| G通用动力VTI |
| 12.71% | 12.09% | $4,212.5万 | 11.4万股 | $3,428.1万 | 10.7万股 | +6,979股+6.53% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 9.41% | 10.46% | $3,117.2万 | 37.7万股 | $2,966.0万 | 35.8万股 | +1.9万股+5.22% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 5.91% | 6.3% | $1,959.4万 | 24.8万股 | $1,786.1万 | 22.5万股 | +2.3万股+10.04% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 5.88% | 5.73% | $1,949.5万 | 50.3万股 | $1,623.9万 | 46.3万股 | +3.9万股+8.45% | 加仓 |
| IiShares安硕信托IVV |
| 5.38% | 4.61% | $1,783.4万 | 2.4万股 | $1,306.8万 | 2.0万股 | +3,808股+19.04% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 5.26% | 4.92% | $1,741.4万 | 41.7万股 | $1,393.6万 | 37.9万股 | +3.8万股+10.07% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 4.64% | 4.32% | $1,536.8万 | 37.8万股 | $1,225.2万 | 35.5万股 | +2.4万股+6.63% | 加仓 |
| V先锋领航·FTSEVEA |
| 4.01% | 3.78% | $1,328.7万 | 18.6万股 | $1,072.1万 | 16.7万股 | +1.9万股+11.46% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 3.67% | 3.78% | $1,216.8万 | 27.4万股 | $1,072.3万 | 27.6万股 | -1,658股-0.60% | 减仓 |
| S嘉信策略信托SCHR |
| 3.6% | 4.03% | $1,193.9万 | 48.4万股 | $1,142.4万 | 45.9万股 | +2.6万股+5.56% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.85% | 2.73% | $944.3万 | 9.1万股 | $773.8万 | 8.0万股 | +1.1万股+14.11% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.24% | 2.68% | $740.8万 | 9.5万股 | $759.8万 | 9.7万股 | -1,819股-1.88% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.95% | 1.98% | $646.7万 | 19.0万股 | $560.7万 | 17.4万股 | +1.6万股+8.91% | 加仓 |
| DDimensional维度ETF信托DISV |
| 1.9% | 2.01% | $628.5万 | 15.7万股 | $568.6万 | 14.4万股 | +1.2万股+8.64% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.76% | 1.86% | $583.2万 | 4.7万股 | $527.6万 | 1.2万股 | +3.5万股+279.62% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.45% | 1.53% | $480.5万 | 5.7万股 | $435.1万 | 5.8万股 | -557股-0.96% | 减仓 |
| IiShares安硕信托IWD |
| 1.35% | 1.4% | $445.8万 | 1.8万股 | $397.2万 | 1.9万股 | -202股-1.09% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 1.22% | 1.36% | $404.7万 | 10.9万股 | $385.4万 | 10.8万股 | +150股+0.14% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.22% | 1.23% | $402.8万 | 1.8万股 | $348.2万 | 1.8万股 | -156股-0.85% | 减仓 |
| IiShares安硕信托IWV |
| 1.1% | 1.15% | $364.2万 | 8,541股 | $325.3万 | 8,775股 | -234股-2.67% | 减仓 |
 阿斯利康AZN |
| 1.1% | 1.33% | $362.9万 | 1.9万股 | $376.9万 | 1.9万股 | +25股+0.13% | 加仓 |
| DDimensional维度·USDFUV |
| 0.89% | 0.92% | $295.9万 | 5.4万股 | $260.6万 | 5.4万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.89% | 0.99% | $294.7万 | 4.9万股 | $279.3万 | 5.2万股 | -2,313股-4.48% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.86% | 0.88% | $285.8万 | 6,979股 | $248.8万 | 6,979股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSU |
| 0.85% | 0.88% | $282.4万 | 6.1万股 | $248.8万 | 6.1万股 | +16股+0.03% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.79% | 0.76% | $262.8万 | 8,747股 | $215.3万 | 8,682股 | +65股+0.75% | 加仓 |
| S道富SPYV |
| 0.77% | 0.85% | $256.6万 | 4.2万股 | $239.7万 | 4.2万股 | -164股-0.39% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.77% | 0.88% | $255.4万 | 3.1万股 | $248.7万 | 3.2万股 | -663股-2.09% | 减仓 |
| IiShares安硕·COREIJR |
| 0.75% | 0.74% | $249.3万 | 1.7万股 | $209.0万 | 1.7万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.67% | 0.75% | $221.0万 | 2.0万股 | $211.9万 | 2.2万股 | -2,150股-9.60% | 减仓 |
 苹果AAPL |
| 0.65% | 0.46% | $216.7万 | 7,489股 | $129.9万 | 5,117股 | +2,372股+46.36% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.65% | 0.76% | $215.6万 | 4.5万股 | $216.2万 | 4.5万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VSS |
| 0.61% | 0.73% | $201.0万 | 1.3万股 | $206.3万 | 1.4万股 | -1,124股-7.94% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.6% | 0.83% | $198.3万 | 2.1万股 | $236.3万 | 2.7万股 | -6,085股-22.84% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.57% | 0.6% | $188.6万 | 4,786股 | $169.0万 | 5,386股 | -600股-11.14% | 减仓 |
 VisaV |
| 0.53% | — | $175.5万 | 5,117股 | $0 | 0股 | +5,117股 | 新买入 |
| IiShares安硕信托EFV |
| 0.48% | 0.55% | $158.8万 | 2.1万股 | $155.3万 | 2.1万股 | -146股-0.70% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.48% | 0.51% | $157.6万 | 2.3万股 | $144.4万 | 2.3万股 | -576股-2.49% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.39% | 0.44% | $127.7万 | 2.4万股 | $124.7万 | 2.4万股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.38% | 0.41% | $127.3万 | 3.5万股 | $117.2万 | 3.4万股 | +68股+0.20% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.31% | 0.36% | $102.0万 | 2.0万股 | $101.5万 | 2.0万股 | +1股+0.00% | 加仓 |
| V先锋领航指数基金VTV |
| 0.28% | 0.3% | $94.1万 | 4,318股 | $85.3万 | 4,347股 | -29股-0.67% | 减仓 |
| S嘉信·USSCHX |
| 0.28% | 0.26% | $91.3万 | 3.1万股 | $72.6万 | 2.8万股 | +2,735股+9.66% | 加仓 |
 英伟达NVDA |
| 0.27% | 0.2% | $89.1万 | 4,454股 | $56.2万 | 3,224股 | +1,230股+38.15% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.26% | 0.27% | $86.8万 | 1,163股 | $75.6万 | 1,163股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.24% | 0.14% | $78.6万 | 2,108股 | $39.5万 | 1,068股 | +1,040股+97.38% | 加仓 |
 强生JNJ |
| 0.23% | 0.26% | $77.5万 | 3,052股 | $73.4万 | 3,002股 | +50股+1.67% | 加仓 |
| AAvantis·U SAVUV |
| 0.23% | 0.24% | $77.0万 | 6,173股 | $68.2万 | 6,173股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.23% | 0.18% | $75.6万 | 1,820股 | $49.9万 | 1,844股 | -24股-1.30% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.22% | 0.23% | $73.4万 | 5,016股 | $64.3万 | 5,017股 | -1股-0.02% | 减仓 |
