| DDimensional维度ETF信托DFAC |
| 25.73% | 25.18% | $6,827.8万 | 153.9万股 | $6,083.5万 | 156.6万股 | -2.6万股-1.68% | 减仓 |
| V先锋领航·FTSEVEA |
| 13.32% | 13.52% | $3,534.0万 | 49.6万股 | $3,266.4万 | 51.0万股 | -1.4万股-2.69% | 减仓 |
| V先锋领航债券指数基金BIV |
| 11.68% | 11.66% | $3,098.6万 | 40.4万股 | $2,816.7万 | 36.5万股 | +3.9万股+10.70% | 加仓 |
| V先锋领航指数基金VOO |
| 8.16% | 8.06% | $2,165.0万 | 3.2万股 | $1,947.4万 | 3.3万股 | -1,068股-3.28% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 7.88% | 7.78% | $2,092.2万 | 51.5万股 | $1,878.9万 | 54.4万股 | -2.9万股-5.33% | 减仓 |
| V先锋领航·TOTALBNDX |
| 6.77% | 6.65% | $1,795.4万 | 37.1万股 | $1,606.3万 | 33.4万股 | +3.6万股+10.90% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 6.38% | 6.87% | $1,692.5万 | 48.3万股 | $1,660.1万 | 49.3万股 | -9,893股-2.01% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 4.49% | 4.45% | $1,190.3万 | 22.7万股 | $1,075.3万 | 20.5万股 | +2.3万股+11.02% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 4.34% | 4.28% | $1,151.7万 | 29.7万股 | $1,033.0万 | 29.5万股 | +2,092股+0.71% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 4.1% | 3.83% | $1,089.3万 | 13.2万股 | $925.8万 | 13.0万股 | +2,144股+1.65% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.37% | 2.64% | $628.6万 | 6.1万股 | $637.8万 | 6.4万股 | -2,871股-4.50% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.32% | 1.38% | $350.8万 | 6.9万股 | $332.4万 | 6.6万股 | +3,680股+5.60% | 加仓 |
| FFLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUNDTILT |
| 1.21% | 1.22% | $321.4万 | 1.2万股 | $294.3万 | 1.2万股 | -552股-4.53% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.47% | 0.5% | $126.0万 | 3.1万股 | $120.2万 | 3.1万股 | -307股-1.00% | 减仓 |
| IiShares安硕·COREIJR |
| 0.22% | 0.21% | $58.0万 | 3,908股 | $51.0万 | 4,106股 | -198股-4.82% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.21% | 0.22% | $56.6万 | 2,493股 | $52.6万 | 2,493股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金VUSB |
| 0.2% | 0.24% | $52.4万 | 1.1万股 | $57.1万 | 1.1万股 | -936股-8.16% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.18% | 0.18% | $48.8万 | 2,007股 | $43.9万 | 2,022股 | -15股-0.74% | 减仓 |
| IiShares安硕信托IVV |
| 0.18% | 0.17% | $47.8万 | 638股 | $41.7万 | 638股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.15% | 0.18% | $40.6万 | 5,214股 | $44.6万 | 5,690股 | -476股-8.37% | 减仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 0.15% | 0.2% | $40.4万 | 3,811股 | $48.0万 | 4,495股 | -684股-15.22% | 减仓 |
 英伟达NVDA |
| 0.14% | 0.14% | $38.2万 | 1,909股 | $34.1万 | 1,955股 | -46股-2.35% | 减仓 |
| IiShares安硕信托IWC |
| 0.1% | 0.08% | $25.3万 | 1,262股 | $20.2万 | 1,262股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.09% | 0.09% | $24.4万 | 2,236股 | $22.5万 | 2,374股 | -138股-5.81% | 减仓 |
| V先锋领航指数基金VB |
| 0.08% | — | $21.1万 | 696股 | $0 | 0股 | +696股 | 新买入 |
| IiShares安硕信托EFV |
| 0.08% | 0.08% | $21.1万 | 2,754股 | $20.5万 | 2,754股 | 00.00% | 持仓不变 |
