| G通用动力VTI |
| 27.75% | 27.71% | $1.06亿 | 28.7万股 | $8,969.9万 | 28.0万股 | +7,017股+2.51% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 12.65% | 12.98% | $4,834.9万 | 109.0万股 | $4,200.9万 | 108.1万股 | +8,876股+0.82% | 加仓 |
| IiShares安硕信托ITOT |
| 7.77% | 7.95% | $2,971.3万 | 18.1万股 | $2,574.0万 | 18.1万股 | +161股+0.09% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 6.79% | 7.16% | $2,594.1万 | 70.4万股 | $2,316.5万 | 68.2万股 | +2.2万股+3.26% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 6.69% | 6.66% | $2,557.5万 | 7.6万股 | $2,157.1万 | 7.3万股 | +2,413股+3.30% | 加仓 |
| V先锋领航STAR基金VXUS |
| 5.7% | 5.99% | $2,179.6万 | 25.5万股 | $1,937.8万 | 25.1万股 | +3,642股+1.45% | 加仓 |
| I景顺QQQ信托VOO |
| 4.56% | 4.07% | $1,742.0万 | 2.4万股 | $1,318.4万 | 2.3万股 | +814股+3.56% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 3.35% | 3.46% | $1,280.4万 | 24.8万股 | $1,118.9万 | 24.8万股 | -278股-0.11% | 减仓 |
| IiShares安硕信托IXUS |
| 3.12% | 3.36% | $1,192.1万 | 12.5万股 | $1,086.3万 | 12.5万股 | -468股-0.37% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.6% | 0.63% | $612.9万 | 8,207股 | $204.7万 | 3,147股 | +5,060股+160.79% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.49% | 1.64% | $567.6万 | 21.4万股 | $529.6万 | 20.2万股 | +1.2万股+5.87% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.16% | 1.19% | $444.5万 | 1.1万股 | $386.2万 | 1.1万股 | +22股+0.20% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.12% | 1.27% | $427.3万 | 5.2万股 | $409.6万 | 5.0万股 | +2,199股+4.44% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.09% | 1.16% | $415.9万 | 4.3万股 | $376.3万 | 4.2万股 | +710股+1.67% | 加仓 |
 苹果AAPL |
| 1.06% | 1.12% | $406.3万 | 1.4万股 | $361.1万 | 1.4万股 | -187股-1.31% | 减仓 |
 英伟达NVDA |
| 1.02% | 1.05% | $390.7万 | 2.0万股 | $340.5万 | 2.0万股 | +3股+0.02% | 加仓 |
 谷歌AGOOGL |
| 0.76% | 0.73% | $291.6万 | 8,158股 | $235.0万 | 8,172股 | -14股-0.17% | 减仓 |
| V先锋领航指数基金VOO |
| 0.68% | 0.69% | $258.3万 | 3,761股 | $224.1万 | 3,750股 | +11股+0.29% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.62% | 0.63% | $237.9万 | 5.7万股 | $202.9万 | 5.5万股 | +1,813股+3.28% | 加仓 |
 亚马逊AMZN |
| 0.61% | 0.58% | $234.7万 | 9,846股 | $189.3万 | 9,090股 | +756股+8.32% | 加仓 |
 微软MSFT |
| 0.56% | 0.65% | $214.3万 | 5,746股 | $209.0万 | 5,646股 | +100股+1.77% | 加仓 |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 0.53% | 0.6% | $203.4万 | 4.1万股 | $195.0万 | 4.1万股 | +191股+0.47% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.47% | $185.9万 | 5,262股 | $150.9万 | 5,260股 | +2股+0.04% | 加仓 |
| WWisdomTree信托DTD |
