| IiShares安硕·MSCI ACWI ETFTOK |
| 15.51% | 15.21% | $4,445.3万 | 28.8万股 | $3,843.8万 | 29.1万股 | -2,878股-0.99% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 10.26% | 10.08% | $2,940.6万 | 56.9万股 | $2,546.2万 | 56.4万股 | +4,568股+0.81% | 加仓 |
| B贝莱德ETF信托DYNF |
| 6.65% | 6.24% | $1,905.4万 | 28.0万股 | $1,577.3万 | 27.1万股 | +9,057股+3.34% | 加仓 |
| IiShares安硕信托IGM |
| 6.05% | 5.24% | $1,735.4万 | 10.6万股 | $1,325.1万 | 11.2万股 | -5,720股-5.12% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 4.94% | 5.37% | $1,415.3万 | 29.6万股 | $1,356.1万 | 28.3万股 | +1.3万股+4.65% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.85% | 5.16% | $1,388.8万 | 13.5万股 | $1,303.6万 | 13.6万股 | -1,242股-0.91% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 3.82% | 3.72% | $1,096.0万 | 21.5万股 | $939.8万 | 18.4万股 | +3.0万股+16.40% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.77% | 4.06% | $1,081.2万 | 26.2万股 | $1,026.2万 | 26.3万股 | -1,290股-0.49% | 减仓 |
| S道富XLI |
| 3.72% | 3.65% | $1,066.6万 | 5.8万股 | $923.2万 | 5.7万股 | +496股+0.87% | 加仓 |
| F富兰克林邓普顿ETF信托YLDE |
| 3.66% | 4.05% | $1,049.3万 | 18.9万股 | $1,022.4万 | 18.9万股 | -705股-0.37% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 3.56% | 3.28% | $1,021.7万 | 12.4万股 | $829.4万 | 10.0万股 | +2.4万股+23.88% | 加仓 |
| IiShares安硕信托IXN |
| 3.49% | 2.79% | $1,000.6万 | 6.9万股 | $704.6万 | 7.0万股 | -1,223股-1.74% | 减仓 |
 苹果AAPL |
| 2.61% | 2.91% | $747.8万 | 2.6万股 | $735.3万 | 2.9万股 | -3,130股-10.80% | 减仓 |
| DDimensional维度ETF信托DFSB |
| 2.31% | — | $661.4万 | 12.7万股 | $0 | 0股 | +12.7万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 1.83% | 1.76% | $523.7万 | 1.5万股 | $444.4万 | 1.5万股 | -673股-4.34% | 减仓 |
| V先锋领航全球基金VGT |
| 1.68% | 1.4% | $480.7万 | 4.0万股 | $354.9万 | 5,086股 | +3.5万股+690.72% | 加仓 |
| IiShares安硕信托IUSB |
| 1.67% | 2.1% | $479.6万 | 10.4万股 | $530.3万 | 11.5万股 | -1.1万股-9.48% | 减仓 |
| CCAPITAL DIVIDEND GROWECGDG |
| 1.56% | 1.59% | $447.0万 | 11.9万股 | $402.2万 | 11.2万股 | +7,143股+6.38% | 加仓 |
| IiShares安硕信托GJS |
| 1.55% | 1.72% | $445.1万 | 19.5万股 | $434.6万 | 19.0万股 | +5,699股+3.00% | 加仓 |
| IiShares安硕信托ILCG |
| 0.9% | 0.84% | $258.8万 | 2.2万股 | $212.4万 | 2.2万股 | -128股-0.58% | 减仓 |
 微软MSFT |
| 0.83% | 0.94% | $238.2万 | 6,384股 | $237.3万 | 6,410股 | -26股-0.41% | 减仓 |
 谷歌AGOOGL |
| 0.82% | 0.82% | $234.0万 | 6,548股 | $206.3万 | 7,173股 | -625股-8.71% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.8% | 0.82% | $228.9万 | 9,675股 | $208.0万 | 9,673股 | +2股+0.02% | 加仓 |
| WWORLD GOLD TRGLD |
| 0.73% | 1.41% | $209.5万 | 2.6万股 | $355.3万 | 3.8万股 | -1.2万股-31.18% | 减仓 |
