| S嘉信·USSCHX |
| 9.54% | 9.83% | $2,431.7万 | 82.6万股 | $2,131.2万 | 83.1万股 | -4,928股-0.59% | 减仓 |
| J摩根大通交易所交易基金JGRO |
| 7.36% | 7.09% | $1,875.5万 | 19.0万股 | $1,537.3万 | 18.2万股 | +8,357股+4.60% | 加仓 |
 ONEOKOKE |
| 5.82% | 5.33% | $1,482.8万 | 17.1万股 | $1,155.0万 | 12.8万股 | +4.3万股+33.47% | 加仓 |
| IiShares安硕·COREIJR |
| 5.63% | 5.54% | $1,434.7万 | 9.7万股 | $1,202.2万 | 9.7万股 | +23股+0.02% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 4.7% | 4.84% | $1,199.2万 | 25.5万股 | $1,050.0万 | 22.3万股 | +3.2万股+14.55% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 4.3% | 4.6% | $1,096.6万 | 37.9万股 | $997.7万 | 37.5万股 | +3,181股+0.85% | 加仓 |
| J摩根大通交易所交易基金JPSE |
| 4.24% | 4.23% | $1,081.5万 | 18.0万股 | $916.6万 | 17.5万股 | +4,922股+2.82% | 加仓 |
| DDimensional维度·USDFUV |
| 3.39% | 3.51% | $863.5万 | 15.7万股 | $760.8万 | 15.7万股 | -27股-0.02% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 3.19% | 2.99% | $813.2万 | 12.0万股 | $649.2万 | 10.2万股 | +1.9万股+18.46% | 加仓 |
| IiShares安硕信托IVV |
| 2.39% | 2.46% | $610.3万 | 8,151股 | $532.8万 | 8,155股 | -4股-0.05% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 2.25% | 2.23% | $574.6万 | 14.0万股 | $482.7万 | 13.6万股 | +4,178股+3.08% | 加仓 |
| A美国世纪ETF信托AVGE |
| 2.23% | 2.31% | $569.5万 | 5.7万股 | $500.2万 | 5.7万股 | +641股+1.13% | 加仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 2.2% | 2.06% | $561.7万 | 12.3万股 | $446.0万 | 9.9万股 | +2.4万股+24.33% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 2.14% | 2.24% | $544.3万 | 14.6万股 | $485.0万 | 13.7万股 | +9,567股+7.01% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 1.93% | 2.1% | $492.3万 | 12.5万股 | $454.3万 | 12.7万股 | -2,700股-2.12% | 减仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 1.75% | 1.75% | $444.9万 | 5.4万股 | $379.6万 | 5.1万股 | +2,275股+4.42% | 加仓 |
| GGMO US QUALITY ETFGMOV |
| 1.49% | 1.46% | $379.6万 | 9.1万股 | $315.7万 | 8.7万股 | +3,939股+4.51% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.38% | 1.38% | $352.8万 | 4.3万股 | $298.2万 | 4.2万股 | +925股+2.21% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.34% | 1.27% | $342.0万 | 3.5万股 | $275.3万 | 3.4万股 | +1,278股+3.74% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.32% | 1.37% | $337.1万 | 12.7万股 | $296.2万 | 11.3万股 | +1.4万股+12.44% | 加仓 |
| A美国世纪ETF信托AVLV |
| 1.32% | 1.12% | $336.6万 | 3.7万股 | $242.5万 | 3.0万股 | +6,823股+22.68% | 加仓 |
| G通用动力VTI |
| 1.2% | 1.22% | $306.2万 | 8,276股 | $265.5万 | 8,276股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVRE |
| 1.15% | 1.09% | $294.2万 | 6.2万股 | $235.7万 | 5.4万股 | +8,545股+15.96% | 加仓 |
 苹果AAPL |
| 1.14% | 1.22% | $291.6万 | 1.0万股 | $264.6万 | 1.0万股 | -350股-3.36% | 减仓 |
 亚马逊AMZN |
