| V先锋领航指数基金VOO |
| 14.42% | 13.99% | $6,452.3万 | 9.4万股 | $5,486.5万 | 9.2万股 | +2,130股+2.32% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.73% | 7.38% | $3,460.7万 | 48.6万股 | $2,893.3万 | 45.2万股 | +3.4万股+7.57% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 6.93% | 7.63% | $3,101.5万 | 53.3万股 | $2,991.7万 | 51.1万股 | +2.2万股+4.28% | 加仓 |
| V先锋领航债券指数基金BSV |
| 4.14% | 4.54% | $1,853.3万 | 23.8万股 | $1,778.2万 | 22.7万股 | +1.1万股+4.89% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 4.06% | 3.93% | $1,817.6万 | 43.6万股 | $1,541.7万 | 41.9万股 | +1.6万股+3.86% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 4% | 3.95% | $1,790.7万 | 61.8万股 | $1,547.7万 | 58.2万股 | +3.6万股+6.15% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.67% | 3.42% | $1,642.8万 | 40.4万股 | $1,339.4万 | 38.8万股 | +1.7万股+4.27% | 加仓 |
| V先锋领航指数基金VUG |
| 3.41% | 2.71% | $1,523.9万 | 17.7万股 | $1,060.7万 | 2.4万股 | +15.3万股+628.49% | 加仓 |
| DDimensional维度ETF信托DFIP |
| 3.34% | 3.65% | $1,496.0万 | 36.3万股 | $1,429.4万 | 34.3万股 | +2.0万股+5.84% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.33% | 3.73% | $1,489.3万 | 18.8万股 | $1,460.5万 | 18.4万股 | +4,200股+2.28% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 3% | 3.12% | $1,344.6万 | 28.7万股 | $1,222.2万 | 26.0万股 | +2.7万股+10.34% | 加仓 |
| V先锋领航指数基金VTV |
| 2.89% | 2.58% | $1,293.7万 | 5.9万股 | $1,010.2万 | 5.1万股 | +7,873股+15.29% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.77% | 2.63% | $1,239.7万 | 25.6万股 | $1,030.4万 | 21.4万股 | +4.2万股+19.36% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 2.67% | 2.65% | $1,195.4万 | 30.2万股 | $1,037.7万 | 29.1万股 | +1.2万股+4.04% | 加仓 |
| DDimensional维度·USDFUV |
| 2.34% | 2.39% | $1,046.3万 | 19.0万股 | $936.1万 | 19.3万股 | -2,957股-1.53% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 2.24% | 2.32% | $1,003.9万 | 28.7万股 | $909.3万 | 27.0万股 | +1.7万股+6.12% | 加仓 |
| A美国世纪ETF信托AVRE |
| 1.83% | 1.95% | $820.4万 | 17.3万股 | $762.6万 | 17.3万股 | -83股-0.05% | 减仓 |
| G通用动力VTI |
| 1.83% | 1.82% | $817.1万 | 2.2万股 | $712.8万 | 2.2万股 | -138股-0.62% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.58% | 1.42% | $705.6万 | 11.8万股 | $557.0万 | 10.3万股 | +1.5万股+14.71% | 加仓 |
| A美国世纪ETF信托AVSC |
| 1.52% | 1.43% | $681.4万 | 9.3万股 | $560.4万 | 9.0万股 | +2,955股+3.29% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.43% | 1.38% | $638.0万 | 6.6万股 | $541.4万 | 6.7万股 | -1,071股-1.59% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 1.25% | 1.24% | $557.7万 | 14.4万股 | $484.6万 | 13.8万股 | +5,479股+3.96% | 加仓 |
| IiShares安硕信托SHYG |
| 1.16% | 1.3% | $520.0万 | 12.3万股 | $509.7万 | 12.0万股 | +2,143股+1.78% | 加仓 |
 宝洁PG |
