| G通用动力VTI |
| 32.99% | 32.07% | $1.33亿 | 36.1万股 | $1.14亿 | 35.5万股 | +5,278股+1.49% | 加仓 |
| V先锋领航·FTSEVEA |
| 16.01% | 16.14% | $6,475.3万 | 90.9万股 | $5,740.2万 | 89.6万股 | +1.3万股+1.46% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 9.62% | 9.38% | $3,893.1万 | 95.8万股 | $3,334.8万 | 96.5万股 | -7,240股-0.75% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 8.84% | 8.88% | $3,578.2万 | 92.2万股 | $3,159.0万 | 90.2万股 | +2.1万股+2.32% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.82% | 3.87% | $1,546.5万 | 19.6万股 | $1,374.6万 | 17.3万股 | +2.2万股+12.84% | 加仓 |
| DDimensional维度ETF信托DISV |
| 3.69% | 4.1% | $1,494.0万 | 37.2万股 | $1,456.1万 | 36.9万股 | +3,117股+0.84% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 3.48% | 3.64% | $1,409.6万 | 23.9万股 | $1,295.8万 | 21.8万股 | +2.1万股+9.83% | 加仓 |
| A美国世纪ETF信托AVRE |
| 3.39% | 3.39% | $1,370.1万 | 28.9万股 | $1,203.6万 | 27.3万股 | +1.6万股+5.77% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.13% | 3.41% | $1,266.9万 | 15.3万股 | $1,211.1万 | 14.6万股 | +6,928股+4.73% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.71% | 1.74% | $691.4万 | 23.9万股 | $617.6万 | 24.6万股 | -7,304股-2.97% | 减仓 |
| IiShares安硕信托GVI |
| 1.43% | 1.59% | $579.8万 | 5.4万股 | $563.9万 | 5.3万股 | +756股+1.42% | 加仓 |
| S嘉信策略信托SCHF |
| 0.95% | 1.02% | $382.5万 | 13.8万股 | $361.5万 | 14.6万股 | -7,974股-5.46% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.74% | 0.73% | $299.0万 | 6.7万股 | $261.3万 | 6.7万股 | +165股+0.25% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.63% | 0.62% | $255.2万 | 2.6万股 | $221.2万 | 2.7万股 | -1,004股-3.66% | 减仓 |
| S道富SPYV |
| 0.53% | 0.57% | $214.6万 | 3.5万股 | $201.9万 | 3.6万股 | -390股-1.09% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.51% | 0.51% | $206.0万 | 2.3万股 | $180.1万 | 2.3万股 | -85股-0.37% | 减仓 |
 苹果AAPL |
| 0.5% | 0.45% | $203.5万 | 7,031股 | $161.3万 | 6,355股 | +676股+10.64% | 加仓 |
| IiShares安硕信托GVI |
| 0.42% | 0.42% | $169.3万 | 1.6万股 | $149.8万 | 1.4万股 | +1,837股+13.06% | 加仓 |
| AAvantis·U SAVUV |
| 0.41% | 0.44% | $166.4万 | 1.3万股 | $157.0万 | 1.4万股 | -876股-6.16% | 减仓 |
| IiShares安硕信托ITOT |
| 0.39% | 0.38% | $157.9万 | 9,610股 | $136.9万 | 9,610股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.35% | 0.36% | $142.0万 | 2.8万股 | $127.3万 | 2.8万股 | +308股+1.10% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.33% | 0.34% | $132.9万 | 2.2万股 | $121.6万 | 2.2万股 | -227股-1.01% | 减仓 |
| DDimensional维度·USDFUV |
| 0.29% | 0.29% | $116.5万 | 2.1万股 | $102.5万 | 2.1万股 | +25股+0.12% | 加仓 |
| S道富SPSM |
| 0.27% | 0.26% | $109.9万 | 1.9万股 | $92.3万 | 1.9万股 | -53股-0.28% | 减仓 |
