| A美国世纪ETF信托AVUS |
| 11.66% | 10.68% | $4,995.9万 | 39.0万股 | $4,039.8万 | 36.3万股 | +2.7万股+7.35% | 加仓 |
| V先锋领航指数基金VUG |
| 8.52% | 8.38% | $3,651.7万 | 42.4万股 | $3,170.2万 | 7.3万股 | +35.1万股+484.09% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 6.01% | 5.91% | $2,573.4万 | 53.9万股 | $2,237.5万 | 46.7万股 | +7.2万股+15.32% | 加仓 |
| DDimensional维度·USDFUV |
| 5.8% | 5.99% | $2,486.5万 | 45.2万股 | $2,268.1万 | 46.8万股 | -1.6万股-3.43% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 5.73% | 5.79% | $2,457.2万 | 66.7万股 | $2,191.4万 | 64.5万股 | +2.2万股+3.40% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 5.29% | 5.64% | $2,268.9万 | 51.1万股 | $2,135.5万 | 55.0万股 | -3.8万股-6.93% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.23% | 5.81% | $2,239.7万 | 54.3万股 | $2,197.3万 | 56.4万股 | -2.1万股-3.73% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 4.96% | 4.86% | $2,125.4万 | 50.9万股 | $1,840.8万 | 50.1万股 | +8,555股+1.71% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 4.77% | 4.39% | $2,043.2万 | 24.9万股 | $1,659.8万 | 23.4万股 | +1.5万股+6.53% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 3.75% | 3.93% | $1,605.5万 | 31.1万股 | $1,486.6万 | 32.9万股 | -1.9万股-5.73% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 3.37% | 3.72% | $1,445.9万 | 34.3万股 | $1,407.1万 | 33.3万股 | +9,255股+2.78% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 2.81% | 2.71% | $1,203.5万 | 30.4万股 | $1,024.5万 | 28.7万股 | +1.7万股+6.09% | 加仓 |
 苹果AAPL |
| 2.52% | 2.59% | $1,078.7万 | 3.7万股 | $978.9万 | 3.9万股 | -1,290股-3.34% | 减仓 |
| V先锋领航·TOTALBNDX |
| 2.47% | 2.75% | $1,056.8万 | 21.8万股 | $1,040.9万 | 21.7万股 | +1,570股+0.72% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.4% | 2.51% | $1,029.6万 | 14.7万股 | $948.3万 | 15.2万股 | -4,554股-3.00% | 减仓 |
| S嘉信·USSCHX |
| 1.63% | 1.64% | $698.3万 | 23.7万股 | $618.8万 | 24.1万股 | -4,043股-1.68% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.54% | 1.69% | $661.8万 | 16.5万股 | $638.0万 | 18.8万股 | -2.4万股-12.64% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.23% | 1.27% | $527.5万 | 20.2万股 | $479.7万 | 20.3万股 | -1,196股-0.59% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.12% | 1.11% | $482.0万 | 3.9万股 | $421.8万 | 9,892股 | +2.9万股+292.40% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.09% | 1% | $468.5万 | 11.5万股 | $376.7万 | 10.9万股 | +6,252股+5.73% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.97% | 1.02% | $417.0万 | 4.3万股 | $386.8万 | 4.4万股 | -370股-0.85% | 减仓 |
 ONEOKOKE |
