| DDimensional维度ETF信托DFAU |
| 7.09% | 7.28% | $4,342.0万 | 84.0万股 | $3,823.6万 | 84.7万股 | -7,417股-0.88% | 减仓 |
| AAvantis·U SAVUV |
| 5.65% | 5.47% | $3,461.9万 | 27.7万股 | $2,875.5万 | 26.0万股 | +1.7万股+6.60% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 4.87% | 4.7% | $2,980.1万 | 72.2万股 | $2,470.2万 | 63.4万股 | +8.8万股+13.95% | 加仓 |
| A美国世纪ETF信托AVLV |
| 4.39% | 4.05% | $2,687.5万 | 29.5万股 | $2,127.5万 | 26.4万股 | +3.1万股+11.64% | 加仓 |
| V先锋领航·TOTALBND |
| 4.3% | 4.85% | $2,632.2万 | 35.9万股 | $2,546.1万 | 34.6万股 | +1.3万股+3.71% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 4.14% | 4.69% | $2,536.8万 | 51.0万股 | $2,461.8万 | 49.4万股 | +1.5万股+3.05% | 加仓 |
| V先锋领航债券指数基金BIV |
| 4.08% | 3.73% | $2,498.5万 | 32.6万股 | $1,961.5万 | 25.4万股 | +7.2万股+28.17% | 加仓 |
| A美国世纪ETF信托AVEM |
| 3.99% | 3.64% | $2,443.9万 | 25.3万股 | $1,914.5万 | 23.8万股 | +1.6万股+6.60% | 加仓 |
| G通用动力VTI |
| 3.51% | 2.44% | $2,146.6万 | 5.8万股 | $1,282.3万 | 4.0万股 | +1.8万股+45.13% | 加仓 |
| A美国世纪ETF信托AVUS |
| 2.84% | 2.79% | $1,741.2万 | 13.6万股 | $1,468.1万 | 13.2万股 | +3,897股+2.95% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 2.68% | 2.9% | $1,638.5万 | 30.3万股 | $1,524.1万 | 28.9万股 | +1.5万股+5.04% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 2.66% | 2.61% | $1,628.8万 | 56.1万股 | $1,373.3万 | 47.1万股 | +9.1万股+19.30% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.52% | 2.65% | $1,545.6万 | 21.7万股 | $1,392.5万 | 21.7万股 | -387股-0.18% | 减仓 |
| V先锋领航指数基金VUG |
| 2.46% | 2.14% | $1,507.9万 | 17.5万股 | $1,125.5万 | 2.6万股 | +14.9万股+579.32% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.45% | 2.6% | $1,502.7万 | 14.6万股 | $1,364.3万 | 13.7万股 | +9,199股+6.73% | 加仓 |
| V先锋领航指数基金VB |
| 2.1% | 2.17% | $1,285.9万 | 4.2万股 | $1,137.4万 | 4.3万股 | -1,001股-2.31% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 1.89% | 1.4% | $1,157.0万 | 24.2万股 | $735.7万 | 15.4万股 | +8.9万股+57.68% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 1.79% | 2.03% | $1,093.2万 | 22.7万股 | $1,066.9万 | 22.0万股 | +6,413股+2.91% | 加仓 |
| IISHARES AAA - A RATED CORPORATE BOND ETFQLTA |
| 1.73% | 1.94% | $1,059.5万 | 22.3万股 | $1,020.1万 | 21.4万股 | +8,599股+4.01% | 加仓 |
| V先锋领航指数基金VOO |
| 1.61% | 1.72% | $985.5万 | 1.4万股 | $904.8万 | 1.5万股 | -794股-5.24% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.59% | 1.74% | $974.5万 | 11.8万股 | $911.5万 | 11.6万股 | +2,204股+1.90% | 加仓 |
| V先锋领航·MIDVO |
| 1.5% | 1.55% | $921.5万 | 11.4万股 | $814.8万 | 2.8万股 | +8.6万股+303.12% | 加仓 |
 苹果AAPL |
| 1.38% | 1.51% | $846.3万 | 2.9万股 | $794.8万 | 3.1万股 | -2,071股-6.61% | 减仓 |
| A美国世纪ETF信托EFV |
