| G通用动力VTI |
| 8.7% | 8.11% | $2,074.2万 | 5.6万股 | $1,739.7万 | 5.4万股 | +1,824股+3.36% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 6.77% | 7.22% | $1,614.1万 | 31.2万股 | $1,548.7万 | 34.3万股 | -3.1万股-9.02% | 减仓 |
| A美国世纪ETF信托AVUS |
| 5.89% | 5.67% | $1,405.6万 | 11.0万股 | $1,216.7万 | 10.9万股 | +308股+0.28% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.39% | 5.12% | $1,286.4万 | 18.1万股 | $1,099.0万 | 17.1万股 | +9,044股+5.27% | 加仓 |
| V先锋领航STAR基金VXUS |
| 4.61% | 4.43% | $1,100.5万 | 12.9万股 | $950.8万 | 12.3万股 | +5,433股+4.41% | 加仓 |
 AVANTIS INTLNGG |
| 4.11% | 4.3% | $981.4万 | 11.0万股 | $922.1万 | 10.9万股 | +1,337股+1.23% | 加仓 |
| V先锋领航指数基金VTV |
| 4.04% | 3.66% | $963.3万 | 4.4万股 | $785.3万 | 4.0万股 | +4,176股+10.43% | 加仓 |
| V先锋领航指数基金VOO |
| 3.96% | 3.81% | $943.4万 | 1.4万股 | $817.6万 | 1.4万股 | +53股+0.39% | 加仓 |
| V先锋领航债券指数基金BSV |
| 3.84% | 4.2% | $915.0万 | 11.7万股 | $901.8万 | 11.5万股 | +2,435股+2.12% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.75% | 4.2% | $893.6万 | 17.8万股 | $901.8万 | 18.1万股 | -2,636股-1.46% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.49% | 3.97% | $831.4万 | 20.2万股 | $852.7万 | 21.9万股 | -1.7万股-7.92% | 减仓 |
| V先锋领航债券指数基金BIV |
| 2.74% | 3.04% | $653.2万 | 8.5万股 | $653.2万 | 8.5万股 | +526股+0.62% | 加仓 |
| V先锋领航指数基金VUG |
| 2.41% | 2.26% | $574.4万 | 6.7万股 | $485.3万 | 1.1万股 | +5.6万股+500.20% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.03% | 1.97% | $483.3万 | 10.9万股 | $423.0万 | 10.9万股 | +102股+0.09% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.99% | 2.12% | $474.3万 | 9,479股 | $454.2万 | 9,479股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.95% | 1.84% | $465.2万 | 5.7万股 | $394.1万 | 5.6万股 | +1,198股+2.16% | 加仓 |
| IiShares安硕信托IVV |
| 1.5% | 1.45% | $358.7万 | 4,789股 | $312.1万 | 4,778股 | +11股+0.23% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.49% | 1.44% | $355.5万 | 4,760股 | $309.4万 | 4,758股 | +2股+0.04% | 加仓 |
| DDimensional维度·USDFUV |
| 1.38% | 1.34% | $328.5万 | 6.0万股 | $286.8万 | 5.9万股 | +531股+0.90% | 加仓 |
 苹果AAPL |
| 1.23% | 1.2% | $292.7万 | 1.0万股 | $256.7万 | 1.0万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 1.23% | 1.16% | $292.5万 | 4.9万股 | $248.3万 | 4.6万股 | +3,076股+6.70% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.13% | 1.14% | $270.0万 | 6.7万股 | $245.1万 | 7.2万股 | -5,225股-7.22% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.13% | 1.17% | $269.5万 | 1.7万股 | $251.8万 | 1.7万股 | +53股+0.31% | 加仓 |
| V先锋领航·MIDVO |
| 1.13% | 1.11% | $268.6万 | 3.3万股 | $238.8万 | 8,317股 | +2.5万股+300.90% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.12% | 1.39% | $267.8万 | 2.8万股 | $298.9万 | 3.4万股 | -5,932股-17.60% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.04% | 0.96% | $247.2万 | 2.6万股 | $205.4万 | 2.5万股 | +121股+0.47% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.02% | 1.07% | $243.9万 | 3.1万股 | $229.8万 | 2.9万股 | +1,877股+6.48% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.02% | 0.97% | $242.8万 | 4.2万股 | $208.7万 | 3.6万股 | +6,064股+17.01% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.91% | 0.95% | $218.0万 | 3.7万股 | $204.1万 | 3.4万股 | +2,700股+7.88% | 加仓 |
| V先锋领航指数基金VB |
| 0.88% | 0.84% | $208.8万 | 6,888股 | $180.0万 | 6,873股 | +15股+0.22% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.8% | 0.79% | $191.1万 | 7,863股 | $170.0万 | 7,823股 | +40股+0.51% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.78% | 0.75% | $186.1万 | 5.5万股 | $160.1万 | 5.5万股 | +16股+0.03% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.72% | 0.76% | $171.3万 | 2.1万股 | $162.7万 | 2.0万股 | +1,065股+5.42% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.68% | 0.73% | $161.9万 | 4.4万股 | $156.0万 | 4.6万股 | -2,001股-4.36% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.66% | 0.63% | $158.0万 | 1.9万股 | $136.1万 | 1.9万股 | +47股+0.25% | 加仓 |
| S嘉信·USSCHX |
| 0.62% | 0.6% | $148.2万 | 5.0万股 | $128.7万 | 5.0万股 | +132股+0.26% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.58% | 0.62% | $137.2万 | 2.5万股 | $132.5万 | 2.5万股 | +294股+1.17% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.47% | 0.47% | $112.6万 | 3.6万股 | $100.5万 | 3.6万股 | +137股+0.38% | 加仓 |
| V先锋领航指数基金VV |
| 0.41% | 0.39% | $97.8万 | 2,844股 | $84.8万 | 2,836股 | +8股+0.28% | 加仓 |
| IiShares安硕·COREIJH |
| 0.41% | 0.4% | $97.8万 | 1.3万股 | $85.6万 | 1.3万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.4% | 0.35% | $96.4万 | 1,309股 | $75.6万 | 1,309股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.38% | 0.39% | $91.5万 | 2,454股 | $83.4万 | 2,254股 | +200股+8.87% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.37% | 0.36% | $88.6万 | 9,711股 | $78.0万 | 9,680股 | +31股+0.32% | 加仓 |
| V先锋领航指数基金VXF |
| 0.37% | 0.34% | $88.5万 | 3,594股 | $73.9万 | 3,589股 | +5股+0.14% | 加仓 |
| S嘉信策略信托SCHF |
| 0.37% | 0.37% | $88.4万 | 3.2万股 | $78.5万 | 3.2万股 | +192股+0.61% | 加仓 |
| PProShares信托SPXT |
| 0.36% | — | $86.3万 | 7,975股 | $0 | 0股 | +7,975股 | 新买入 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.35% | 0.33% | $83.4万 | 2.2万股 | $70.8万 | 2.2万股 | +56股+0.26% | 加仓 |
| V先锋领航指数基金VBK |
| 0.35% | 0.32% | $82.9万 | 2,267股 | $68.5万 | 2,267股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.35% | 0.36% | $82.6万 | 3,639股 | $76.8万 | 3,639股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHC |
| 0.34% | 0.35% | $80.4万 | 1.5万股 | $74.2万 | 1.5万股 | +86股+0.57% | 加仓 |
