| V先锋领航斯科茨代尔基金VGIT |
| 12.52% | 14.07% | $3,398.0万 | 57.6万股 | $3,504.2万 | 58.8万股 | -1.2万股-2.09% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 11.23% | 11.56% | $3,048.7万 | 29.6万股 | $2,879.8万 | 28.8万股 | +7,460股+2.59% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 8.4% | 7.55% | $2,281.8万 | 56.1万股 | $1,881.5万 | 54.5万股 | +1.7万股+3.10% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 6.66% | 6.98% | $1,808.9万 | 36.0万股 | $1,739.4万 | 34.8万股 | +1.2万股+3.41% | 加仓 |
| G通用动力VTI |
| 4.96% | 4.82% | $1,345.9万 | 3.6万股 | $1,200.6万 | 3.7万股 | -1,051股-2.81% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.7% | 3.69% | $1,004.9万 | 14.1万股 | $920.2万 | 14.4万股 | -2,560股-1.78% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 2.89% | 2.28% | $785.1万 | 23.0万股 | $566.9万 | 17.6万股 | +5.4万股+30.76% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.83% | 1.87% | $767.4万 | 18.4万股 | $464.7万 | 12.6万股 | +5.7万股+45.47% | 加仓 |
 博通AVGO |
| 2.81% | 2.66% | $762.7万 | 2.0万股 | $662.4万 | 2.1万股 | -1,211股-5.66% | 减仓 |
 英伟达NVDA |
| 2.65% | 2.6% | $719.4万 | 3.6万股 | $648.6万 | 3.7万股 | -1,235股-3.32% | 减仓 |
| IiShares安硕信托SGOV |
| 2.64% | 3.08% | $716.6万 | 7.1万股 | $767.8万 | 7.6万股 | -5,093股-6.68% | 减仓 |
 苹果AAPL |
| 2.27% | 2.22% | $617.2万 | 2.1万股 | $552.3万 | 2.2万股 | -432股-1.99% | 减仓 |
 卡特彼勒CAT |
| 1.74% | 1.28% | $473.3万 | 4,445股 | $318.2万 | 4,492股 | -47股-1.05% | 减仓 |
| DDimensional维度ETF信托DISV |
| 1.67% | 1.76% | $452.3万 | 11.3万股 | $439.2万 | 11.1万股 | +1,337股+1.20% | 加仓 |
 微软MSFT |
| 1.53% | 1.67% | $414.5万 | 1.1万股 | $417.0万 | 1.1万股 | -152股-1.35% | 减仓 |
| AAvantis·U SAVUV |
| 1.46% | 1.41% | $395.6万 | 3.2万股 | $351.9万 | 3.2万股 | -144股-0.45% | 减仓 |
 谷歌AGOOGL |
| 1.45% | 1.29% | $393.9万 | 1.1万股 | $321.4万 | 1.1万股 | -156股-1.40% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.44% | 1.32% | $389.8万 | 9.7万股 | $329.2万 | 9.7万股 | -287股-0.30% | 减仓 |
 亚马逊AMZN |
| 1.33% | 1.28% | $361.3万 | 1.5万股 | $318.2万 | 1.5万股 | -120股-0.79% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.28% | 1.14% | $347.0万 | 9,822股 | $284.9万 | 9,930股 | -108股-1.09% | 减仓 |
 摩根大通JPM |
| 1.08% | 1.07% | $294.5万 | 8,997股 | $266.9万 | 9,073股 | -76股-0.84% | 减仓 |
 雷神技术RTX |
| 1.01% | 1.25% | $273.9万 | 1.4万股 | $311.9万 | 1.6万股 | -1,730股-10.70% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.98% | 0.99% | $266.5万 | 6.9万股 | $247.2万 | 7.1万股 | -1,826股-2.59% | 减仓 |
 好市多COST |
| 0.85% | 1% | $230.8万 | 2,467股 | $249.4万 | 2,503股 | -36股-1.44% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.82% | 0.77% | $222.0万 | 1.8万股 | $192.3万 | 4,509股 | +1.3万股+296.56% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.75% | 0.84% | $203.1万 | 4,058股 | $210.4万 | 4,391股 | -333股-7.58% | 减仓 |
 VisaV |
| 0.64% | 0.62% | $174.8万 | 5,094股 | $154.0万 | 5,094股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.63% | 0.58% | $170.9万 | 4,011股 | $144.9万 | 4,051股 | -40股-0.99% | 减仓 |
 Meta平台META |
| 0.62% | 0.69% | $168.2万 | 2,986股 | $172.7万 | 3,019股 | -33股-1.09% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.55% | 0.56% | $149.8万 | 1.4万股 | $140.4万 | 1.4万股 | -32股-0.22% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.54% | 0.52% | $147.4万 | 2,096股 | $129.3万 | 2,096股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPTM |
| 0.54% | 0.52% | $146.8万 | 1.6万股 | $129.2万 | 1.6万股 | -173股-1.06% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.47% | 0.46% | $127.5万 | 3.2万股 | $115.2万 | 3.2万股 | 00.00% | 持仓不变 |
 CHUBB LIMITEDCB |
| 0.43% | 0.46% | $117.7万 | 3,453股 | $113.6万 | 3,485股 | -32股-0.92% | 减仓 |
 沃尔玛WMT |
| 0.43% | 0.52% | $116.9万 | 1.0万股 | $128.3万 | 1.0万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.42% | 0.31% | $115.1万 | 2,770股 | $76.5万 | 2,829股 | -59股-2.09% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.42% | 0.47% | $112.8万 | 5,596股 | $118.3万 | 5,660股 | -64股-1.13% | 减仓 |
| BBANK OF AMERBAC |
| 0.41% | 0.38% | $111.9万 | 2.0万股 | $95.7万 | 2.0万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.41% | 0.29% | $110.1万 | 3,695股 | $71.7万 | 3,695股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.38% | 0.37% | $103.2万 | 3,794股 | $93.2万 | 3,841股 | -47股-1.22% | 减仓 |
 百事可乐PEP |
| 0.38% | 0.48% | $101.9万 | 7,523股 | $119.8万 | 7,717股 | -194股-2.51% | 减仓 |
| T赛默飞世尔TMO |
| 0.37% | 0.4% | $101.1万 | 2,017股 | $100.6万 | 2,047股 | -30股-1.47% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 0.37% | 0.34% | $100.0万 | 1.4万股 | $84.9万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEI |
| 0.37% | 0.4% | $99.7万 | 8,490股 | $100.7万 | 8,490股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.37% | 0.35% | $99.2万 | 1.3万股 | $86.9万 | 1.3万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.36% | 0.39% | $97.9万 | 2,775股 | $98.0万 | 2,980股 | -205股-6.88% | 减仓 |
| IiShares安硕·COREIJR |
| 0.36% | 0.33% | $97.6万 | 6,580股 | $81.8万 | 6,580股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.34% | 0.33% | $92.1万 | 3,801股 | $81.2万 | 3,801股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.32% | 0.31% | $87.6万 | 1,275股 | $76.8万 | 1,286股 | -11股-0.86% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.31% | 0.29% | $82.9万 | 3,780股 | $72.7万 | 3,792股 | -12股-0.32% | 减仓 |