 微软MSFT |
| 0.25% | 0.29% | $101.9万 | 2,731股 | $102.3万 | 2,765股 | -34股-1.23% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.24% | 0.23% | $96.9万 | 4,095股 | $80.9万 | 3,762股 | +333股+8.85% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.24% | 0.27% | $96.2万 | 1.9万股 | $94.7万 | 1.9万股 | +37股+0.19% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.22% | 0.22% | $90.0万 | 1.1万股 | $77.9万 | 1.1万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.22% | 0.23% | $89.9万 | 1,204股 | $83.3万 | 1,281股 | -77股-6.01% | 减仓 |
 礼来LLY |
| 0.21% | 0.18% | $85.3万 | 711股 | $64.8万 | 705股 | +6股+0.85% | 加仓 |
| IiShares安硕·COREIJR |
| 0.19% | 0.18% | $77.0万 | 5,190股 | $64.1万 | 5,157股 | +33股+0.64% | 加仓 |
| IiShares安硕信托IVV |
| 0.19% | 0.18% | $75.2万 | 1,005股 | $65.6万 | 1,004股 | +1股+0.10% | 加仓 |
 沃尔玛WMT |
| 0.18% | 0.21% | $71.5万 | 6,310股 | $75.0万 | 6,033股 | +277股+4.59% | 加仓 |
 强生JNJ |
| 0.18% | — | $71.4万 | 2,813股 | $0 | 0股 | +2,813股 | 新买入 |
 英伟达NVDA |
| 0.17% | 0.19% | $70.1万 | 3,505股 | $66.1万 | 3,791股 | -286股-7.54% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.16% | 0.16% | $66.4万 | 6,084股 | $55.5万 | 5,864股 | +220股+3.75% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.16% | 0.16% | $63.0万 | 2.2万股 | $57.4万 | 2.2万股 | +150股+0.70% | 加仓 |
 亚马逊AMZN |
| 0.14% | 0.13% | $57.1万 | 2,396股 | $46.5万 | 2,235股 | +161股+7.20% | 加仓 |
| IiShares安硕信托REET |
| 0.14% | 0.14% | $54.6万 | 2.0万股 | $49.8万 | 2.0万股 | 00.00% | 持仓不变 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.13% | 0.15% | $53.9万 | 5,235股 | $54.6万 | 5,469股 | -234股-4.28% | 减仓 |
| SSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETFGWX |
| 0.13% | 0.14% | $51.6万 | 1.2万股 | $49.2万 | 1.2万股 | +141股+1.21% | 加仓 |
 谷歌AGOOGL |
| 0.12% | 0.07% | $48.3万 | 1,352股 | $26.6万 | 925股 | +427股+46.16% | 加仓 |
| S嘉信·USSCHX |
| 0.12% | 0.11% | $46.7万 | 1.6万股 | $40.6万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托USRT |
| 0.11% | 0.11% | $44.8万 | 6,748股 | $39.9万 | 6,748股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.11% | 0.09% | $44.5万 | 1,179股 | $33.6万 | 1,084股 | +95股+8.76% | 加仓 |
 好市多COST |
| 0.11% | 0.13% | $43.8万 | 468股 | $45.1万 | 453股 | +15股+3.31% | 加仓 |
| V先锋领航指数基金VOO |
| 0.11% | 0.1% | $43.3万 | 631股 | $36.3万 | 607股 | +24股+3.95% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.1% | 0.1% | $42.3万 | 3,302股 | $36.7万 | 3,298股 | +4股+0.12% | 加仓 |
| V先锋领航全球基金VGT |
| 0.1% | 0.08% | $39.5万 | 3,307股 | $29.4万 | 422股 | +2,885股+683.65% | 加仓 |
 可口可乐KO |
| 0.1% | — | $39.5万 | 4,863股 | $0 | 0股 | +4,863股 | 新买入 |
