| IiShares安硕信托ITOT |
| 10.38% | 9.83% | $1,816.8万 | 11.1万股 | $1,557.6万 | 10.9万股 | +1,237股+1.13% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 7.86% | 8.11% | $1,376.1万 | 25.5万股 | $1,285.5万 | 24.4万股 | +1.1万股+4.59% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 7.36% | 7.59% | $1,288.4万 | 21.8万股 | $1,202.3万 | 20.2万股 | +1.7万股+8.19% | 加仓 |
| V先锋领航债券指数基金BSV |
| 7.3% | 7.78% | $1,278.9万 | 16.4万股 | $1,232.2万 | 15.7万股 | +7,001股+4.45% | 加仓 |
| IiShares安硕信托STIP |
| 5.31% | 5.45% | $930.1万 | 9.1万股 | $864.0万 | 8.4万股 | +7,510股+8.99% | 加仓 |
| AAvantis·U SAVUV |
| 5.29% | 4.83% | $926.4万 | 7.4万股 | $764.8万 | 6.9万股 | +5,025股+7.26% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 4.49% | 4.55% | $785.8万 | 7.6万股 | $721.0万 | 7.2万股 | +4,054股+5.61% | 加仓 |
| IiShares安硕IEMG |
| 4.07% | 3.94% | $713.4万 | 8.6万股 | $623.7万 | 8.9万股 | -3,310股-3.70% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 3.5% | 3.19% | $612.8万 | 15.5万股 | $505.8万 | 14.2万股 | +1.3万股+9.40% | 加仓 |
| IiShares安硕信托IDEV |
| 3.27% | 3.48% | $571.8万 | 6.4万股 | $552.1万 | 6.6万股 | -1,828股-2.77% | 减仓 |
| IiShares安硕信托EFV |
| 3.23% | 3.43% | $565.1万 | 7.4万股 | $543.9万 | 7.3万股 | +666股+0.91% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.72% | 2.78% | $477.1万 | 6.8万股 | $440.1万 | 7.0万股 | -2,229股-3.16% | 减仓 |
| V先锋领航指数基金VNQ |
| 2.59% | 2.47% | $454.3万 | 4.7万股 | $391.2万 | 4.4万股 | +3,003股+6.81% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.35% | 2.25% | $411.9万 | 5.0万股 | $356.4万 | 5.0万股 | +20股+0.04% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.55% | 1.49% | $270.9万 | 5.2万股 | $235.6万 | 5.2万股 | +195股+0.37% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.36% | 1.43% | $238.4万 | 4.7万股 | $225.8万 | 4.5万股 | +2,258股+4.99% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.25% | 1.24% | $218.0万 | 2.6万股 | $197.2万 | 2.8万股 | -1,236股-4.46% | 减仓 |
| S嘉信策略信托SCHD |
| 1.17% | 1.21% | $205.1万 | 6.5万股 | $191.9万 | 6.3万股 | +2,121股+3.39% | 加仓 |
 飞塔FTNT |
| 1.12% | 0.65% | $196.6万 | 1.3万股 | $103.1万 | 1.3万股 | +188股+1.49% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.04% | 1.05% | $181.3万 | 4.9万股 | $166.8万 | 4.9万股 | +84股+0.17% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 1% | 1.11% | $175.7万 | 3.6万股 | $175.6万 | 3.7万股 | -288股-0.79% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 1% | 1.04% | $175.7万 | 1.1万股 | $164.2万 | 1.1万股 | +126股+1.12% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.97% | 1.02% | $170.6万 | 4.1万股 | $161.5万 | 4.1万股 | -86股-0.21% | 减仓 |
| IiShares安硕信托USMV |
| 0.95% | 1.08% | $166.1万 | 1.7万股 | $170.5万 | 1.8万股 | -1,162股-6.32% | 减仓 |
| IiShares安硕信托ICSH |
| 0.93% | 0.92% | $162.1万 | 3.2万股 | $146.1万 | 2.9万股 | +3,187股+11.04% | 加仓 |
 南方电力SO |
| 0.81% | 0.91% | $142.4万 | 1.5万股 | $143.9万 | 1.5万股 | -24股-0.16% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.65% | 0.71% | $113.5万 | 2.4万股 | $112.3万 | 2.3万股 | +305股+1.30% | 加仓 |
| IiShares安硕信托IWD |
| 0.64% | 0.64% | $112.3万 | 4,632股 | $100.7万 | 4,712股 | -80股-1.70% | 减仓 |
| IiShares安硕信托IUSV |
| 0.61% | 0.63% | $107.6万 | 9,772股 | $99.7万 | 9,752股 | +20股+0.21% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.59% | 0.6% | $103.2万 | 2.3万股 | $94.3万 | 2.4万股 | -1,019股-4.20% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.53% | 0.57% | $92.3万 | 1.8万股 | $89.9万 | 1.8万股 | +214股+1.19% | 加仓 |
 微软MSFT |
| 0.5% | 0.48% | $87.8万 | 2,353股 | $75.6万 | 2,041股 | +312股+15.29% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.49% | 0.53% | $85.7万 | 5,424股 | $83.7万 | 5,654股 | -230股-4.07% | 减仓 |
 英伟达NVDA |
| 0.46% | 0.36% | $81.2万 | 4,060股 | $57.8万 | 3,313股 | +747股+22.55% | 加仓 |
 苹果AAPL |
| 0.44% | 0.41% | $77.8万 | 2,688股 | $64.3万 | 2,533股 | +155股+6.12% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.42% | 0.43% | $73.4万 | 1.4万股 | $68.7万 | 1.4万股 | +973股+7.20% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.4% | 0.36% | $69.6万 | 8,404股 | $56.8万 | 7,704股 | +700股+9.09% | 加仓 |
| IiShares安硕信托SGOV |
| 0.39% | 0.4% | $68.8万 | 6,834股 | $63.8万 | 6,338股 | +496股+7.83% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.39% | 0.33% | $68.2万 | 1.6万股 | $52.4万 | 1.4万股 | +2,091股+14.67% | 加仓 |
| DDimensional维度·USDFUV |
| 0.38% | 0.37% | $66.2万 | 1.2万股 | $58.3万 | 1.2万股 | +21股+0.17% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.35% | 0.39% | $62.0万 | 1.5万股 | $61.3万 | 1.5万股 | +177股+1.22% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.35% | 0.36% | $61.5万 | 2,801股 | $57.1万 | 2,978股 | -177股-5.94% | 减仓 |
 雷神技术RTX |
| 0.34% | 0.38% | $60.1万 | 3,167股 | $60.4万 | 3,134股 | +33股+1.05% | 加仓 |
 可口可乐KO |
| 0.33% | 0.34% | $57.2万 | 6,996股 | $54.3万 | 7,094股 | -98股-1.38% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 0.31% | 0.15% | $55.0万 | 6,714股 | $24.1万 | 3,342股 | +3,372股+100.90% | 加仓 |
| IiShares安硕信托GVI |
| 0.28% | 0.32% | $49.5万 | 4,645股 | $51.2万 | 4,803股 | -158股-3.29% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.28% | 0.06% | $48.3万 | 5,008股 | $8.9万 | 1,106股 | +3,902股+352.80% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.27% | 0.31% | $46.5万 | 1.2万股 | $49.6万 | 1.3万股 | -990股-7.87% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.26% | 0.15% | $46.3万 | 723股 | $23.8万 | 723股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.26% | 0.42% | $45.3万 | 905股 | $65.9万 | 1,375股 | -470股-34.18% | 减仓 |
