| S道富SPIB |
| 18.83% | 19.85% | $2.11亿 | 630.9万股 | $1.96亿 | 584.3万股 | +46.6万股+7.97% | 加仓 |
| AAvantis·U SAVUV |
| 12.61% | — | $1.41亿 | 113.3万股 | $0 | 0股 | +113.3万股 | 新买入 |
| A美国世纪ETF信托AVLV |
| 8.47% | 7.66% | $9,489.2万 | 104.0万股 | $7,558.9万 | 93.8万股 | +10.3万股+10.95% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 6.83% | 7.1% | $7,651.7万 | 141.6万股 | $7,009.8万 | 132.8万股 | +8.8万股+6.65% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 6.45% | 6% | $7,234.2万 | 88.3万股 | $5,922.8万 | 83.5万股 | +4.8万股+5.70% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 6.3% | 6.01% | $7,063.1万 | 85.3万股 | $5,934.5万 | 80.4万股 | +4.9万股+6.06% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 5.94% | 5.41% | $6,656.4万 | 80.8万股 | $5,337.3万 | 75.0万股 | +5.8万股+7.74% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 5.28% | 5.72% | $5,916.3万 | 57.4万股 | $5,642.5万 | 56.5万股 | +9,076股+1.61% | 加仓 |
| S道富SPYM |
| 4.26% | 4.22% | $4,770.3万 | 54.3万股 | $4,167.8万 | 54.5万股 | -1,716股-0.32% | 减仓 |
| DDimensional维度·USDFUV |
| 3.43% | 3.47% | $3,840.3万 | 69.8万股 | $3,425.4万 | 70.7万股 | -8,739股-1.24% | 减仓 |
| S道富SPAB |
| 3.23% | 3.69% | $3,625.4万 | 142.1万股 | $3,638.4万 | 142.0万股 | +456股+0.03% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.52% | 2.32% | $2,824.2万 | 70.2万股 | $2,287.7万 | 67.6万股 | +2.7万股+3.96% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 1.81% | 1.81% | $2,028.8万 | 57.9万股 | $1,785.7万 | 53.0万股 | +4.9万股+9.20% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 1.71% | 1.67% | $1,911.7万 | 66.0万股 | $1,649.3万 | 62.1万股 | +3.9万股+6.34% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.49% | 1.78% | $1,673.3万 | 21.2万股 | $1,759.4万 | 22.2万股 | -1.0万股-4.61% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.33% | 1.36% | $1,487.4万 | 21.3万股 | $1,342.6万 | 21.5万股 | -2,192股-1.02% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.95% | 1.07% | $1,068.5万 | 12.9万股 | $1,059.4万 | 12.8万股 | +1,256股+0.98% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.62% | 0.84% | $693.8万 | 4.4万股 | $833.6万 | 6.0万股 | -1.6万股-26.65% | 减仓 |
| IiShares安硕信托EFV |
| 0.47% | 0.55% | $526.7万 | 6.8万股 | $544.9万 | 7.3万股 | -4,778股-6.56% | 减仓 |
| EEA SERIES TRUSTBOXX |
| 0.44% | 0.41% | $494.9万 | 4.2万股 | $403.0万 | 3.5万股 | +7,495股+21.63% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.42% | 0.45% | $465.2万 | 9,296股 | $444.0万 | 9,266股 | +30股+0.32% | 加仓 |
| IiShares安硕信托IVV |
| 0.4% | 0.41% | $447.3万 | 5,972股 | $405.3万 | 6,205股 | -233股-3.76% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.34% | 0.35% | $382.5万 | 2.1万股 | $349.4万 | 2.1万股 | +8股+0.04% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.3% | 0.25% | $330.8万 | 1.1万股 | $247.8万 | 1.0万股 | +491股+4.71% | 加仓 |
