| DDimensional维度ETF信托DFAC |
| 27.45% | 25.97% | $1.11亿 | 251.2万股 | $9,597.3万 | 247.0万股 | +4.2万股+1.72% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 9.86% | 10.23% | $4,003.0万 | 107.4万股 | $3,781.8万 | 106.4万股 | +9,938股+0.93% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 9.16% | 8.74% | $3,717.6万 | 45.4万股 | $3,229.4万 | 45.5万股 | -1,732股-0.38% | 减仓 |
| IiShares安硕信托ICSH |
| 3.87% | 5.99% | $1,570.3万 | 31.0万股 | $2,211.8万 | 43.7万股 | -12.7万股-29.00% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 3.49% | 3.58% | $1,417.8万 | 38.5万股 | $1,323.1万 | 38.9万股 | -4,647股-1.19% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 3.19% | 3.43% | $1,295.5万 | 22.3万股 | $1,268.5万 | 21.7万股 | +5,912股+2.73% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 2.9% | 2.73% | $1,175.3万 | 9.5万股 | $1,009.0万 | 2.4万股 | +7.1万股+300.00% | 加仓 |
| A美国世纪ETF信托AVUS |
| 2.62% | 2.4% | $1,062.1万 | 8.3万股 | $885.4万 | 8.0万股 | +3,288股+4.13% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.8% | 1.78% | $729.2万 | 17.9万股 | $657.5万 | 19.0万股 | -1.1万股-5.71% | 减仓 |
| IiShares安硕信托IWD |
| 1.71% | 1.66% | $695.3万 | 2.9万股 | $612.8万 | 2.9万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 1.6% | 1.35% | $647.7万 | 7.8万股 | $499.0万 | 7.2万股 | +6,642股+9.28% | 加仓 |
| G通用动力VTI |
| 1.5% | 1.47% | $610.7万 | 1.7万股 | $543.6万 | 1.7万股 | -440股-2.60% | 减仓 |
 AVANTIS INTLNGG |
| 1.32% | 1.35% | $534.8万 | 6.0万股 | $497.4万 | 5.9万股 | +1,322股+2.25% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.32% | 1.3% | $534.6万 | 5.5万股 | $480.2万 | 5.4万股 | +1,303股+2.41% | 加仓 |
| IiShares安硕信托IWS |
| 1.15% | 1.12% | $468.7万 | 2.8万股 | $415.0万 | 2.8万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAU |
| 1.13% | 1.08% | $457.3万 | 8.8万股 | $399.4万 | 8.9万股 | -61股-0.07% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.02% | 0.98% | $412.8万 | 2.8万股 | $361.2万 | 2.8万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.99% | 0.72% | $400.4万 | 1.4万股 | $267.5万 | 1.1万股 | +3,297股+31.28% | 加仓 |
| V先锋领航指数基金VV |
| 0.95% | 0.92% | $387.5万 | 1.1万股 | $341.0万 | 1.1万股 | -142股-1.24% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.83% | 0.87% | $337.2万 | 6.7万股 | $322.6万 | 6.5万股 | +2,560股+3.96% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.83% | 0.79% | $335.2万 | 11.6万股 | $293.2万 | 11.7万股 | -1,055股-0.90% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.75% | 0.78% | $306.4万 | 7.4万股 | $289.4万 | 7.4万股 | -21股-0.03% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.75% | 0.71% | $302.5万 | 2.2万股 | $262.2万 | 2.2万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEV |
| 0.63% | 0.54% | $253.7万 | 5.9万股 | $198.4万 | 5.5万股 | +4,033股+7.27% | 加仓 |
 微软MSFT |
| 0.6% | 0.71% | $242.9万 | 6,513股 | $261.1万 | 7,054股 | -541股-7.67% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.54% | 0.53% | $218.2万 | 3.1万股 | $195.0万 | 3.1万股 | +5股+0.02% | 加仓 |
| IiShares安硕信托EFG |
| 0.51% | 0.53% | $209.0万 | 1.7万股 | $194.8万 | 1.7万股 | -695股-3.97% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.51% | 0.55% | $207.0万 | 3.8万股 | $202.0万 | 3.8万股 | +46股+0.12% | 加仓 |
| S嘉信·USSCHA |
| 0.48% | 0.43% | $194.4万 | 5.4万股 | $159.9万 | 5.5万股 | -1,201股-2.18% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.45% | 0.44% | $184.1万 | 2,617股 | $161.4万 | 2,617股 | 00.00% | 持仓不变 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.44% | 0.41% | $177.7万 | 1.6万股 | $150.8万 | 1.6万股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 0.43% | 0.43% | $175.9万 | 3.2万股 | $157.5万 | 3.3万股 | -516股-1.59% | 减仓 |
| SSUMMIT MIDSTREAMSMC |
| 0.39% | 0.89% | $158.6万 | 5.6万股 | $330.3万 | 10.9万股 | -5.4万股-49.00% | 减仓 |
| S嘉信策略信托SCHM |
| 0.37% | 0.34% | $148.6万 | 4.0万股 | $126.9万 | 4.1万股 | -709股-1.73% | 减仓 |
 英伟达NVDA |
| 0.35% | 0.34% | $142.6万 | 7,129股 | $124.3万 | 7,128股 | +1股+0.01% | 加仓 |
| IiShares安硕信托AGG |
| 0.35% | 0.37% | $140.3万 | 1.4万股 | $137.5万 | 1.4万股 | +326股+2.35% | 加仓 |
| V先锋领航·MIDVO |
| 0.35% | 0.34% | $140.3万 | 1.7万股 | $125.0万 | 4,352股 | +1.3万股+300.02% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.35% | 0.38% | $140.2万 | 5.8万股 | $141.4万 | 5.8万股 | -162股-0.28% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.34% | 0.34% | $138.3万 | 5,693股 | $125.0万 | 5,754股 | -61股-1.06% | 减仓 |
| IISHARES TRIBIJ |
| 0.34% | 0.37% | $137.7万 | 5.3万股 | $137.1万 | 5.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.34% | 0.32% | $136.4万 | 3,331股 | $118.8万 | 3,331股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVEE |
| 0.33% | 0.3% | $133.5万 | 1.9万股 | $109.9万 | 1.7万股 | +1,931股+11.15% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.3% | 0.29% | $123.3万 | 1.5万股 | $107.4万 | 1.5万股 | -121股-0.80% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.29% | 0.27% | $119.5万 | 3.0万股 | $100.6万 | 3.0万股 | +15股+0.05% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.29% | 0.32% | $118.3万 | 2.3万股 | $118.1万 | 2.3万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.28% | 0.27% | $113.3万 | 3.3万股 | $99.3万 | 3.3万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVEM |
| 0.27% | 0.25% | $110.6万 | 1.1万股 | $92.8万 | 1.2万股 | -54股-0.47% | 减仓 |
| V先锋领航·TOTALBND |
| 0.27% | 0.29% | $109.6万 | 1.5万股 | $107.0万 | 1.5万股 | +395股+2.72% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.27% | 0.22% | $108.5万 | 2.2万股 | $81.4万 | 1.6万股 | +5,369股+33.19% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.27% | 0.25% | $108.2万 | 3.2万股 | $93.4万 | 3.2万股 | -64股-0.20% | 减仓 |
