| V先锋领航指数基金VUG |
| 13.95% | 14.95% | $6,098.0万 | 70.8万股 | $6,147.0万 | 14.1万股 | +56.7万股+403.78% | 加仓 |
| V先锋领航指数基金VTV |
| 5.2% | 4.53% | $2,273.1万 | 10.4万股 | $1,861.5万 | 9.5万股 | +9,427股+9.94% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 4.8% | 5.04% | $2,098.3万 | 25.3万股 | $2,071.7万 | 28.1万股 | -2.7万股-9.78% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 4.49% | 4.16% | $1,964.9万 | 24.0万股 | $1,711.9万 | 24.1万股 | -1,614股-0.67% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 4.37% | 4.21% | $1,912.1万 | 51.9万股 | $1,730.1万 | 50.9万股 | +9,718股+1.91% | 加仓 |
| IiShares安硕信托AOK |
| 3.3% | 3.85% | $1,442.1万 | 34.8万股 | $1,582.9万 | 39.7万股 | -4.9万股-12.39% | 减仓 |
 苹果AAPL |
| 3.11% | 3.08% | $1,361.5万 | 4.7万股 | $1,267.7万 | 5.0万股 | -2,898股-5.80% | 减仓 |
| SSPDR黄金信托GLD |
| 2.52% | 2.99% | $1,099.6万 | 3.0万股 | $1,229.4万 | 2.8万股 | +1,424股+5.01% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.26% | 2.08% | $989.9万 | 14.2万股 | $856.2万 | 13.7万股 | +4,516股+3.29% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.97% | 1.9% | $859.6万 | 19.4万股 | $780.0万 | 20.1万股 | -6,944股-3.46% | 减仓 |
| DDimensional维度·USDFUV |
| 1.93% | 1.53% | $842.6万 | 15.3万股 | $630.6万 | 13.0万股 | +2.3万股+17.72% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.89% | 1.92% | $826.7万 | 15.3万股 | $787.8万 | 14.9万股 | +3,780股+2.53% | 加仓 |
| V先锋领航·INSTL INDEX FDVGUS |
| 1.85% | 2.4% | $809.3万 | 10.7万股 | $987.3万 | 13.0万股 | -2.3万股-17.88% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 1.33% | 1.34% | $583.4万 | 11.5万股 | $551.9万 | 10.9万股 | +5,911股+5.43% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.29% | 1.16% | $561.9万 | 13.5万股 | $476.1万 | 13.0万股 | +5,189股+4.01% | 加仓 |
| V先锋领航指数基金VOO |
| 1.28% | 1.21% | $560.1万 | 8,158股 | $495.6万 | 8,311股 | -153股-1.84% | 减仓 |
| V先锋领航指数基金VB |
| 1.25% | 1.06% | $548.1万 | 1.8万股 | $437.6万 | 1.7万股 | +1,383股+8.28% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.23% | 1.34% | $539.9万 | 12.8万股 | $552.7万 | 13.1万股 | -2,853股-2.18% | 减仓 |
| DDIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETFDEXC |
| 1.21% | 0.16% | $529.5万 | 6.4万股 | $65.9万 | 1.0万股 | +5.4万股+530.51% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.18% | 1.41% | $515.3万 | 8.9万股 | $581.4万 | 9.9万股 | -1.1万股-10.75% | 减仓 |
 英伟达NVDA |
| 1.12% | 0.79% | $491.6万 | 2.5万股 | $326.7万 | 1.8万股 | +6,330股+34.71% | 加仓 |
| V先锋领航全球基金VDC |
| 1.1% | 1.62% | $482.9万 | 2.1万股 | $665.2万 | 3.0万股 | -8,208股-27.71% | 减仓 |
| IiShares白银信托SLV |
| 1.04% | 1.8% | $456.2万 | 8.5万股 | $738.1万 | 10.8万股 | -2.3万股-21.23% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.99% | 0.95% | $434.2万 | 8.4万股 | $388.8万 | 8.6万股 | -2,159股-2.51% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.98% | 0.94% | $428.3万 | 5.0万股 | $388.3万 | 5.0万股 | -246股-0.49% | 减仓 |