| 1.13% | 1.27% | $507.1万 | 3.5万股 | $499.6万 | 3.5万股 | -10股-0.03% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.08% | 1.1% | $484.4万 | 6.9万股 | $431.3万 | 6.9万股 | +239股+0.35% | 加仓 |
| AAvantis·U SAVUV |
| 0.81% | 0.83% | $364.2万 | 2.9万股 | $326.9万 | 3.0万股 | -402股-1.36% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.79% | 0.81% | $355.1万 | 8.8万股 | $317.3万 | 9.4万股 | -5,386股-5.75% | 减仓 |
| V先锋领航债券指数基金BLV |
| 0.79% | 0.94% | $352.1万 | 5.1万股 | $369.0万 | 5.4万股 | -2,562股-4.78% | 减仓 |
| V先锋领航指数基金VB |
| 0.75% | 0.63% | $334.4万 | 1.1万股 | $248.9万 | 9,503股 | +1,528股+16.08% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.72% | 0.79% | $321.4万 | 4.2万股 | $310.3万 | 4.0万股 | +1,692股+4.21% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.7% | 0.71% | $313.9万 | 6.7万股 | $279.8万 | 6.8万股 | -794股-1.17% | 减仓 |
 泛林集团LRCX |
| 0.68% | 0.38% | $305.6万 | 7,052股 | $150.7万 | 7,052股 | 00.00% | 持仓不变 |
 AVANTIS INTLNGG |
| 0.65% | 0.7% | $288.8万 | 3.2万股 | $273.4万 | 3.2万股 | +161股+0.50% | 加仓 |
 苹果AAPL |
| 0.54% | 0.55% | $243.3万 | 8,407股 | $215.7万 | 8,498股 | -91股-1.07% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.5% | 0.5% | $225.1万 | 1.0万股 | $196.7万 | 1.0万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VSS |
| 0.47% | 0.52% | $211.6万 | 1.4万股 | $203.7万 | 1.4万股 | -258股-1.85% | 减仓 |
| IiShares安硕信托IWC |
| 0.44% | 0.4% | $195.4万 | 9,769股 | $158.5万 | 9,932股 | -163股-1.64% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.39% | 0.45% | $175.9万 | 3.5万股 | $176.6万 | 3.5万股 | -334股-0.94% | 减仓 |
| IiShares安硕信托NYF |
| 0.39% | 0.44% | $173.5万 | 3.2万股 | $174.2万 | 3.3万股 | -616股-1.88% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.35% | 0.38% | $158.1万 | 3.5万股 | $147.0万 | 3.5万股 | +385股+1.11% | 加仓 |
| V先锋领航全球基金VCEB |
| 0.3% | 0.41% | $134.7万 | 2.1万股 | $160.6万 | 2.6万股 | -4,101股-16.04% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.3% | 0.31% | $133.1万 | 1,783股 | $122.5万 | 1,884股 | -101股-5.36% | 减仓 |
 林德LIN |
| 0.3% | 0.37% | $133.1万 | 2,564股 | $145.6万 | 2,937股 | -373股-12.70% | 减仓 |
 联合包裹UPSUPS |
| 0.29% | 0.31% | $130.6万 | 1.2万股 | $121.8万 | 1.2万股 | -230股-1.86% | 减仓 |
 英伟达NVDA |
| 0.27% | 0.27% | $122.6万 | 6,127股 | $107.0万 | 6,134股 | -7股-0.11% | 减仓 |
| MMANAGER DIRECTED PORTFOLIOSVGSR |
| 0.26% | 0.27% | $117.2万 | 10.3万股 | $107.0万 | 10.4万股 | -723股-0.70% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.25% | 0.26% | $110.6万 | 4,553股 | $100.1万 | 4,609股 | -56股-1.22% | 减仓 |
| IiShares安硕信托REET |
| 0.24% | 0.26% | $109.1万 | 4.0万股 | $100.8万 | 4.0万股 | -579股-1.44% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.24% | 0.27% | $107.5万 | 2.0万股 | $105.3万 | 2.0万股 | -57股-0.29% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.23% | 0.25% | $103.4万 | 1.0万股 | $99.2万 | 9,931股 | +101股+1.02% | 加仓 |
