| V先锋领航指数基金VUG |
| 12.56% | 15.04% | $1.87亿 | 217.4万股 | $1.47亿 | 33.6万股 | +183.7万股+546.33% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 8.33% | 10.95% | $1.24亿 | 314.0万股 | $1.07亿 | 299.5万股 | +14.5万股+4.84% | 加仓 |
| DDBX ETF信托DBEF |
| 5.67% | 7.57% | $8,460.8万 | 154.9万股 | $7,395.7万 | 149.7万股 | +5.2万股+3.45% | 加仓 |
| V先锋领航指数基金VBK |
| 3.06% | 3.76% | $4,562.7万 | 12.5万股 | $3,678.0万 | 12.2万股 | +3,085股+2.54% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.05% | 3.76% | $4,543.4万 | 111.8万股 | $3,669.5万 | 106.2万股 | +5.6万股+5.27% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.7% | 3.41% | $4,024.3万 | 56.5万股 | $3,332.7万 | 52.0万股 | +4.5万股+8.60% | 加仓 |
| V先锋领航指数基金VTV |
| 2.68% | 3.66% | $4,000.5万 | 18.4万股 | $3,575.5万 | 18.2万股 | +1,325股+0.73% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 2.68% | 3.58% | $3,998.6万 | 103.1万股 | $3,497.0万 | 99.8万股 | +3.3万股+3.29% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.37% | 3.12% | $3,536.5万 | 50.6万股 | $3,051.3万 | 48.9万股 | +1.7万股+3.55% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 1.96% | 2.31% | $2,922.1万 | 78.4万股 | $2,261.6万 | 63.7万股 | +14.8万股+23.20% | 加仓 |
 苹果AAPL |
| 1.91% | 1.88% | $2,845.1万 | 9.8万股 | $1,837.6万 | 7.2万股 | +2.6万股+35.80% | 加仓 |
| S道富SPYM |
| 1.45% | 1.2% | $2,165.8万 | 24.6万股 | $1,168.6万 | 15.3万股 | +9.4万股+61.42% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.26% | 0.64% | $1,874.4万 | 2.5万股 | $628.6万 | 9,665股 | +1.5万股+159.72% | 加仓 |
| DDimensional维度·USDFUV |
| 1.24% | 1.66% | $1,847.4万 | 33.6万股 | $1,626.3万 | 33.6万股 | +237股+0.07% | 加仓 |
| V先锋领航·TOTALBND |
| 1.05% | 1.57% | $1,572.7万 | 21.4万股 | $1,536.7万 | 20.9万股 | +5,554股+2.66% | 加仓 |
 英伟达NVDA |
| 0.87% | 0.59% | $1,305.0万 | 6.5万股 | $577.6万 | 3.3万股 | +3.2万股+96.93% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.85% | 0.56% | $1,266.5万 | 46.1万股 | $550.5万 | 20.3万股 | +25.8万股+127.38% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.83% | 1.11% | $1,235.4万 | 20.7万股 | $1,084.9万 | 20.1万股 | +6,256股+3.12% | 加仓 |
 美光科技MU |
| 0.82% | 0.37% | $1,226.9万 | 1.1万股 | $357.4万 | 1.1万股 | +49股+0.46% | 加仓 |
| C资本集团固定收益ETF信托CGCB |
| 0.79% | 0.7% | $1,179.3万 | 45.0万股 | $686.9万 | 26.2万股 | +18.9万股+72.21% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.78% | — | $1,165.0万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| RREINSURANCE AMERRGA |
| 0.76% | 0.47% | $1,139.3万 | 5.3万股 | $457.4万 | 2.2万股 | +3.1万股+137.73% | 加仓 |
 亚马逊AMZN |
| 0.73% | 0.49% | $1,087.9万 | 4.6万股 | $478.4万 | 2.3万股 | +2.3万股+98.73% | 加仓 |
| WWisdomTree信托DLN |
| 0.71% | 0.61% | $1,063.7万 | 11.0万股 | $596.9万 | 6.7万股 | +4.4万股+65.25% | 加仓 |
 微软MSFT |
