| DDimensional维度ETF信托DFAC |
| 30.08% | 28.99% | $5,322.7万 | 120.0万股 | $4,579.0万 | 117.8万股 | +2.2万股+1.83% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 13.09% | 13.91% | $2,316.1万 | 62.2万股 | $2,196.9万 | 61.8万股 | +3,291股+0.53% | 加仓 |
| V先锋领航·TOTALBND |
| 11.52% | 11.68% | $2,037.8万 | 27.8万股 | $1,845.5万 | 25.1万股 | +2.7万股+10.76% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 7.13% | 6.98% | $1,261.5万 | 31.0万股 | $1,102.2万 | 31.9万股 | -8,604股-2.70% | 减仓 |
| G通用动力VTI |
| 5.58% | 5.45% | $987.9万 | 2.7万股 | $861.3万 | 2.7万股 | -151股-0.56% | 减仓 |
| A美国世纪ETF信托AVUS |
| 5.08% | 4.94% | $898.4万 | 7.0万股 | $779.8万 | 7.0万股 | 00.00% | 持仓不变 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 4.18% | 4.23% | $739.3万 | 28.3万股 | $667.7万 | 28.2万股 | +269股+0.10% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 3.42% | 3.4% | $604.3万 | 11.9万股 | $536.8万 | 10.8万股 | +1.2万股+11.04% | 加仓 |
| DDimensional维度·USDFUV |
| 3.11% | 3.07% | $550.1万 | 10.0万股 | $485.6万 | 10.0万股 | -200股-0.20% | 减仓 |
| IiShares安硕信托GVI |
| 2.93% | 3.21% | $518.5万 | 4.8万股 | $507.5万 | 4.8万股 | +374股+0.78% | 加仓 |
| A美国世纪ETF信托AVLV |
| 1.86% | 1.91% | $329.1万 | 3.6万股 | $301.7万 | 3.7万股 | -1,339股-3.58% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 1.8% | 1.86% | $318.5万 | 8.2万股 | $294.1万 | 8.4万股 | -1,846股-2.20% | 减仓 |
| DDimensional维度ETF信托DISV |
| 1.77% | 1.99% | $312.6万 | 7.8万股 | $313.7万 | 8.0万股 | -1,634股-2.05% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 1.52% | 1.61% | $268.9万 | 6.8万股 | $255.0万 | 7.1万股 | -3,376股-4.73% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.06% | 1.11% | $187.8万 | 5.1万股 | $175.3万 | 5.2万股 | -636股-1.23% | 减仓 |
| IiShares安硕信托AGG |
| 0.97% | 1.09% | $172.0万 | 1.7万股 | $172.6万 | 1.7万股 | -7股-0.04% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.8% | 0.74% | $140.8万 | 1.5万股 | $117.6万 | 1.5万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.72% | 0.72% | $127.9万 | 1.8万股 | $114.5万 | 1.8万股 | -40股-0.22% | 减仓 |
| IiShares安硕·COREIJR |
| 0.67% | 0.63% | $118.2万 | 7,970股 | $99.1万 | 7,970股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.57% | 0.58% | $100.9万 | 4,152股 | $91.7万 | 4,223股 | -71股-1.68% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.33% | 0.32% | $57.6万 | 771股 | $50.1万 | 771股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.28% | 0.29% | $49.0万 | 3,101股 | $45.9万 | 3,101股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.27% | 0.24% | $47.2万 | 1,320股 | $38.0万 | 1,320股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.26% | 0.26% | $45.1万 | 4,680股 | $41.5万 | 4,680股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.25% | 0.25% | $44.1万 | 1,523股 | $38.9万 | 1,532股 | -9股-0.59% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.18% | $34.6万 | 979股 | $28.1万 | 979股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.19% | 0.21% | $33.6万 | 4,086股 | $33.9万 | 4,327股 | -241股-5.57% | 减仓 |
| IiShares安硕信托IVV |
| 0.14% | 0.14% | $25.2万 | 336股 | $21.9万 | 336股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.12% | — | $21.8万 | 296股 | $0 | 0股 | +296股 | 新买入 |
 美光科技MU |
| 0.12% | — | $21.0万 | 182股 | $0 | 0股 | +182股 | 新买入 |