| 0.46% | 0.5% | $175.2万 | 1.9万股 | $161.5万 | 1.9万股 | +93股+0.50% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.44% | 0.46% | $168.2万 | 1.1万股 | $147.3万 | 1.1万股 | +68股+0.64% | 加仓 |
 Meta平台META |
| 0.4% | 0.48% | $154.4万 | 2,742股 | $156.8万 | 2,741股 | +1股+0.04% | 加仓 |
 博通AVGO |
| 0.37% | 0.36% | $140.4万 | 3,716股 | $115.5万 | 3,732股 | -16股-0.43% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.31% | 0.3% | $118.7万 | 1.4万股 | $97.5万 | 2,392股 | +1.2万股+500.63% | 加仓 |
| V先锋领航指数基金VOT |
| 0.31% | 0.29% | $118.7万 | 3,874股 | $93.7万 | 3,641股 | +233股+6.40% | 加仓 |
 美光科技MU |
| 0.29% | 0.1% | $112.2万 | 972股 | $32.4万 | 959股 | +13股+1.36% | 加仓 |
 台积电TSM |
| 0.27% | 0.22% | $101.7万 | 2,131股 | $72.5万 | 2,145股 | -14股-0.65% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.26% | 0.26% | $98.0万 | 7,409股 | $84.5万 | 7,530股 | -121股-1.61% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.25% | 0.28% | $94.1万 | 1,880股 | $89.6万 | 1,870股 | +10股+0.53% | 加仓 |
 礼来LLY |
| 0.22% | 0.2% | $86.0万 | 717股 | $65.8万 | 716股 | +1股+0.14% | 加仓 |
 摩根大通JPM |
| 0.22% | 0.23% | $84.4万 | 2,579股 | $75.8万 | 2,577股 | +2股+0.08% | 加仓 |
 AMD超威AMD |
| 0.22% | 0.09% | $82.6万 | 1,422股 | $28.4万 | 1,395股 | +27股+1.94% | 加仓 |
| IiShares安硕信托GJS |
| 0.21% | 0.25% | $79.1万 | 3.5万股 | $82.5万 | 3.6万股 | -1,288股-3.58% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.21% | 0.21% | $79.0万 | 6,183股 | $68.6万 | 6,257股 | -74股-1.18% | 减仓 |
| IiShares安硕信托LQD |
| 0.19% | 0.22% | $72.3万 | 6,627股 | $71.4万 | 6,549股 | +78股+1.19% | 加仓 |
 特斯拉TSLA |
| 0.18% | 0.19% | $70.5万 | 1,675股 | $61.6万 | 1,656股 | +19股+1.15% | 加仓 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.16% | 0.22% | $61.6万 | 1.4万股 | $71.4万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.15% | 0.16% | $57.9万 | 2,656股 | $52.1万 | 2,656股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.14% | 0.08% | $55.3万 | 764股 | $26.1万 | 762股 | +2股+0.26% | 加仓 |
 埃克森美孚XOM |
| 0.14% | 0.21% | $53.6万 | 3,917股 | $66.5万 | 3,918股 | -1股-0.03% | 减仓 |
 卡特彼勒CAT |
| 0.14% | 0.11% | $52.5万 | 493股 | $34.8万 | 492股 | +1股+0.20% | 加仓 |
 VisaV |
| 0.13% | 0.13% | $50.1万 | 1,461股 | $42.9万 | 1,418股 | +43股+3.03% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.13% | 0.14% | $49.5万 | 5,908股 | $44.2万 | 5,880股 | +28股+0.48% | 加仓 |
 强生JNJ |
| 0.13% | 0.15% | $49.3万 | 1,941股 | $47.4万 | 1,940股 | +1股+0.05% | 加仓 |
| WWisdomTree·GLOBAL EX-U.S. QUALITY GROWTH FUNDDNL |
| 0.13% | 0.13% | $48.1万 | 1.0万股 | $41.9万 | 1.0万股 | +39股+0.38% | 加仓 |
| BBANK OF AMERBAC |
| 0.12% | 0.12% | $47.0万 | 8,254股 | $40.1万 | 8,228股 | +26股+0.32% | 加仓 |
