| SSSR MINING INSSRM |
| 11.8% | 12.43% | $3,256.5万 | 115.2万股 | $3,017.9万 | 102.7万股 | +12.4万股+12.08% | 加仓 |
| G通用动力VTI |
| 9.49% | 9.16% | $2,619.3万 | 7.1万股 | $2,224.7万 | 6.9万股 | +1,439股+2.08% | 加仓 |
| V先锋领航STAR基金VXUS |
| 7.39% | 7.54% | $2,039.5万 | 23.9万股 | $1,831.3万 | 23.7万股 | +1,063股+0.45% | 加仓 |
| IiShares安硕信托IXUS |
| 4.95% | 5.11% | $1,367.0万 | 14.3万股 | $1,240.9万 | 14.3万股 | 00.00% | 持仓不变 |
| AAvantis·U SAVUV |
| 4.74% | 4.74% | $1,308.7万 | 10.5万股 | $1,150.2万 | 10.4万股 | +783股+0.75% | 加仓 |
| IiShares安硕信托GVI |
| 4.07% | 4.38% | $1,124.8万 | 10.5万股 | $1,063.9万 | 10.0万股 | +4,292股+4.28% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.55% | 3.84% | $980.6万 | 9.5万股 | $933.2万 | 9.3万股 | +1,711股+1.83% | 加仓 |
| V先锋领航·TOTALBND |
| 3.32% | 3.71% | $916.4万 | 12.5万股 | $900.9万 | 12.2万股 | +2,491股+2.04% | 加仓 |
| V先锋领航指数基金VNQ |
| 3% | 3% | $827.4万 | 8.6万股 | $728.4万 | 8.2万股 | +3,674股+4.47% | 加仓 |
| V先锋领航债券指数基金BIV |
| 2.44% | 2.69% | $674.4万 | 8.8万股 | $653.5万 | 8.5万股 | +3,248股+3.84% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 2.25% | 2.32% | $620.9万 | 26.2万股 | $562.4万 | 26.2万股 | +489股+0.19% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.92% | 1.98% | $530.3万 | 10.5万股 | $479.7万 | 9.6万股 | +8,674股+9.02% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.9% | 1.78% | $524.4万 | 5.4万股 | $432.0万 | 5.4万股 | +740股+1.38% | 加仓 |
| V先锋领航指数基金VOO |
| 1.67% | 1.65% | $462.0万 | 6,726股 | $400.0万 | 6,694股 | +32股+0.48% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.59% | 1.56% | $437.9万 | 15.1万股 | $379.5万 | 15.1万股 | +24股+0.02% | 加仓 |
| S嘉信·USSCHP |
| 1.57% | 1.66% | $432.2万 | 16.3万股 | $403.8万 | 15.2万股 | +1.1万股+7.48% | 加仓 |
 亚马逊AMZN |
| 1.5% | 1.37% | $415.2万 | 1.7万股 | $332.2万 | 1.6万股 | +1,470股+9.22% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 1.47% | 1.51% | $406.7万 | 10.5万股 | $367.4万 | 10.5万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.39% | 1.37% | $384.3万 | 1.3万股 | $333.0万 | 1.3万股 | +160股+1.22% | 加仓 |
| IiShares安硕信托ITOT |
| 1.19% | 1.18% | $329.8万 | 2.0万股 | $285.9万 | 2.0万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 1.15% | 1.14% | $317.0万 | 7.1万股 | $277.7万 | 7.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托CMF |
| 1.01% | 1.09% | $280.1万 | 4.9万股 | $263.7万 | 4.6万股 | +2,214股+4.77% | 加仓 |
| IiShares安硕信托SGOV |
| 0.96% | 0.95% | $265.0万 | 2.6万股 | $229.6万 | 2.3万股 | +3,515股+15.41% | 加仓 |
 微软MSFT |
| 0.9% | 0.97% | $249.5万 | 6,689股 | $235.4万 | 6,360股 | +329股+5.17% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.78% | 0.76% | $216.6万 | 1.6万股 | $183.9万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托TIP |
| 0.75% | 0.86% | $206.3万 | 1.9万股 | $208.2万 | 1.9万股 | -19股-0.10% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.69% | 0.69% | $190.6万 | 2.3万股 | $167.3万 | 2.2万股 | +481股+2.16% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.59% | 0.62% | $162.6万 | 1.6万股 | $151.2万 | 1.6万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.58% | 0.59% | $160.6万 | 2.3万股 | $143.5万 | 2.3万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.56% | 0.45% | $155.4万 | 7,765股 | $109.8万 | 6,294股 | +1,471股+23.37% | 加仓 |
| V先锋领航指数基金VV |
| 0.56% | 0.55% | $153.9万 | 4,475股 | $133.7万 | 4,475股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.54% | 0.36% | $150.0万 | 4,244股 | $87.2万 | 3,038股 | +1,206股+39.70% | 加仓 |
| V先锋领航指数基金VXF |
| 0.51% | 0.48% | $140.6万 | 5,710股 | $117.5万 | 5,710股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VSGX |
| 0.51% | 0.5% | $139.6万 | 1.7万股 | $120.7万 | 1.7万股 | +129股+0.77% | 加仓 |
 英特尔INTC |
| 0.41% | 0.09% | $114.2万 | 8,178股 | $22.7万 | 5,155股 | +3,023股+58.64% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.39% | 0.38% | $107.2万 | 1,435股 | $93.3万 | 1,435股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.36% | 0.1% | $99.3万 | 3,910股 | $24.8万 | 1,015股 | +2,895股+285.22% | 加仓 |
 礼来LLY |
| 0.33% | 0.05% | $90.7万 | 756股 | $11.1万 | 121股 | +635股+524.79% | 加仓 |
| AALPHA ARCHITECT TAIL RISK ETFCAOS |
| 0.33% | 0.37% | $90.6万 | 1.0万股 | $90.9万 | 1.0万股 | +15股+0.15% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.31% | 0.35% | $85.9万 | 8,522股 | $85.2万 | 8,474股 | +48股+0.57% | 加仓 |
 谷歌AGOOGL |
| 0.31% | 0.21% | $85.6万 | 2,395股 | $50.2万 | 1,745股 | +650股+37.25% | 加仓 |
| IiShares安硕信托USRT |
| 0.29% | 0.3% | $80.6万 | 1.2万股 | $71.8万 | 1.2万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.29% | 0.31% | $79.3万 | 1,585股 | $76.0万 | 1,585股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.28% | 0.3% | $76.3万 | 1,354股 | $71.7万 | 1,253股 | +101股+8.06% | 加仓 |
 天弘CLS |
| 0.27% | 0.25% | $75.6万 | 2,073股 | $60.1万 | 2,135股 | -62股-2.90% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.27% | 0.3% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.26% | 0.25% | $70.6万 | 4,311股 | $61.0万 | 4,311股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.25% | 0.28% | $69.3万 | 3,654股 | $69.0万 | 3,577股 | +77股+2.15% | 加仓 |
 台积电TSM |
| 0.24% | 0.16% | $65.2万 | 1,366股 | $38.7万 | 1,145股 | +221股+19.30% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.24% | 0.24% | $64.9万 | 1.1万股 | $57.4万 | 1.1万股 | +263股+2.48% | 加仓 |
