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTDVG |
| 0.64% | 0.66% | $183.7万 | 4.1万股 | $190.7万 | 4.2万股 | -1,249股-2.95% | 减仓 |
| V先锋领航指数基金VBK |
| 0.6% | 0.59% | $173.5万 | 5,740股 | $172.7万 | 5,718股 | +22股+0.38% | 加仓 |
| PPIMCO太平洋投资管理ETFBILZ |
| 0.53% | 0.25% | $152.1万 | 1.5万股 | $73.6万 | 7,308股 | +7,760股+106.19% | 加仓 |
| IiShares安硕信托HYBB |
| 0.47% | 0.51% | $136.4万 | 2.9万股 | $147.4万 | 3.1万股 | -1,739股-5.57% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.46% | 0.44% | $131.8万 | 1.9万股 | $127.1万 | 1.8万股 | +287股+1.57% | 加仓 |
| C资本集团固定收益ETF信托CGHM |
| 0.44% | 0.45% | $127.8万 | 5.1万股 | $129.8万 | 5.1万股 | -438股-0.86% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.43% | 0.49% | $123.3万 | 1.6万股 | $143.1万 | 1.9万股 | -2,977股-15.69% | 减仓 |
| B贝莱德·ETF TRUST IIINMU |
| 0.42% | 0.05% | $120.8万 | 5.1万股 | $15.8万 | 6,587股 | +4.4万股+667.45% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.37% | 0.33% | $105.0万 | 4.0万股 | $95.7万 | 3.6万股 | +4,200股+11.70% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.34% | 0.33% | $96.9万 | 2.3万股 | $94.6万 | 2.2万股 | +771股+3.49% | 加仓 |
 谷歌AGOOGL |
| 0.3% | 0.32% | $86.3万 | 3,002股 | $92.8万 | 2,967股 | +35股+1.18% | 加仓 |
| V先锋领航指数基金VOO |
| 0.29% | 0.34% | $82.3万 | 1,378股 | $99.8万 | 1,592股 | -214股-13.44% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.25% | 0.24% | $72.3万 | 1.5万股 | $70.7万 | 1.5万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.21% | 0.25% | $59.1万 | 4,041股 | $71.8万 | 4,041股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.18% | 0.23% | $52.8万 | 1,427股 | $68.0万 | 1,408股 | +19股+1.35% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 0.18% | 0.18% | $52.8万 | 7,360股 | $52.7万 | 7,360股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.18% | 0.22% | $51.6万 | 2,959股 | $62.6万 | 3,361股 | -402股-11.96% | 减仓 |
 联合太平洋铁路UNP |
| 0.15% | 0.15% | $44.4万 | 1,833股 | $42.4万 | 1,833股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.15% | 0.19% | $44.2万 | 1,191股 | $54.7万 | 1,217股 | -26股-2.14% | 减仓 |
| IiShares安硕信托EUSB |
| 0.13% | 0.13% | $38.4万 | 8,850股 | $37.2万 | 8,482股 | +368股+4.34% | 加仓 |
