| DDimensional维度ETF信托DFAU |
| 3.44% | 3.45% | $1,105.4万 | 21.4万股 | $1,000.2万 | 22.2万股 | -7,842股-3.54% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.97% | 3.05% | $953.5万 | 23.1万股 | $885.3万 | 22.7万股 | +3,922股+1.73% | 加仓 |
| V先锋领航·TOTALBND |
| 2.7% | 2.51% | $866.3万 | 11.8万股 | $727.5万 | 9.9万股 | +1.9万股+19.45% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 2.27% | 2.47% | $728.1万 | 40.7万股 | $715.7万 | 40.3万股 | +4,003股+0.99% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.97% | 2.18% | $631.6万 | 11.7万股 | $631.7万 | 12.0万股 | -2,771股-2.32% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.67% | 1.68% | $534.4万 | 2.2万股 | $485.8万 | 2.2万股 | -372股-1.66% | 减仓 |
| V先锋领航指数基金VTV |
| 1.66% | 1.61% | $533.9万 | 2.4万股 | $468.3万 | 2.4万股 | +629股+2.64% | 加仓 |
| V先锋领航指数基金VOO |
| 1.56% | 1.46% | $501.4万 | 7,301股 | $424.4万 | 7,102股 | +199股+2.80% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 1.49% | 1.4% | $479.1万 | 12.1万股 | $404.7万 | 11.3万股 | +7,855股+6.93% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.49% | 1.41% | $477.0万 | 5.8万股 | $407.5万 | 5.7万股 | +635股+1.11% | 加仓 |
| V先锋领航指数基金VB |
| 1.42% | 1.29% | $454.1万 | 1.5万股 | $374.0万 | 1.4万股 | +701股+4.91% | 加仓 |
| V先锋领航指数基金VUG |
| 1.41% | 1.4% | $451.1万 | 5.2万股 | $406.6万 | 9,309股 | +4.3万股+462.62% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.36% | 1.45% | $437.0万 | 4.2万股 | $421.4万 | 4.3万股 | -1,319股-3.04% | 减仓 |
| IiShares安硕信托ITOT |
| 1.34% | 1.2% | $430.3万 | 2.6万股 | $347.2万 | 2.4万股 | +1,819股+7.46% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.23% | 1.05% | $393.3万 | 9.4万股 | $303.2万 | 8.2万股 | +1.2万股+14.24% | 加仓 |
| IiShares安硕信托IJJ |
| 1.21% | 1.26% | $389.7万 | 2.6万股 | $365.8万 | 2.8万股 | -1,228股-4.45% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.2% | 1.14% | $386.2万 | 3.1万股 | $329.4万 | 7,724股 | +2.3万股+302.69% | 加仓 |
| V先锋领航全球基金MGV |
| 1.19% | 1.19% | $382.5万 | 2.3万股 | $345.8万 | 2.4万股 | -453股-1.90% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 1.18% | 1.13% | $379.0万 | 9.0万股 | $327.3万 | 7.8万股 | +1.2万股+15.85% | 加仓 |
| DDimensional维度·USDFUV |
| 1.12% | 1.09% | $361.0万 | 6.6万股 | $314.8万 | 6.5万股 | +673股+1.04% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 1.11% | 1% | $355.8万 | 8.3万股 | $289.9万 | 8.1万股 | +2,377股+2.93% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.1% | 1.16% | $352.7万 | 4.5万股 | $335.1万 | 4.2万股 | +2,362股+5.59% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.1% | 1.1% | $351.8万 | 8.7万股 | $319.7万 | 9.4万股 | -6,924股-7.33% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.09% | 1.03% | $348.9万 | 13.3万股 | $297.6万 | 12.6万股 | +7,542股+5.99% | 加仓 |
| V先锋领航指数基金VV |
