| V先锋领航债券指数基金BSV |
| 8.72% | 9.6% | $1,678.1万 | 21.5万股 | $1,601.4万 | 20.4万股 | +1.1万股+5.46% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 7.98% | 8.66% | $1,535.3万 | 19.4万股 | $1,445.5万 | 18.2万股 | +1.2万股+6.54% | 加仓 |
| V先锋领航指数基金VUG |
| 6.84% | 6.18% | $1,316.4万 | 15.3万股 | $1,030.8万 | 2.4万股 | +12.9万股+547.55% | 加仓 |
| V先锋领航债券指数基金BIV |
| 6.22% | 6.15% | $1,196.9万 | 15.6万股 | $1,027.0万 | 13.3万股 | +2.3万股+17.27% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 5.33% | 4.77% | $1,026.7万 | 26.0万股 | $795.8万 | 22.3万股 | +3.7万股+16.52% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 4.39% | 4.42% | $844.6万 | 16.7万股 | $737.2万 | 14.8万股 | +1.9万股+13.00% | 加仓 |
| V先锋领航指数基金VTV |
| 4.32% | 4.44% | $830.5万 | 3.8万股 | $741.1万 | 3.8万股 | +335股+0.89% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 4.06% | 3.93% | $781.4万 | 18.9万股 | $655.6万 | 16.8万股 | +2.1万股+12.58% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.51% | 3.77% | $675.6万 | 7.9万股 | $629.9万 | 8.2万股 | -2,666股-3.26% | 减仓 |
 沃尔玛WMT |
| 2.87% | 3.08% | $552.6万 | 4.9万股 | $513.4万 | 4.1万股 | +7,482股+18.11% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.65% | 2.71% | $509.8万 | 2.6万股 | $451.6万 | 2.5万股 | +1,290股+5.26% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 2.42% | 2.39% | $465.6万 | 9.4万股 | $398.3万 | 8.0万股 | +1.4万股+16.89% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 2.37% | 1.82% | $455.8万 | 9.5万股 | $303.3万 | 6.3万股 | +3.2万股+50.71% | 加仓 |
 英伟达NVDA |
| 2.36% | 2.37% | $453.6万 | 2.3万股 | $395.3万 | 2.3万股 | +2股+0.01% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.12% | 1.8% | $408.7万 | 10.2万股 | $300.0万 | 8.9万股 | +1.3万股+14.70% | 加仓 |
| V先锋领航指数基金VOT |
| 1.96% | 1.73% | $377.3万 | 1.2万股 | $288.3万 | 1.1万股 | +1,118股+9.98% | 加仓 |
| V先锋领航指数基金VBK |
| 1.69% | 1.5% | $325.8万 | 8,909股 | $251.1万 | 8,307股 | +602股+7.25% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 1.34% | 1.25% | $257.7万 | 6.6万股 | $209.1万 | 6.0万股 | +6,749股+11.31% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.3% | 1.33% | $250.8万 | 1.0万股 | $221.5万 | 1.0万股 | +126股+1.24% | 加仓 |
 埃克森美孚XOM |
| 1.23% | 1.78% | $236.1万 | 1.7万股 | $296.3万 | 1.7万股 | -197股-1.13% | 减仓 |
 苹果AAPL |
| 1.14% | 1.24% | $219.5万 | 7,586股 | $206.2万 | 8,123股 | -537股-6.61% | 减仓 |
| V先锋领航指数基金VV |
| 1.1% | 1.11% | $211.7万 | 6,155股 | $184.5万 | 6,172股 | -17股-0.28% | 减仓 |
| V先锋领航指数基金VB |
| 0.92% | 0.9% | $176.8万 | 5,833股 | $150.3万 | 5,740股 | +93股+1.62% | 加仓 |
 宝洁PG |
| 0.85% | 0.96% | $163.1万 | 1.1万股 | $160.6万 | 1.1万股 | +5股+0.04% | 加仓 |
 礼来LLY |
| 0.82% | 0.72% | $156.9万 | 1,308股 | $120.1万 | 1,306股 | +2股+0.15% | 加仓 |
| V先锋领航·MIDVO |
