| IiShares安硕信托ITOT |
| 12.46% | 12.07% | $3,685.7万 | 22.4万股 | $3,127.0万 | 21.0万股 | +1.4万股+6.69% | 加仓 |
| IiShares安硕信托IDEV |
| 8.25% | 8.25% | $2,441.6万 | 27.4万股 | $2,137.5万 | 25.9万股 | +1.5万股+5.84% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 5.99% | 6.1% | $1,773.0万 | 40.0万股 | $1,580.5万 | 39.9万股 | +451股+0.11% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 5.5% | 4.87% | $1,627.4万 | 40.0万股 | $1,262.0万 | 38.1万股 | +1.9万股+4.97% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.47% | 5.67% | $1,618.3万 | 22.7万股 | $1,469.0万 | 23.5万股 | -8,019股-3.41% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 5.32% | 5.35% | $1,574.3万 | 26.7万股 | $1,385.7万 | 23.1万股 | +3.6万股+15.44% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 5.16% | 5.02% | $1,527.5万 | 14.8万股 | $1,299.7万 | 13.8万股 | +9,918股+7.17% | 加仓 |
| G通用动力VTI |
| 4.56% | 4.61% | $1,348.7万 | 3.6万股 | $1,194.2万 | 3.6万股 | +827股+2.32% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 3.01% | — | $889.8万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
| EEA SERIES TRUSTBSVO |
| 2.69% | 2.3% | $797.4万 | 27.3万股 | $596.6万 | 25.6万股 | +1.7万股+6.68% | 加仓 |
| DDimensional维度ETF信托DISV |
| 2.68% | 2.92% | $793.8万 | 19.8万股 | $757.4万 | 19.9万股 | -1,506股-0.76% | 减仓 |
| SSPDR道富指数基金SPDW |
| 2.63% | 2.68% | $777.2万 | 15.4万股 | $693.0万 | 15.6万股 | -1,816股-1.16% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 2.61% | 2.3% | $772.4万 | 16.2万股 | $596.4万 | 12.4万股 | +3.7万股+30.04% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.56% | 2.69% | $758.4万 | 20.6万股 | $696.7万 | 21.3万股 | -7,006股-3.29% | 减仓 |
| SSPDR道富系列信托SPTM |
| 2.45% | 2.6% | $726.4万 | 8.0万股 | $674.2万 | 8.2万股 | -1,715股-2.10% | 减仓 |
 苹果AAPL |
| 2.13% | 2.42% | $631.7万 | 2.2万股 | $625.7万 | 2.3万股 | -1,184股-5.14% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.8% | 1.64% | $534.1万 | 10.6万股 | $425.9万 | 8.6万股 | +2.0万股+23.50% | 加仓 |
| IiShares安硕IEMG |
| 1.58% | 1.69% | $467.4万 | 5.6万股 | $436.5万 | 6.5万股 | -8,520股-13.12% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.25% | 1.33% | $369.2万 | 6.2万股 | $344.0万 | 6.4万股 | -2,145股-3.35% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.17% | 1.29% | $347.4万 | 6.4万股 | $333.8万 | 6.7万股 | -2,575股-3.85% | 减仓 |
 微软MSFT |
| 1.08% | 1.77% | $318.6万 | 8,542股 | $457.5万 | 9,459股 | -917股-9.69% | 减仓 |
| AAvantis·U SAVUV |
| 1.06% | 0.98% | $314.9万 | 2.5万股 | $252.6万 | 2.5万股 | +472股+1.91% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.98% | 0.99% | $290.6万 | 4.2万股 | $257.6万 | 4.3万股 | -1,687股-3.90% | 减仓 |
 沃尔玛WMT |
| 0.93% | 0.9% | $275.1万 | 2.4万股 | $232.2万 | 2.1万股 | +3,444股+16.52% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.91% | 0.14% | $270.0万 | 5.6万股 | $35.6万 | 7,387股 | +4.8万股+656.09% | 加仓 |
| IiShares安硕信托IEI |
| 0.79% | 0.93% | $232.9万 | 2.0万股 | $239.7万 | 2.0万股 | -250股-1.24% | 减仓 |
| IiShares安硕信托IVV |
| 0.77% | 0.81% | $228.5万 | 3,051股 | $209.4万 | 3,057股 | -6股-0.20% | 减仓 |
 英伟达NVDA |
| 0.7% | 0.9% | $207.7万 | 1.0万股 | $233.9万 | 1.3万股 | -2,165股-17.26% | 减仓 |
 特斯拉TSLA |
| 0.68% | 1.27% | $200.9万 | 4,777股 | $328.3万 | 7,299股 | -2,522股-34.55% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.65% | 0.77% | $193.4万 | 5.2万股 | $200.6万 | 5.8万股 | -6,306股-10.83% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.64% | 0.62% | $189.4万 | 4.9万股 | $160.6万 | 4.9万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVEM |
| 0.59% | 0.59% | $175.6万 | 1.8万股 | $153.1万 | 2.0万股 | -1,678股-8.44% | 减仓 |
| I景顺QQQ信托VOO |
| 0.56% | 0.55% | $165.9万 | 2,253股 | $141.7万 | 2,307股 | -54股-2.34% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.56% | 0.63% | $165.1万 | 2.1万股 | $162.2万 | 2.1万股 | +617股+3.00% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.5% | 0.66% | $148.6万 | 1.8万股 | $171.5万 | 1.8万股 | -417股-2.27% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.47% | 0.6% | $138.9万 | 8,335股 | $154.9万 | 8,349股 | -14股-0.17% | 减仓 |
 亚马逊AMZN |
| 0.41% | 0.62% | $122.1万 | 5,122股 | $159.8万 | 6,921股 | -1,799股-25.99% | 减仓 |
 好市多COST |
| 0.34% | 0.41% | $100.0万 | 1,069股 | $106.6万 | 1,236股 | -167股-13.51% | 减仓 |
| DDimensional维度·USDFUV |
| 0.31% | 0.3% | $92.5万 | 1.7万股 | $78.4万 | 1.7万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.28% | 0.27% | $82.9万 | 1,178股 | $71.1万 | 1,178股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.27% | 0.29% | $80.0万 | 1,165股 | $74.2万 | 1,183股 | -18股-1.52% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.27% | 0.29% | $79.9万 | 3,376股 | $74.1万 | 3,369股 | +7股+0.21% | 加仓 |
| S嘉信·USSCHX |
| 0.27% | 0.29% | $79.0万 | 2.7万股 | $74.4万 | 2.8万股 | -820股-2.96% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.27% | 0.28% | $78.5万 | 4,969股 | $72.2万 | 5,031股 | -62股-1.23% | 减仓 |
| IiShares安硕信托EEM |
| 0.25% | 0.25% | $74.7万 | 1.1万股 | $64.6万 | 1.2万股 | -880股-7.45% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.3% | $73.7万 | 2,086股 | $76.9万 | 2,450股 | -364股-14.86% | 减仓 |
| S嘉信策略信托SCHD |
| 0.25% | 0.24% | $72.8万 | 2.3万股 | $62.5万 | 2.3万股 | +188股+0.83% | 加仓 |
| AABSCI CORPORATION COMABSI |
| 0.24% | 0.18% | $71.8万 | 6.2万股 | $46.1万 | 13.2万股 | -7.0万股-53.05% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.24% | 0.21% | $70.3万 | 3,692股 | $53.2万 | 3,692股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.23% | 0.39% | $69.4万 | 1,942股 | $101.1万 | 3,231股 | -1,289股-39.89% | 减仓 |
