| DDimensional维度ETF信托DFAC |
| 12.49% | 11.12% | $1,453.0万 | 32.8万股 | $1,211.8万 | 31.2万股 | +1.6万股+5.03% | 加仓 |
| IiShares安硕信托IVV |
| 7.95% | 7.3% | $924.8万 | 1.2万股 | $795.1万 | 1.2万股 | +176股+1.45% | 加仓 |
| IISHARES U.S. CONSUMER STAPLES ETFIYK |
| 6.27% | 6.34% | $729.3万 | 10.0万股 | $690.9万 | 9.9万股 | +1,714股+1.74% | 加仓 |
| IInvesco Capital Management LLC Water Resources EtfPHO |
| 5.9% | 5.93% | $686.3万 | 9.9万股 | $646.4万 | 9.7万股 | +2,656股+2.75% | 加仓 |
| IiShares安硕信托AGG |
| 5.85% | 6.42% | $680.2万 | 6.9万股 | $699.2万 | 7.0万股 | -1,720股-2.44% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 5.05% | 4.46% | $588.2万 | 16.0万股 | $486.5万 | 14.3万股 | +1.6万股+11.49% | 加仓 |
 苹果AAPL |
| 5.02% | 4.7% | $583.8万 | 2.0万股 | $512.2万 | 2.0万股 | -4股-0.02% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.72% | 3.49% | $432.5万 | 7.2万股 | $380.2万 | 7.0万股 | +2,130股+3.03% | 加仓 |
| SSPDR道富系列信托XAR |
| 3.43% | 3.1% | $399.4万 | 1.4万股 | $337.5万 | 1.3万股 | +786股+5.91% | 加仓 |
| V先锋领航·TOTALBNDX |
| 3.41% | 3.54% | $397.1万 | 8.2万股 | $385.8万 | 8.0万股 | +1,714股+2.13% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.83% | 2.69% | $329.5万 | 4,413股 | $293.1万 | 4,507股 | -94股-2.09% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.59% | 2.66% | $301.6万 | 6,028股 | $290.3万 | 6,059股 | -31股-0.51% | 减仓 |
 英伟达NVDA |
| 2.53% | 2.51% | $294.2万 | 1.5万股 | $273.2万 | 1.6万股 | -961股-6.14% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 2.01% | 1.54% | $233.4万 | 5.5万股 | $168.0万 | 4.0万股 | +1.5万股+38.93% | 加仓 |
 谷歌AGOOGL |
| 1.8% | 1.59% | $208.9万 | 5,846股 | $173.4万 | 6,029股 | -183股-3.04% | 减仓 |
 好市多COST |
| 1.7% | 1.95% | $197.4万 | 2,111股 | $212.2万 | 2,130股 | -19股-0.89% | 减仓 |
 亚马逊AMZN |
| 1.66% | 1.82% | $193.7万 | 8,126股 | $198.3万 | 9,521股 | -1,395股-14.65% | 减仓 |
 雪佛龙CVX |
| 1.46% | 1.94% | $170.2万 | 1.0万股 | $211.0万 | 1.0万股 | +70股+0.69% | 加仓 |
 摩根大通JPM |
| 1.33% | 1.27% | $154.8万 | 4,730股 | $138.1万 | 4,696股 | +34股+0.72% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.29% | 1.32% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.24% | 1.32% | $144.2万 | 3,865股 | $144.2万 | 3,896股 | -31股-0.80% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.1% | 1.09% | $127.6万 | 3.1万股 | $119.3万 | 3.1万股 | +308股+1.01% | 加仓 |
 雷神技术RTX |
| 1.07% | 1.16% | $124.4万 | 6,557股 | $126.2万 | 6,544股 | +13股+0.20% | 加仓 |
 思科CSCO |
| 0.94% | 0.67% | $109.9万 | 9,359股 | $73.0万 | 9,412股 | -53股-0.56% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.86% | 0.8% | $99.9万 | 1,420股 | $87.4万 | 1,417股 | +3股+0.21% | 加仓 |
