| G通用动力VTI |
| 11.54% | 10.45% | $6,666.2万 | 18.0万股 | $5,254.3万 | 16.4万股 | +1.6万股+9.97% | 加仓 |
| A美国世纪ETF信托AVLV |
| 10.69% | 10.14% | $6,173.8万 | 67.7万股 | $5,100.1万 | 63.3万股 | +4.4万股+6.97% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 6.48% | 6.73% | $3,740.6万 | 36.3万股 | $3,384.7万 | 33.9万股 | +2.4万股+7.06% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 6.03% | 5.56% | $3,481.1万 | 67.3万股 | $2,794.3万 | 61.9万股 | +5.4万股+8.72% | 加仓 |
| AAvantis·U SAVUV |
| 5.72% | 5.42% | $3,303.8万 | 26.5万股 | $2,723.7万 | 24.7万股 | +1.8万股+7.39% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 4.9% | 4.91% | $2,832.1万 | 68.4万股 | $2,467.0万 | 59.4万股 | +9.0万股+15.16% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 4.8% | 4.88% | $2,774.7万 | 58.1万股 | $2,450.9万 | 51.2万股 | +6.9万股+13.52% | 加仓 |
| A美国世纪ETF信托EFV |
| 4.4% | 4.52% | $2,540.3万 | 32.8万股 | $2,270.1万 | 30.3万股 | +2.5万股+8.14% | 加仓 |
| IiShares安硕信托IDEV |
| 4.12% | 4.07% | $2,381.3万 | 26.8万股 | $2,043.9万 | 24.5万股 | +2.3万股+9.36% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 4.12% | 4.1% | $2,377.5万 | 57.6万股 | $2,060.6万 | 52.9万股 | +4.7万股+8.95% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 3.65% | 3.75% | $2,106.4万 | 56.9万股 | $1,887.7万 | 51.2万股 | +5.7万股+11.04% | 加仓 |
| A美国世纪ETF信托AVRE |
| 3.06% | 2.96% | $1,769.2万 | 37.3万股 | $1,486.9万 | 33.8万股 | +3.6万股+10.53% | 加仓 |
 微软MSFT |
| 2.44% | 2.75% | $1,411.3万 | 3.8万股 | $1,383.2万 | 3.7万股 | +466股+1.25% | 加仓 |
| A美国世纪ETF信托DSPY |
| 2.4% | 2.34% | $1,388.4万 | 21.2万股 | $1,178.0万 | 19.6万股 | +1.5万股+7.74% | 加仓 |
| IiShares安硕IEMG |
| 1.8% | 1.67% | $1,041.6万 | 12.6万股 | $841.2万 | 12.1万股 | +5,095股+4.22% | 加仓 |
| V先锋领航指数基金VOO |
| 1.23% | 1.31% | $712.0万 | 1.0万股 | $657.9万 | 1.1万股 | -643股-5.84% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.83% | 0.95% | $477.5万 | 5.7万股 | $478.3万 | 6.4万股 | -6,672股-10.48% | 减仓 |
 英伟达NVDA |
| 0.71% | 0.65% | $408.3万 | 2.0万股 | $328.3万 | 1.9万股 | +1,584股+8.41% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.6% | $402.5万 | 1.1万股 | $300.4万 | 1.0万股 | +920股+8.79% | 加仓 |
 苹果AAPL |
| 0.67% | 0.71% | $385.0万 | 1.3万股 | $358.0万 | 1.4万股 | -813股-5.76% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.48% | 0.52% | $277.7万 | 2.3万股 | $260.9万 | 2.6万股 | -3,180股-12.21% | 减仓 |
 美光科技MU |
| 0.48% | 0.15% | $277.2万 | 2,402股 | $73.6万 | 2,178股 | +224股+10.28% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.47% | 0.54% | $270.4万 | 5.0万股 | $273.4万 | 5.2万股 | -1,749股-3.38% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.45% | 0.45% | $257.8万 | 3,443股 | $227.0万 | 3,490股 | -47股-1.35% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.43% | 0.52% | $249.3万 | 1.6万股 | $260.3万 | 1.8万股 | -1,697股-9.51% | 减仓 |