| G通用动力VTI |
| 0.62% | 0.6% | $178.3万 | 4,817股 | $151.7万 | 4,729股 | +88股+1.86% | 加仓 |
| IISHARES U.S. TECH INDEPENDENCE FOCUSED ETFIETC |
| 0.61% | 0.59% | $174.2万 | 1.6万股 | $149.9万 | 1.7万股 | -733股-4.32% | 减仓 |
 好市多COST |
| 0.56% | 0.67% | $159.7万 | 1,707股 | $170.0万 | 1,706股 | +1股+0.06% | 加仓 |
 英伟达NVDA |
| 0.48% | 0.48% | $137.9万 | 6,892股 | $120.2万 | 6,891股 | +1股+0.01% | 加仓 |
| V先锋领航指数基金VOT |
| 0.45% | 0.5% | $129.6万 | 4,232股 | $125.8万 | 4,887股 | -655股-13.40% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.42% | 0.43% | $119.4万 | 2.3万股 | $107.5万 | 2.4万股 | -805股-3.40% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.38% | 0.45% | $109.8万 | 2.4万股 | $113.6万 | 2.8万股 | -4,085股-14.78% | 减仓 |
 Meta平台META |
| 0.37% | 0.44% | $107.0万 | 1,900股 | $111.2万 | 1,944股 | -44股-2.26% | 减仓 |
 亚马逊AMZN |
| 0.35% | 0.35% | $100.5万 | 4,216股 | $88.6万 | 4,256股 | -40股-0.94% | 减仓 |
 嘉信理财SCHW |
| 0.35% | 0.41% | $100.4万 | 1.1万股 | $103.4万 | 1.1万股 | -125股-1.14% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.35% | 0.34% | $99.6万 | 1.2万股 | $86.2万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFAV |
| 0.34% | 0.41% | $97.5万 | 1.1万股 | $102.5万 | 1.1万股 | -102股-0.91% | 减仓 |
 迈威尔MRVL |
| 0.32% | 0.14% | $92.4万 | 3,103股 | $34.3万 | 3,463股 | -360股-10.40% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.32% | 0.33% | $90.9万 | 1.3万股 | $82.4万 | 1.3万股 | -194股-1.47% | 减仓 |
| V先锋领航指数基金VOO |
| 0.31% | 0.31% | $88.9万 | 1,295股 | $77.4万 | 1,295股 | 00.00% | 持仓不变 |
| IiShares安硕信托CMF |
| 0.3% | 0.33% | $85.0万 | 1.5万股 | $82.2万 | 1.4万股 | +301股+2.08% | 加仓 |
| V先锋领航指数基金VUG |
| 0.3% | 0.29% | $85.0万 | 9,865股 | $72.4万 | 1,657股 | +8,208股+495.35% | 加仓 |
| S道富SPYM |
| 0.28% | 0.21% | $79.8万 | 9,075股 | $52.9万 | 6,917股 | +2,158股+31.20% | 加仓 |
 EquinixEQIX |
| 0.28% | 0.3% | $79.4万 | 762股 | $75.7万 | 772股 | -10股-1.30% | 减仓 |
| V先锋领航指数基金VTV |
| 0.26% | 0.27% | $74.2万 | 3,406股 | $67.3万 | 3,431股 | -25股-0.73% | 减仓 |
 摩根大通JPM |
| 0.23% | 0.24% | $67.1万 | 2,050股 | $60.3万 | 2,050股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.21% | 0.21% | $61.1万 | 2.1万股 | $53.0万 | 2.1万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSI |
| 0.21% | 0.3% | $60.2万 | 1.3万股 | $75.3万 | 1.8万股 | -4,420股-24.89% | 减仓 |
 思科CSCO |
| 0.2% | 0.15% | $57.5万 | 4,895股 | $38.2万 | 4,917股 | -22股-0.45% | 减仓 |
 博通AVGO |
| 0.2% | 0.18% | $55.9万 | 1,481股 | $44.3万 | 1,430股 | +51股+3.57% | 加仓 |
 TransDigmTDG |
| 0.19% | 0.19% | $54.1万 | 406股 | $47.1万 | 406股 | 00.00% | 持仓不变 |
