| A美国世纪ETF信托AVUS |
| 11.93% | 11.35% | $9,827.9万 | 76.7万股 | $8,152.9万 | 73.3万股 | +3.4万股+4.64% | 加仓 |
 AVANTIS INTLNGG |
| 9.49% | 9.87% | $7,816.4万 | 87.6万股 | $7,084.7万 | 83.5万股 | +4.1万股+4.94% | 加仓 |
| AAvantis·U SAVUV |
| 6.68% | 6.66% | $5,499.8万 | 44.1万股 | $4,781.2万 | 43.3万股 | +8,021股+1.85% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 4.24% | 4.55% | $3,490.4万 | 33.9万股 | $3,270.4万 | 32.7万股 | +1.1万股+3.42% | 加仓 |
 苹果AAPL |
| 4.12% | 4.24% | $3,394.1万 | 11.7万股 | $3,042.9万 | 12.0万股 | -2,601股-2.17% | 减仓 |
| V先锋领航·TOTALBND |
| 3.83% | 4.17% | $3,155.4万 | 43.0万股 | $2,993.0万 | 40.6万股 | +2.3万股+5.75% | 加仓 |
| V先锋领航指数基金VTV |
| 3.24% | 3.11% | $2,671.4万 | 12.3万股 | $2,231.8万 | 11.4万股 | +8,831股+7.76% | 加仓 |
| V先锋领航指数基金VUG |
| 3.1% | 2.77% | $2,551.9万 | 29.6万股 | $1,987.2万 | 4.5万股 | +25.1万股+551.16% | 加仓 |
 英伟达NVDA |
| 2.82% | 3.25% | $2,320.7万 | 11.6万股 | $2,334.6万 | 13.4万股 | -1.8万股-13.36% | 减仓 |
| A美国世纪ETF信托AVEM |
| 2.46% | 2.22% | $2,024.7万 | 21.0万股 | $1,591.7万 | 19.8万股 | +1.2万股+6.23% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.96% | 2.29% | $1,617.1万 | 17.1万股 | $1,646.9万 | 17.3万股 | -1,561股-0.90% | 减仓 |
| SSCHWAB LONG-TERM U.S. TREASURY ETFSCHQ |
| 1.77% | 2.1% | $1,456.9万 | 46.5万股 | $1,504.5万 | 47.9万股 | -1.3万股-2.76% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.63% | 1.76% | $1,345.8万 | 24.9万股 | $1,266.7万 | 24.0万股 | +9,138股+3.81% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 1.6% | 1.73% | $1,320.3万 | 27.7万股 | $1,242.3万 | 25.9万股 | +1.7万股+6.57% | 加仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 1.25% | 1.32% | $1,033.3万 | 22.2万股 | $946.5万 | 20.2万股 | +2.0万股+9.72% | 加仓 |
| DDimensional维度·USDFUV |
| 1.23% | 1.25% | $1,009.0万 | 18.3万股 | $896.4万 | 18.5万股 | -1,556股-0.84% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.19% | 1.19% | $979.4万 | 23.7万股 | $858.1万 | 22.0万股 | +1.7万股+7.80% | 加仓 |
| C资本集团固定收益ETF信托CGCB |
| 1% | 1.04% | $826.3万 | 31.6万股 | $748.2万 | 28.5万股 | +3.1万股+10.76% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.88% | 0.82% | $726.7万 | 7.8万股 | $587.6万 | 6.6万股 | +1.1万股+17.15% | 加仓 |
| V先锋领航·MALVERN FDSVSDB |
| 0.86% | 0.71% | $709.5万 | 9.3万股 | $508.5万 | 6.7万股 | +2.6万股+39.35% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.86% | 0.83% | $709.3万 | 20.4万股 | $597.2万 | 19.6万股 | +7,985股+4.08% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.77% | 0.6% | $636.0万 | 15.4万股 | $433.5万 | 10.4万股 | +4.9万股+47.15% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.75% | 0.75% | $619.0万 | 14.0万股 | $539.2万 | 13.9万股 | +793股+0.57% | 加仓 |
| V先锋领航指数基金VOO |