| 1.38% | 1.53% | $845.6万 | 10.9万股 | $804.1万 | 10.7万股 | +1,772股+1.65% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.36% | 1.43% | $832.0万 | 8.6万股 | $753.7万 | 8.5万股 | +1,310股+1.54% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.35% | 1.39% | $827.7万 | 16.0万股 | $728.4万 | 15.5万股 | +4,577股+2.95% | 加仓 |
| V先锋领航指数基金VTV |
| 1.01% | 0.97% | $619.6万 | 2.8万股 | $508.7万 | 2.6万股 | +2,502股+9.65% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1% | 0.81% | $613.4万 | 12.1万股 | $425.0万 | 8.4万股 | +3.7万股+44.43% | 加仓 |
| IiShares安硕信托ITOT |
| 0.91% | 0.92% | $554.3万 | 3.4万股 | $482.1万 | 3.4万股 | -104股-0.31% | 减仓 |
| IiShares安硕信托REZ |
| 0.87% | 0.9% | $531.0万 | 5.6万股 | $470.4万 | 5.7万股 | -443股-0.78% | 减仓 |
| S道富SPYM |
| 0.85% | 0.87% | $518.1万 | 5.9万股 | $458.7万 | 6.0万股 | -971股-1.62% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.79% | 0.83% | $483.6万 | 2.3万股 | $436.7万 | 2.3万股 | -26股-0.11% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.72% | 0.92% | $441.5万 | 5.7万股 | $481.7万 | 6.1万股 | -4,776股-7.77% | 减仓 |
| IiShares安硕信托IVV |
| 0.7% | 0.73% | $429.8万 | 5,739股 | $381.4万 | 5,838股 | -99股-1.70% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.66% | 0.71% | $406.7万 | 1.7万股 | $372.9万 | 1.7万股 | -154股-0.89% | 减仓 |
 通用动力GD |
| 0.57% | 0.64% | $346.6万 | 9,783股 | $335.5万 | 9,775股 | +8股+0.08% | 加仓 |
| IiShares安硕信托IVW |
| 0.56% | 0.54% | $345.5万 | 2.5万股 | $284.2万 | 2.5万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.56% | 0.63% | $342.5万 | 9,182股 | $330.3万 | 8,924股 | +258股+2.89% | 加仓 |
| IiShares安硕信托GVI |
| 0.52% | 0.61% | $318.4万 | 3.0万股 | $318.2万 | 3.0万股 | +27股+0.09% | 加仓 |
| RRBB FDXBIL |
| 0.5% | 0.62% | $307.5万 | 6.2万股 | $324.9万 | 6.5万股 | -3,436股-5.29% | 减仓 |
| DDimensional维度·USDFUV |
| 0.5% | 0.51% | $305.0万 | 5.5万股 | $268.8万 | 5.5万股 | -17股-0.03% | 减仓 |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 0.5% | 0.64% | $304.1万 | 4.1万股 | $338.4万 | 4.6万股 | -4,658股-10.21% | 减仓 |
| IiShares安硕信托IWV |
| 0.48% | 0.49% | $293.7万 | 6,887股 | $255.3万 | 6,887股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.47% | 0.44% | $287.0万 | 1.4万股 | $229.6万 | 1.3万股 | +1,180股+8.96% | 加仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 0.45% | 0.53% | $277.9万 | 5.5万股 | $280.4万 | 5.6万股 | -357股-0.64% | 减仓 |
| IiShares安硕信托USRT |
| 0.39% | 0.31% | $241.2万 | 3.6万股 | $160.7万 | 2.7万股 | +9,144股+33.67% | 加仓 |
 亚马逊AMZN |
| 0.39% | 0.4% | $238.5万 | 1.0万股 | $212.3万 | 1.0万股 | -187股-1.83% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.39% | 0.36% | $236.2万 | 6,684股 | $187.5万 | 6,537股 | +147股+2.25% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.36% | 0.43% | $219.0万 | 1.4万股 | $227.0万 | 1.5万股 | -1,470股-9.59% | 减仓 |
 谷歌AGOOGL |
| 0.34% | 0.35% | $210.3万 | 5,886股 | $181.3万 | 6,303股 | -417股-6.62% | 减仓 |
