| DDimensional维度ETF信托DFAC |
| 34.59% | 33.59% | $5.47亿 | 1,233.9万股 | $4.69亿 | 1,207.8万股 | +26.1万股+2.16% | 加仓 |
 AVANTIS INTLNGG |
| 17.85% | 18.27% | $2.82亿 | 316.6万股 | $2.55亿 | 300.8万股 | +15.8万股+5.24% | 加仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 7.55% | 8.2% | $1.19亿 | 237.0万股 | $1.15亿 | 227.6万股 | +9.4万股+4.13% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 5.54% | 5.57% | $8,766.0万 | 215.7万股 | $7,788.9万 | 225.4万股 | -9.7万股-4.32% | 减仓 |
| A美国世纪ETF信托AVUS |
| 4.9% | 4.89% | $7,761.4万 | 60.6万股 | $6,831.9万 | 61.4万股 | -8,507股-1.38% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 4.85% | 5.18% | $7,680.4万 | 255.9万股 | $7,241.3万 | 240.8万股 | +15.1万股+6.28% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 4.17% | 4.51% | $6,605.1万 | 177.3万股 | $6,303.7万 | 177.4万股 | -1,485股-0.08% | 减仓 |
| A美国世纪ETF信托AVEM |
| 3.83% | 3.15% | $6,059.3万 | 62.8万股 | $4,400.0万 | 54.6万股 | +8.2万股+15.00% | 加仓 |
| S道富SPIB |
| 2.27% | 2.41% | $3,590.8万 | 107.3万股 | $3,369.4万 | 100.5万股 | +6.9万股+6.83% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 2.11% | 1.91% | $3,337.8万 | 115.2万股 | $2,675.3万 | 100.7万股 | +14.6万股+14.47% | 加仓 |
| IiShares安硕信托GVI |
| 1.92% | 2.22% | $3,030.5万 | 28.2万股 | $3,096.9万 | 29.2万股 | -1.0万股-3.48% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.05% | 1.12% | $1,656.8万 | 17.2万股 | $1,558.9万 | 17.6万股 | -3,936股-2.24% | 减仓 |
| V先锋领航指数基金VOO |
| 0.82% | 0.74% | $1,292.1万 | 1.9万股 | $1,027.4万 | 1.7万股 | +1,620股+9.42% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.61% | 0.7% | $968.9万 | 21.6万股 | $980.3万 | 22.1万股 | -4,500股-2.04% | 减仓 |
| G通用动力VTI |
| 0.44% | 0.42% | $695.8万 | 1.9万股 | $580.5万 | 1.8万股 | +710股+3.92% | 加仓 |
| IiShares安硕信托IVV |
| 0.39% | 0.37% | $619.6万 | 8,273股 | $515.9万 | 7,898股 | +375股+4.75% | 加仓 |
| IiShares安硕信托GVI |
| 0.33% | 0.41% | $521.4万 | 4.9万股 | $575.5万 | 5.4万股 | -5,066股-9.38% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.25% | 0.28% | $401.0万 | 15.3万股 | $385.5万 | 16.3万股 | -9,703股-5.95% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.24% | 0.25% | $374.1万 | 10.2万股 | $346.8万 | 10.2万股 | -565股-0.55% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.22% | 0.19% | $345.2万 | 4,622股 | $269.0万 | 4,137股 | +485股+11.72% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.21% | 0.21% | $325.2万 | 4.1万股 | $299.5万 | 3.8万股 | +3,368股+8.91% | 加仓 |
| V先锋领航指数基金VUG |
| 0.2% | 0.2% | $321.0万 | 3.7万股 | $277.0万 | 6,341股 | +3.1万股+487.75% | 加仓 |
| IiShares安硕·COREIJH |
| 0.19% | 0.18% | $304.0万 | 3.9万股 | $254.6万 | 3.8万股 | +1,733股+4.60% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.18% | 0.12% | $285.3万 | 4.9万股 | $162.9万 | 2.8万股 | +2.1万股+76.24% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.16% | 0.18% | $261.0万 | 5.2万股 | $257.6万 | 5.2万股 | -40股-0.08% | 减仓 |
| IiShares安硕信托IEFA |
| 0.16% | 0.14% | $258.0万 | 2.7万股 | $195.2万 | 2.2万股 | +5,148股+23.87% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.16% | 0.18% | $253.2万 | 13.2万股 | $253.2万 | 13.1万股 | +1,258股+0.96% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.16% | 0.16% | $253.1万 | 3.6万股 | $226.1万 | 3.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.15% | 0.13% | $229.5万 | 1.5万股 | $188.3万 | 1.5万股 | +327股+2.16% | 加仓 |
| V先锋领航全球基金VGT |
| 0.14% | 0.12% | $222.6万 | 1.9万股 | $162.5万 | 2,328股 | +1.6万股+700.13% | 加仓 |
| I景顺QQQ信托VOO |
| 0.14% | 0.12% | $221.7万 | 3,010股 | $174.2万 | 3,019股 | -9股-0.30% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.14% | 0.13% | $220.3万 | 5.7万股 | $180.9万 | 5.2万股 | +5,178股+10.03% | 加仓 |
| AAvantis·U SAVUV |
| 0.14% | 0.13% | $213.9万 | 1.7万股 | $184.0万 | 1.7万股 | +491股+2.95% | 加仓 |
| V先锋领航·MIDVO |
| 0.13% | 0.13% | $207.8万 | 2.6万股 | $178.5万 | 6,215股 | +2.0万股+314.90% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.12% | 0.16% | $196.0万 | 4.1万股 | $217.0万 | 4.5万股 | -4,275股-9.43% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.12% | 0.12% | $194.3万 | 2.4万股 | $167.9万 | 2.4万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DXUV |
| 0.12% | 0.12% | $194.1万 | 2.9万股 | $165.2万 | 2.8万股 | +1,364股+4.90% | 加仓 |
| V先锋领航指数基金VTV |
| 0.12% | 0.1% | $185.8万 | 8,525股 | $139.9万 | 7,131股 | +1,394股+19.55% | 加仓 |
| V先锋领航指数基金VB |
| 0.12% | 0.11% | $183.4万 | 6,049股 | $152.7万 | 5,829股 | +220股+3.77% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.11% | 0.11% | $168.0万 | 2.8万股 | $149.8万 | 2.8万股 | +439股+1.58% | 加仓 |
| A美国世纪ETF信托AVRE |
| 0.1% | 0.1% | $165.5万 | 3.5万股 | $141.4万 | 3.2万股 | +2,813股+8.76% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.09% | 0.1% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.09% | 0.07% | $142.2万 | 2.4万股 | $100.6万 | 1.7万股 | +7,221股+42.74% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.09% | 0.09% | $139.9万 | 1.8万股 | $126.5万 | 1.6万股 | +1,824股+11.30% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.08% | 0.08% | $125.8万 | 3,071股 | $109.6万 | 3,073股 | -2股-0.07% | 减仓 |
| S道富SPYM |
| 0.07% | 0.06% | $117.6万 | 1.3万股 | $89.5万 | 1.2万股 | +1,688股+14.44% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.07% | 0.08% | $110.7万 | 3.0万股 | $110.6万 | 2.9万股 | +889股+3.04% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.07% | 0.07% | $108.5万 | 4,586股 | $98.5万 | 4,581股 | +5股+0.11% | 加仓 |
 UNIVERSAL INSUVE |
| 0.06% | 0.06% | $98.7万 | 2.4万股 | $81.5万 | 2.4万股 | 00.00% | 持仓不变 |
| NNEOS ETF TRUSTSPYI |
| 0.06% | — | $97.1万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
