| DDimensional维度ETF信托DFAU |
| 15.74% | 16.25% | $5,569.4万 | 107.7万股 | $5,109.2万 | 113.2万股 | -5.5万股-4.85% | 减仓 |
| V先锋领航·TOTALBND |
| 14.04% | 16.77% | $4,969.6万 | 67.7万股 | $5,273.9万 | 71.6万股 | -3.9万股-5.47% | 减仓 |
| G通用动力VTI |
| 7.38% | 6.77% | $2,612.5万 | 7.1万股 | $2,128.4万 | 6.6万股 | +4,255股+6.41% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.66% | 6.23% | $2,003.3万 | 48.6万股 | $1,960.7万 | 50.3万股 | -1.8万股-3.50% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 4.57% | 4.01% | $1,616.9万 | 33.9万股 | $1,261.9万 | 26.4万股 | +7.5万股+28.48% | 加仓 |
| J摩根大通交易所交易基金JPLD |
| 4.38% | 3.8% | $1,549.9万 | 29.7万股 | $1,194.4万 | 22.9万股 | +6.8万股+29.76% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 3.76% | 3.12% | $1,331.3万 | 16.2万股 | $982.7万 | 13.6万股 | +2.6万股+19.12% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 3.62% | 3.54% | $1,281.7万 | 30.4万股 | $1,112.0万 | 26.3万股 | +4.0万股+15.29% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 3.51% | 2.93% | $1,241.9万 | 28.0万股 | $922.3万 | 23.7万股 | +4.3万股+17.95% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.27% | 2.6% | $1,158.7万 | 1.6万股 | $817.4万 | 1.3万股 | +2,947股+23.45% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.64% | 2.6% | $934.6万 | 23.2万股 | $816.5万 | 24.1万股 | -8,704股-3.61% | 减仓 |
| V先锋领航债券指数基金BSV |
| 2.41% | 2.59% | $851.1万 | 10.9万股 | $815.0万 | 10.4万股 | +5,297股+5.10% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.11% | 1.74% | $746.9万 | 16.4万股 | $547.2万 | 12.0万股 | +4.4万股+36.89% | 加仓 |
| IiShares安硕信托IVV |
| 1.92% | 1.91% | $678.8万 | 9,064股 | $599.7万 | 9,181股 | -117股-1.27% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.78% | 1.47% | $629.8万 | 8.8万股 | $462.7万 | 7.2万股 | +1.6万股+22.42% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 1.69% | 1.47% | $599.0万 | 16.1万股 | $462.6万 | 13.0万股 | +3.1万股+23.46% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.65% | 1.86% | $585.6万 | 11.7万股 | $585.0万 | 11.7万股 | -526股-0.45% | 减仓 |
| V先锋领航指数基金VBK |
| 1.61% | 1.52% | $568.1万 | 1.6万股 | $477.7万 | 1.6万股 | -273股-1.73% | 减仓 |
 iShares安硕·MBSACGL |
| 1.31% | 1.56% | $464.6万 | 4.9万股 | $489.9万 | 5.2万股 | -2,432股-4.71% | 减仓 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 1.12% | 1.15% | $397.8万 | 13.6万股 | $363.1万 | 13.5万股 | +849股+0.63% | 加仓 |
| PPimco Active Bond ETFBOND |
| 1.04% | 1.24% | $367.7万 | 4.0万股 | $388.4万 | 4.2万股 | -2,212股-5.25% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.03% | 0.87% | $362.9万 | 3.6万股 | $273.9万 | 2.7万股 | +8,764股+32.18% | 加仓 |
 礼来LLY |
| 0.97% | 0.83% | $341.8万 | 2,850股 | $261.1万 | 2,839股 | +11股+0.39% | 加仓 |
| IiShares安硕IEMG |