| 0.8% | 0.84% | $154.4万 | 1.9万股 | $140.3万 | 4,886股 | +1.4万股+292.28% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 0.79% | 0.55% | $152.1万 | 3.0万股 | $91.2万 | 1.8万股 | +1.2万股+66.53% | 加仓 |
 艾伯维ABBV |
| 0.76% | 0.75% | $145.7万 | 5,790股 | $125.9万 | 5,790股 | 00.00% | 持仓不变 |
| V先锋领航·MALVERN FDSVTIP |
| 0.75% | 0.82% | $143.6万 | 2.9万股 | $136.0万 | 2.7万股 | +1,359股+4.99% | 加仓 |
| V先锋领航指数基金VOO |
| 0.74% | 0.73% | $142.2万 | 2,071股 | $121.5万 | 2,033股 | +38股+1.87% | 加仓 |
| DDimensional维度·USDFUV |
| 0.65% | 0.66% | $124.8万 | 2.3万股 | $109.9万 | 2.3万股 | +4股+0.02% | 加仓 |
 MURPHY USAMUSA |
| 0.64% | 0.72% | $123.3万 | 2,289股 | $120.4万 | 2,437股 | -148股-6.07% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.61% | 0.61% | $117.9万 | 1.4万股 | $102.4万 | 1.4万股 | -54股-0.37% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.56% | 0.52% | $108.1万 | 2.0万股 | $86.2万 | 1.6万股 | +3,695股+22.64% | 加仓 |
 HUNTINGTON BANCSHARES COMHBAN |
| 0.52% | 0.54% | $99.9万 | 5.6万股 | $89.8万 | 5.7万股 | -1,004股-1.75% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.51% | 0.55% | $98.6万 | 1.0万股 | $91.1万 | 1.0万股 | -42股-0.41% | 减仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.51% | 0.7% | $98.0万 | 1.2万股 | $117.0万 | 1.6万股 | -4,027股-25.39% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.49% | 0.51% | $94.8万 | 1.6万股 | $85.2万 | 1.6万股 | +121股+0.77% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.48% | 0.49% | $93.3万 | 5,942股 | $81.6万 | 5,900股 | +42股+0.71% | 加仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.44% | 0.58% | $84.2万 | 1.6万股 | $97.4万 | 1.6万股 | +3股+0.02% | 加仓 |
| AARK·21SHARES BITCOIN ETFARKB |
| 0.43% | 0.57% | $82.9万 | 4.3万股 | $95.7万 | 4.3万股 | +22股+0.05% | 加仓 |
 SIMMONS FIRST NATLSFNC |
| 0.4% | 0.4% | $77.8万 | 3.4万股 | $66.8万 | 3.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.4% | 0.46% | $77.6万 | 2,081股 | $77.0万 | 2,081股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.39% | 0.14% | $74.1万 | 5,310股 | $23.4万 | 5,310股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIC |
| 0.35% | 0.41% | $68.2万 | 1.8万股 | $67.8万 | 1.9万股 | -784股-4.11% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.35% | 0.38% | $68.1万 | 4,312股 | $63.0万 | 4,253股 | +59股+1.39% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.34% | 0.36% | $65.8万 | 9,233股 | $59.5万 | 9,284股 | -51股-0.55% | 减仓 |
 MURPHY OILMUR |
| 0.32% | 0.53% | $61.5万 | 1.9万股 | $88.5万 | 2.1万股 | -2,564股-11.95% | 减仓 |
| I景顺QQQ信托VOO |
| 0.3% | 0.14% | $58.5万 | 795股 | $23.2万 | 402股 | +393股+97.76% | 加仓 |
 亚马逊AMZN |
| 0.3% | 0.31% | $58.3万 | 2,445股 | $50.9万 | 2,445股 | 00.00% | 持仓不变 |
