| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 16.19% | 14.9% | $7,864.9万 | 133.6万股 | $7,465.6万 | 117.1万股 | +16.5万股+14.12% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 9.53% | 8.47% | $4,626.8万 | 155.9万股 | $4,240.4万 | 145.2万股 | +10.7万股+7.38% | 加仓 |
| I景顺·S&PSPHQ |
| 7.36% | 6.27% | $3,576.6万 | 56.3万股 | $3,140.7万 | 46.9万股 | +9.4万股+20.13% | 加仓 |
| V先锋领航指数基金VTV |
| 5.41% | 4.6% | $2,629.1万 | 16.4万股 | $2,302.0万 | 13.6万股 | +2.8万股+20.53% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 5.25% | 4.19% | $2,551.0万 | 10.4万股 | $2,098.3万 | 7.9万股 | +2.5万股+31.78% | 加仓 |
| V先锋领航指数基金VOO |
| 5.15% | 2.81% | $2,502.9万 | 5.0万股 | $1,406.0万 | 2.6万股 | +2.4万股+91.78% | 加仓 |
| V先锋领航指数基金VB |
| 3.64% | 3.22% | $1,767.6万 | 8.1万股 | $1,612.8万 | 6.7万股 | +1.4万股+20.78% | 加仓 |
 苹果AAPL |
| 3.19% | 3.23% | $1,548.2万 | 7.4万股 | $1,618.9万 | 6.5万股 | +8,860股+13.71% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 2.71% | 2.61% | $1,318.4万 | 22.5万股 | $1,308.8万 | 21.1万股 | +1.4万股+6.72% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.21% | 2.05% | $1,071.9万 | 41.4万股 | $1,029.2万 | 40.6万股 | +8,646股+2.13% | 加仓 |
| IiShares安硕信托IEFA |
| 2.18% | 1.61% | $1,061.2万 | 14.6万股 | $804.4万 | 11.4万股 | +3.2万股+27.64% | 加仓 |
| IiShares安硕·COREIJR |
| 2.13% | 1.79% | $1,034.8万 | 9.7万股 | $897.9万 | 7.8万股 | +1.9万股+24.50% | 加仓 |
 百事可乐PEP |
| 1.7% | 1.18% | $823.8万 | 5.0万股 | $591.2万 | 3.9万股 | +1.1万股+28.48% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.64% | 7.83% | $798.8万 | 17.2万股 | $3,923.2万 | 85.2万股 | -67.9万股-79.75% | 减仓 |
 微软MSFT |
| 1.59% | 1.3% | $774.2万 | 1.7万股 | $649.2万 | 1.5万股 | +1,921股+12.47% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.54% | 1.19% | $749.6万 | 15.2万股 | $597.3万 | 12.5万股 | +2.7万股+21.43% | 加仓 |
| I景顺QQQ信托VOO |
| 1.11% | 0.89% | $538.7万 | 1.1万股 | $447.6万 | 8,756股 | +2,488股+28.41% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.05% | 0.64% | $510.1万 | 1.7万股 | $322.3万 | 1.0万股 | +7,140股+71.37% | 加仓 |
| PProShares信托NOBL |
| 0.92% | 0.48% | $445.9万 | 4.6万股 | $242.6万 | 2.4万股 | +2.2万股+90.33% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.92% | 0.06% | $445.3万 | 4.4万股 | $30.7万 | 3,060股 | +4.1万股+1,345.75% | 加仓 |
| G通用动力VTI |
| 0.91% | 0.6% | $444.0万 | 1.7万股 | $299.9万 | 1.0万股 | +6,247股+60.36% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.9% | 0.02% | $437.4万 | 8.7万股 | $10.3万 | 2,035股 | +8.5万股+4,159.12% | 加仓 |
| IiShares安硕信托ITOT |
| 0.83% | 0.3% | $403.1万 | 3.4万股 | $150.6万 | 1.2万股 | +2.2万股+189.80% | 加仓 |
 亚马逊AMZN |
| 0.81% | 0.65% | $393.2万 | 2.0万股 | $324.1万 | 1.5万股 | +5,574股+37.74% | 加仓 |
| S嘉信·USSCHX |