| SSPDR黄金信托GLD |
| 0.82% | 1.03% | $95.8万 | 2,602股 | $112.0万 | 2,602股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.79% | 0.72% | $92.1万 | 3,276股 | $78.3万 | 3,232股 | +44股+1.36% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.77% | 0.88% | $90.0万 | 5,695股 | $96.2万 | 6,499股 | -804股-12.37% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.67% | 0.58% | $77.5万 | 2,194股 | $62.8万 | 2,189股 | +5股+0.23% | 加仓 |
| V先锋领航全球基金VCEB |
| 0.65% | 0.69% | $75.6万 | 1.2万股 | $75.4万 | 1.2万股 | +33股+0.27% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.64% | 0.65% | $74.5万 | 2.0万股 | $71.1万 | 2.0万股 | 00.00% | 持仓不变 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.63% | 0.67% | $73.1万 | 7,215股 | $72.9万 | 7,207股 | +8股+0.11% | 加仓 |
 VisaV |
| 0.6% | 0.39% | $69.4万 | 2,023股 | $42.8万 | 1,416股 | +607股+42.87% | 加仓 |
 家得宝HD |
| 0.48% | 0.45% | $55.3万 | 1,569股 | $48.6万 | 1,477股 | +92股+6.23% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.46% | 0.78% | $53.5万 | 1.1万股 | $85.5万 | 2.1万股 | -9,940股-46.73% | 减仓 |
| V先锋领航市政债券基金VTEI |
| 0.46% | 0.48% | $53.3万 | 5,282股 | $52.7万 | 5,276股 | +6股+0.11% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.45% | 0.42% | $52.3万 | 3,333股 | $46.1万 | 3,330股 | +3股+0.09% | 加仓 |
| V先锋领航·TOTALBND |
| 0.45% | 0.5% | $52.0万 | 7,081股 | $54.0万 | 7,334股 | -253股-3.45% | 减仓 |
 埃克森美孚XOM |
| 0.4% | 0.53% | $46.9万 | 3,431股 | $58.0万 | 3,419股 | +12股+0.35% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.37% | 0.42% | $43.4万 | 7,676股 | $46.1万 | 8,126股 | -450股-5.54% | 减仓 |
 Meta平台META |
| 0.36% | 0.41% | $42.2万 | 749股 | $44.5万 | 778股 | -29股-3.73% | 减仓 |
 星巴克SBUX |
| 0.35% | 0.32% | $40.8万 | 3,993股 | $35.0万 | 3,901股 | +92股+2.36% | 加仓 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 0.34% | 0.39% | $39.7万 | 8,039股 | $42.9万 | 8,039股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.34% | 0.38% | $39.3万 | 1,249股 | $41.4万 | 1,261股 | -12股-0.95% | 减仓 |
| PProShares信托NOBL |
| 0.33% | 0.23% | $37.8万 | 6,735股 | $24.8万 | 2,340股 | +4,395股+187.82% | 加仓 |
| IiShares安硕信托ITOT |
| 0.32% | 0.29% | $37.1万 | 2,259股 | $32.1万 | 2,256股 | +3股+0.13% | 加仓 |
 强生JNJ |
| 0.32% | 0.33% | $36.9万 | 1,453股 | $36.4万 | 1,489股 | -36股-2.42% | 减仓 |
 SEMPRA COMSRE |
| 0.31% | 0.35% | $36.4万 | 3,921股 | $38.1万 | 3,920股 | +1股+0.03% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.31% | 0.19% | $35.6万 | 4,327股 | $20.4万 | 2,866股 | +1,461股+50.98% | 加仓 |
 CRANECR |
| 0.29% | 0.24% | $33.9万 | 1,518股 | $26.0万 | 1,518股 | 00.00% | 持仓不变 |
