| DDimensional维度ETF信托DFAU |
| 14.26% | 13.52% | $3,923.7万 | 109.5万股 | $3,550.1万 | 106.8万股 | +2.7万股+2.54% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 12.13% | 11.89% | $3,337.2万 | 107.0万股 | $3,122.8万 | 106.8万股 | +1,256股+0.12% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.26% | 5.11% | $1,447.0万 | 48.6万股 | $1,342.8万 | 46.9万股 | +1.7万股+3.67% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 3.95% | 3.83% | $1,087.4万 | 26.4万股 | $1,005.6万 | 23.7万股 | +2.6万股+11.15% | 加仓 |
| V先锋领航·TOTALBND |
| 3.32% | 3.44% | $913.9万 | 12.9万股 | $902.3万 | 12.3万股 | +5,976股+4.87% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.59% | 2.5% | $711.3万 | 28.6万股 | $656.2万 | 27.2万股 | +1.4万股+5.13% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 2.25% | 2.33% | $619.1万 | 29.0万股 | $611.5万 | 26.9万股 | +2.1万股+7.77% | 加仓 |
 PROGPRG |
| 2.15% | 2.16% | $592.8万 | 18.3万股 | $566.1万 | 18.3万股 | 00.00% | 持仓不变 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.71% | 1.74% | $471.7万 | 9.4万股 | $458.2万 | 9.1万股 | +2,610股+2.86% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 1.61% | 1.54% | $444.2万 | 9.5万股 | $404.3万 | 8.6万股 | +8,775股+10.20% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.51% | 1.42% | $416.8万 | 8.7万股 | $372.5万 | 7.8万股 | +8,864股+11.30% | 加仓 |
 亚马逊AMZN |
| 1.38% | 1.31% | $379.8万 | 2.0万股 | $342.7万 | 2.3万股 | -2,135股-9.46% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.32% | 1.24% | $362.6万 | 6.3万股 | $324.6万 | 5.5万股 | +8,516股+15.56% | 加仓 |
 PHILLIPS EDISON &PECO |
| 1.29% | 1.67% | $356.2万 | 10.8万股 | $439.0万 | 12.0万股 | -1.3万股-10.60% | 减仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 1.22% | 1.33% | $335.3万 | 3.6万股 | $349.5万 | 3.7万股 | -1,044股-2.83% | 减仓 |
 微软MSFT |
| 1.14% | 1.05% | $314.8万 | 7,438股 | $274.7万 | 7,305股 | +133股+1.82% | 加仓 |
| NNCINONCNO |
| 0.98% | 0.99% | $269.9万 | 8.1万股 | $258.7万 | 7.7万股 | +3,972股+5.16% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.83% | 0.85% | $227.5万 | 5.1万股 | $223.4万 | 4.9万股 | +2,676股+5.51% | 加仓 |
| FFS KKR CAPFSK |
| 0.81% | 0.93% | $222.9万 | 11.6万股 | $244.2万 | 12.2万股 | -6,329股-5.18% | 减仓 |
 Extra SpaceEXR |
| 0.8% | 0.95% | $220.3万 | 1.5万股 | $249.7万 | 1.6万股 | -115股-0.74% | 减仓 |
| CCION INVTCION |
| 0.73% | 0.82% | $200.5万 | 18.5万股 | $214.4万 | 19.0万股 | -4,956股-2.61% | 减仓 |
| IiShares安硕信托PFF |
| 0.69% | 0.87% | $188.9万 | 6.0万股 | $227.4万 | 7.3万股 | -1.3万股-17.78% | 减仓 |
| BBondBloxx ETF Trust Bloomberg Six MNXHLF |
| 0.65% | 0.69% | $177.8万 | 3.5万股 | $181.3万 | 3.6万股 | -649股-1.80% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.63% | 0.31% | $173.9万 | 2.1万股 | $81.0万 | 9,873股 | +1.2万股+117.34% | 加仓 |