| 0.8% | 0.63% | $282.5万 | 3.4万股 | $197.1万 | 2.8万股 | +5,839股+20.66% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.79% | 0.63% | $279.3万 | 6.9万股 | $197.0万 | 5.7万股 | +1.2万股+20.53% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.77% | 0.9% | $273.8万 | 3.3万股 | $284.5万 | 3.4万股 | -1,113股-3.23% | 减仓 |
| IiShares安硕信托IBTI |
| 0.57% | 0.65% | $202.5万 | 9.1万股 | $205.6万 | 9.2万股 | -774股-0.84% | 减仓 |
 苹果AAPL |
| 0.56% | 0.56% | $196.5万 | 6,790股 | $175.4万 | 6,910股 | -120股-1.74% | 减仓 |
 微软MSFT |
| 0.48% | 0.59% | $168.7万 | 4,522股 | $184.8万 | 4,994股 | -472股-9.45% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.39% | 0.42% | $139.5万 | 2,787股 | $132.9万 | 2,774股 | +13股+0.47% | 加仓 |
 谷歌AGOOGL |
| 0.38% | 0.34% | $133.3万 | 3,729股 | $105.9万 | 3,682股 | +47股+1.28% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.35% | 0.41% | $125.5万 | 5.5万股 | $127.7万 | 5.6万股 | -918股-1.65% | 减仓 |
| DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND |
| 0.29% | 0.35% | $103.6万 | 2.3万股 | $108.9万 | 2.4万股 | -1,046股-4.40% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.29% | 0.34% | $102.1万 | 2.2万股 | $106.8万 | 2.3万股 | -939股-4.13% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 0.28% | 0.23% | $100.4万 | 2.0万股 | $73.5万 | 1.4万股 | +5,273股+36.39% | 加仓 |
| PPIMCO太平洋投资管理ETFTIPZ |
| 0.28% | 0.34% | $100.0万 | 1.9万股 | $106.6万 | 2.0万股 | -949股-4.82% | 减仓 |
 沃尔玛WMT |
| 0.28% | 0.34% | $99.0万 | 8,738股 | $107.6万 | 8,661股 | +77股+0.89% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.25% | 0.2% | $89.7万 | 1.8万股 | $63.4万 | 1.3万股 | +5,294股+41.59% | 加仓 |
| IiShares安硕信托IUSB |
| 0.23% | 0.27% | $81.1万 | 1.8万股 | $86.2万 | 1.9万股 | -1,082股-5.80% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.23% | 0.25% | $80.1万 | 9,365股 | $78.3万 | 1.0万股 | -781股-7.70% | 减仓 |
| DDimensional维度ETF信托DFIP |
| 0.22% | 0.19% | $79.1万 | 1.9万股 | $60.8万 | 1.5万股 | +4,591股+31.50% | 加仓 |
| WWISDOMTREE U.S. LARGECAP FUNDEPS |
| 0.22% | 0.23% | $77.9万 | 1.0万股 | $71.0万 | 1.0万股 | -413股-3.96% | 减仓 |
| IiShares安硕信托IXUS |
| 0.19% | 0.21% | $68.9万 | 7,214股 | $66.9万 | 7,723股 | -509股-6.59% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.19% | 0.22% | $68.1万 | 2,801股 | $70.5万 | 3,243股 | -442股-13.63% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.18% | 0.2% | $64.0万 | 1.3万股 | $63.9万 | 1.3万股 | -101股-0.76% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.18% | 0.18% | $63.2万 | 2,669股 | $57.4万 | 2,667股 | +2股+0.07% | 加仓 |
| V先锋领航指数基金VOO |
| 0.17% | 0.18% | $61.7万 | 898股 | $55.1万 | 923股 | -25股-2.71% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 0.17% | 0.14% | $61.0万 | 2.1万股 | $44.2万 | 1.7万股 | +4,419股+26.56% | 加仓 |
| IiShares安硕信托IBTH |
| 0.16% | 0.18% | $57.9万 | 2.6万股 | $57.8万 | 2.6万股 | +129股+0.50% | 加仓 |
| IiShares安硕信托EUSB |
| 0.16% | 0.18% | $57.3万 | 1.3万股 | $56.7万 | 1.3万股 | +151股+1.16% | 加仓 |
