| DDimensional维度ETF信托DFLV |
| 14.32% | 14.18% | $3,065.7万 | 77.5万股 | $2,791.9万 | 78.2万股 | -6,504股-0.83% | 减仓 |
| V先锋领航指数基金VOO |
| 12.12% | 12.18% | $2,595.8万 | 3.8万股 | $2,399.6万 | 4.0万股 | -2,362股-5.88% | 减仓 |
| AAvantis·U SAVUV |
| 10.76% | 10.79% | $2,304.1万 | 18.5万股 | $2,125.3万 | 19.2万股 | -7,704股-4.00% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 7.16% | 7.52% | $1,533.6万 | 41.2万股 | $1,482.0万 | 41.7万股 | -5,510股-1.32% | 减仓 |
| A美国世纪ETF信托AVEM |
| 6.75% | 6.77% | $1,445.8万 | 15.0万股 | $1,332.6万 | 16.5万股 | -1.6万股-9.40% | 减仓 |
| S嘉信策略信托SCHF |
| 6.47% | 6.4% | $1,385.0万 | 50.0万股 | $1,260.8万 | 50.9万股 | -9,441股-1.85% | 减仓 |
| V先锋领航指数基金VXF |
| 6.46% | 5.92% | $1,384.1万 | 5.6万股 | $1,166.4万 | 5.7万股 | -462股-0.82% | 减仓 |
| DDimensional维度ETF信托DFGP |
| 4.67% | 4.62% | $1,000.2万 | 18.4万股 | $909.4万 | 16.8万股 | +1.5万股+9.04% | 加仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 4.54% | 4.22% | $971.5万 | 20.9万股 | $830.8万 | 17.8万股 | +3.1万股+17.52% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 4.18% | 4.53% | $894.3万 | 18.6万股 | $893.0万 | 19.1万股 | -5,209股-2.73% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.95% | 4.24% | $845.3万 | 10.7万股 | $835.0万 | 10.5万股 | +1,622股+1.54% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.94% | 4.39% | $843.6万 | 8.2万股 | $864.3万 | 8.7万股 | -4,696股-5.43% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.99% | 3.21% | $641.2万 | 12.8万股 | $633.1万 | 12.7万股 | +897股+0.71% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.75% | 2.79% | $589.6万 | 12.2万股 | $548.7万 | 11.4万股 | +7,547股+6.61% | 加仓 |
| S嘉信·USSCHX |
| 1.98% | 2% | $424.8万 | 14.4万股 | $394.4万 | 15.4万股 | -9,456股-6.15% | 减仓 |
| V先锋领航指数基金VUG |
| 1.76% | 1.81% | $377.6万 | 4.4万股 | $356.6万 | 8,163股 | +3.6万股+436.93% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.82% | 0.8% | $176.2万 | 1.9万股 | $156.6万 | 1.9万股 | -110股-0.57% | 减仓 |
| A美国世纪ETF信托AVLC |
| 0.79% | — | $168.7万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| S嘉信策略信托SCHE |
| 0.54% | 0.53% | $115.3万 | 3.2万股 | $104.1万 | 3.2万股 | +218股+0.69% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.45% | 0.45% | $97.0万 | 1.4万股 | $88.7万 | 1.4万股 | -235股-1.70% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.37% | 0.33% | $79.4万 | 2.0万股 | $64.4万 | 1.9万股 | +723股+3.80% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.34% | 0.33% | $72.0万 | 1.9万股 | $65.0万 | 1.9万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.32% | 0.33% | $69.0万 | 8,565股 | $65.8万 | 2,290股 | +6,275股+274.02% | 加仓 |
 AVANTIS INTLNGG |
| 0.2% | 0.23% | $43.5万 | 4,875股 | $45.6万 | 5,380股 | -505股-9.39% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.19% | 0.21% | $41.0万 | 4,985股 | $41.4万 | 5,281股 | -296股-5.60% | 减仓 |
| S嘉信策略信托SCHM |
| 0.19% | 0.18% | $40.1万 | 1.1万股 | $34.6万 | 1.1万股 | -286股-2.56% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.17% | 0.24% | $36.6万 | 2,335股 | $48.2万 | 3,482股 | -1,147股-32.94% | 减仓 |
| S嘉信·USSCHA |
| 0.14% | 0.16% | $29.7万 | 8,218股 | $31.1万 | 1.1万股 | -2,475股-23.15% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.12% | 0.11% | $25.2万 | 3,010股 | $22.6万 | 3,010股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.11% | 0.1% | $23.4万 | 6,711股 | $20.5万 | 6,711股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 0.06% | 0.05% | $12.6万 | 955股 | $10.7万 | 955股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.05% | 0.05% | $11.2万 | 1,090股 | $10.4万 | 1,090股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFCF |
| 0.05% | 0.05% | $10.6万 | 2,502股 | $10.4万 | 2,460股 | +42股+1.71% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.04% | <0.01% | $7.7万 | 929股 | $222 | 3股 | +926股+30,866.67% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.03% | 0.03% | $7.2万 | 214股 | $6.6万 | 222股 | -8股-3.60% | 减仓 |
| A美国世纪ETF信托AVSU |
| 0.03% | 0.03% | $7.1万 | 807股 | $5.2万 | 703股 | +104股+14.79% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.03% | 0.03% | $6.6万 | 1,463股 | $5.6万 | 1,320股 | +143股+10.83% | 加仓 |
| IiShares安硕信托SUSB |
| 0.02% | 0.02% | $4.8万 | 1,924股 | $4.8万 | 1,924股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAU |
| 0.02% | 0.04% | $4.8万 | 922股 | $8.2万 | 1,824股 | -902股-49.45% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.02% | 0.02% | $4.1万 | 780股 | $3.5万 | 780股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.01% | 0.02% | $3.2万 | 764股 | $4.5万 | 1,156股 | -392股-33.91% | 减仓 |
 iShares安硕信托AFL |
| 0.01% | 0.01% | $2.3万 | 210股 | $2.3万 | 210股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.01% | 0.01% | $2.1万 | 18股 | $1.6万 | 18股 | 00.00% | 持仓不变 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.01% | 0.01% | $1.7万 | 715股 | $1.7万 | 689股 | +26股+3.77% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.01% | 0.01% | $1.4万 | 189股 | $1.5万 | 198股 | -9股-4.55% | 减仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 0.01% | <0.01% | $1.4万 | 132股 | $2,561 | 24股 | +108股+450.00% | 加仓 |
| IiShares安硕信托XVV |
| 0.01% | 0.01% | $1.4万 | 241股 | $1.2万 | 241股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.01% | 0.01% | $1.4万 | 181股 | $1.6万 | 181股 | 00.00% | 持仓不变 |
| IISHARES USD GREEN BOND ETFBGRN |
| 0.01% | 0.01% | $1.2万 | 261股 | $1.2万 | 261股 | 00.00% | 持仓不变 |
| IiShares安硕信托EUSB |
| 0.01% | 0.01% | $1.1万 | 256股 | $1.1万 | 256股 | 00.00% | 持仓不变 |
