| DDimensional维度ETF信托DUSB |
| 17.45% | 2.22% | $4,221.9万 | 83.1万股 | $376.4万 | 7.4万股 | +75.7万股+1,020.21% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 15.55% | 18.67% | $3,761.1万 | 53.8万股 | $3,170.2万 | 50.8万股 | +3.0万股+6.00% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 13.49% | 15.59% | $3,261.9万 | 73.5万股 | $2,646.9万 | 68.1万股 | +5.4万股+7.96% | 加仓 |
| DDimensional维度ETF信托DISV |
| 8.81% | 11.62% | $2,131.2万 | 53.1万股 | $1,973.4万 | 50.0万股 | +3.1万股+6.14% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 7.32% | 8.36% | $1,771.3万 | 42.4万股 | $1,419.4万 | 38.6万股 | +3.8万股+9.93% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 5.86% | 7.54% | $1,418.0万 | 38.1万股 | $1,281.1万 | 36.1万股 | +2.0万股+5.55% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.94% | 4.49% | $953.9万 | 23.5万股 | $762.1万 | 22.1万股 | +1.4万股+6.40% | 加仓 |
| DDimensional维度·USDFUV |
| 3.94% | 4.99% | $952.6万 | 17.3万股 | $847.7万 | 17.5万股 | -1,762股-1.01% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 3.47% | 4.1% | $838.2万 | 32.0万股 | $695.9万 | 29.4万股 | +2.6万股+8.89% | 加仓 |
| DDimensional维度ETF信托DXUV |
| 2.42% | 2.59% | $584.9万 | 8.8万股 | $439.3万 | 7.4万股 | +1.4万股+18.83% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 1.52% | 1.61% | $368.0万 | 9.3万股 | $273.5万 | 7.7万股 | +1.6万股+21.50% | 加仓 |
 苹果AAPL |
| 1.15% | 1.35% | $278.4万 | 9,622股 | $229.0万 | 9,024股 | +598股+6.63% | 加仓 |
 英伟达NVDA |
| 0.91% | 1.06% | $220.4万 | 1.1万股 | $179.5万 | 1.0万股 | +719股+6.98% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.91% | 1.19% | $219.4万 | 6.0万股 | $202.6万 | 6.0万股 | -79股-0.13% | 减仓 |
 微软MSFT |
| 0.84% | 1.08% | $204.2万 | 5,475股 | $183.8万 | 4,964股 | +511股+10.29% | 加仓 |
 可口可乐KO |
| 0.82% | 1.09% | $199.1万 | 2.4万股 | $184.3万 | 2.4万股 | +264股+1.09% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.82% | 1.12% | $198.4万 | 2.4万股 | $190.6万 | 2.3万股 | +1,080股+4.68% | 加仓 |
 洛克希德马丁LMT |
| 0.57% | 0.69% | $138.9万 | 2,727股 | $117.9万 | 1,950股 | +777股+39.85% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 0.56% | 0.71% | $134.5万 | 2.1万股 | $121.0万 | 2.0万股 | +649股+3.22% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.54% | 0.73% | $129.5万 | 2,587股 | $124.2万 | 2,592股 | -5股-0.19% | 减仓 |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 0.51% | 0.67% | $124.4万 | 1.7万股 | $113.8万 | 1.5万股 | +1,419股+9.25% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.47% | 0.58% | $114.7万 | 1.4万股 | $99.2万 | 1.4万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.4% | 0.45% | $95.8万 | 4,018股 | $75.9万 | 3,645股 | +373股+10.23% | 加仓 |
 默沙东MRK |
| 0.39% | 0.51% | $95.5万 | 7,429股 | $86.1万 | 7,158股 | +271股+3.79% | 加仓 |
 AFLAC COMAFL |
| 0.38% | 0.52% | $92.0万 | 7,842股 | $88.9万 | 8,106股 | -264股-3.26% | 减仓 |
 谷歌AGOOGL |
| 0.37% | 0.4% | $88.6万 | 2,480股 | $68.3万 | 2,375股 | +105股+4.42% | 加仓 |
| V先锋领航指数基金VXF |
| 0.31% | 0.37% | $76.0万 | 3,086股 | $63.5万 | 3,086股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.29% | — | $69.2万 | 1,739股 | $0 | 0股 | +1,739股 | 新买入 |
 特斯拉TSLA |
| 0.27% | 0.26% | $66.3万 | 1,576股 | $43.9万 | 1,181股 | +395股+33.45% | 加仓 |
 AMD超威AMD |
| 0.27% | 0.13% | $65.4万 | 1,125股 | $21.9万 | 1,075股 | +50股+4.65% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.27% | 0.33% | $65.0万 | 1.3万股 | $56.7万 | 1.3万股 | +1股+0.01% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.26% | 0.35% | $62.0万 | 7,534股 | $59.1万 | 7,534股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.22% | 0.27% | $53.4万 | 4,714股 | $45.3万 | 3,641股 | +1,073股+29.47% | 加仓 |
 英特尔INTC |
| 0.21% | 0.15% | $51.1万 | 3,660股 | $25.4万 | 5,757股 | -2,097股-36.43% | 减仓 |
 Meta平台META |
| 0.2% | 0.27% | $48.7万 | 864股 | $45.9万 | 802股 | +62股+7.73% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.2% | 0.27% | $47.7万 | 8,831股 | $46.6万 | 8,831股 | 00.00% | 持仓不变 |
| IiShares安硕信托STIP |
| 0.2% | 0.29% | $47.5万 | 4,652股 | $48.4万 | 4,684股 | -32股-0.68% | 减仓 |
 美光科技MU |
| 0.2% | — | $47.3万 | 410股 | $0 | 0股 | +410股 | 新买入 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.18% | 0.27% | $44.1万 | 9,063股 | $46.0万 | 9,063股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.18% | 0.21% | $43.3万 | 1.1万股 | $36.0万 | 1.1万股 | +133股+1.25% | 加仓 |
 ADPADP |
| 0.17% | 0.22% | $41.1万 | 1,837股 | $37.1万 | 1,828股 | +9股+0.49% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.16% | 0.19% | $39.6万 | 1,319股 | $32.7万 | 1,319股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.16% | 0.12% | $39.6万 | 372股 | $20.4万 | 288股 | +84股+29.17% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.16% | 0.16% | $38.1万 | 1,079股 | $27.5万 | 960股 | +119股+12.40% | 加仓 |
 应用材料AMAT |
| 0.15% | — | $36.9万 | 511股 | $0 | 0股 | +511股 | 新买入 |
| DDimensional维度ETF信托DFSV |
| 0.15% | 0.19% | $35.1万 | 9,049股 | $31.7万 | 9,049股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.13% | 0.18% | $32.6万 | 7,911股 | $30.8万 | 7,911股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.13% | 0.15% | $32.2万 | 1,268股 | $25.0万 | 1,024股 | +244股+23.83% | 加仓 |
 摩根大通JPM |
| 0.13% | 0.13% | $32.1万 | 979股 | $22.8万 | 775股 | +204股+26.32% | 加仓 |
 艾伯维ABBV |
| 0.13% | 0.15% | $32.0万 | 1,270股 | $24.9万 | 1,147股 | +123股+10.72% | 加仓 |