| 0.81% | 2.02% | $392.9万 | 17.9万股 | $1,011.7万 | 43.6万股 | -25.8万股-59.08% | 减仓 |
 VisaV |
| 0.71% | 0.8% | $346.7万 | 1.3万股 | $398.7万 | 1.3万股 | +594股+4.71% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.68% | 0.61% | $329.8万 | 8,107股 | $306.0万 | 6,750股 | +1,357股+20.10% | 加仓 |
 英伟达NVDA |
| 0.64% | 0.56% | $309.1万 | 2.5万股 | $278.4万 | 2.1万股 | +4,290股+20.69% | 加仓 |
| IiShares安硕信托IWV |
| 0.62% | 0.32% | $298.8万 | 9,680股 | $162.3万 | 4,855股 | +4,825股+99.38% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.61% | 0.48% | $294.6万 | 1.7万股 | $239.1万 | 1.3万股 | +3,827股+28.50% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 0.55% | 1.75% | $265.6万 | 3.5万股 | $874.8万 | 11.5万股 | -8.0万股-69.73% | 减仓 |
| V先锋领航·TOTALBND |
| 0.51% | 0.33% | $246.5万 | 3.4万股 | $167.2万 | 2.3万股 | +1.1万股+47.16% | 加仓 |
 埃森哲ACN |
| 0.5% | 0.58% | $243.7万 | 8,031股 | $289.6万 | 8,233股 | -202股-2.45% | 减仓 |
| F第一信托交易所交易基金VIUCON |
| 0.45% | 0.39% | $217.4万 | 8.9万股 | $194.2万 | 7.9万股 | +1.0万股+12.85% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.43% | 0.42% | $211.2万 | 3,881股 | $208.4万 | 3,555股 | +326股+9.17% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.43% | 0.31% | $210.6万 | 1.2万股 | $153.5万 | 8,040股 | +3,529股+43.89% | 加仓 |
 AVANTIS INTLNGG |
| 0.41% | 0.5% | $200.9万 | 3.2万股 | $248.3万 | 4.0万股 | -8,202股-20.27% | 减仓 |
 埃克森美孚XOM |
| 0.39% | 0.3% | $189.2万 | 1.6万股 | $151.4万 | 1.4万股 | +2,366股+16.81% | 加仓 |
 谷歌AGOOGL |
| 0.39% | 0.37% | $187.6万 | 1.0万股 | $184.4万 | 9,742股 | +556股+5.71% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.37% | 0.3% | $181.8万 | 9,913股 | $149.9万 | 7,873股 | +2,040股+25.91% | 加仓 |
| VVictory组合IIJCPB |
| 0.37% | 5.77% | $179.9万 | 3.9万股 | $2,891.1万 | 62.9万股 | -59.0万股-93.78% | 减仓 |
| IiShares安硕·COREIJH |
| 0.36% | 0.38% | $176.0万 | 3.0万股 | $188.9万 | 3.0万股 | -238股-0.79% | 减仓 |
| IiShares安硕IEMG |
| 0.36% | 0.2% | $174.0万 | 3.3万股 | $98.4万 | 1.9万股 | +1.4万股+72.50% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.35% | 0.13% | $168.1万 | 2.5万股 | $64.8万 | 9,068股 | +1.6万股+179.47% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.32% | 0.3% | $154.7万 | 2.0万股 | $148.2万 | 2.0万股 | +140股+0.71% | 加仓 |
 万事达MA |
| 0.29% | 0.32% | $140.0万 | 3,173股 | $158.4万 | 3,007股 | +166股+5.52% | 加仓 |
 礼来LLY |
| 0.25% | 0.18% | $122.9万 | 1,357股 | $88.2万 | 1,142股 | +215股+18.83% | 加仓 |
 Meta平台META |
| 0.24% | 0.21% | $118.6万 | 2,352股 | $106.3万 | 1,815股 | +537股+29.59% | 加仓 |
| V先锋领航指数基金VUG |
| 0.24% | 0.25% | $117.0万 | 3,128股 | $127.2万 | 3,099股 | +29股+0.94% | 加仓 |
 特斯拉TSLA |
| 0.24% | 0.39% | $115.6万 | 5,841股 | $193.0万 | 4,780股 | +1,061股+22.20% | 加仓 |