| 0.65% | 0.55% | $973.8万 | 2.6万股 | $534.1万 | 1.4万股 | +1.2万股+80.94% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 0.65% | 0.46% | $970.0万 | 12.7万股 | $447.2万 | 5.9万股 | +6.8万股+115.97% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.58% | 0.79% | $871.2万 | 3.6万股 | $769.8万 | 3.5万股 | +419股+1.18% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.56% | 0.78% | $838.2万 | 4.2万股 | $759.2万 | 4.1万股 | +1,221股+2.96% | 加仓 |
 谷歌AGOOGL |
| 0.54% | 0.28% | $807.6万 | 2.3万股 | $277.8万 | 9,661股 | +1.3万股+133.92% | 加仓 |
| PPGIM TOTAL RETURN BOND ETFPTRB |
| 0.51% | 0.45% | $766.6万 | 18.5万股 | $437.3万 | 10.5万股 | +8.0万股+75.52% | 加仓 |
| V先锋领航·MIDVO |
| 0.5% | 0.49% | $750.9万 | 9.3万股 | $482.8万 | 1.7万股 | +7.6万股+454.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.5% | 0.49% | $747.2万 | 2.1万股 | $474.2万 | 1.7万股 | +4,617股+27.93% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.49% | 0.61% | $726.0万 | 8.8万股 | $595.6万 | 1.5万股 | +7.3万股+501.54% | 加仓 |
| V先锋领航指数基金VOT |
| 0.46% | 0.57% | $680.4万 | 2.2万股 | $557.3万 | 2.2万股 | +560股+2.59% | 加仓 |
 鲍尔公司BALL |
| 0.45% | 0.68% | $669.6万 | 10.7万股 | $662.2万 | 11.2万股 | -4,720股-4.21% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.44% | 0.51% | $650.2万 | 1.3万股 | $495.5万 | 1.0万股 | +2,654股+25.67% | 加仓 |
| V先锋领航指数基金VOO |
| 0.42% | 0.21% | $629.7万 | 9,169股 | $206.0万 | 3,447股 | +5,722股+166.00% | 加仓 |
 应用材料AMAT |
| 0.4% | 0.26% | $591.9万 | 8,188股 | $256.5万 | 7,504股 | +684股+9.12% | 加仓 |
| J骏利Detroit策略信托VNLA |
| 0.39% | 0.36% | $574.7万 | 11.8万股 | $353.3万 | 7.2万股 | +4.5万股+62.67% | 加仓 |
| PPGIM ETF TRPMIO |
| 0.38% | 0.28% | $570.6万 | 11.2万股 | $272.1万 | 5.4万股 | +5.8万股+107.31% | 加仓 |
 摩根大通JPM |
| 0.35% | 0.34% | $525.6万 | 1.6万股 | $335.8万 | 1.1万股 | +4,639股+40.63% | 加仓 |
 沃尔玛WMT |
| 0.35% | 0.43% | $519.5万 | 4.6万股 | $423.8万 | 3.4万股 | +1.2万股+34.48% | 加仓 |
| AAvantis·U SAVUV |
| 0.34% | 0.17% | $510.4万 | 4.1万股 | $169.4万 | 1.5万股 | +2.6万股+166.81% | 加仓 |
 万事达MA |
| 0.33% | 0.13% | $488.2万 | 9,506股 | $126.0万 | 2,522股 | +6,984股+276.92% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.32% | — | $475.1万 | 9.1万股 | $0 | 0股 | +9.1万股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.32% | 0.42% | $474.2万 | 3.8万股 | $409.4万 | 9,601股 | +2.9万股+297.78% | 加仓 |
| C资本集团固定收益ETF信托CGMS |
| 0.32% | 0.27% | $472.3万 | 17.3万股 | $263.9万 | 9.7万股 | +7.6万股+78.30% | 加仓 |
 博通AVGO |
| 0.31% | 0.08% | $467.6万 | 1.2万股 | $73.7万 | 2,382股 | +9,998股+419.73% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 0.31% | 0.46% | $465.0万 | 15.9万股 | $446.5万 | 15.5万股 | +3,574股+2.30% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.31% | 0.44% | $457.5万 | 4.4万股 | $428.4万 | 4.4万股 | -62股-0.14% | 减仓 |