| SSSGA ACTIVE TRPRIV |
| 0.23% | 0.17% | $259.0万 | 10.3万股 | $172.0万 | 6.8万股 | +3.5万股+50.94% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.23% | 0.24% | $255.2万 | 1.7万股 | $234.6万 | 1.8万股 | -882股-4.82% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.23% | 0.26% | $253.5万 | 8.4万股 | $254.2万 | 8.5万股 | -67股-0.08% | 减仓 |
 苹果AAPL |
| 0.21% | 0.21% | $231.7万 | 8,007股 | $207.7万 | 8,185股 | -178股-2.17% | 减仓 |
| G通用动力VTI |
| 0.19% | 0.14% | $209.2万 | 5,652股 | $133.4万 | 4,158股 | +1,494股+35.93% | 加仓 |
 德州仪器TXN |
| 0.18% | 0.13% | $203.0万 | 6,810股 | $131.5万 | 6,773股 | +37股+0.55% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.18% | 0.19% | $202.1万 | 1.3万股 | $189.4万 | 1.3万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.18% | 0.2% | $197.5万 | 5,293股 | $196.6万 | 5,311股 | -18股-0.34% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.17% | — | $186.4万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 英伟达NVDA |
| 0.15% | 0.16% | $172.4万 | 8,617股 | $158.9万 | 9,112股 | -495股-5.43% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.14% | 0.15% | $159.7万 | 4.1万股 | $144.5万 | 4.1万股 | -57股-0.14% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.14% | 0.14% | $155.5万 | 2,081股 | $135.9万 | 2,089股 | -8股-0.38% | 减仓 |
| V先锋领航·TOTALBND |
| 0.13% | 0.09% | $142.9万 | 1.9万股 | $86.3万 | 1.2万股 | +7,750股+66.13% | 加仓 |
 沃尔玛WMT |
| 0.12% | 0.15% | $135.8万 | 1.2万股 | $152.8万 | 1.2万股 | -303股-2.46% | 减仓 |
| IiShares安硕·COREIJR |
| 0.12% | 0.12% | $133.7万 | 9,016股 | $118.9万 | 9,565股 | -549股-5.74% | 减仓 |
| V先锋领航指数基金VOO |
| 0.12% | 0.11% | $129.7万 | 1,888股 | $113.4万 | 1,898股 | -10股-0.53% | 减仓 |
| V先锋领航·MIDVO |
| 0.11% | 0.11% | $121.8万 | 1.5万股 | $106.4万 | 3,706股 | +1.1万股+307.80% | 加仓 |
| I景顺QQQ信托VOO |
| 0.1% | 0.09% | $115.5万 | 1,568股 | $92.7万 | 1,606股 | -38股-2.37% | 减仓 |
 亚马逊AMZN |
| 0.1% | 0.1% | $110.6万 | 4,639股 | $94.7万 | 4,549股 | +90股+1.98% | 加仓 |
| DDirexion股票ETF信托SPXL |
| 0.09% | 0.05% | $105.6万 | 3,902股 | $51.0万 | 8,080股 | -4,178股-51.71% | 减仓 |
 卡特彼勒CAT |
| 0.09% | 0.07% | $104.2万 | 978股 | $73.6万 | 1,039股 | -61股-5.87% | 减仓 |
 AXON ENTERPRISEAXON |
| 0.09% | 0.08% | $100.0万 | 1,783股 | $82.1万 | 1,933股 | -150股-7.76% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.09% | 0.09% | $95.3万 | 7,443股 | $84.1万 | 7,566股 | -123股-1.63% | 减仓 |
 谷歌AGOOGL |
| 0.08% | 0.07% | $89.4万 | 2,501股 | $70.6万 | 2,456股 | +45股+1.83% | 加仓 |
 迪尔DE |
| 0.07% | — | $80.8万 | 1,273股 | $0 | 0股 | +1,273股 | 新买入 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.07% | 0.06% | $78.5万 | 8,935股 | $64.0万 | 1,740股 | +7,195股+413.51% | 加仓 |
