| IiShares安硕信托SGOV |
| 7.67% | 8.39% | $6,767.9万 | 67.2万股 | $6,329.3万 | 62.9万股 | +4.4万股+6.92% | 加仓 |
 苹果AAPL |
| 6.33% | 6.49% | $5,589.9万 | 19.3万股 | $4,894.5万 | 19.3万股 | +327股+0.17% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 6.31% | 7.01% | $5,564.0万 | 230.5万股 | $5,283.0万 | 217.7万股 | +12.8万股+5.89% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 4.51% | 4.11% | $3,976.5万 | 89.6万股 | $3,101.1万 | 79.8万股 | +9.8万股+12.33% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 4.17% | 4.25% | $3,683.0万 | 68.2万股 | $3,205.2万 | 60.7万股 | +7.5万股+12.27% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.69% | 3.44% | $3,252.5万 | 80.9万股 | $2,593.0万 | 76.6万股 | +4.3万股+5.63% | 加仓 |
| V先锋领航指数基金VTV |
| 3.65% | 3.46% | $3,220.5万 | 14.8万股 | $2,609.4万 | 13.3万股 | +1.5万股+11.11% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.53% | 3.55% | $3,118.0万 | 75.6万股 | $2,679.8万 | 68.8万股 | +6.8万股+9.89% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.79% | 1.91% | $1,578.5万 | 20.6万股 | $1,444.1万 | 18.7万股 | +1.9万股+9.99% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.79% | 1.74% | $1,576.7万 | 22.6万股 | $1,315.7万 | 21.1万股 | +1.5万股+7.06% | 加仓 |
 英伟达NVDA |
| 1.77% | 1.72% | $1,560.7万 | 7.8万股 | $1,297.2万 | 7.4万股 | +3,617股+4.86% | 加仓 |
| IiShares安硕·TR MSCI AC ASIA ETFAAXJ |
| 1.69% | 1.56% | $1,490.4万 | 12.5万股 | $1,179.9万 | 12.3万股 | +2,368股+1.93% | 加仓 |
| G通用动力VTI |
| 1.58% | 1.58% | $1,390.8万 | 3.8万股 | $1,189.1万 | 3.7万股 | +521股+1.41% | 加仓 |
| S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR |
| 1.36% | 1.53% | $1,198.5万 | 17.8万股 | $1,151.9万 | 15.4万股 | +2.4万股+15.41% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.36% | 1.35% | $1,196.4万 | 35.1万股 | $1,014.9万 | 31.5万股 | +3.6万股+11.30% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 1.35% | 1.18% | $1,189.2万 | 30.1万股 | $888.6万 | 24.9万股 | +5.2万股+20.86% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.16% | 1.09% | $1,025.9万 | 24.6万股 | $825.6万 | 22.5万股 | +2.1万股+9.46% | 加仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 1.16% | 1.29% | $1,020.9万 | 33.1万股 | $970.2万 | 31.5万股 | +1.6万股+4.98% | 加仓 |
| IiShares安硕信托GVI |
| 1.13% | 1.3% | $993.3万 | 9.2万股 | $984.0万 | 9.3万股 | -402股-0.43% | 减仓 |
| IiShares安硕信托LQD |
| 1.12% | 1.26% | $985.3万 | 9.0万股 | $947.2万 | 8.7万股 | +3,424股+3.94% | 加仓 |
| IiShares黄金信托IAU |
| 1.08% | 1.22% | $949.5万 | 12.6万股 | $918.2万 | 10.4万股 | +2.2万股+20.73% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.07% | 0.72% | $940.4万 | 2.7万股 | $542.2万 | 1.9万股 | +7,713股+40.80% | 加仓 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 0.9% | 0.84% | $796.1万 | 7.4万股 | $637.2万 | 5.9万股 | +1.5万股+26.19% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.87% | 0.87% | $767.4万 | 8.4万股 | $652.4万 | 7.1万股 | +1.3万股+17.61% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.83% | — | $729.8万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
