| A美国世纪ETF信托AVUS |
| 12.46% | 12.25% | $1,726.0万 | 17.1万股 | $1,535.5万 | 16.6万股 | +5,033股+3.03% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 11.77% | 11.79% | $1,630.5万 | 45.5万股 | $1,477.3万 | 44.8万股 | +7,301股+1.63% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 5.24% | 5.62% | $725.1万 | 17.2万股 | $703.9万 | 16.7万股 | +4,215股+2.52% | 加仓 |
| V先锋领航债券指数基金BIV |
| 5.2% | 5.6% | $719.9万 | 9.3万股 | $702.5万 | 9.2万股 | +1,337股+1.46% | 加仓 |
 AVANTIS INTLNGG |
| 5.16% | 4.94% | $714.6万 | 9.7万股 | $618.6万 | 9.3万股 | +3,206股+3.43% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 5.03% | 4.8% | $697.2万 | 22.4万股 | $602.1万 | 21.7万股 | +7,460股+3.44% | 加仓 |
| AAvantis·U SAVUV |
| 3.27% | 3.29% | $453.4万 | 5.0万股 | $412.9万 | 4.7万股 | +2,412股+5.09% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.18% | 3.36% | $440.4万 | 8.2万股 | $421.6万 | 8.2万股 | -266股-0.32% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 2.83% | 3.04% | $391.8万 | 8.2万股 | $380.5万 | 8.0万股 | +1,548股+1.93% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.7% | 2.55% | $373.7万 | 5.5万股 | $319.5万 | 5.3万股 | +1,416股+2.67% | 加仓 |
| DDimensional维度·USDFUV |
| 2.63% | 2.86% | $364.9万 | 8.6万股 | $358.3万 | 8.7万股 | -648股-0.75% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 2.58% | 2.51% | $357.8万 | 12.1万股 | $314.1万 | 11.9万股 | +1,825股+1.54% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.58% | 2.82% | $357.8万 | 4.5万股 | $353.7万 | 4.5万股 | +276股+0.61% | 加仓 |
| IiShares安硕信托ICSH |
| 2.5% | 2.33% | $346.9万 | 6.8万股 | $292.4万 | 5.8万股 | +1.1万股+18.63% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.15% | 2.16% | $297.4万 | 4.7万股 | $270.6万 | 4.5万股 | +1,391股+3.07% | 加仓 |
| G通用动力VTI |
| 2.07% | 1.89% | $287.3万 | 9,451股 | $237.0万 | 8,624股 | +827股+9.59% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.96% | 2.11% | $271.3万 | 4.0万股 | $264.2万 | 4.4万股 | -3,203股-7.33% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.41% | 1.3% | $195.8万 | 2.5万股 | $162.3万 | 2.3万股 | +1,417股+6.09% | 加仓 |
| DDimensional维度ETF信托DISV |
| 1.26% | 1.19% | $174.2万 | 5.3万股 | $148.8万 | 5.1万股 | +1,854股+3.63% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.14% | 1.2% | $158.1万 | 3.2万股 | $150.3万 | 3.1万股 | +1,150股+3.74% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.1% | 1.01% | $152.6万 | 2.7万股 | $126.0万 | 2.5万股 | +1,978股+7.98% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.09% | 1.13% | $150.6万 | 3.5万股 | $141.1万 | 3.6万股 | -699股-1.95% | 减仓 |
 英伟达NVDA |
| 1% | 0.74% | $139.1万 | 8,804股 | $92.3万 | 8,778股 | +26股+0.30% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 0.98% | 1.59% | $135.5万 | 2.7万股 | $199.4万 | 3.9万股 | -1.3万股-32.09% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.97% | 0.93% | $134.5万 | 4.6万股 | $116.1万 | 4.1万股 | +4,480股+10.87% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.94% | 0.89% | $129.8万 | 1.8万股 | $111.8万 | 1.8万股 | +265股+1.51% | 加仓 |
| SSPDR黄金信托GLD |
| 0.81% | 0.85% | $112.8万 | 3,702股 | $106.7万 | 3,702股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.76% | 0.63% | $105.1万 | 7,783股 | $78.7万 | 6,451股 | +1,332股+20.65% | 加仓 |
| V先锋领航·WELLINGTON FDVFVA |
| 0.73% | 0.78% | $101.4万 | 8,568股 | $97.7万 | 8,572股 | -4股-0.05% | 减仓 |
 ShopifySHOP |
| 0.66% | 0.6% | $90.8万 | 7,871股 | $75.2万 | 8,168股 | -297股-3.64% | 减仓 |
| A美国世纪ETF信托AVRE |
| 0.65% | 0.69% | $90.0万 | 2.0万股 | $86.9万 | 2.0万股 | +172股+0.85% | 加仓 |
| IiShares安硕信托REET |
| 0.65% | 0.7% | $89.8万 | 3.6万股 | $87.3万 | 3.6万股 | +379股+1.05% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.6% | 0.6% | $83.5万 | 3.1万股 | $75.5万 | 2.9万股 | +2,382股+8.28% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.57% | 0.58% | $78.7万 | 1.7万股 | $72.6万 | 1.5万股 | +1,335股+8.75% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.52% | 0.48% | $71.4万 | 4,749股 | $60.3万 | 4,742股 | +7股+0.15% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.48% | 0.46% | $66.1万 | 1.3万股 | $57.5万 | 1.3万股 | +647股+5.09% | 加仓 |
 苹果AAPL |
| 0.39% | 0.56% | $54.0万 | 2,630股 | $70.0万 | 3,149股 | -519股-16.48% | 减仓 |
| IiShares安硕信托DMXF |
| 0.38% | 0.37% | $52.4万 | 7,033股 | $46.9万 | 6,963股 | +70股+1.01% | 加仓 |
| V先锋领航指数基金VB |
| 0.38% | 0.39% | $52.2万 | 2,203股 | $48.9万 | 2,203股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.37% | <0.01% | $51.5万 | 933股 | $2,114 | 4股 | +929股+23,225.00% | 加仓 |
| IiShares安硕信托IDEV |
| 0.37% | 0.32% | $51.4万 | 6,763股 | $40.1万 | 5,815股 | +948股+16.30% | 加仓 |
| IiShares安硕信托XVV |
| 0.37% | 0.36% | $50.8万 | 1.1万股 | $45.5万 | 1.1万股 | +25股+0.24% | 加仓 |
| IiShares安硕信托EFV |
| 0.31% | 0.31% | $42.4万 | 6,686股 | $38.6万 | 6,545股 | +141股+2.15% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.3% | 0.3% | $41.2万 | 666股 | $37.1万 | 664股 | +2股+0.30% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.23% | 0.08% | $31.9万 | 4,873股 | $10.6万 | 1,801股 | +3,072股+170.57% | 加仓 |
| V先锋领航全球基金VCEB |
| 0.23% | 0.16% | $31.8万 | 5,009股 | $20.2万 | 3,215股 | +1,794股+55.80% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.21% | 0.19% | $28.8万 | 4,906股 | $23.2万 | 3,961股 | +945股+23.86% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.21% | 0.22% | $28.8万 | 653股 | $27.3万 | 651股 | +2股+0.31% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.21% | 0.32% | $28.7万 | 8,301股 | $40.0万 | 1.3万股 | -4,494股-35.12% | 减仓 |
| IiShares安硕IEMG |
| 0.19% | 0.16% | $26.2万 | 4,358股 | $20.7万 | 3,826股 | +532股+13.90% | 加仓 |
