| DDimensional维度ETF信托DFAC |
| 23.91% | 24.9% | $4,250.4万 | 109.4万股 | $4,447.9万 | 112.3万股 | -3.0万股-2.65% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 8.8% | 9.08% | $1,563.7万 | 46.0万股 | $1,622.5万 | 49.6万股 | -3.5万股-7.15% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 8.26% | 8.02% | $1,468.8万 | 24.7万股 | $1,433.1万 | 23.9万股 | +7,520股+3.14% | 加仓 |
| VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV |
| 6.15% | 5.73% | $1,092.2万 | 16.8万股 | $1,022.7万 | 15.7万股 | +1.1万股+6.89% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 5.36% | 5.43% | $952.3万 | 26.8万股 | $970.3万 | 28.2万股 | -1.4万股-4.81% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 4.82% | 4.89% | $856.5万 | 13.0万股 | $873.3万 | 13.0万股 | +883股+0.68% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 4.7% | 4.34% | $836.1万 | 31.5万股 | $774.9万 | 29.3万股 | +2.1万股+7.25% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 4.53% | 4.39% | $804.7万 | 16.1万股 | $784.5万 | 15.9万股 | +2,483股+1.57% | 加仓 |
| IISHARES INTERNATIONAL TREASURY BOND ETFIGOV |
| 4.41% | 4.22% | $784.2万 | 19.1万股 | $753.2万 | 18.1万股 | +1.0万股+5.64% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.25% | 3.3% | $576.8万 | 16.7万股 | $590.1万 | 17.8万股 | -1.1万股-6.41% | 减仓 |
| A美国世纪ETF信托AVUS |
| 2.56% | 2.6% | $455.3万 | 4.1万股 | $464.7万 | 4.2万股 | -621股-1.49% | 减仓 |
| A美国世纪ETF信托AVRE |
| 2.55% | 2.56% | $452.7万 | 10.3万股 | $457.2万 | 10.5万股 | -2,202股-2.10% | 减仓 |
 微软MSFT |
| 2.31% | 3.19% | $411.1万 | 1.1万股 | $569.4万 | 1.2万股 | -668股-5.67% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 1.67% | 1.28% | $296.1万 | 6.2万股 | $229.2万 | 4.8万股 | +1.4万股+29.84% | 加仓 |
| V先锋领航指数基金VTV |
| 1.1% | 1.06% | $194.9万 | 9,933股 | $189.7万 | 9,933股 | 00.00% | 持仓不变 |
 AVANTIS INTLNGG |
| 1.05% | 1.21% | $187.1万 | 2.2万股 | $215.5万 | 2.6万股 | -4,128股-15.77% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.98% | 0.99% | $173.8万 | 4.2万股 | $176.2万 | 4.1万股 | +1,724股+4.25% | 加仓 |
| S嘉信策略信托SCHR |
| 0.94% | 0.92% | $167.3万 | 6.7万股 | $164.7万 | 6.6万股 | +1,515股+2.31% | 加仓 |
| V先锋领航指数基金VUG |
| 0.94% | 1.07% | $166.5万 | 3,813股 | $191.5万 | 3,925股 | -112股-2.85% | 减仓 |
| G通用动力VTI |
| 0.9% | 0.87% | $159.8万 | 4,980股 | $155.2万 | 4,628股 | +352股+7.61% | 加仓 |
| IiShares安硕信托REET |
| 0.61% | 0.6% | $107.9万 | 4.3万股 | $107.1万 | 4.3万股 | +6股+0.01% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.58% | 0.61% | $103.4万 | 1.5万股 | $108.2万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.44% | 0.06% | $77.4万 | 1,295股 | $11.5万 | 183股 | +1,112股+607.65% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.43% | 0.42% | $76.0万 | 1.8万股 | $75.8万 | 1.8万股 | +240股+1.36% | 加仓 |
 AMER STATES WTRAWR |
| 0.41% | 0.4% | $73.3万 | 9,629股 | $71.6万 | 9,743股 | -114股-1.17% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.4% | 0.13% | $70.5万 | 1,472股 | $23.1万 | 460股 | +1,012股+220.00% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.38% | 0.43% | $67.2万 | 8,346股 | $77.0万 | 1.0万股 | -1,655股-16.55% | 减仓 |
| A美国世纪ETF信托AVSU |
| 0.33% | 0.34% | $58.2万 | 7,868股 | $60.0万 | 7,868股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.32% | 0.32% | $56.6万 | 6,376股 | $56.3万 | 6,368股 | +8股+0.13% | 加仓 |
 波音BA |
| 0.31% | 0.35% | $55.7万 | 2,797股 | $62.9万 | 2,897股 | -100股-3.45% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.31% | 0.31% | $55.3万 | 1.3万股 | $54.7万 | 1.3万股 | -129股-0.98% | 减仓 |
| IiShares安硕信托ITOT |
| 0.29% | 0.3% | $51.8万 | 3,638股 | $54.1万 | 3,638股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.28% | 0.31% | $50.3万 | 1,710股 | $55.1万 | 1,710股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 0.27% | 0.3% | $48.7万 | 1,358股 | $52.8万 | 1,358股 | 00.00% | 持仓不变 |
| IiShares安硕信托STIP |
| 0.26% | 0.26% | $46.5万 | 4,498股 | $46.1万 | 4,497股 | +1股+0.02% | 加仓 |
 联合健康UNH |
| 0.23% | 0.28% | $41.2万 | 1,523股 | $50.3万 | 1,523股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.22% | 0.26% | $40.0万 | 800股 | $45.7万 | 800股 | 00.00% | 持仓不变 |
| IiShares安硕信托EMB |
| 0.21% | 0.21% | $37.4万 | 3,987股 | $38.4万 | 3,987股 | 00.00% | 持仓不变 |
| PPIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUNDZROZ |
| 0.2% | 0.28% | $35.3万 | 5,514股 | $50.4万 | 7,843股 | -2,329股-29.70% | 减仓 |
| A美国世纪ETF信托AVSD |
| 0.2% | 0.2% | $35.3万 | 4,787股 | $35.7万 | 4,804股 | -17股-0.35% | 减仓 |
 苹果AAPL |
| 0.18% | 0.22% | $32.5万 | 1,280股 | $38.5万 | 1,417股 | -137股-9.67% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.18% | 0.18% | $31.5万 | 7,079股 | $32.3万 | 7,051股 | +28股+0.40% | 加仓 |
 卡特彼勒CAT |
| 0.16% | 0.13% | $28.3万 | 400股 | $22.9万 | 400股 | 00.00% | 持仓不变 |
 壳牌SHEL |
| 0.15% | 0.12% | $27.5万 | 2,952股 | $21.7万 | 2,952股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.15% | 0.06% | $25.9万 | 4,049股 | $9.8万 | 1,575股 | +2,474股+157.08% | 加仓 |
| V先锋领航·MIDVO |
| 0.14% | 0.07% | $25.3万 | 901股 | $12.8万 | 440股 | +461股+104.77% | 加仓 |
 特斯拉TSLA |
| 0.14% | 0.16% | $24.2万 | 650股 | $29.2万 | 650股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.13% | 0.13% | $24.0万 | 915股 | $23.6万 | 915股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.12% | 0.12% | $20.8万 | 1,000股 | $20.9万 | 1,000股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.12% | 0.04% | $20.7万 | 2,750股 | $6.6万 | 900股 | +1,850股+205.56% | 加仓 |
