 SYSCO COMSYY |
| 13.51% | 13% | $3,430.7万 | 41.0万股 | $2,946.2万 | 41.3万股 | -2,567股-0.62% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 8.13% | 7.3% | $2,062.9万 | 25.2万股 | $1,653.7万 | 23.3万股 | +1.9万股+7.95% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 4.99% | 5.19% | $1,266.5万 | 30.7万股 | $1,175.4万 | 30.2万股 | +5,321股+1.76% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.47% | 6.49% | $1,134.2万 | 1.5万股 | $1,469.8万 | 2.3万股 | -7,413股-32.80% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 4.43% | 4.17% | $1,124.9万 | 13.7万股 | $944.8万 | 13.3万股 | +3,779股+2.84% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.79% | 3.49% | $962.1万 | 23.9万股 | $789.8万 | 23.3万股 | +6,004股+2.57% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 3.01% | 2.96% | $764.9万 | 14.8万股 | $669.9万 | 14.8万股 | -479股-0.32% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 2.76% | 2.7% | $700.2万 | 5.5万股 | $611.5万 | 5.6万股 | -963股-1.73% | 减仓 |
| DDimensional维度·USDFUV |
| 2.72% | 2.73% | $689.7万 | 12.5万股 | $617.7万 | 12.7万股 | -2,094股-1.64% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 2.62% | 2.54% | $663.9万 | 15.0万股 | $575.4万 | 14.8万股 | +1,595股+1.08% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 2.59% | 2.43% | $657.2万 | 16.6万股 | $551.5万 | 15.4万股 | +1.2万股+7.63% | 加仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 2.51% | 2.35% | $637.5万 | 7.2万股 | $531.5万 | 7.0万股 | +1,108股+1.57% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.43% | 2.31% | $616.4万 | 14.8万股 | $523.6万 | 14.2万股 | +5,281股+3.71% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 2.43% | 2.27% | $616.2万 | 16.5万股 | $514.7万 | 14.5万股 | +2.1万股+14.17% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.33% | 2.33% | $592.5万 | 16.1万股 | $527.1万 | 15.5万股 | +5,660股+3.65% | 加仓 |
| AAMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETFTAXF |
| 1.75% | 1.59% | $443.3万 | 8.7万股 | $360.5万 | 7.2万股 | +1.5万股+21.07% | 加仓 |
 苹果AAPL |
| 1.74% | 2.34% | $442.5万 | 1.5万股 | $531.4万 | 2.1万股 | -5,646股-26.96% | 减仓 |
| IiShares安硕·COREIJH |
| 1.68% | 1.64% | $425.3万 | 5.5万股 | $371.6万 | 5.5万股 | +128股+0.23% | 加仓 |
| V先锋领航·MIDVO |
| 1.52% | 1.51% | $384.8万 | 4.8万股 | $342.2万 | 1.2万股 | +3.6万股+300.81% | 加仓 |
| V先锋领航指数基金VOO |
| 1.51% | 1.47% | $383.0万 | 5,576股 | $333.8万 | 5,587股 | -11股-0.20% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.3% | 1.31% | $330.0万 | 1.6万股 | $297.0万 | 1.5万股 | +34股+0.22% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.29% | 1.19% | $327.7万 | 1.1万股 | $270.3万 | 1.1万股 | +9股+0.08% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 1.16% | 1.29% | $294.2万 | 6.1万股 | $292.7万 | 6.1万股 | -201股-0.33% | 减仓 |
 微软MSFT |
| 1.15% | 1.67% | $291.4万 | 7,812股 | $377.6万 | 1.0万股 | -2,388股-23.41% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.02% | 1.07% | $259.4万 | 2.5万股 | $242.6万 | 2.5万股 | 00.00% | 持仓不变 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 1.02% | 1.14% | $259.4万 | 8.6万股 | $257.6万 | 8.6万股 | +758股+0.88% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.98% | 0.88% | $248.5万 | 6.4万股 | $198.9万 | 5.7万股 | +7,291股+12.84% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.89% | 0.87% | $224.8万 | 2.5万股 | $197.1万 | 2.4万股 | +190股+0.78% | 加仓 |
| IiShares安硕信托IVV |
| 0.87% | 0.85% | $221.7万 | 2,961股 | $193.2万 | 2,958股 | +3股+0.10% | 加仓 |
 亚马逊AMZN |
| 0.76% | 0.75% | $193.3万 | 8,111股 | $169.7万 | 8,149股 | -38股-0.47% | 减仓 |
 AMD超威AMD |
| 0.7% | — | $178.8万 | 3,078股 | $0 | 0股 | +3,078股 | 新买入 |
| AAvantis·U SAVUV |
| 0.68% | 0.67% | $173.5万 | 1.4万股 | $151.4万 | 1.4万股 | +206股+1.50% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.59% | 0.46% | $150.5万 | 3.6万股 | $104.1万 | 2.5万股 | +1.1万股+44.72% | 加仓 |
 谷歌AGOOGL |
| 0.58% | 0.81% | $147.9万 | 4,138股 | $182.5万 | 6,348股 | -2,210股-34.81% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.57% | 0.61% | $145.4万 | 1.8万股 | $138.6万 | 1.8万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.48% | 0.71% | $122.5万 | 1,741股 | $161.7万 | 2,622股 | -881股-33.60% | 减仓 |
| V先锋领航指数基金VB |
| 0.46% | 0.44% | $116.8万 | 3,853股 | $100.7万 | 3,845股 | +8股+0.21% | 加仓 |
 AVANTIS INTLNGG |
| 0.46% | 0.46% | $116.0万 | 1.3万股 | $103.3万 | 1.2万股 | +834股+6.85% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.46% | 0.42% | $115.8万 | 9,326股 | $95.0万 | 2,228股 | +7,098股+318.58% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.45% | 0.62% | $115.0万 | 1.4万股 | $140.6万 | 1.7万股 | -3,079股-18.12% | 减仓 |
 艾伯维ABBV |
| 0.45% | 0.45% | $113.2万 | 4,497股 | $101.1万 | 4,649股 | -152股-3.27% | 减仓 |
 英伟达NVDA |
| 0.4% | 0.46% | $100.8万 | 5,040股 | $104.1万 | 5,970股 | -930股-15.58% | 减仓 |
 飞塔FTNT |
| 0.39% | 0.23% | $99.8万 | 6,495股 | $53.1万 | 6,495股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.38% | 0.33% | $97.4万 | 812股 | $75.8万 | 824股 | -12股-1.46% | 减仓 |
 思科CSCO |
| 0.34% | 0.25% | $85.6万 | 7,286股 | $56.4万 | 7,274股 | +12股+0.16% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.34% | 0.34% | $85.5万 | 1.2万股 | $76.5万 | 1.2万股 | +63股+0.53% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.32% | 0.31% | $82.4万 | 2.0万股 | $69.6万 | 2.0万股 | +137股+0.68% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.3% | 0.28% | $76.5万 | 6,304股 | $63.1万 | 6,294股 | +10股+0.16% | 加仓 |
 强生JNJ |
| 0.28% | 0.31% | $71.8万 | 2,826股 | $71.2万 | 2,911股 | -85股-2.92% | 减仓 |
 卡特彼勒CAT |
| 0.27% | 0.2% | $69.1万 | 649股 | $46.0万 | 649股 | 00.00% | 持仓不变 |