| S道富SPHY |
| 0.59% | 0.63% | $162.6万 | 7.0万股 | $165.0万 | 7.1万股 | -103股-0.15% | 减仓 |
 好市多COST |
| 0.55% | 0.53% | $151.9万 | 2,103股 | $138.5万 | 2,098股 | +5股+0.24% | 加仓 |
 诺和诺德NVO |
| 0.54% | 0.48% | $149.2万 | 1.2万股 | $126.4万 | 1.2万股 | -274股-2.24% | 减仓 |
| IiShares安硕信托SHYG |
| 0.5% | 0.54% | $138.6万 | 3.3万股 | $141.7万 | 3.4万股 | -555股-1.65% | 减仓 |
| G通用动力VTI |
| 0.5% | 0.49% | $137.6万 | 5,397股 | $128.2万 | 5,404股 | -7股-0.13% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.5% | 0.47% | $137.1万 | 8,699股 | $123.8万 | 8,785股 | -86股-0.98% | 减仓 |
 VisaV |
| 0.49% | 0.44% | $135.8万 | 4,946股 | $115.1万 | 4,421股 | +525股+11.88% | 加仓 |
 特斯拉TSLA |
| 0.49% | 0.79% | $135.3万 | 7,878股 | $207.0万 | 8,330股 | -452股-5.43% | 减仓 |
 NETFLIXNFLX |
| 0.48% | 0.41% | $133.2万 | 2,153股 | $108.3万 | 2,224股 | -71股-3.19% | 减仓 |
 联合健康UNH |
| 0.48% | 0.58% | $131.7万 | 2,926股 | $153.5万 | 2,915股 | +11股+0.38% | 加仓 |
 苹果AAPL |
| 0.47% | 0.49% | $128.7万 | 7,671股 | $128.4万 | 6,671股 | +1,000股+14.99% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.46% | 0.46% | $127.7万 | 3.6万股 | $120.9万 | 3.6万股 | +735股+2.07% | 加仓 |
 摩根大通JPM |
| 0.42% | 0.38% | $114.4万 | 5,854股 | $100.3万 | 5,895股 | -41股-0.70% | 减仓 |
 赛富时CRM |
| 0.41% | 0.38% | $112.2万 | 3,746股 | $99.4万 | 3,778股 | -32股-0.85% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.41% | 0.37% | $112.0万 | 2,738股 | $96.7万 | 2,710股 | +28股+1.03% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.4% | 0.49% | $110.6万 | 2.5万股 | $128.6万 | 2.8万股 | -2,989股-10.84% | 减仓 |
 ServiceNowNOW |
| 0.4% | 0.49% | $109.4万 | 1,422股 | $129.2万 | 1,829股 | -407股-22.25% | 减仓 |
 伊顿ETN |
| 0.39% | 0.3% | $106.1万 | 3,374股 | $79.7万 | 3,311股 | +63股+1.90% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.38% | 0.28% | $105.8万 | 5,956股 | $73.8万 | 4,330股 | +1,626股+37.55% | 加仓 |
 雷神技术RTX |
| 0.38% | 0.32% | $105.1万 | 1.0万股 | $85.0万 | 1.0万股 | +258股+2.55% | 加仓 |
| VVIRTUS ETF TR IISEIX |
| 0.38% | 0.4% | $104.9万 | 4.4万股 | $104.0万 | 4.3万股 | +319股+0.73% | 加仓 |
 雅培ABT |
| 0.38% | 0.34% | $104.1万 | 9,367股 | $88.2万 | 8,016股 | +1,351股+16.85% | 加仓 |
 万事达MA |
| 0.38% | 0.36% | $103.2万 | 2,200股 | $95.2万 | 2,231股 | -31股-1.39% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.37% | 0.14% | $101.9万 | 2.2万股 | $35.6万 | 8,704股 | +1.3万股+153.56% | 加仓 |
 谷歌AGOOGL |
| 0.37% | 0.3% | $101.1万 | 6,475股 | $78.9万 | 5,647股 | +828股+14.66% | 加仓 |
 埃森哲ACN |
| 0.36% | 0.44% | $100.2万 | 3,089股 | $116.3万 | 3,315股 | -226股-6.82% | 减仓 |
