| DDimensional维度ETF信托DFEM |
| 9.75% | 10.08% | $1,210.8万 | 29.8万股 | $1,091.3万 | 31.6万股 | -1.8万股-5.68% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 7.45% | 7.55% | $924.9万 | 11.3万股 | $817.7万 | 11.3万股 | -620股-0.55% | 减仓 |
| V先锋领航·TOTALBND |
| 7% | 7.42% | $868.4万 | 11.8万股 | $804.1万 | 10.9万股 | +9,106股+8.34% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 6.08% | 6.73% | $755.2万 | 20.3万股 | $729.1万 | 20.5万股 | -2,526股-1.23% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 5.92% | 5.91% | $734.8万 | 16.6万股 | $640.5万 | 16.5万股 | +825股+0.50% | 加仓 |
| V先锋领航·TOTALBNDX |
| 5.9% | 6.08% | $732.1万 | 15.1万股 | $658.6万 | 13.7万股 | +1.4万股+10.29% | 加仓 |
| G通用动力VTI |
| 5.09% | 5.1% | $631.6万 | 1.7万股 | $551.9万 | 1.7万股 | -136股-0.79% | 减仓 |
| V先锋领航指数基金VOO |
| 3.97% | 3.96% | $493.1万 | 7,180股 | $429.0万 | 7,180股 | 00.00% | 持仓不变 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.32% | 3.68% | $411.8万 | 4.0万股 | $399.1万 | 4.0万股 | 00.00% | 持仓不变 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 2.94% | 2.91% | $365.2万 | 12.5万股 | $314.8万 | 11.7万股 | +7,655股+6.54% | 加仓 |
 AVANTIS INTLNGG |
| 2.88% | 3.06% | $357.0万 | 4.0万股 | $330.9万 | 3.9万股 | +1,015股+2.60% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.32% | 2.13% | $288.4万 | 3.0万股 | $231.2万 | 2.9万股 | +1,200股+4.18% | 加仓 |
 英伟达NVDA |
| 2.28% | 2.4% | $282.5万 | 1.4万股 | $259.4万 | 1.5万股 | -754股-5.07% | 减仓 |
 苹果AAPL |
| 2.21% | 2.23% | $274.7万 | 9,494股 | $241.0万 | 9,498股 | -4股-0.04% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 2.09% | 1.37% | $259.4万 | 5.1万股 | $148.0万 | 3.0万股 | +2.2万股+72.88% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 1.72% | 1.89% | $213.4万 | 6.1万股 | $204.6万 | 6.1万股 | +141股+0.23% | 加仓 |
 谷歌AGOOGL |
| 1.56% | 1.55% | $193.9万 | 5,427股 | $168.1万 | 5,845股 | -418股-7.15% | 减仓 |
| IiShares安硕信托USRT |
| 1.44% | 1.46% | $179.0万 | 2.7万股 | $158.3万 | 2.7万股 | +199股+0.74% | 加仓 |
| GGRANITESHARES BLOOMBERG COMMODITY BROAD STRATEGY NO K-1 ETFCOMB |
| 1.44% | 1.84% | $178.2万 | 7.4万股 | $199.4万 | 7.6万股 | -1,904股-2.51% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.39% | 1.47% | $172.9万 | 1.8万股 | $158.7万 | 1.8万股 | +39股+0.22% | 加仓 |
| A美国世纪ETF信托AVUS |
| 1.37% | 1% | $169.5万 | 1.3万股 | $108.1万 | 9,719股 | +3,515股+36.17% | 加仓 |
 微软MSFT |
| 1.33% | 1.58% | $164.5万 | 4,411股 | $171.6万 | 4,636股 | -225股-4.85% | 减仓 |
| S道富SPAB |
| 1.3% | 1.49% | $161.0万 | 6.3万股 | $161.5万 | 6.3万股 | +42股+0.07% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.09% | 1.17% | $135.7万 | 2,711股 | $127.1万 | 2,653股 | +58股+2.19% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.03% | 1.02% | $127.4万 | 1,706股 | $110.9万 | 1,706股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.91% | 0.9% | $113.0万 | 4,740股 | $97.0万 | 4,659股 | +81股+1.74% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.9% | 0.82% | $111.6万 | 3,158股 | $89.0万 | 3,104股 | +54股+1.74% | 加仓 |
| DDimensional维度ETF信托DFCA |
| 0.73% | 0.83% | $90.1万 | 1.8万股 | $89.5万 | 1.8万股 | -3股-0.02% | 减仓 |
 Meta平台META |
| 0.72% | 0.86% | $89.7万 | 1,592股 | $93.7万 | 1,637股 | -45股-2.75% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.72% | 0.75% | $89.6万 | 3,276股 | $81.4万 | 3,444股 | -168股-4.88% | 减仓 |
 摩根大通JPM |
| 0.72% | 0.7% | $89.2万 | 2,725股 | $75.9万 | 2,581股 | +144股+5.58% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.7% | 0.73% | $86.5万 | 3,655股 | $78.6万 | 3,655股 | 00.00% | 持仓不变 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.63% | — | $78.3万 | 7,784股 | $0 | 0股 | +7,784股 | 新买入 |
| IiShares安硕信托AGG |
| 0.62% | 0.69% | $77.2万 | 1.5万股 | $74.9万 | 1.5万股 | +286股+1.91% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.6% | 0.62% | $74.3万 | 1.5万股 | $67.3万 | 1.5万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.56% | 0.21% | $69.6万 | 603股 | $22.4万 | 663股 | -60股-9.05% | 减仓 |
 礼来LLY |
| 0.52% | 0.44% | $65.0万 | 542股 | $47.7万 | 519股 | +23股+4.43% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.51% | 0.53% | $63.1万 | 7,668股 | $57.7万 | 8,108股 | -440股-5.43% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.51% | 0.54% | $63.1万 | 2.7万股 | $58.6万 | 2.7万股 | -631股-2.31% | 减仓 |
| PPGIM ULTRAPULS |
| 0.5% | 0.22% | $61.8万 | 1.2万股 | $24.3万 | 4,902股 | +7,577股+154.57% | 加仓 |
 强生JNJ |
| 0.48% | 0.51% | $59.5万 | 2,344股 | $55.6万 | 2,274股 | +70股+3.08% | 加仓 |
 应用材料AMAT |
| 0.39% | 0.23% | $48.7万 | 673股 | $25.2万 | 737股 | -64股-8.68% | 减仓 |
 埃克森美孚XOM |
| 0.39% | 0.54% | $48.6万 | 3,552股 | $58.6万 | 3,452股 | +100股+2.90% | 加仓 |
 博通AVGO |
| 0.39% | 0.36% | $48.0万 | 1,272股 | $38.7万 | 1,251股 | +21股+1.68% | 加仓 |
| V先锋领航指数基金VXF |
| 0.34% | 0.32% | $41.7万 | 1,692股 | $34.8万 | 1,692股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.3% | 0.23% | $37.7万 | 354股 | $24.9万 | 351股 | +3股+0.85% | 加仓 |
 雪佛龙CVX |
| 0.29% | 0.41% | $35.7万 | 2,156股 | $44.0万 | 2,126股 | +30股+1.41% | 加仓 |
| V先锋领航指数基金VV |
| 0.29% | 0.28% | $35.4万 | 1,029股 | $30.8万 | 1,029股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.28% | 0.29% | $34.7万 | 2,699股 | $31.6万 | 2,623股 | +76股+2.90% | 加仓 |
 诺华NVS |
| 0.27% | 0.3% | $34.1万 | 2,175股 | $32.6万 | 2,134股 | +41股+1.92% | 加仓 |