| 0.94% | 1.19% | $401.7万 | 4.6万股 | $449.9万 | 5.0万股 | -3,568股-7.17% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.92% | 0.9% | $395.5万 | 10.6万股 | $342.2万 | 9.6万股 | +9,830股+10.21% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.88% | 0.87% | $377.4万 | 4.1万股 | $327.6万 | 4.1万股 | +733股+1.80% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.86% | 0.85% | $368.0万 | 4.5万股 | $320.5万 | 4.5万股 | -363股-0.81% | 减仓 |
 英伟达NVDA |
| 0.74% | 0.74% | $318.8万 | 1.6万股 | $278.3万 | 1.6万股 | -27股-0.17% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.73% | 0.79% | $312.8万 | 6,251股 | $299.8万 | 6,257股 | -6股-0.10% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.68% | 0.63% | $293.0万 | 8,293股 | $237.9万 | 8,294股 | -1股-0.01% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.67% | 0.69% | $287.7万 | 7.4万股 | $259.6万 | 7.4万股 | +72股+0.10% | 加仓 |
| IiShares安硕信托GVI |
| 0.6% | 0.77% | $255.7万 | 2.4万股 | $291.9万 | 2.7万股 | -3,389股-12.37% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.56% | 0.58% | $238.9万 | 4.8万股 | $220.7万 | 4.4万股 | +3,378股+7.64% | 加仓 |
 微软MSFT |
| 0.51% | 0.58% | $219.3万 | 5,880股 | $221.1万 | 5,972股 | -92股-1.54% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 0.49% | 0.71% | $211.4万 | 4.4万股 | $270.4万 | 5.6万股 | -1.3万股-22.46% | 减仓 |
| A美国世纪ETF信托AVLC |
| 0.44% | 0.32% | $189.4万 | 2.1万股 | $120.4万 | 1.6万股 | +5,534股+35.65% | 加仓 |
| I景顺QQQ信托VOO |
| 0.37% | 0.15% | $158.6万 | 2,154股 | $57.9万 | 1,003股 | +1,151股+114.76% | 加仓 |
| IiShares安硕信托IVV |
| 0.36% | 0.36% | $154.9万 | 2,069股 | $135.1万 | 2,069股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.36% | 0.25% | $152.5万 | 1.8万股 | $92.9万 | 1.3万股 | +5,827股+46.28% | 加仓 |
 沃尔玛WMT |
| 0.35% | 0.44% | $148.8万 | 1.3万股 | $165.2万 | 1.3万股 | -157股-1.18% | 减仓 |
 亚马逊AMZN |
| 0.34% | 0.33% | $144.6万 | 6,066股 | $125.7万 | 6,036股 | +30股+0.50% | 加仓 |
 谷歌AGOOGL |
| 0.31% | 0.28% | $134.1万 | 3,753股 | $106.7万 | 3,711股 | +42股+1.13% | 加仓 |
 卡特彼勒CAT |
| 0.27% | 0.2% | $113.9万 | 1,070股 | $76.1万 | 1,074股 | -4股-0.37% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.26% | 0.26% | $109.5万 | 1,466股 | $96.8万 | 1,488股 | -22股-1.48% | 减仓 |
 BANCFIRSTBANF |
| 0.25% | 0.28% | $107.5万 | 9,675股 | $105.0万 | 9,675股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.22% | 0.22% | $95.0万 | 2,567股 | $82.3万 | 2,565股 | +2股+0.08% | 加仓 |
| A美国世纪ETF信托AVUQ |
| 0.21% | 0.21% | $91.7万 | 1.4万股 | $77.8万 | 1.4万股 | +189股+1.38% | 加仓 |
 威廉姆斯WMB |
| 0.21% | 0.17% | $90.8万 | 1.2万股 | $64.3万 | 8,839股 | +3,370股+38.13% | 加仓 |
| V先锋领航全球基金VGT |
| 0.17% | 0.14% | $70.8万 | 5,921股 | $53.1万 | 762股 | +5,159股+677.03% | 加仓 |
 PROGRESSIVEPGR |
| 0.16% | 0.17% | $69.4万 | 3,176股 | $63.0万 | 3,176股 | 00.00% | 持仓不变 |
| AAvantis·U SAVUV |
| 0.15% | 0.19% | $62.5万 | 5,013股 | $72.9万 | 6,596股 | -1,583股-24.00% | 减仓 |
 摩根大通JPM |
| 0.14% | 0.15% | $61.1万 | 1,866股 | $55.5万 | 1,887股 | -21股-1.11% | 减仓 |