 FIRST CTZNS BANCSHARES DFCNCA |
| 0.43% | 0.46% | $245.9万 | 1,182股 | $231.6万 | 1,229股 | -47股-3.82% | 减仓 |
| AAST SPACEMOBILE COM CL AASTS |
| 0.41% | 0.48% | $237.5万 | 2.7万股 | $239.7万 | 2.9万股 | -2,195股-7.59% | 减仓 |
 优步UBER |
| 0.39% | 0.48% | $226.7万 | 3.1万股 | $241.6万 | 3.4万股 | -2,169股-6.46% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.38% | 0.38% | $219.6万 | 2.7万股 | $190.0万 | 2.7万股 | +10股+0.04% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.37% | 0.45% | $214.5万 | 3.6万股 | $226.9万 | 4.2万股 | -6,045股-14.40% | 减仓 |
| V先锋领航·TOTALBND |
| 0.36% | 0.47% | $205.5万 | 2.8万股 | $234.7万 | 3.2万股 | -3,883股-12.18% | 减仓 |
 ServiceNowNOW |
| 0.35% | 0.44% | $200.5万 | 2.0万股 | $222.3万 | 2.1万股 | -1,067股-5.02% | 减仓 |
 亚马逊AMZN |
| 0.32% | 0.33% | $183.0万 | 7,678股 | $163.7万 | 7,861股 | -183股-2.33% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.3% | 0.34% | $172.7万 | 1.4万股 | $169.2万 | 1.5万股 | -1,914股-12.41% | 减仓 |
| IInnovator ETF信托PNOV |
| 0.27% | 0.29% | $155.6万 | 3.5万股 | $143.4万 | 3.5万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.27% | 0.25% | $155.5万 | 4,160股 | $124.3万 | 4,380股 | -220股-5.02% | 减仓 |
| CCOMFORT SYS USAFIX |
| 0.25% | 0.23% | $145.3万 | 733股 | $113.9万 | 826股 | -93股-11.26% | 减仓 |
 强生JNJ |
| 0.24% | 0.27% | $136.2万 | 5,362股 | $135.7万 | 5,553股 | -191股-3.44% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.21% | 0.24% | $123.7万 | 3.1万股 | $120.7万 | 3.1万股 | +231股+0.75% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.21% | 0.25% | $122.3万 | 1.2万股 | $123.5万 | 1.3万股 | -1,672股-12.69% | 减仓 |
| DDimensional维度·USDFUV |
| 0.21% | 0.21% | $120.9万 | 2.2万股 | $107.2万 | 2.2万股 | -136股-0.61% | 减仓 |
 CENTENE DEL COMCNC |
| 0.21% | 0.14% | $118.6万 | 1.8万股 | $68.5万 | 2.1万股 | -2,460股-11.75% | 减仓 |
 GE VernovaGEV |
| 0.2% | 0.17% | $115.3万 | 981股 | $83.8万 | 960股 | +21股+2.19% | 加仓 |
| V先锋领航·MIDVO |
| 0.2% | 0.2% | $115.0万 | 1.4万股 | $102.6万 | 3,573股 | +1.1万股+299.47% | 加仓 |
 百时美施贵宝BMY |
| 0.19% | 0.25% | $112.1万 | 1.9万股 | $125.1万 | 2.1万股 | -1,173股-5.69% | 减仓 |
 英特尔INTC |
| 0.19% | 0.19% | $110.8万 | 7,934股 | $93.2万 | 2.1万股 | -1.3万股-62.42% | 减仓 |
| IInnovator ETF信托PMAY |
| 0.19% | 0.21% | $110.2万 | 2.7万股 | $106.6万 | 2.7万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | 0.08% | $105.5万 | 2,108股 | $41.4万 | 864股 | +1,244股+143.98% | 加仓 |
 西部数据WDC |
| 0.18% | 0.11% | $102.2万 | 1,600股 | $53.3万 | 1,971股 | -371股-18.82% | 减仓 |
 宝洁PG |
| 0.17% | 0.21% | $99.6万 | 6,795股 | $107.6万 | 7,452股 | -657股-8.82% | 减仓 |
