| DDimensional维度ETF信托DFAC |
| 9.91% | 9.74% | $3,865.8万 | 87.1万股 | $3,425.6万 | 88.2万股 | -1.0万股-1.14% | 减仓 |
| A美国世纪ETF信托AVUS |
| 9.74% | 8.76% | $3,800.6万 | 29.7万股 | $3,077.7万 | 27.7万股 | +2.0万股+7.19% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 7.17% | 7.52% | $2,795.7万 | 75.0万股 | $2,642.4万 | 74.4万股 | +6,618股+0.89% | 加仓 |
 AVANTIS INTLNGG |
| 7.02% | 6.89% | $2,737.3万 | 30.7万股 | $2,423.5万 | 28.6万股 | +2.1万股+7.43% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 5.63% | 6.08% | $2,194.9万 | 59.6万股 | $2,138.1万 | 62.9万股 | -3.4万股-5.34% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 4.63% | 4.76% | $1,804.6万 | 26.7万股 | $1,671.5万 | 26.2万股 | +5,480股+2.10% | 加仓 |
| V先锋领航指数基金VTV |
| 3.99% | 4.02% | $1,555.4万 | 7.1万股 | $1,413.0万 | 7.2万股 | -645股-0.90% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.86% | 2.41% | $1,507.3万 | 19.1万股 | $845.5万 | 10.7万股 | +8.4万股+78.83% | 加仓 |
| CCBRE CL ACBRE |
| 3.83% | 4.27% | $1,492.3万 | 11.1万股 | $1,500.8万 | 11.1万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金VUSB |
| 3.45% | 2.74% | $1,347.2万 | 27.1万股 | $964.5万 | 19.4万股 | +7.7万股+39.69% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.19% | 2.95% | $1,242.6万 | 30.6万股 | $1,038.0万 | 30.0万股 | +5,329股+1.77% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 3.19% | 3.37% | $1,242.6万 | 24.5万股 | $1,184.1万 | 23.7万股 | +8,426股+3.56% | 加仓 |
| V先锋领航债券指数基金BSV |
| 3.08% | 4.71% | $1,201.3万 | 15.4万股 | $1,657.1万 | 21.1万股 | -5.7万股-27.04% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 3.03% | 2.92% | $1,181.3万 | 22.9万股 | $1,026.8万 | 22.8万股 | +962股+0.42% | 加仓 |
| V先锋领航指数基金VUG |
| 2.79% | 2.41% | $1,086.8万 | 12.6万股 | $847.2万 | 1.9万股 | +10.7万股+550.49% | 加仓 |
| IiShares安硕信托AGG |
| 2.64% | 3.67% | $1,027.9万 | 10.4万股 | $1,289.1万 | 13.0万股 | -2.6万股-20.03% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.82% | 1.76% | $708.7万 | 7.3万股 | $618.8万 | 7.7万股 | -3,350股-4.36% | 减仓 |
 苹果AAPL |
| 1.34% | 1.65% | $522.7万 | 1.8万股 | $580.8万 | 2.3万股 | -4,821股-21.07% | 减仓 |
| A美国世纪ETF信托AVRE |
| 1.34% | 1.25% | $522.6万 | 11.0万股 | $439.0万 | 10.0万股 | +1.1万股+10.60% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 1.33% | 1.32% | $519.4万 | 11.3万股 | $462.9万 | 10.0万股 | +1.2万股+12.24% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.21% | 1.17% | $471.8万 | 5.8万股 | $410.6万 | 5.8万股 | -329股-0.57% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.94% | 1.03% | $366.5万 | 4.5万股 | $363.4万 | 5.1万股 | -6,578股-12.87% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 0.91% | — | $355.3万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.84% | 0.81% | $327.5万 | 4,373股 | $286.3万 | 4,383股 | -10股-0.23% | 减仓 |
| G通用动力VTI |
| 0.83% | 0.9% | $322.3万 | 8,710股 | $318.0万 | 9,912股 | -1,202股-12.13% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.7% | 0.74% | $271.4万 | 5.4万股 | $261.3万 | 5.2万股 | +1,727股+3.30% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.67% | 0.63% | $261.1万 | 1.7万股 | $221.4万 | 1.6万股 | +627股+3.92% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.63% | — | $244.2万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
| V先锋领航·TOTALBND |
| 0.59% | 0.89% | $228.3万 | 3.1万股 | $312.9万 | 4.2万股 | -1.1万股-26.80% | 减仓 |
| IiShares安硕·COREIJH |
| 0.55% | 0.63% | $214.2万 | 2.8万股 | $223.2万 | 3.3万股 | -5,260股-15.92% | 减仓 |
| CCRA INTLCRAI |
| 0.5% | 0.63% | $193.7万 | 1.4万股 | $220.3万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.48% | 0.45% | $186.1万 | 1.5万股 | $159.7万 | 3,746股 | +1.1万股+300.00% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.44% | 0.46% | $171.7万 | 7,561股 | $162.7万 | 7,705股 | -144股-1.87% | 减仓 |
 GE航空GE |
| 0.4% | 0.31% | $157.7万 | 4,219股 | $107.4万 | 3,786股 | +433股+11.44% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.34% | 0.25% | $134.0万 | 7,036股 | $88.8万 | 6,678股 | +358股+5.36% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.33% | 0.33% | $128.8万 | 1,724股 | $115.6万 | 1,777股 | -53股-2.98% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.32% | 0.32% | $125.6万 | 3,553股 | $113.4万 | 3,952股 | -399股-10.10% | 减仓 |
 GE VernovaGEV |
| 0.32% | 0.24% | $124.6万 | 1,061股 | $84.7万 | 970股 | +91股+9.38% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.28% | 0.27% | $110.4万 | 2,696股 | $96.1万 | 2,696股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVMC |
| 0.26% | 0.2% | $102.0万 | 1.3万股 | $70.9万 | 9,821股 | +2,886股+29.39% | 加仓 |
| IIBMIBM |
| 0.26% | 0.12% | $101.9万 | 3,623股 | $43.1万 | 1,780股 | +1,843股+103.54% | 加仓 |
 埃克森美孚XOM |
| 0.24% | 0.33% | $94.7万 | 6,930股 | $117.6万 | 6,930股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.23% | 0.26% | $89.5万 | 6,101股 | $91.3万 | 6,321股 | -220股-3.48% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.22% | 0.22% | $85.0万 | 1.2万股 | $76.5万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.21% | 0.21% | $81.8万 | 9,766股 | $73.3万 | 9,766股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.2% | 0.28% | $79.7万 | 4,811股 | $100.0万 | 4,831股 | -20股-0.41% | 减仓 |
 英伟达NVDA |
| 0.19% | 0.28% | $75.7万 | 3,781股 | $96.7万 | 5,547股 | -1,766股-31.84% | 减仓 |
 高露洁CL |
| 0.19% | 0.2% | $74.7万 | 8,152股 | $71.8万 | 8,428股 | -276股-3.27% | 减仓 |
 亚马逊AMZN |
| 0.19% | 0.19% | $73.1万 | 3,065股 | $66.2万 | 3,180股 | -115股-3.62% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.18% | 0.15% | $71.1万 | 1.5万股 | $51.7万 | 1.3万股 | +2,668股+21.22% | 加仓 |
