| V先锋领航指数基金VUG |
| 7.38% | 6.77% | $3,400.5万 | 39.5万股 | $2,661.6万 | 6.1万股 | +33.4万股+547.84% | 加仓 |
| V先锋领航白厅基金VYM |
| 6.5% | 7.07% | $2,995.1万 | 19.0万股 | $2,783.0万 | 18.8万股 | +1,615股+0.86% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 5.85% | 5.96% | $2,697.3万 | 60.8万股 | $2,345.8万 | 60.4万股 | +4,387股+0.73% | 加仓 |
| IiShares安硕信托IVV |
| 4.32% | 4.02% | $1,991.5万 | 2.7万股 | $1,580.0万 | 2.4万股 | +2,404股+9.94% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 3.76% | 3.62% | $1,732.5万 | 21.1万股 | $1,425.4万 | 20.1万股 | +1.0万股+5.18% | 加仓 |
| IiShares安硕·COREIJR |
| 3.72% | 3.62% | $1,715.8万 | 11.6万股 | $1,424.3万 | 11.5万股 | +1,116股+0.97% | 加仓 |
| IiShares安硕信托IVW |
| 2.79% | 2.57% | $1,284.7万 | 9.3万股 | $1,009.5万 | 8.9万股 | +4,158股+4.66% | 加仓 |
 苹果AAPL |
| 2.01% | 1.98% | $924.3万 | 3.2万股 | $778.8万 | 3.1万股 | +1,258股+4.10% | 加仓 |
| V先锋领航指数基金VTV |
| 1.97% | 2.07% | $906.5万 | 4.2万股 | $814.8万 | 4.2万股 | +64股+0.15% | 加仓 |
| IiShares安硕信托ITOT |
| 1.77% | 1.79% | $815.1万 | 5.0万股 | $704.7万 | 4.9万股 | +143股+0.29% | 加仓 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 1.75% | 1.8% | $805.6万 | 16.1万股 | $707.3万 | 14.9万股 | +1.2万股+8.14% | 加仓 |
| IiShares安硕·COREIJH |
| 1.48% | 1.51% | $680.5万 | 8.8万股 | $592.2万 | 8.8万股 | +561股+0.64% | 加仓 |
| IiShares安硕信托AOK |
| 1.43% | 1.49% | $657.0万 | 15.8万股 | $587.5万 | 14.7万股 | +1.1万股+7.56% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.4% | 1.52% | $644.5万 | 17.5万股 | $598.2万 | 17.6万股 | -1,162股-0.66% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.37% | 1.46% | $631.5万 | 2.7万股 | $573.6万 | 2.7万股 | +16股+0.06% | 加仓 |
| A美国世纪ETF信托AVLV |
| 1.35% | 1.39% | $624.1万 | 6.8万股 | $547.1万 | 6.8万股 | +549股+0.81% | 加仓 |
| IiShares安硕信托USMV |
| 1.33% | 1.56% | $612.6万 | 6.4万股 | $613.5万 | 6.6万股 | -2,653股-4.01% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.29% | 1.42% | $593.2万 | 6.0万股 | $559.1万 | 5.9万股 | +1,086股+1.83% | 加仓 |
| G通用动力VTI |
| 1.26% | 1.18% | $581.5万 | 1.6万股 | $465.0万 | 1.4万股 | +1,219股+8.41% | 加仓 |
 亚马逊AMZN |
| 1.26% | 1.29% | $579.3万 | 2.4万股 | $508.3万 | 2.4万股 | -103股-0.42% | 减仓 |
| DDimensional维度·USDFUV |
| 1.17% | 1.21% | $539.6万 | 9.8万股 | $475.8万 | 9.8万股 | -96股-0.10% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.09% | 1.14% | $501.8万 | 11.0万股 | $449.4万 | 9.9万股 | +1.2万股+11.97% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 1.09% | 1.08% | $500.2万 | 6.1万股 | $424.8万 | 5.9万股 | +2,085股+3.54% | 加仓 |
| I景顺QQQ信托VOO |
| 1.06% | 0.94% | $490.7万 | 6,664股 | $369.4万 | 6,399股 | +265股+4.14% | 加仓 |
 微软MSFT |
