| V先锋领航STAR基金VXUS |
| 17.06% | 16.93% | $6,230.7万 | 72.9万股 | $5,494.4万 | 71.3万股 | +1.6万股+2.29% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 8.99% | 9.56% | $3,284.2万 | 39.7万股 | $3,101.1万 | 37.5万股 | +2.3万股+6.03% | 加仓 |
| V先锋领航·SMALLVBR |
| 8.74% | 8.8% | $3,192.4万 | 13.1万股 | $2,854.3万 | 13.1万股 | -5股-0.00% | 减仓 |
| V先锋领航指数基金VTV |
| 8.42% | 8.38% | $3,076.7万 | 14.1万股 | $2,720.4万 | 13.9万股 | +2,522股+1.82% | 加仓 |
| V先锋领航指数基金VUG |
| 8.3% | 8% | $3,029.9万 | 35.2万股 | $2,595.7万 | 5.9万股 | +29.2万股+491.88% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 7.36% | 7.89% | $2,688.4万 | 45.6万股 | $2,559.8万 | 43.0万股 | +2.6万股+6.04% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 4.48% | 4.22% | $1,637.7万 | 39.2万股 | $1,367.7万 | 37.2万股 | +2.0万股+5.48% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 4.36% | 4.4% | $1,593.6万 | 46.7万股 | $1,428.3万 | 44.3万股 | +2.4万股+5.34% | 加仓 |
| V先锋领航指数基金VB |
| 3.39% | 3.32% | $1,237.8万 | 4.1万股 | $1,075.6万 | 4.1万股 | -231股-0.56% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 3.16% | 3.38% | $1,154.7万 | 7.5万股 | $1,097.2万 | 7.5万股 | -424股-0.56% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 2.59% | 3.07% | $944.5万 | 19.5万股 | $997.2万 | 20.8万股 | -1.3万股-6.08% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 2.54% | 2.5% | $928.3万 | 18.4万股 | $810.2万 | 16.2万股 | +2.1万股+13.02% | 加仓 |
| IiShares安硕信托GVI |
| 2.5% | 2.51% | $912.7万 | 8.5万股 | $816.0万 | 7.7万股 | +7,936股+10.32% | 加仓 |
| DDimensional维度ETF信托DISV |
| 2.2% | 2.36% | $805.0万 | 20.1万股 | $765.7万 | 19.4万股 | +6,466股+3.33% | 加仓 |
 苹果AAPL |
| 1.53% | 1.48% | $559.3万 | 1.9万股 | $481.2万 | 1.9万股 | +369股+1.95% | 加仓 |
| V先锋领航指数基金VOO |
| 1.21% | 1.2% | $441.7万 | 6,431股 | $390.3万 | 6,532股 | -101股-1.55% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.07% | 0.99% | $389.7万 | 1.1万股 | $319.9万 | 1.1万股 | -123股-1.10% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.99% | 0.96% | $360.0万 | 8.1万股 | $312.7万 | 8.0万股 | +706股+0.88% | 加仓 |
| DDimensional维度·USDFUV |
| 0.7% | 0.69% | $255.8万 | 4.7万股 | $224.9万 | 4.6万股 | +90股+0.19% | 加仓 |
 英伟达NVDA |
| 0.66% | 0.64% | $242.6万 | 1.2万股 | $207.0万 | 1.2万股 | +258股+2.17% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.49% | 0.5% | $180.4万 | 2.6万股 | $160.7万 | 2.6万股 | +70股+0.27% | 加仓 |
 亚马逊AMZN |
| 0.49% | 0.48% | $177.8万 | 7,460股 | $154.3万 | 7,410股 | +50股+0.67% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.43% | 0.45% | $156.7万 | 4.2万股 | $147.2万 | 4.1万股 | +629股+1.52% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.42% | 0.46% | $153.4万 | 2.8万股 | $148.8万 | 2.8万股 | +202股+0.72% | 加仓 |
| PPROSHARES ULTRAPRO QQQTQQQ |
| 0.41% | 0.24% | $150.5万 | 1.9万股 | $77.3万 | 1.9万股 | +39股+0.21% | 加仓 |
 微软MSFT |
| 0.4% | 0.4% | $145.3万 | 3,894股 | $130.3万 | 3,521股 | +373股+10.59% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.37% | 0.33% | $133.5万 | 3.3万股 | $108.3万 | 3.1万股 | +1,517股+4.84% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.34% | 0.37% | $124.7万 | 2.6万股 | $121.1万 | 2.6万股 | +8股+0.03% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.34% | 0.33% | $122.7万 | 1.5万股 | $106.1万 | 1.5万股 | +17股+0.11% | 加仓 |
 谷歌AGOOGL |
| 0.31% | 0.25% | $114.6万 | 3,207股 | $81.0万 | 2,817股 | +390股+13.84% | 加仓 |
| SSpaceXSPCX |
| 0.28% | — | $103.0万 | 6,026股 | $0 | 0股 | +6,026股 | 新买入 |
 沃尔玛WMT |
| 0.28% | 0.31% | $102.4万 | 9,038股 | $101.5万 | 8,170股 | +868股+10.62% | 加仓 |
| IiShares安硕信托EFV |
| 0.26% | 0.28% | $93.7万 | 1.2万股 | $89.7万 | 1.2万股 | +166股+1.38% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.25% | 0.24% | $91.5万 | 1.1万股 | $78.9万 | 1.1万股 | +22股+0.20% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.24% | 0.25% | $87.8万 | 2.1万股 | $81.9万 | 1.9万股 | +1,400股+7.21% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.22% | — | $80.3万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.22% | 0.21% | $79.8万 | 1,069股 | $67.2万 | 1,034股 | +35股+3.38% | 加仓 |
 Meta平台META |
| 0.19% | 0.22% | $70.7万 | 1,255股 | $69.9万 | 1,222股 | +33股+2.70% | 加仓 |
 礼来LLY |
| 0.18% | 0.15% | $66.1万 | 551股 | $48.4万 | 526股 | +25股+4.75% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.16% | 0.17% | $59.8万 | 1.5万股 | $54.0万 | 1.5万股 | +29股+0.19% | 加仓 |
 摩根大通JPM |
| 0.16% | 0.15% | $58.3万 | 1,782股 | $48.0万 | 1,631股 | +151股+9.26% | 加仓 |
| FFASTENAL COMFAST |
| 0.16% | 0.18% | $56.6万 | 1.2万股 | $58.1万 | 1.3万股 | -737股-5.88% | 减仓 |
| IiShares安硕信托IVV |
| 0.14% | 0.13% | $50.3万 | 672股 | $43.7万 | 669股 | +3股+0.45% | 加仓 |
 家得宝HD |
| 0.13% | 0.14% | $49.1万 | 1,393股 | $44.3万 | 1,347股 | +46股+3.41% | 加仓 |
 博通AVGO |
| 0.13% | 0.11% | $48.5万 | 1,284股 | $36.3万 | 1,172股 | +112股+9.56% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.13% | 0.14% | $47.5万 | 1.3万股 | $43.8万 | 1.3万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.13% | 0.12% | $46.6万 | 1,258股 | $40.4万 | 1,258股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.12% | 0.12% | $44.0万 | 1.6万股 | $38.9万 | 1.6万股 | +163股+1.04% | 加仓 |
 特斯拉TSLA |
| 0.11% | 0.12% | $40.2万 | 956股 | $38.1万 | 1,024股 | -68股-6.64% | 减仓 |
| SSANDISK COMSNDK |
| 0.11% | — | $39.6万 | 174股 | $0 | 0股 | +174股 | 新买入 |
