| DDimensional维度ETF信托DFLV |
| 16.08% | 15.8% | $2,783.5万 | 70.4万股 | $2,382.5万 | 66.7万股 | +3.7万股+5.51% | 加仓 |
| V先锋领航指数基金VUG |
| 14.16% | 13.4% | $2,451.1万 | 28.5万股 | $2,020.6万 | 4.6万股 | +23.8万股+515.11% | 加仓 |
| IiShares安硕信托GVI |
| 9.22% | 10.61% | $1,596.2万 | 14.8万股 | $1,600.4万 | 15.1万股 | -2,451股-1.63% | 减仓 |
| NNEUBERGER BERMAN ETF TRUSTNBSM |
| 4.22% | 3.97% | $731.0万 | 25.5万股 | $598.2万 | 23.7万股 | +1.7万股+7.27% | 加仓 |
| IiShares安硕信托EFV |
| 4.1% | 4.57% | $708.9万 | 9.3万股 | $688.8万 | 9.3万股 | -31股-0.03% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 3.88% | 4% | $670.8万 | 8.8万股 | $602.9万 | 8.8万股 | +91股+0.10% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 3.82% | 3.67% | $661.6万 | 5.3万股 | $553.8万 | 1.3万股 | +4.0万股+310.26% | 加仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 3.65% | 3.38% | $631.2万 | 12.4万股 | $509.6万 | 10.0万股 | +2.4万股+23.97% | 加仓 |
| V先锋领航指数基金VB |
| 3.6% | 3.58% | $623.8万 | 2.1万股 | $539.2万 | 2.1万股 | -8股-0.04% | 减仓 |
| DDimensional维度ETF信托DXUV |
| 3.54% | 2.99% | $612.3万 | 9.2万股 | $451.3万 | 7.6万股 | +1.6万股+21.09% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 3.3% | 3.8% | $571.4万 | 11.3万股 | $573.0万 | 11.5万股 | -1,891股-1.65% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 3.21% | 3.32% | $555.5万 | 17.9万股 | $500.1万 | 18.0万股 | -932股-0.52% | 减仓 |
| IiShares安硕信托IVV |
| 3.11% | 3.36% | $538.3万 | 7,188股 | $506.6万 | 7,755股 | -567股-7.31% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.32% | 2.49% | $401.6万 | 2.0万股 | $375.9万 | 2.0万股 | -77股-0.38% | 减仓 |
| V先锋领航指数基金VTV |
| 2.05% | 2.11% | $355.7万 | 1.6万股 | $318.1万 | 1.6万股 | +108股+0.67% | 加仓 |
| IiShares安硕信托IWD |
| 1.8% | 1.82% | $311.3万 | 1.3万股 | $274.4万 | 1.3万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHC |
| 1.24% | 1.44% | $214.9万 | 4.1万股 | $217.3万 | 4.4万股 | -3,676股-8.28% | 减仓 |
| V先锋领航·TOTALBND |
| 1.15% | 1.34% | $199.4万 | 2.7万股 | $202.7万 | 2.8万股 | -363股-1.32% | 减仓 |
| IiShares安硕信托EFG |
| 0.87% | 0.64% | $150.3万 | 1.2万股 | $97.0万 | 8,710股 | +3,367股+38.66% | 加仓 |
| V先锋领航指数基金VOO |
| 0.85% | 0.86% | $147.1万 | 2,142股 | $130.2万 | 2,179股 | -37股-1.70% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.81% | 0.69% | $140.0万 | 2.6万股 | $104.4万 | 2.0万股 | +6,141股+31.06% | 加仓 |
| G通用动力VTI |
| 0.76% | 0.76% | $132.3万 | 3,576股 | $114.7万 | 3,576股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.74% | 0.62% | $128.2万 | 8,759股 | $93.7万 | 7,315股 | +1,444股+19.74% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.68% | 0.64% | $116.9万 | 3,889股 | $96.5万 | 3,889股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.6% | 0.65% | $104.6万 | 5,230股 | $97.6万 | 5,599股 | -369股-6.59% | 减仓 |
| IiShares安硕信托MTUM |
| 0.55% | 0.45% | $96.0万 | 2,800股 | $67.2万 | 2,800股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.53% | 0.57% | $92.1万 | 8,867股 | $86.1万 | 8,867股 | 00.00% | 持仓不变 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 0.46% | — | $80.0万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| DDimensional维度ETF信托DFAC |
| 0.44% | 0.48% | $77.0万 | 1.7万股 | $72.0万 | 1.9万股 | -1,169股-6.31% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.44% | 0.48% | $76.7万 | 3,156股 | $71.8万 | 3,304股 | -148股-4.48% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.38% | 0.4% | $66.5万 | 9,328股 | $59.8万 | 9,328股 | 00.00% | 持仓不变 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.37% | 0.37% | $64.0万 | 1.2万股 | $56.3万 | 1.2万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.31% | $58.7万 | 1,660股 | $46.4万 | 1,618股 | +42股+2.60% | 加仓 |
 亚马逊AMZN |
| 0.33% | 0.32% | $57.2万 | 2,400股 | $47.7万 | 2,291股 | +109股+4.76% | 加仓 |
 微软MSFT |
| 0.33% | 0.31% | $57.1万 | 1,530股 | $47.2万 | 1,275股 | +255股+20.00% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.32% | 0.37% | $56.0万 | 2.1万股 | $55.3万 | 2.1万股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.31% | — | $53.6万 | 5,316股 | $0 | 0股 | +5,316股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.3% | 0.31% | $52.2万 | 699股 | $46.9万 | 721股 | -22股-3.05% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.3% | 0.34% | $51.7万 | 2,276股 | $51.9万 | 2,460股 | -184股-7.48% | 减仓 |
 苹果AAPL |
| 0.29% | 0.26% | $50.4万 | 1,743股 | $39.2万 | 1,543股 | +200股+12.96% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.25% | 0.27% | $43.9万 | 2,844股 | $41.5万 | 2,844股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.25% | 0.26% | $43.8万 | 6,263股 | $39.1万 | 6,263股 | 00.00% | 持仓不变 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.25% | 0.25% | $43.1万 | 1,576股 | $37.2万 | 1,576股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.24% | 0.26% | $42.2万 | 1,004股 | $38.7万 | 1,040股 | -36股-3.46% | 减仓 |
| IiShares安硕IEMG |
| 0.24% | 0.25% | $40.7万 | 4,915股 | $38.1万 | 5,457股 | -542股-9.93% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.23% | 0.14% | $40.6万 | 1.0万股 | $20.9万 | 6,170股 | +3,927股+63.65% | 加仓 |
 谷歌AGOOGL |
| 0.23% | 0.21% | $40.1万 | 1,121股 | $32.2万 | 1,119股 | +2股+0.18% | 加仓 |
 Meta平台META |
| 0.23% | 0.27% | $39.8万 | 707股 | $41.0万 | 717股 | -10股-1.39% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.23% | 0.23% | $39.0万 | 1,778股 | $34.1万 | 1,778股 | 00.00% | 持仓不变 |
 VisaV |
| 0.21% | 0.18% | $36.9万 | 1,076股 | $27.6万 | 913股 | +163股+17.85% | 加仓 |