| V先锋领航国际股票指数基金VEU |
| 0.81% | 0.69% | $718.2万 | 8.6万股 | $522.5万 | 7.0万股 | +1.6万股+23.27% | 加仓 |
| GGlobal X·COPPER MINERS ETFCOPX |
| 0.8% | 0.77% | $701.8万 | 9.1万股 | $577.1万 | 7.6万股 | +1.6万股+20.62% | 加仓 |
| IiShares安硕信托REET |
| 0.75% | 0.7% | $662.5万 | 24.0万股 | $531.4万 | 21.1万股 | +2.9万股+13.51% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.74% | 0.8% | $652.4万 | 2.8万股 | $601.9万 | 2.8万股 | -415股-1.48% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.67% | 0.71% | $594.4万 | 16.0万股 | $539.0万 | 15.2万股 | +7,833股+5.16% | 加仓 |
| I景顺QQQ信托VOO |
| 0.67% | 0.61% | $592.1万 | 8,041股 | $462.0万 | 8,005股 | +36股+0.45% | 加仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.64% | 0.49% | $560.5万 | 2.8万股 | $369.0万 | 3.0万股 | -2,238股-7.46% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.58% | 0.52% | $515.5万 | 1.0万股 | $394.6万 | 8,235股 | +2,067股+25.10% | 加仓 |
 微软MSFT |
| 0.57% | 0.58% | $506.8万 | 1.4万股 | $438.4万 | 1.2万股 | +1,743股+14.72% | 加仓 |
 亚马逊AMZN |
| 0.57% | 0.55% | $505.1万 | 2.1万股 | $411.0万 | 2.0万股 | +1,456股+7.38% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.56% | 0.59% | $498.1万 | 9.6万股 | $448.4万 | 9.9万股 | -3,007股-3.03% | 减仓 |
 美光科技MU |
| 0.56% | 0.24% | $497.6万 | 4,311股 | $179.2万 | 5,305股 | -994股-18.74% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 0.56% | 0.53% | $491.1万 | 12.1万股 | $396.6万 | 11.5万股 | +6,063股+5.28% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.53% | 0.4% | $468.1万 | 8.5万股 | $303.7万 | 5.5万股 | +3.0万股+54.63% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.49% | 0.54% | $430.9万 | 1.8万股 | $406.8万 | 1.9万股 | -990股-5.29% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.49% | 0.49% | $429.3万 | 3.5万股 | $373.2万 | 8,753股 | +2.6万股+295.00% | 加仓 |
| IiShares安硕信托IWD |
| 0.46% | 0.49% | $409.5万 | 1.7万股 | $370.7万 | 1.7万股 | -458股-2.64% | 减仓 |
 谷歌AGOOGL |
| 0.42% | 0.35% | $368.2万 | 1.0万股 | $265.0万 | 9,215股 | +1,089股+11.82% | 加仓 |
| SSPDR黄金信托GLD |
| 0.41% | 0.53% | $359.6万 | 9,761股 | $402.9万 | 9,364股 | +397股+4.24% | 加仓 |
 嘉信理财SCHW |
| 0.39% | 0.49% | $342.8万 | 3.7万股 | $368.8万 | 3.9万股 | -2,088股-5.32% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.39% | 0.39% | $340.4万 | 8,312股 | $296.4万 | 8,312股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLT |
| 0.39% | 0.69% | $340.3万 | 3.9万股 | $516.6万 | 6.0万股 | -2.0万股-33.92% | 减仓 |
| I景顺交易所交易基金IIBKLN |
| 0.38% | 0.38% | $332.8万 | 16.3万股 | $289.0万 | 14.2万股 | +2.2万股+15.37% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.36% | 0.37% | $315.0万 | 4,218股 | $280.0万 | 4,305股 | -87股-2.02% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.34% | 0.21% | $300.8万 | 3.5万股 | $155.8万 | 2.0万股 | +1.5万股+74.19% | 加仓 |