| 1.06% | 1.01% | $338.6万 | 9,845股 | $292.8万 | 9,797股 | +48股+0.49% | 加仓 |
| IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ |
| 1.03% | 1.14% | $330.8万 | 14.4万股 | $331.8万 | 14.3万股 | +947股+0.66% | 加仓 |
| G通用动力VTI |
| 1.01% | 1% | $325.0万 | 8,782股 | $289.9万 | 9,036股 | -254股-2.81% | 减仓 |
| I景顺自营指数基金BSJR |
| 0.98% | 1.01% | $315.5万 | 14.1万股 | $293.1万 | 13.1万股 | +1.0万股+7.74% | 加仓 |
 苹果AAPL |
| 0.94% | 0.97% | $301.8万 | 1.0万股 | $281.8万 | 1.1万股 | -674股-6.07% | 减仓 |
| V先锋领航·MIDVO |
| 0.94% | 0.92% | $300.5万 | 3.7万股 | $268.1万 | 9,336股 | +2.8万股+299.49% | 加仓 |
| PPIMCO太平洋投资管理ETFHYS |
| 0.93% | 0.98% | $299.7万 | 3.2万股 | $284.9万 | 3.1万股 | +1,498股+4.90% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.91% | 1% | $293.2万 | 1.3万股 | $291.0万 | 1.4万股 | -868股-6.30% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.9% | 1.04% | $289.2万 | 7.2万股 | $302.0万 | 7.7万股 | -4,517股-5.90% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.9% | 0.98% | $288.9万 | 3.5万股 | $283.1万 | 3.4万股 | +746股+2.18% | 加仓 |
 英伟达NVDA |
| 0.87% | 0.9% | $278.2万 | 1.4万股 | $260.9万 | 1.5万股 | -1,060股-7.08% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.85% | 0.81% | $272.6万 | 2.1万股 | $234.5万 | 2.1万股 | -55股-0.26% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.85% | 0.9% | $271.7万 | 5.3万股 | $260.2万 | 5.1万股 | +2,155股+4.22% | 加仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 0.83% | 0.93% | $267.6万 | 6.2万股 | $269.9万 | 6.2万股 | -304股-0.49% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.82% | 0.78% | $262.7万 | 1.9万股 | $226.6万 | 1.9万股 | +93股+0.49% | 加仓 |
| SSPDR黄金信托GLD |
| 0.8% | 1.05% | $258.0万 | 7,003股 | $303.1万 | 7,045股 | -42股-0.60% | 减仓 |
| IiShares安硕信托IVV |
| 0.8% | 0.78% | $256.7万 | 3,427股 | $225.8万 | 3,457股 | -30股-0.87% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.79% | 0.77% | $254.2万 | 3.6万股 | $224.2万 | 3.6万股 | +461股+1.28% | 加仓 |
| I景顺·S&PSPHQ |
| 0.79% | 0.72% | $252.6万 | 2.8万股 | $208.5万 | 2.8万股 | +302股+1.09% | 加仓 |
| IiShares安硕信托IJK |
| 0.78% | 0.75% | $250.1万 | 2.1万股 | $217.2万 | 2.2万股 | -296股-1.37% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.77% | 0.81% | $246.7万 | 4.2万股 | $234.7万 | 4.0万股 | +2,291股+5.71% | 加仓 |
| IiShares安硕信托IWD |
| 0.75% | 0.72% | $241.1万 | 9,947股 | $208.1万 | 9,741股 | +206股+2.11% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.75% | 0.9% | $239.4万 | 2.6万股 | $260.8万 | 2.9万股 | -3,838股-13.02% | 减仓 |
| IiShares安硕信托IQLT |
| 0.7% | 0.75% | $226.0万 | 4.6万股 | $217.7万 | 4.7万股 | -1,486股-3.16% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.7% | 0.74% | $224.2万 | 3.8万股 | $214.2万 | 3.6万股 | +2,051股+5.70% | 加仓 |
| IiShares安硕·COREIJH |
| 0.7% | 0.67% | $223.7万 | 2.9万股 | $194.1万 | 2.9万股 | +272股+0.95% | 加仓 |
