| DDimensional维度ETF信托DFSU |
| 27.08% | 24.57% | $7,316.7万 | 156.9万股 | $5,666.9万 | 137.9万股 | +19.0万股+13.77% | 加仓 |
| DDimensional维度ETF信托DFCA |
| 18.6% | 17.02% | $5,025.9万 | 100.2万股 | $3,924.9万 | 78.7万股 | +21.4万股+27.21% | 加仓 |
 英伟达NVDA |
| 13.82% | 14.11% | $3,733.5万 | 18.7万股 | $3,254.8万 | 18.7万股 | -37股-0.02% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 6.57% | 7.17% | $1,774.6万 | 39.3万股 | $1,653.5万 | 39.0万股 | +3,500股+0.90% | 加仓 |
| DDimensional维度ETF信托DFSE |
| 5.86% | 6.04% | $1,581.9万 | 32.4万股 | $1,392.5万 | 32.9万股 | -5,012股-1.53% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 3.59% | 4.01% | $971.0万 | 20.1万股 | $924.5万 | 19.3万股 | +8,009股+4.15% | 加仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 3.17% | 3.54% | $856.5万 | 16.8万股 | $815.7万 | 13.8万股 | +3.0万股+21.42% | 加仓 |
| DDimensional维度ETF信托DFSB |
| 3.17% | 3.71% | $855.5万 | 16.4万股 | $854.8万 | 16.5万股 | -1,036股-0.63% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 2.57% | 3% | $693.5万 | 16.4万股 | $692.3万 | 16.4万股 | +322股+0.20% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 2.07% | 1.91% | $559.2万 | 21.4万股 | $441.7万 | 18.7万股 | +2.7万股+14.46% | 加仓 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 1.28% | 2.33% | $345.7万 | 7.6万股 | $537.2万 | 10.2万股 | -2.6万股-25.40% | 减仓 |
 强生JNJ |
| 0.98% | 1.11% | $265.8万 | 1.0万股 | $255.5万 | 1.0万股 | +15股+0.14% | 加仓 |
 OKTA CLASS AOKTA |
| 0.78% | — | $209.7万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.74% | 0.75% | $200.6万 | 2.4万股 | $173.6万 | 2.4万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.61% | 0.61% | $166.0万 | 5,737股 | $141.7万 | 5,584股 | +153股+2.74% | 加仓 |
| V先锋领航指数基金VOO |
| 0.54% | 0.54% | $145.6万 | 2,120股 | $124.1万 | 2,078股 | +42股+2.02% | 加仓 |
| G通用动力VTI |
| 0.49% | 0.51% | $133.3万 | 3,603股 | $117.0万 | 3,648股 | -45股-1.23% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.48% | 0.5% | $130.4万 | 2.9万股 | $114.2万 | 2.9万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.48% | 0.51% | $129.7万 | 2,303股 | $117.5万 | 2,054股 | +249股+12.12% | 加仓 |
 标普全球SPGI |
| 0.45% | 0.56% | $121.9万 | 2,992股 | $129.0万 | 3,034股 | -42股-1.38% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.41% | 0.38% | $112.0万 | 5,412股 | $87.6万 | 5,412股 | 00.00% | 持仓不变 |
 AON SHS CL AAON |
| 0.38% | 0.43% | $101.9万 | 3,072股 | $99.1万 | 3,070股 | +2股+0.07% | 加仓 |
 博通AVGO |
| 0.3% | 0.28% | $82.0万 | 2,170股 | $63.8万 | 2,060股 | +110股+5.34% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.3% | 0.28% | $81.1万 | 1.1万股 | $65.2万 | 1.0万股 | +1,206股+11.84% | 加仓 |
| DDIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETFDEXC |
| 0.29% | 0.26% | $77.4万 | 9,375股 | $60.9万 | 9,389股 | -14股-0.15% | 减仓 |
 谷歌AGOOGL |
| 0.26% | 0.23% | $69.2万 | 1,938股 | $53.2万 | 1,850股 | +88股+4.76% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.25% | 0.29% | $68.7万 | 1,372股 | $65.9万 | 1,375股 | -3股-0.22% | 减仓 |
 微软MSFT |
| 0.25% | 0.28% | $68.2万 | 1,828股 | $65.7万 | 1,776股 | +52股+2.93% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.25% | 0.25% | $68.0万 | 1.1万股 | $58.2万 | 1.1万股 | +625股+5.81% | 加仓 |
 亚马逊AMZN |
| 0.24% | 0.24% | $65.9万 | 2,763股 | $55.2万 | 2,651股 | +112股+4.22% | 加仓 |
| S嘉信策略信托SCHD |
| 0.21% | 0.23% | $57.6万 | 1.8万股 | $53.5万 | 1.7万股 | +724股+4.15% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.2% | 0.21% | $52.9万 | 709股 | $48.7万 | 749股 | -40股-5.34% | 减仓 |
| I景顺QQQ信托VOO |
| 0.2% | 0.13% | $52.8万 | 717股 | $30.6万 | 530股 | +187股+35.28% | 加仓 |
| S嘉信策略信托SCHF |
| 0.19% | 0.54% | $50.0万 | 1.8万股 | $125.6万 | 5.1万股 | -3.3万股-64.44% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.24% | $47.7万 | 1,351股 | $54.4万 | 1,898股 | -547股-28.82% | 减仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 0.17% | 0.11% | $46.8万 | 2,501股 | $24.3万 | 2,501股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.17% | 0.18% | $45.0万 | 5,268股 | $40.6万 | 5,268股 | 00.00% | 持仓不变 |
| GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC |
| 0.14% | 0.25% | $38.7万 | 1.5万股 | $57.9万 | 1.9万股 | -4,411股-22.84% | 减仓 |
| IIBMIBM |
| 0.14% | 0.14% | $38.6万 | 1,372股 | $32.9万 | 1,358股 | +14股+1.03% | 加仓 |
| BBANK OF AMERBAC |
| 0.14% | 0.14% | $37.2万 | 6,529股 | $31.5万 | 6,466股 | +63股+0.97% | 加仓 |
| IiShares安硕信托IVV |
| 0.13% | 0.13% | $34.5万 | 461股 | $28.9万 | 442股 | +19股+4.30% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.12% | 0.15% | $32.8万 | 9,843股 | $35.2万 | 9,149股 | +694股+7.59% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.12% | 0.13% | $32.6万 | 8,743股 | $31.1万 | 8,743股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.12% | 0.16% | $31.3万 | 850股 | $36.6万 | 850股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托XLG |
| 0.11% | 0.12% | $30.8万 | 5,026股 | $27.3万 | 5,000股 | +26股+0.52% | 加仓 |
 沃尔玛WMT |
| 0.11% | 0.14% | $29.6万 | 2,613股 | $32.1万 | 2,580股 | +33股+1.28% | 加仓 |
 AMD超威AMD |
| 0.11% | — | $29.0万 | 499股 | $0 | 0股 | +499股 | 新买入 |
 黑石集团BX |
| 0.1% | 0.12% | $28.1万 | 2,390股 | $27.4万 | 2,380股 | +10股+0.42% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.1% | 0.1% | $27.8万 | 6,918股 | $23.4万 | 6,918股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.1% | 0.1% | $27.1万 | 1,075股 | $22.9万 | 1,054股 | +21股+1.99% | 加仓 |