| 0.75% | 0.87% | $615.4万 | 8,960股 | $623.7万 | 1.0万股 | -1,478股-14.16% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.72% | 0.58% | $596.4万 | 5.8万股 | $419.8万 | 5.3万股 | +4,937股+9.25% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.68% | 0.71% | $562.7万 | 6.2万股 | $510.7万 | 6.3万股 | -1,656股-2.61% | 减仓 |
 谷歌AGOOGL |
| 0.66% | 0.63% | $542.9万 | 1.5万股 | $455.8万 | 1.6万股 | -661股-4.17% | 减仓 |
 泛林集团LRCX |
| 0.61% | 0.37% | $503.0万 | 1.2万股 | $264.7万 | 1.2万股 | -782股-6.31% | 减仓 |
 微软MSFT |
| 0.59% | 0.7% | $484.3万 | 1.3万股 | $500.0万 | 1.4万股 | -526股-3.89% | 减仓 |
 PROCEPT BIOROBOTICSPRCT |
| 0.58% | 0.73% | $475.5万 | 21.1万股 | $525.2万 | 21.0万股 | +587股+0.28% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.57% | 0.56% | $473.1万 | 7.9万股 | $404.0万 | 7.5万股 | +4,514股+6.04% | 加仓 |
 亚马逊AMZN |
| 0.57% | 0.57% | $470.3万 | 2.0万股 | $406.3万 | 2.0万股 | +223股+1.14% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.57% | 0.56% | $465.3万 | 5.7万股 | $405.1万 | 5.7万股 | -347股-0.61% | 减仓 |
| A美国世纪ETF信托AVGE |
| 0.55% | 0.46% | $450.1万 | 4.5万股 | $330.3万 | 3.8万股 | +7,896股+21.04% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.52% | 0.51% | $429.0万 | 1.8万股 | $366.1万 | 1.7万股 | +804股+4.77% | 加仓 |
| G通用动力VTI |
| 0.46% | 0.45% | $375.9万 | 1.0万股 | $320.1万 | 9,978股 | +181股+1.81% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.43% | 0.43% | $353.6万 | 1.8万股 | $309.8万 | 1.7万股 | +1,086股+6.46% | 加仓 |
| V先锋领航指数基金VOT |
| 0.42% | 0.38% | $345.1万 | 1.1万股 | $271.3万 | 1.1万股 | +728股+6.91% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.42% | 0.42% | $343.4万 | 4,599股 | $299.0万 | 4,598股 | +1股+0.02% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.41% | 0.64% | $336.0万 | 9,510股 | $462.8万 | 1.6万股 | -6,622股-41.05% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.39% | 0.4% | $325.1万 | 4.7万股 | $288.0万 | 4.6万股 | +398股+0.86% | 加仓 |
 Meta平台META |
| 0.38% | 0.49% | $310.2万 | 5,507股 | $350.8万 | 6,132股 | -625股-10.19% | 减仓 |
| BBITWISE 10 CRYPTO INDEX ETFBITQ |
| 0.35% | 0.54% | $290.3万 | 7.7万股 | $390.5万 | 8.8万股 | -1.0万股-11.77% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.4% | $289.0万 | 5,776股 | $284.5万 | 5,937股 | -161股-2.71% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.34% | 0.28% | $282.2万 | 5.5万股 | $200.7万 | 4.4万股 | +1.0万股+22.75% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.34% | 0.35% | $281.2万 | 8.3万股 | $249.2万 | 8.6万股 | -2,439股-2.85% | 减仓 |
| IiShares安硕信托EFV |
| 0.33% | 0.37% | $275.8万 | 3.6万股 | $269.0万 | 3.6万股 | -319股-0.89% | 减仓 |
| SSPDR黄金信托GLD |
| 0.33% | 0.43% | $270.8万 | 7,351股 | $306.3万 | 7,118股 | +233股+3.27% | 加仓 |
| V先锋领航指数基金VBK |
| 0.31% | 0.28% | $251.8万 | 6,885股 | $202.7万 | 6,705股 | +180股+2.68% | 加仓 |
 VisaV |
| 0.3% | 0.3% | $246.8万 | 7,194股 | $214.2万 | 7,089股 | +105股+1.48% | 加仓 |
