| DDimensional维度ETF信托DFGR |
| 21.4% | 21.33% | $7,514.4万 | 259.4万股 | $6,670.6万 | 251.0万股 | +8.4万股+3.36% | 加仓 |
| S嘉信·USSCHP |
| 15.64% | 16.52% | $5,492.1万 | 207.3万股 | $5,166.4万 | 194.2万股 | +13.1万股+6.75% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 13.63% | 14.28% | $4,787.5万 | 50.6万股 | $4,467.0万 | 46.8万股 | +3.8万股+8.16% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 9.83% | 9.4% | $3,451.1万 | 77.8万股 | $2,938.8万 | 75.6万股 | +2.2万股+2.87% | 加仓 |
| V先锋领航全球基金ESGV |
| 6.09% | 5.59% | $2,137.8万 | 16.2万股 | $1,747.5万 | 15.6万股 | +6,011股+3.86% | 加仓 |
| G通用动力VTI |
| 5.45% | 5.17% | $1,914.0万 | 5.2万股 | $1,617.8万 | 5.0万股 | +1,295股+2.57% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 5.28% | 5.42% | $1,853.6万 | 49.7万股 | $1,694.4万 | 47.7万股 | +2.1万股+4.32% | 加仓 |
| V先锋领航全球基金VSGX |
| 4.71% | 4.49% | $1,652.8万 | 20.1万股 | $1,404.2万 | 19.6万股 | +4,972股+2.54% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.4% | 2.34% | $843.8万 | 11.8万股 | $730.6万 | 11.4万股 | +4,405股+3.86% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.91% | 1.85% | $672.5万 | 16.5万股 | $578.8万 | 16.8万股 | -2,069股-1.23% | 减仓 |
| PPRAXIS FDSPRXV |
| 1.71% | 1.68% | $600.3万 | 17.2万股 | $526.8万 | 16.9万股 | +2,920股+1.72% | 加仓 |
| PPRAXIS FDSPRXG |
| 1.65% | 1.53% | $578.1万 | 14.8万股 | $477.2万 | 14.5万股 | +2,945股+2.03% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.28% | 1.34% | $450.6万 | 4.7万股 | $420.6万 | 4.7万股 | -687股-1.45% | 减仓 |
| V先锋领航指数基金VOO |
| 0.98% | 0.83% | $345.6万 | 5,031股 | $260.8万 | 4,364股 | +667股+15.28% | 加仓 |
| NNORTHERN LTS FD TR IVPTL |
| 0.86% | 0.84% | $301.3万 | 1.1万股 | $264.3万 | 1.1万股 | -15股-0.14% | 减仓 |
| IiShares安硕信托STIP |
| 0.74% | 0.76% | $260.4万 | 2.5万股 | $238.5万 | 2.3万股 | +2,433股+10.55% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.73% | 0.75% | $258.0万 | 4.4万股 | $235.8万 | 4.0万股 | +4,041股+10.03% | 加仓 |
 苹果AAPL |
| 0.71% | 0.7% | $249.3万 | 8,617股 | $218.3万 | 8,600股 | +17股+0.20% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.65% | 0.63% | $229.1万 | 3.8万股 | $197.4万 | 3.7万股 | +1,870股+5.12% | 加仓 |
| NNORTHERN LTS FD TR IVWWJD |
| 0.57% | 0.63% | $198.6万 | 5.2万股 | $195.8万 | 5.2万股 | -280股-0.53% | 减仓 |
| IIBMIBM |
| 0.4% | 0.38% | $139.4万 | 4,956股 | $120.1万 | 4,956股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.33% | 0.28% | $115.1万 | 1,542股 | $88.5万 | 1,361股 | +181股+13.30% | 加仓 |
