| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 14.03% | 12.92% | $2,264.1万 | 27.6万股 | $1,744.5万 | 24.6万股 | +3.0万股+12.31% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 9.57% | 10.7% | $1,543.6万 | 37.4万股 | $1,444.8万 | 37.1万股 | +3,346股+0.90% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 9.38% | 8.8% | $1,513.5万 | 18.4万股 | $1,187.3万 | 16.7万股 | +1.7万股+10.12% | 加仓 |
| IiShares安硕信托IGIB |
| 7.59% | 8.23% | $1,224.3万 | 23.0万股 | $1,110.6万 | 20.9万股 | +2.2万股+10.34% | 加仓 |
| IiShares安硕信托IVV |
| 6.12% | 6.47% | $988.2万 | 1.3万股 | $873.2万 | 1.3万股 | -171股-1.28% | 减仓 |
| A美国世纪ETF信托AVLC |
| 6.07% | 5.32% | $979.2万 | 10.9万股 | $718.3万 | 9.3万股 | +1.6万股+17.52% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 5.91% | 6.42% | $954.2万 | 20.4万股 | $866.6万 | 18.5万股 | +1.9万股+10.44% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 5.2% | 3.18% | $839.6万 | 10.9万股 | $429.0万 | 5.5万股 | +5.3万股+96.06% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 4.75% | 5.46% | $766.1万 | 14.6万股 | $736.9万 | 14.0万股 | +5,969股+4.26% | 加仓 |
| A美国世纪ETF信托AVMC |
| 4.42% | 3.67% | $713.5万 | 8.9万股 | $494.9万 | 6.9万股 | +2.0万股+29.79% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 4.25% | 5.83% | $686.4万 | 3.2万股 | $787.0万 | 4.1万股 | -8,745股-21.33% | 减仓 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 4.14% | 4.66% | $667.6万 | 18.2万股 | $628.7万 | 18.6万股 | -4,361股-2.35% | 减仓 |
| A美国世纪ETF信托AVSC |
| 3.17% | 2.63% | $511.2万 | 7.0万股 | $354.8万 | 5.7万股 | +1.3万股+22.39% | 加仓 |
 AVANTIS INTLNGG |
| 2.54% | 2.14% | $409.8万 | 4.6万股 | $288.4万 | 3.4万股 | +1.2万股+35.15% | 加仓 |
| A美国世纪ETF信托AVLV |
| 2.54% | 1.86% | $409.1万 | 4.5万股 | $250.4万 | 3.1万股 | +1.4万股+44.40% | 加仓 |
| S嘉信策略信托SCHR |
| 1.76% | 1.87% | $284.0万 | 11.5万股 | $252.5万 | 10.1万股 | +1.4万股+13.60% | 加仓 |
| IiShares安硕信托STIP |
| 1.34% | 1.41% | $216.5万 | 2.1万股 | $190.2万 | 1.8万股 | +2,802股+15.24% | 加仓 |
| IiShares安硕信托IBDT |
| 0.89% | 0.68% | $143.0万 | 5.7万股 | $92.1万 | 3.6万股 | +2.0万股+55.78% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.89% | 0.68% | $142.8万 | 6.2万股 | $92.1万 | 4.0万股 | +2.2万股+55.77% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.86% | 1.12% | $138.4万 | 5.7万股 | $151.0万 | 6.2万股 | -4,884股-7.85% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.83% | 1.6% | $133.2万 | 2,661股 | $216.5万 | 4,518股 | -1,857股-41.10% | 减仓 |
| PPGIM ETF TRPHYL |
| 0.61% | 0.24% | $97.7万 | 2.8万股 | $32.5万 | 9,390股 | +1.9万股+198.36% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.58% | 0.68% | $93.2万 | 1.8万股 | $92.3万 | 1.8万股 | +187股+1.02% | 加仓 |
| IiShares安硕信托IBTI |
| 0.43% | 0.51% | $69.1万 | 3.1万股 | $68.9万 | 3.1万股 | +289股+0.94% | 加仓 |
| IiShares安硕信托IBTJ |
| 0.43% | 0.51% | $68.9万 | 3.2万股 | $68.8万 | 3.2万股 | +301股+0.96% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.41% | 0.47% | $66.6万 | 1.5万股 | $63.7万 | 1.6万股 | -1,383股-8.43% | 减仓 |
 LoewsL |
| 0.38% | 0.6% | $61.1万 | 5,399股 | $80.6万 | 7,550股 | -2,151股-28.49% | 减仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.19% | 0.29% | $30.2万 | 1.6万股 | $39.0万 | 1.6万股 | 00.00% | 持仓不变 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.19% | 0.26% | $30.2万 | 1.0万股 | $35.4万 | 1.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.17% | 0.21% | $27.2万 | 728股 | $27.8万 | 751股 | -23股-3.06% | 减仓 |
| LLATTICE SEMICONDUCTORLSCC |
| 0.14% | — | $22.9万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
 摩根大通JPM |
| 0.13% | — | $20.7万 | 631股 | $0 | 0股 | +631股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.12% | — | $20.1万 | 670股 | $0 | 0股 | +670股 | 新买入 |
