| DDimensional维度ETF信托DFAC |
| 28.77% | 29.04% | $4,283.1万 | 96.6万股 | $3,811.8万 | 98.1万股 | -1.5万股-1.57% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 13.05% | 14.25% | $1,943.2万 | 52.7万股 | $1,870.2万 | 55.1万股 | -2.3万股-4.19% | 减仓 |
| V先锋领航指数基金VOO |
| 12.98% | 12.62% | $1,932.9万 | 2.8万股 | $1,656.6万 | 2.8万股 | +419股+1.51% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 7.96% | 7.4% | $1,184.6万 | 24.5万股 | $971.2万 | 20.3万股 | +4.2万股+20.95% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 5.72% | 5.12% | $852.3万 | 16.9万股 | $671.6万 | 13.5万股 | +3.4万股+25.16% | 加仓 |
| SSPDR道富指数基金SPDW |
| 5.12% | 5.22% | $761.5万 | 15.1万股 | $685.4万 | 15.0万股 | +993股+0.66% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 5.04% | 5.61% | $750.6万 | 17.8万股 | $736.1万 | 17.4万股 | +3,465股+1.99% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 4.93% | 4.72% | $734.4万 | 17.6万股 | $619.9万 | 16.9万股 | +7,358股+4.36% | 加仓 |
| V先锋领航指数基金VXF |
| 3.26% | 3.06% | $485.6万 | 2.0万股 | $401.1万 | 1.9万股 | +234股+1.20% | 加仓 |
 苹果AAPL |
| 1.83% | 1.87% | $272.8万 | 9,427股 | $245.0万 | 9,652股 | -225股-2.33% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.68% | 1.67% | $250.4万 | 4.8万股 | $219.6万 | 4.7万股 | +1,556股+3.32% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 1.54% | 1.68% | $228.6万 | 4.3万股 | $220.3万 | 4.2万股 | +643股+1.53% | 加仓 |
| G通用动力VTI |
| 1.09% | 1.08% | $162.8万 | 4,398股 | $141.7万 | 4,416股 | -18股-0.41% | 减仓 |
| IiShares安硕信托IUSB |
| 1.06% | 1.17% | $157.6万 | 3.4万股 | $153.1万 | 3.3万股 | +1,002股+3.02% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.66% | 0.66% | $98.5万 | 6,279股 | $86.2万 | 6,231股 | +48股+0.77% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 0.64% | 0.71% | $94.7万 | 1.7万股 | $92.7万 | 1.7万股 | +223股+1.30% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.62% | 0.61% | $92.2万 | 1,235股 | $79.5万 | 1,223股 | +12股+0.98% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.6% | 0.65% | $89.2万 | 1.8万股 | $85.9万 | 1.7万股 | +467股+2.72% | 加仓 |
| IiShares安硕信托AGG |
| 0.6% | 0.67% | $88.9万 | 8,982股 | $87.4万 | 8,806股 | +176股+2.00% | 加仓 |
| I景顺QQQ信托VOO |
| 0.52% | 0.46% | $77.3万 | 1,050股 | $60.6万 | 1,050股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.47% | 0.49% | $70.7万 | 6,805股 | $64.6万 | 6,650股 | +155股+2.33% | 加仓 |
| CCOLUMBIA ETF TR INJNK |
| 0.36% | — | $53.9万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| V先锋领航全球基金VGT |
| 0.3% | 0.25% | $44.1万 | 3,688股 | $32.2万 | 461股 | +3,227股+700.00% | 加仓 |
| IiShares安硕信托AOR |
| 0.27% | — | $40.7万 | 5,850股 | $0 | 0股 | +5,850股 | 新买入 |
| IiShares安硕信托SUSL |
| 0.23% | 0.22% | $33.8万 | 2,549股 | $29.0万 | 2,549股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOA |
| 0.2% | 0.21% | $30.3万 | 3,102股 | $27.4万 | 3,096股 | +6股+0.19% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.2% | 0.21% | $29.3万 | 1.0万股 | $27.4万 | 1.0万股 | -222股-2.15% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.15% | — | $22.3万 | 744股 | $0 | 0股 | +744股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.14% | 0.16% | $21.4万 | 2,997股 | $21.6万 | 3,373股 | -376股-11.15% | 减仓 |
