| DDimensional维度ETF信托DFAC |
| 45.2% | 43.7% | $9,577.7万 | 215.9万股 | $7,874.3万 | 202.6万股 | +13.3万股+6.55% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 16.76% | 17.56% | $3,551.5万 | 86.1万股 | $3,164.0万 | 81.2万股 | +4.9万股+6.02% | 加仓 |
| G通用动力VTI |
| 10.18% | 11.12% | $2,156.1万 | 5.8万股 | $2,003.9万 | 6.2万股 | -4,197股-6.72% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.94% | 5.25% | $1,047.8万 | 26.1万股 | $946.4万 | 14.8万股 | +11.3万股+76.44% | 加仓 |
| V先锋领航·SMALLVBR |
| 4.5% | 0.93% | $952.5万 | 3.9万股 | $167.5万 | 7,708股 | +3.1万股+408.51% | 加仓 |
 苹果AAPL |
| 2.99% | 3.2% | $634.2万 | 2.2万股 | $576.5万 | 2.3万股 | -799股-3.52% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.64% | 4.75% | $559.3万 | 14.0万股 | $856.1万 | 25.3万股 | -11.3万股-44.70% | 减仓 |
| V先锋领航指数基金VTV |
| 2.01% | 2.3% | $426.4万 | 2.0万股 | $414.4万 | 2.1万股 | -1,555股-7.36% | 减仓 |
| V先锋领航指数基金VB |
| 1.84% | 2.02% | $390.8万 | 1.3万股 | $363.5万 | 1.4万股 | -987股-7.11% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.09% | 1.24% | $231.6万 | 3.9万股 | $222.7万 | 4.1万股 | -2,403股-5.83% | 减仓 |
| FFLEXSHARES TRESG |
| 0.8% | 0.2% | $169.5万 | 9,630股 | $36.1万 | 2,378股 | +7,252股+304.96% | 加仓 |
| IiShares安硕信托IWD |
| 0.67% | 0.14% | $141.3万 | 5,840股 | $25.1万 | 1,175股 | +4,665股+397.02% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.62% | 0.77% | $130.6万 | 1.6万股 | $138.0万 | 1.8万股 | -1,715股-9.75% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.44% | 0.45% | $92.7万 | 7,237股 | $81.2万 | 7,305股 | -68股-0.93% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.37% | 0.42% | $78.5万 | 1,568股 | $74.9万 | 1,563股 | +5股+0.32% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.37% | 0.38% | $78.3万 | 1,048股 | $68.1万 | 1,047股 | +1股+0.10% | 加仓 |
| IiShares安硕信托IVV |
| 0.35% | 0.36% | $73.3万 | 978股 | $64.7万 | 991股 | -13股-1.31% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.27% | 0.29% | $58.1万 | 8,311股 | $51.9万 | 8,311股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.27% | 0.12% | $57.8万 | 1,550股 | $20.9万 | 564股 | +986股+174.82% | 加仓 |
| DDimensional维度·USDFUV |
| 0.26% | 0.25% | $55.7万 | 9,574股 | $44.2万 | 9,123股 | +451股+4.94% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.24% | 0.23% | $50.2万 | 9,124股 | $40.7万 | 9,605股 | -481股-5.01% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.23% | 0.22% | $48.3万 | 9,546股 | $40.1万 | 5,199股 | +4,347股+83.61% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.22% | 0.22% | $45.6万 | 1,666股 | $39.4万 | 1,666股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.21% | 0.21% | $44.9万 | 5,110股 | $38.0万 | 4,844股 | +266股+5.49% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.21% | 0.21% | $44.5万 | 5,207股 | $37.6万 | 1,022股 | +4,185股+409.49% | 加仓 |
| NNUSHARES ETF TRNULG |
| 0.2% | 0.19% | $43.0万 | 3,673股 | $33.4万 | 3,673股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.2% | 0.17% | $41.8万 | 2,378股 | $31.3万 | 1,797股 | +581股+32.33% | 加仓 |
 默沙东MRK |
| 0.18% | 0.17% | $38.5万 | 4,935股 | $30.4万 | 2,530股 | +2,405股+95.06% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.18% | 0.16% | $37.4万 | 1,867股 | $29.1万 | 1,517股 | +350股+23.07% | 加仓 |
 雷神技术RTX |
| 0.17% | 0.16% | $35.2万 | 2,738股 | $28.0万 | 1,452股 | +1,286股+88.57% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.16% | 0.89% | $33.4万 | 7,103股 | $160.8万 | 3.9万股 | -3.2万股-81.84% | 减仓 |
 雪佛龙CVX |
| 0.15% | 0.15% | $32.3万 | 1,517股 | $27.3万 | 1,320股 | +197股+14.92% | 加仓 |
| DDimensional维度ETF信托DXUV |
| 0.14% | 0.15% | $30.2万 | 3,504股 | $26.8万 | 4,521股 | -1,017股-22.50% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.14% | 0.14% | $29.1万 | 1,535股 | $25.9万 | 1,750股 | -215股-12.29% | 减仓 |
 史赛克SYK |
| 0.13% | 0.14% | $27.7万 | 1,750股 | $25.7万 | 782股 | +968股+123.79% | 加仓 |
| V先锋领航指数基金VUG |
| 0.13% | 0.14% | $27.6万 | 3,423股 | $25.5万 | 584股 | +2,839股+486.13% | 加仓 |
| DDimensional维度ETF信托DFSE |
| 0.12% | 0.12% | $25.7万 | 5,250股 | $22.2万 | 5,250股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.12% | 0.12% | $25.2万 | 3,098股 | $22.1万 | 2,907股 | +191股+6.57% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.1% | 0.11% | $21.6万 | 1,091股 | $20.1万 | 1,091股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.1% | — | $20.9万 | 1,682股 | $0 | 0股 | +1,682股 | 新买入 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.04% | 0.31% | $9.3万 | 1,611股 | $56.0万 | 9,574股 | -7,963股-83.17% | 减仓 |
| V先锋领航·MIDVO |
| 0.03% | 0.14% | $6.8万 | 843股 | $24.6万 | 856股 | -13股-1.52% | 减仓 |
| SSPDR道富指数基金NZAC |
| 0.02% | 0.13% | $5.0万 | 1,089股 | $23.7万 | 5,840股 | -4,751股-81.35% | 减仓 |
| BBLACKSTONE REAL ESTATE INCOME TRUST CLASS I |
| <0.01% | 0.09% | $9,688 | 692股 | $16.7万 | 1.2万股 | -1.1万股-94.11% | 减仓 |