| 1.03% | 1.12% | $476.4万 | 1.3万股 | $442.1万 | 1.2万股 | +827股+6.92% | 加仓 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 1.01% | 0.93% | $467.3万 | 6.0万股 | $365.9万 | 4.7万股 | +1.3万股+27.75% | 加仓 |
| V先锋领航指数基金VOO |
| 0.95% | 1.05% | $439.8万 | 6,403股 | $414.3万 | 6,934股 | -531股-7.66% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.92% | 0.97% | $423.7万 | 1.9万股 | $380.7万 | 1.8万股 | +627股+3.48% | 加仓 |
| C资本集团股息价值CCBG |
| 0.9% | 0.65% | $415.0万 | 8.4万股 | $254.9万 | 6.0万股 | +2.4万股+40.52% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.89% | 0.98% | $411.5万 | 7.9万股 | $384.9万 | 7.3万股 | +5,271股+7.20% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.89% | 0.9% | $408.2万 | 5.0万股 | $355.6万 | 5.0万股 | -423股-0.85% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.88% | 1.03% | $404.4万 | 8.4万股 | $404.7万 | 8.4万股 | +315股+0.38% | 加仓 |
| V先锋领航指数基金VB |
| 0.78% | 0.79% | $357.5万 | 1.2万股 | $309.5万 | 1.2万股 | -25股-0.21% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.67% | 0.8% | $311.1万 | 3.8万股 | $314.2万 | 3.8万股 | -170股-0.45% | 减仓 |
 英伟达NVDA |
| 0.67% | 0.61% | $310.4万 | 1.6万股 | $240.2万 | 1.4万股 | +1,744股+12.66% | 加仓 |
| S嘉信策略信托SCHD |
| 0.66% | 0.77% | $306.2万 | 9.7万股 | $301.2万 | 9.8万股 | -1,586股-1.62% | 减仓 |
| IiShares安硕信托IUSB |
| 0.65% | 0.74% | $299.3万 | 6.5万股 | $292.3万 | 6.3万股 | +1,572股+2.48% | 加仓 |
 宝洁PG |
| 0.61% | 0.71% | $283.2万 | 1.9万股 | $280.2万 | 1.9万股 | -84股-0.43% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.61% | 0.57% | $281.9万 | 7,978股 | $225.8万 | 7,870股 | +108股+1.37% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.59% | 0.6% | $270.0万 | 5.0万股 | $236.2万 | 4.5万股 | +5,216股+11.65% | 加仓 |
| IiShares安硕信托IEFA |
| 0.58% | 0.64% | $268.8万 | 2.8万股 | $252.4万 | 2.8万股 | -46股-0.17% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.58% | 0.59% | $268.7万 | 2.2万股 | $230.3万 | 5,401股 | +1.6万股+300.70% | 加仓 |
| S嘉信策略信托SCHF |
| 0.56% | 0.37% | $256.2万 | 9.2万股 | $146.2万 | 5.9万股 | +3.3万股+56.55% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.55% | 0.57% | $255.8万 | 3,637股 | $224.3万 | 3,637股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.54% | 0.62% | $250.4万 | 3.4万股 | $245.3万 | 3.3万股 | +799股+2.40% | 加仓 |
 谷歌AGOOGL |
| 0.54% | 0.48% | $249.0万 | 6,968股 | $188.7万 | 6,561股 | +407股+6.20% | 加仓 |
| IiShares安硕信托HDV |
| 0.51% | 0.61% | $236.3万 | 8.6万股 | $238.7万 | 1.8万股 | +6.9万股+390.08% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.51% | 0.42% | $235.4万 | 3,152股 | $165.9万 | 2,552股 | +600股+23.51% | 加仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 0.51% | 0.47% | $234.8万 | 7,084股 | $186.4万 | 6,483股 | +601股+9.27% | 加仓 |
 特斯拉TSLA |
| 0.5% | 0.53% | $232.6万 | 5,530股 | $208.9万 | 5,620股 | -90股-1.60% | 减仓 |