| 1.12% | 1.09% | $285.1万 | 1.2万股 | $236.1万 | 1.1万股 | +625股+5.51% | 加仓 |
| IiShares安硕信托IVW |
| 1.11% | 1.08% | $284.0万 | 2.1万股 | $233.8万 | 2.1万股 | -25股-0.12% | 减仓 |
| OONE GASOGS |
| 1.07% | 1.18% | $272.6万 | 3.5万股 | $256.1万 | 3.0万股 | +5,638股+18.96% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.87% | 0.87% | $221.1万 | 5.4万股 | $187.8万 | 5.4万股 | +50股+0.09% | 加仓 |
 英伟达NVDA |
| 0.8% | 0.33% | $203.2万 | 1.0万股 | $72.2万 | 4,142股 | +6,014股+145.20% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.78% | 0.78% | $198.4万 | 5.9万股 | $169.5万 | 5.8万股 | +430股+0.74% | 加仓 |
| HHARRIS OAKMARK ETF TRUSTOAKM |
| 0.77% | 0.86% | $196.2万 | 7.0万股 | $186.7万 | 6.8万股 | +1,930股+2.85% | 加仓 |
 谷歌AGOOGL |
| 0.72% | 0.72% | $182.5万 | 5,108股 | $157.1万 | 5,463股 | -355股-6.50% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.71% | 0.7% | $181.6万 | 4.9万股 | $151.2万 | 4.5万股 | +4,791股+10.77% | 加仓 |
| S嘉信·USSCHA |
| 0.7% | 0.66% | $178.8万 | 4.9万股 | $143.5万 | 4.9万股 | +130股+0.26% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.67% | 0.68% | $171.5万 | 4.4万股 | $147.8万 | 4.2万股 | +2,053股+4.87% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.57% | 0.6% | $145.9万 | 5.6万股 | $129.2万 | 5.5万股 | +1,124股+2.06% | 加仓 |
| IiShares安硕信托ITOT |
| 0.57% | 0.58% | $144.6万 | 8,804股 | $125.1万 | 8,784股 | +20股+0.23% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.56% | 0.62% | $141.6万 | 2,830股 | $134.9万 | 2,815股 | +15股+0.53% | 加仓 |
| FFIRST EAGLE GLOBAL EQUITY ETFFEGE |
| 0.52% | 0.55% | $133.4万 | 2.7万股 | $118.5万 | 2.5万股 | +2,060股+8.17% | 加仓 |
| AAT&TT |
| 0.51% | 0.87% | $129.4万 | 6.2万股 | $187.7万 | 6.5万股 | -2,254股-3.48% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.51% | 0.51% | $129.0万 | 3.2万股 | $111.5万 | 3.3万股 | -864股-2.62% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.51% | 0.5% | $128.8万 | 1.0万股 | $108.1万 | 2,536股 | +7,836股+308.99% | 加仓 |
 微软MSFT |
| 0.5% | 0.57% | $128.0万 | 3,431股 | $122.6万 | 3,312股 | +119股+3.59% | 加仓 |
| I景顺QQQ信托VOO |
| 0.45% | 0.42% | $115.4万 | 1,566股 | $90.5万 | 1,566股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.44% | 0.41% | $113.3万 | 3,771股 | $88.8万 | 3,581股 | +190股+5.31% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 0.4% | 0.46% | $102.3万 | 1.3万股 | $99.7万 | 1.3万股 | +124股+0.93% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 0.4% | 0.46% | $102.0万 | 1.0万股 | $100.2万 | 1.0万股 | +77股+0.77% | 加仓 |
 EOG资源EOG |
| 0.39% | 0.57% | $99.0万 | 7,634股 | $123.5万 | 8,541股 | -907股-10.62% | 减仓 |
 SIRIUSXM HLDGS INC EQUITCLASS EQUITYSIRI |
| 0.38% | — | $96.1万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| DDimensional维度ETF信托DFAC |
| 0.38% | 0.39% | $95.8万 | 2.2万股 | $84.7万 | 2.2万股 | -211股-0.97% | 减仓 |
