| G通用动力VTI |
| 13.89% | 13.33% | $1,890.9万 | 5.1万股 | $1,631.6万 | 5.1万股 | +243股+0.48% | 加仓 |
| IiShares安硕信托IGIB |
| 8.42% | 8.9% | $1,145.8万 | 21.6万股 | $1,089.5万 | 20.5万股 | +1.1万股+5.27% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 7.36% | 6.89% | $1,002.3万 | 19.4万股 | $843.5万 | 18.7万股 | +6,959股+3.72% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 6.11% | 5.94% | $832.0万 | 10.2万股 | $726.7万 | 10.2万股 | -940股-0.92% | 减仓 |
| V先锋领航·FTSEVEA |
| 5.99% | 5.89% | $815.9万 | 11.5万股 | $721.4万 | 11.3万股 | +1,932股+1.72% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 5.92% | 6.38% | $805.9万 | 15.4万股 | $781.2万 | 14.9万股 | +5,143股+3.46% | 加仓 |
| IiShares安硕信托IEI |
| 4.04% | 4.39% | $550.0万 | 4.7万股 | $537.3万 | 4.5万股 | +1,522股+3.36% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 4.01% | 4.35% | $546.0万 | 6.6万股 | $532.0万 | 6.4万股 | +2,066股+3.21% | 加仓 |
| IiShares安硕信托STIP |
| 3.86% | 4.22% | $525.1万 | 5.1万股 | $515.9万 | 5.0万股 | +1,528股+3.06% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.64% | 3.55% | $495.3万 | 6,632股 | $434.3万 | 6,678股 | -46股-0.69% | 减仓 |
| IiShares安硕信托ICSH |
| 3.55% | 3.87% | $483.7万 | 9.6万股 | $473.6万 | 9.4万股 | +2,067股+2.21% | 加仓 |
| S道富SPYM |
| 3.5% | 3.33% | $476.9万 | 5.4万股 | $407.6万 | 5.3万股 | +1,020股+1.92% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.43% | 2.46% | $331.1万 | 8.0万股 | $300.7万 | 7.7万股 | +3,077股+3.99% | 加仓 |
| S道富SPMD |
| 2.14% | 2.04% | $291.2万 | 4.3万股 | $250.0万 | 4.2万股 | +891股+2.11% | 加仓 |
| S道富SPSM |
| 2.06% | 1.89% | $280.1万 | 4.9万股 | $230.8万 | 4.8万股 | +802股+1.68% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.92% | 2.11% | $261.6万 | 2.8万股 | $258.4万 | 2.7万股 | +586股+2.16% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.48% | 1.46% | $200.9万 | 2.4万股 | $178.3万 | 2.4万股 | +250股+1.05% | 加仓 |
| I景顺自营指数基金BSCR |
| 1.44% | 1.55% | $196.7万 | 10.0万股 | $190.2万 | 9.7万股 | +3,376股+3.48% | 加仓 |
| SSPDR道富系列信托SPTM |
| 1.44% | 1.4% | $195.9万 | 2.2万股 | $171.7万 | 2.2万股 | -137股-0.63% | 减仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 1.43% | 1.54% | $194.6万 | 10.5万股 | $188.6万 | 10.1万股 | +3,663股+3.62% | 加仓 |
| I景顺自营指数基金BSCS |
| 1.4% | 1.51% | $190.8万 | 9.4万股 | $184.5万 | 9.0万股 | +3,362股+3.72% | 加仓 |
| I景顺自营指数基金BSCQ |
| 1.39% | 1.55% | $189.9万 | 9.7万股 | $190.3万 | 9.7万股 | -183股-0.19% | 减仓 |
| I景顺自营指数基金BSCU |
| 1.38% | 1.48% | $187.9万 | 11.3万股 | $181.6万 | 10.9万股 | +4,268股+3.93% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.28% | 1.27% | $174.7万 | 2,484股 | $155.6万 | 2,523股 | -39股-1.55% | 减仓 |
| I景顺QQQ信托VOO |
| 1% | — | $135.8万 | 1,844股 | $0 | 0股 | +1,844股 | 新买入 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.98% | 0.91% | $134.0万 | 1.6万股 | $111.7万 | 1.6万股 | +570股+3.63% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.84% | 0.84% | $114.1万 | 2,787股 | $103.3万 | 2,897股 | -110股-3.80% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.68% | 0.68% | $92.9万 | 1.1万股 | $83.4万 | 1.1万股 | +51股+0.47% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.68% | 0.73% | $92.7万 | 6,090股 | $88.9万 | 6,090股 | 00.00% | 持仓不变 |
| IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ |
| 0.62% | 0.69% | $84.9万 | 3.7万股 | $84.4万 | 3.6万股 | +568股+1.56% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.61% | 0.6% | $83.5万 | 2.3万股 | $73.9万 | 2.2万股 | +905股+4.16% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.47% | 0.36% | $63.8万 | 3,350股 | $44.5万 | 3,350股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.46% | 0.41% | $63.0万 | 2,176股 | $50.2万 | 1,978股 | +198股+10.01% | 加仓 |
| V先锋领航·MIDVO |
| 0.34% | 0.34% | $46.3万 | 5,752股 | $41.3万 | 1,438股 | +4,314股+300.00% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.32% | 0.34% | $44.2万 | 2,797股 | $41.4万 | 2,797股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.29% | 0.29% | $39.6万 | 1,630股 | $35.4万 | 1,630股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.26% | 0.25% | $34.9万 | 2,134股 | $31.1万 | 2,196股 | -62股-2.82% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.24% | 0.25% | $33.1万 | 3,191股 | $31.0万 | 3,191股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.23% | 0.23% | $31.2万 | 1,309股 | $27.7万 | 1,332股 | -23股-1.73% | 减仓 |
 微软MSFT |
| 0.21% | — | $29.0万 | 778股 | $0 | 0股 | +778股 | 新买入 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.19% | 0.18% | $25.5万 | 6,339股 | $21.5万 | 6,339股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.19% | 0.19% | $25.2万 | 3,107股 | $23.6万 | 3,097股 | +10股+0.32% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.18% | 0.18% | $24.9万 | 4,171股 | $22.5万 | 4,171股 | 00.00% | 持仓不变 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 0.18% | 0.2% | $24.9万 | 4,941股 | $24.9万 | 4,941股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.16% | — | $21.4万 | 600股 | $0 | 0股 | +600股 | 新买入 |
| FFIRST TRUST LARGE CAP CORE ALPHADEX FUNDFEX |
| 0.15% | — | $21.0万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.15% | 0.83% | $20.8万 | 303股 | $101.2万 | 1,754股 | -1,451股-82.73% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.15% | 0.17% | $20.7万 | 3,515股 | $20.9万 | 3,515股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 0.15% | — | $20.4万 | 1,737股 | $0 | 0股 | +1,737股 | 新买入 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 0.15% | — | $20.2万 | 3,013股 | $0 | 0股 | +3,013股 | 新买入 |