| S嘉信策略信托SCHD |
| 0.97% | 0.8% | $425.9万 | 13.3万股 | $329.0万 | 10.7万股 | +2.6万股+23.95% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.88% | 0.93% | $385.4万 | 7,702股 | $383.9万 | 8,011股 | -309股-3.86% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.88% | 0.8% | $382.8万 | 4.6万股 | $327.7万 | 4.6万股 | +417股+0.91% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.8% | 1.08% | $350.1万 | 5.9万股 | $443.9万 | 7.4万股 | -1.5万股-20.07% | 减仓 |
| V先锋领航全球基金VGT |
| 0.73% | 0.59% | $319.7万 | 2.7万股 | $241.3万 | 3,452股 | +2.3万股+674.57% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.73% | 0.65% | $318.7万 | 8.1万股 | $269.2万 | 7.5万股 | +5,221股+6.93% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.73% | 0.65% | $317.9万 | 8.2万股 | $269.1万 | 7.7万股 | +5,161股+6.72% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.71% | 0.67% | $311.2万 | 7.5万股 | $276.0万 | 7.1万股 | +4,584股+6.47% | 加仓 |
 好市多COST |
| 0.7% | 0.79% | $304.7万 | 3,258股 | $324.1万 | 3,253股 | +5股+0.15% | 加仓 |
| V先锋领航全球基金VDE |
| 0.67% | 1.08% | $294.5万 | 2.0万股 | $444.9万 | 2.6万股 | -6,094股-23.70% | 减仓 |
| IiShares黄金信托IAU |
| 0.66% | 0.86% | $289.0万 | 3.8万股 | $354.5万 | 4.0万股 | -1,931股-4.80% | 减仓 |
| V先锋领航全球基金VPU |
| 0.66% | 0.64% | $287.5万 | 1.5万股 | $262.7万 | 1.3万股 | +1,443股+10.88% | 加仓 |
 AMD超威AMD |
| 0.66% | 0.27% | $287.2万 | 4,944股 | $109.3万 | 5,374股 | -430股-8.00% | 减仓 |
| V先锋领航全球基金VCR |
| 0.65% | 0.71% | $284.1万 | 7,162股 | $290.3万 | 8,087股 | -925股-11.44% | 减仓 |
 亚马逊AMZN |
| 0.64% | 0.68% | $278.5万 | 1.2万股 | $280.8万 | 1.3万股 | -1,548股-11.70% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.56% | 0.43% | $244.5万 | 6,919股 | $177.1万 | 5,495股 | +1,424股+25.91% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.56% | 0.46% | $242.8万 | 5.1万股 | $188.9万 | 3.9万股 | +1.1万股+28.68% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.52% | 0.41% | $227.3万 | 5.7万股 | $168.2万 | 4.3万股 | +1.4万股+32.80% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.51% | 0.52% | $222.8万 | 1.4万股 | $215.5万 | 1.6万股 | -1,432股-9.16% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.49% | 0.46% | $214.0万 | 4.6万股 | $190.0万 | 4.6万股 | -334股-0.72% | 减仓 |
 特斯拉TSLA |
| 0.45% | 0.43% | $195.6万 | 4,750股 | $176.4万 | 4,745股 | +5股+0.11% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.43% | 0.26% | $187.3万 | 2,921股 | $107.4万 | 3,267股 | -346股-10.59% | 减仓 |
 微软MSFT |
| 0.42% | 0.5% | $185.0万 | 4,956股 | $204.0万 | 5,509股 | -553股-10.04% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.41% | 0.48% | $180.5万 | 2.1万股 | $198.9万 | 5,413股 | +1.5万股+279.31% | 加仓 |
 英特尔INTC |
| 0.4% | 0.12% | $175.1万 | 1.3万股 | $49.8万 | 1.1万股 | +1,246股+11.04% | 加仓 |
