| V先锋领航指数基金VOO |
| 12.84% | 11.88% | $1,558.1万 | 2.3万股 | $1,279.3万 | 2.1万股 | +1,277股+5.96% | 加仓 |
| IiShares安硕信托GVI |
| 10.96% | 12.39% | $1,329.6万 | 12.4万股 | $1,335.1万 | 12.6万股 | -2,232股-1.77% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 7.38% | 8.11% | $895.4万 | 10.8万股 | $873.7万 | 10.6万股 | +2,748股+2.60% | 加仓 |
| V先锋领航·TOTALBND |
| 6.15% | 6.64% | $746.4万 | 10.2万股 | $714.7万 | 9.7万股 | +4,620股+4.76% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 4.29% | 4.33% | $520.9万 | 10.3万股 | $466.7万 | 9.4万股 | +9,425股+10.07% | 加仓 |
| IiShares安硕·COREIJR |
| 4.02% | 3.56% | $487.7万 | 3.3万股 | $383.9万 | 3.1万股 | +2,003股+6.49% | 加仓 |
 AVANTIS INTLNGG |
| 4% | 3.73% | $485.6万 | 5.4万股 | $401.9万 | 4.7万股 | +7,061股+14.90% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 3.94% | 3.88% | $477.7万 | 4.5万股 | $418.2万 | 4.5万股 | +326股+0.73% | 加仓 |
| A美国世纪ETF信托AVEM |
| 3.72% | 3.37% | $451.9万 | 4.7万股 | $362.9万 | 4.5万股 | +1,793股+3.98% | 加仓 |
| S道富SPHY |
| 3.51% | 3.67% | $426.1万 | 18.2万股 | $395.4万 | 17.0万股 | +1.2万股+7.21% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.4% | 3.45% | $412.2万 | 5.8万股 | $372.0万 | 5.8万股 | -191股-0.33% | 减仓 |
| IiShares安硕信托EMB |
| 2.63% | 2.7% | $319.6万 | 3.3万股 | $290.4万 | 3.1万股 | +2,227股+7.20% | 加仓 |
| IiShares安硕IEMG |
| 2.39% | 2.27% | $290.3万 | 3.5万股 | $245.1万 | 3.5万股 | -88股-0.25% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.35% | 2.71% | $284.7万 | 3.6万股 | $292.1万 | 3.7万股 | -815股-2.21% | 减仓 |
| S道富SPIB |
| 2.07% | 2.04% | $251.6万 | 7.5万股 | $219.6万 | 6.5万股 | +9,716股+14.84% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 1.6% | 1.58% | $194.1万 | 5,729股 | $170.3万 | 5,770股 | -41股-0.71% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 1.4% | 1.5% | $170.2万 | 2.5万股 | $161.2万 | 2.5万股 | +764股+3.11% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.37% | 1.43% | $166.5万 | 1.6万股 | $153.8万 | 1.5万股 | +758股+4.92% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.37% | 1.53% | $166.4万 | 3.1万股 | $164.7万 | 3.1万股 | -400股-1.28% | 减仓 |
| DDimensional维度·USDFUV |
| 1.35% | 1.34% | $163.7万 | 3.0万股 | $144.2万 | 3.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 1.28% | 1.24% | $155.1万 | 1.2万股 | $133.1万 | 3,122股 | +9,366股+300.00% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.27% | 1.4% | $154.0万 | 1.9万股 | $150.4万 | 2.1万股 | -2,440股-11.54% | 减仓 |
| S嘉信策略信托SCHF |
| 1.22% | 1.23% | $148.0万 | 5.3万股 | $132.2万 | 5.3万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.15% | 1.13% | $139.9万 | 6,991股 | $121.9万 | 6,988股 | +3股+0.04% | 加仓 |
 苹果AAPL |
| 1.12% | 1.11% | $135.6万 | 4,686股 | $119.3万 | 4,701股 | -15股-0.32% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.11% | 1.51% | $134.8万 | 1.9万股 | $163.1万 | 2.6万股 | -6,825股-26.14% | 减仓 |
| IiShares安硕信托IVW |
| 0.84% | 0.77% | $101.3万 | 7,368股 | $83.3万 | 7,368股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.76% | 0.84% | $91.7万 | 2,457股 | $91.0万 | 2,457股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.69% | 0.74% | $83.3万 | 8,417股 | $80.0万 | 8,057股 | +360股+4.47% | 加仓 |
| AAvantis·U SAVUV |
| 0.69% | 0.27% | $83.2万 | 6,668股 | $29.3万 | 2,650股 | +4,018股+151.62% | 加仓 |
 谷歌AGOOGL |
| 0.6% | 0.55% | $73.2万 | 2,047股 | $58.9万 | 2,047股 | 00.00% | 持仓不变 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.6% | 0.67% | $72.6万 | 3,313股 | $72.5万 | 3,558股 | -245股-6.89% | 减仓 |
| IiShares安硕信托IDEV |
| 0.58% | 0.62% | $70.9万 | 7,960股 | $66.5万 | 7,960股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.56% | 0.55% | $67.6万 | 2,838股 | $59.1万 | 2,838股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VCEB |
| 0.47% | 0.49% | $56.5万 | 9,000股 | $52.4万 | 8,340股 | +660股+7.91% | 加仓 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 0.47% | 0.5% | $56.4万 | 2.2万股 | $54.3万 | 2.2万股 | +518股+2.36% | 加仓 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 0.46% | 0.52% | $55.8万 | 7,650股 | $56.5万 | 8,950股 | -1,300股-14.53% | 减仓 |
 博通AVGO |
| 0.42% | 0.39% | $51.0万 | 1,349股 | $41.8万 | 1,351股 | -2股-0.15% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.38% | 0.35% | $46.7万 | 1,321股 | $37.2万 | 1,298股 | +23股+1.77% | 加仓 |
 礼来LLY |
| 0.34% | 0.29% | $41.3万 | 344股 | $31.6万 | 344股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.32% | — | $39.1万 | 339股 | $0 | 0股 | +339股 | 新买入 |
 Meta平台META |
| 0.32% | 0.37% | $39.0万 | 693股 | $39.6万 | 693股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVSD |
| 0.32% | 0.36% | $38.3万 | 4,795股 | $39.0万 | 5,300股 | -505股-9.53% | 减仓 |
| IiShares安硕信托CMF |
| 0.3% | 0.35% | $36.9万 | 6,400股 | $37.2万 | 6,550股 | -150股-2.29% | 减仓 |
 特斯拉TSLA |
| 0.3% | 0.3% | $36.3万 | 863股 | $32.1万 | 863股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.29% | 0.29% | $35.1万 | 1,072股 | $31.5万 | 1,072股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.28% | 0.28% | $34.5万 | 1,424股 | $30.4万 | 1,424股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.26% | — | $31.1万 | 536股 | $0 | 0股 | +536股 | 新买入 |
| DDimensional维度ETF信托DFSU |
| 0.25% | 0.25% | $30.8万 | 6,600股 | $27.1万 | 6,600股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.24% | 0.25% | $28.6万 | 572股 | $27.5万 | 573股 | -1股-0.17% | 减仓 |
