| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 20.19% | 20.96% | $5,881.2万 | 159.6万股 | $5,507.5万 | 162.1万股 | -2.5万股-1.53% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 14.83% | 14.53% | $4,319.8万 | 97.4万股 | $3,818.8万 | 98.3万股 | -8,898股-0.91% | 减仓 |
| G通用动力VTI |
| 10.75% | 10.34% | $3,132.7万 | 8.5万股 | $2,717.5万 | 8.5万股 | -48股-0.06% | 减仓 |
| A美国世纪ETF信托AVUS |
| 9.04% | 8.71% | $2,634.2万 | 20.6万股 | $2,287.5万 | 20.6万股 | -74股-0.04% | 减仓 |
| V先锋领航债券指数基金BSV |
| 7.68% | 8% | $2,238.6万 | 28.7万股 | $2,102.0万 | 26.8万股 | +1.9万股+7.18% | 加仓 |
 AVANTIS INTLNGG |
| 7.66% | 8.01% | $2,230.1万 | 25.0万股 | $2,104.0万 | 24.8万股 | +2,015股+0.81% | 加仓 |
| V先锋领航·TOTALBND |
| 5.11% | 5.49% | $1,489.1万 | 20.3万股 | $1,442.4万 | 19.6万股 | +6,979股+3.56% | 加仓 |
| RRBB FUND TRUSTEBI |
| 3.73% | 3.69% | $1,087.3万 | 16.7万股 | $969.9万 | 16.8万股 | -217股-0.13% | 减仓 |
| V先锋领航STAR基金VXUS |
| 3.38% | 3.41% | $985.3万 | 11.5万股 | $896.6万 | 11.6万股 | -1,021股-0.88% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.29% | 3.1% | $957.0万 | 12.1万股 | $814.1万 | 10.3万股 | +1.8万股+17.90% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.67% | 2.46% | $777.1万 | 8.1万股 | $645.5万 | 8.0万股 | +434股+0.54% | 加仓 |
 亚马逊AMZN |
| 1.7% | 1.64% | $494.2万 | 2.1万股 | $431.8万 | 2.1万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVSU |
| 0.97% | 0.9% | $282.5万 | 3.2万股 | $235.9万 | 3.2万股 | +3股+0.01% | 加仓 |
| V先锋领航指数基金VOO |
| 0.72% | 0.7% | $210.1万 | 3,058股 | $182.7万 | 3,058股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVSD |
| 0.68% | 0.7% | $199.4万 | 2.5万股 | $183.7万 | 2.5万股 | +14股+0.06% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.62% | 0.61% | $181.8万 | 3.9万股 | $160.4万 | 3.9万股 | -51股-0.13% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.61% | 0.63% | $176.3万 | 3.9万股 | $165.1万 | 3.9万股 | +159股+0.41% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.56% | 0.55% | $164.1万 | 1.0万股 | $144.2万 | 1.0万股 | +27股+0.26% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 0.46% | 0.49% | $133.8万 | 1.7万股 | $127.6万 | 1.6万股 | +843股+5.11% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.43% | 0.47% | $125.3万 | 2.6万股 | $124.4万 | 2.6万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.34% | 0.33% | $100.4万 | 3.4万股 | $87.5万 | 3.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.34% | 0.37% | $98.6万 | 2,643股 | $97.8万 | 2,642股 | +1股+0.04% | 加仓 |
 苹果AAPL |
| 0.27% | 0.26% | $78.4万 | 2,708股 | $68.7万 | 2,708股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.24% | 0.23% | $70.6万 | 3,529股 | $61.5万 | 3,526股 | +3股+0.09% | 加仓 |
| A美国世纪ETF信托AVSE |
| 0.24% | 0.22% | $70.0万 | 8,552股 | $56.9万 | 8,550股 | +2股+0.02% | 加仓 |
 NEBIUSNBIS |
| 0.23% | 0.15% | $65.9万 | 2,388股 | $38.2万 | 3,683股 | -1,295股-35.16% | 减仓 |
 百事可乐PEP |
| 0.22% | 0.28% | $65.3万 | 4,820股 | $74.8万 | 4,820股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSE |
| 0.22% | 0.21% | $63.0万 | 1.3万股 | $54.5万 | 1.3万股 | +18股+0.14% | 加仓 |
| S嘉信·USSCHA |
| 0.22% | 0.19% | $62.9万 | 1.7万股 | $50.6万 | 1.7万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.21% | 0.21% | $62.1万 | 8,715股 | $55.8万 | 8,715股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.21% | 0.19% | $61.6万 | 5,071股 | $50.8万 | 5,071股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.19% | 0.2% | $55.8万 | 1,115股 | $53.4万 | 1,115股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.18% | 0.19% | $52.6万 | 1.0万股 | $49.8万 | 9,987股 | +422股+4.23% | 加仓 |
| J摩根大通交易所交易基金JPLD |
| 0.18% | — | $51.4万 | 9,841股 | $0 | 0股 | +9,841股 | 新买入 |
| V先锋领航白厅基金VYM |
| 0.18% | 0.18% | $51.2万 | 3,238股 | $47.7万 | 3,218股 | +20股+0.62% | 加仓 |
 帕兰提尔PLTR |
| 0.17% | 0.24% | $49.5万 | 4,245股 | $62.1万 | 4,245股 | 00.00% | 持仓不变 |
| AAvantis·U SAVUV |
| 0.17% | 0.16% | $49.0万 | 3,929股 | $43.2万 | 3,913股 | +16股+0.41% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.16% | 0.15% | $48.1万 | 1,360股 | $39.0万 | 1,360股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.14% | 0.13% | $42.2万 | 1,180股 | $33.9万 | 1,180股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.12% | 0.13% | $34.2万 | 2,329股 | $33.6万 | 2,329股 | 00.00% | 持仓不变 |
 YUM BRANDS COMYUM |
| 0.11% | 0.12% | $32.0万 | 2,000股 | $31.1万 | 2,000股 | 00.00% | 持仓不变 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.1% | 0.11% | $30.2万 | 2,984股 | $30.2万 | 2,984股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.08% | 0.08% | $23.8万 | 2,875股 | $20.1万 | 2,875股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.08% | 0.08% | $23.6万 | 2,932股 | $21.1万 | 733股 | +2,199股+300.00% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.08% | 0.08% | $22.8万 | 2,211股 | $21.8万 | 2,184股 | +27股+1.24% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.08% | — | $22.7万 | 1,775股 | $0 | 0股 | +1,775股 | 新买入 |
| IiShares安硕·COREIJR |
| 0.07% | — | $21.6万 | 1,454股 | $0 | 0股 | +1,454股 | 新买入 |
 特斯拉TSLA |
| 0.07% | — | $20.4万 | 484股 | $0 | 0股 | +484股 | 新买入 |
| BBLEND LABS INC CL ABLND |
| 0.01% | 0.01% | $1.9万 | 1.1万股 | $1.9万 | 1.1万股 | 00.00% | 持仓不变 |