 埃克森美孚XOM |
| 0.25% | 0.34% | $87.3万 | 6,385股 | $107.6万 | 6,344股 | +41股+0.65% | 加仓 |
 MCCORMICK & COM NON VTGMKC |
| 0.24% | 0.27% | $85.3万 | 1.7万股 | $84.5万 | 1.7万股 | +157股+0.94% | 加仓 |
| IINSPIRE CORPORATE BOND ETFIBD |
| 0.2% | 0.2% | $70.2万 | 3.0万股 | $63.7万 | 2.7万股 | +2,854股+10.69% | 加仓 |
 沃尔玛WMT |
| 0.2% | 0.25% | $69.9万 | 6,171股 | $77.3万 | 6,221股 | -50股-0.80% | 减仓 |
| SSPDR黄金信托GLD |
| 0.19% | 0.25% | $66.5万 | 1,806股 | $77.7万 | 1,806股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VONV |
| 0.17% | 0.17% | $60.1万 | 5,651股 | $53.0万 | 5,651股 | 00.00% | 持仓不变 |
 BURKE HERBERT FINL SVCSBHRB |
| 0.15% | — | $54.2万 | 7,540股 | $0 | 0股 | +7,540股 | 新买入 |
| V先锋领航指数基金VB |
| 0.14% | 0.14% | $49.9万 | 1,646股 | $43.1万 | 1,646股 | 00.00% | 持仓不变 |
 HERSHEY COMHSY |
| 0.13% | 0.18% | $47.3万 | 2,698股 | $55.7万 | 2,678股 | +20股+0.75% | 加仓 |
 联合包裹UPSUPS |
| 0.13% | 0.14% | $44.9万 | 4,173股 | $43.5万 | 4,421股 | -248股-5.61% | 减仓 |
| V先锋领航·MIDVO |
| 0.13% | 0.13% | $44.0万 | 5,456股 | $39.2万 | 1,364股 | +4,092股+300.00% | 加仓 |
 卡特彼勒CAT |
| 0.12% | — | $40.6万 | 382股 | $0 | 0股 | +382股 | 新买入 |
 亚马逊AMZN |
| 0.11% | 0.1% | $39.1万 | 1,642股 | $32.2万 | 1,548股 | +94股+6.07% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.11% | 0.1% | $37.5万 | 1,524股 | $31.6万 | 1,517股 | +7股+0.46% | 加仓 |
 PPL COMPPL |
| 0.09% | 0.11% | $32.8万 | 9,024股 | $34.9万 | 9,135股 | -111股-1.22% | 减仓 |
 麦当劳MCD |
| 0.09% | 0.12% | $32.4万 | 1,200股 | $37.3万 | 1,200股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.09% | 0.1% | $31.0万 | 832股 | $29.9万 | 808股 | +24股+2.97% | 加仓 |
 Meta平台META |
| 0.08% | 0.09% | $27.7万 | 492股 | $27.1万 | 473股 | +19股+4.02% | 加仓 |
 阿斯利康AZN |
| 0.07% | — | $25.2万 | 1,328股 | $0 | 0股 | +1,328股 | 新买入 |
 强生JNJ |
| 0.07% | 0.07% | $23.1万 | 910股 | $22.2万 | 909股 | +1股+0.11% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.06% | 0.07% | $22.5万 | 450股 | $21.6万 | 450股 | 00.00% | 持仓不变 |
 康明斯CMI |
| 0.06% | — | $21.8万 | 306股 | $0 | 0股 | +306股 | 新买入 |
| V先锋领航·SMALLVBR |
| 0.06% | — | $20.5万 | 844股 | $0 | 0股 | +844股 | 新买入 |
 家得宝HD |
| 0.06% | 0.07% | $20.2万 | 573股 | $20.4万 | 620股 | -47股-7.58% | 减仓 |
| RRAFFERTY ASSET MANAGEMENT, LLCDRN |
| 0.05% | 0.07% | $16.2万 | 1.5万股 | $23.2万 | 2.7万股 | -1.2万股-43.22% | 减仓 |
