| DDimensional维度ETF信托DFAC |
| 18.25% | 17.45% | $3,703.4万 | 83.5万股 | $3,237.1万 | 83.3万股 | +1,851股+0.22% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 17% | 17.43% | $3,449.6万 | 83.6万股 | $3,233.4万 | 83.0万股 | +6,346股+0.76% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 8.36% | 8.62% | $1,696.2万 | 25.2万股 | $1,599.1万 | 24.3万股 | +8,824股+3.62% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 6.3% | 5.83% | $1,278.5万 | 31.8万股 | $1,080.7万 | 31.9万股 | -1,199股-0.38% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 3.61% | 4.07% | $732.3万 | 13.0万股 | $754.9万 | 13.3万股 | -3,530股-2.65% | 减仓 |
| V先锋领航指数基金VNQ |
| 3.33% | 3.28% | $675.7万 | 7.0万股 | $608.6万 | 6.9万股 | +1,455股+2.12% | 加仓 |
| IiShares黄金信托IAU |
| 2.55% | 3.23% | $517.7万 | 6.9万股 | $599.3万 | 6.8万股 | +582股+0.86% | 加仓 |
| IiShares安硕信托EMB |
| 2.5% | 2.68% | $507.4万 | 5.3万股 | $496.4万 | 5.3万股 | -239股-0.45% | 减仓 |
| G通用动力VTI |
| 2.47% | 2.47% | $501.3万 | 1.4万股 | $457.8万 | 1.4万股 | -724股-5.07% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 2.38% | 2.5% | $483.4万 | 10.8万股 | $464.2万 | 10.4万股 | +3,361股+3.22% | 加仓 |
| V先锋领航指数基金VUG |
| 2.11% | 1.96% | $428.0万 | 5.0万股 | $364.4万 | 8,342股 | +4.1万股+495.61% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.75% | 1.67% | $354.8万 | 6.9万股 | $310.1万 | 6.9万股 | -82股-0.12% | 减仓 |
 苹果AAPL |
| 1.67% | 1.51% | $339.7万 | 1.2万股 | $279.7万 | 1.1万股 | +717股+6.51% | 加仓 |
| V先锋领航指数基金VV |
| 1.65% | 1.57% | $334.4万 | 9,723股 | $290.6万 | 9,723股 | 00.00% | 持仓不变 |
| IiShares安硕信托HYG |
| 1.37% | 1.49% | $278.5万 | 3.5万股 | $277.1万 | 3.5万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIC |
| 1.18% | 1.23% | $239.8万 | 6.4万股 | $228.9万 | 6.4万股 | -48股-0.07% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 1.09% | 1.02% | $220.8万 | 5.4万股 | $189.0万 | 5.5万股 | -371股-0.68% | 减仓 |
 家得宝HD |
| 1.05% | 1.05% | $213.0万 | 6,039股 | $195.4万 | 5,942股 | +97股+1.63% | 加仓 |
 SEMPRA COMSRE |
| 0.9% | 1.04% | $183.0万 | 2.0万股 | $192.0万 | 2.0万股 | -17股-0.09% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.77% | 0.88% | $156.2万 | 1.2万股 | $163.3万 | 1.5万股 | -2,662股-17.88% | 减仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 0.74% | 0.71% | $150.4万 | 1.2万股 | $132.4万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.74% | 0.66% | $150.1万 | 8,407股 | $121.7万 | 8,407股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.74% | 0.77% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 EATON VANCE RISK-MANAGED DIVETJ |
| 0.73% | 0.83% | $149.0万 | 18.0万股 | $154.1万 | 18.9万股 | -8,545股-4.53% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.66% | 0.73% | $134.2万 | 2,681股 | $136.3万 | 2,844股 | -163股-5.73% | 减仓 |
 特斯拉TSLA |
| 0.65% | 0.59% | $131.3万 | 3,121股 | $108.6万 | 2,921股 | +200股+6.85% | 加仓 |
 埃克森美孚XOM |
| 0.64% | 0.86% | $129.2万 | 9,451股 | $160.3万 | 9,451股 | 00.00% | 持仓不变 |
| IiShares安硕信托IXUS |
| 0.62% | 0.63% | $125.7万 | 1.3万股 | $116.9万 | 1.3万股 | -316股-2.34% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.62% | 0.6% | $125.7万 | 2,407股 | $111.5万 | 2,407股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.61% | 0.63% | $124.3万 | 1.5万股 | $116.7万 | 1.6万股 | -689股-4.44% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.6% | 0.67% | $121.7万 | 1,630股 | $125.0万 | 1,922股 | -292股-15.19% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.54% | 0.53% | $109.1万 | 4,489股 | $97.5万 | 4,489股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJK |
| 0.53% | 0.49% | $106.7万 | 9,084股 | $91.4万 | 9,084股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VBK |
| 0.51% | 0.46% | $104.0万 | 2,843股 | $85.9万 | 2,843股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.44% | 0.42% | $89.9万 | 6,140股 | $78.7万 | 6,140股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.43% | 0.44% | $87.0万 | 4,402股 | $81.1万 | 4,402股 | 00.00% | 持仓不变 |
 安费诺APH |
| 0.42% | 0.33% | $84.9万 | 4,813股 | $60.8万 | 4,813股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.4% | 0.38% | $81.6万 | 5,970股 | $70.7万 | 5,970股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.39% | 0.38% | $80.1万 | 9,944股 | $71.4万 | 2,486股 | +7,458股+300.00% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.39% | 0.36% | $78.7万 | 5,953股 | $66.4万 | 5,912股 | +41股+0.69% | 加仓 |
| IiShares安硕信托ITOT |
| 0.37% | 0.35% | $75.7万 | 4,610股 | $65.7万 | 4,610股 | 00.00% | 持仓不变 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.34% | 0.27% | $68.0万 | 1.4万股 | $49.9万 | 1.0万股 | +3,846股+36.65% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.32% | 0.32% | $65.6万 | 2,773股 | $59.6万 | 2,773股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.32% | 0.34% | $65.0万 | 1.8万股 | $63.0万 | 1.9万股 | -894股-4.82% | 减仓 |
 英伟达NVDA |
| 0.31% | 0.24% | $63.9万 | 3,192股 | $44.6万 | 2,556股 | +636股+24.88% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.31% | 0.29% | $63.2万 | 8,869股 | $54.0万 | 8,424股 | +445股+5.28% | 加仓 |
| CCOHEN & STEERS CLOSED-END COMXFOFX |
| 0.3% | 0.3% | $60.8万 | 4.4万股 | $56.2万 | 4.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWS |
| 0.3% | 0.29% | $60.3万 | 3,662股 | $53.4万 | 3,662股 | 00.00% | 持仓不变 |
 VisaV |
| 0.28% | 0.27% | $57.5万 | 1,676股 | $50.6万 | 1,675股 | +1股+0.06% | 加仓 |
| IiShares安硕信托IJJ |
| 0.28% | 0.27% | $56.2万 | 3,806股 | $50.4万 | 3,806股 | 00.00% | 持仓不变 |
