| DDimensional维度ETF信托DFAC |
| 23.98% | 24.56% | $7,030.8万 | 158.5万股 | $5,856.3万 | 150.7万股 | +7.8万股+5.17% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 10% | 7.49% | $2,932.3万 | 53.8万股 | $1,784.9万 | 33.1万股 | +20.8万股+62.87% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 7.47% | 8.09% | $2,191.7万 | 56.5万股 | $1,928.3万 | 55.0万股 | +1.5万股+2.67% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 7.16% | 8.05% | $2,100.3万 | 56.4万股 | $1,919.9万 | 54.0万股 | +2.3万股+4.32% | 加仓 |
| DDimensional维度ETF信托DGCB |
| 7.13% | 6.38% | $2,090.0万 | 38.2万股 | $1,520.6万 | 28.1万股 | +10.1万股+36.10% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 6.46% | 6.52% | $1,894.7万 | 45.4万股 | $1,553.8万 | 42.3万股 | +3.1万股+7.42% | 加仓 |
 亚马逊AMZN |
| 3.65% | 3.81% | $1,069.8万 | 4.5万股 | $907.2万 | 4.4万股 | +1,326股+3.04% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.56% | 3.66% | $1,043.3万 | 25.7万股 | $872.0万 | 25.2万股 | +4,330股+1.72% | 加仓 |
| DDimensional维度ETF信托DISV |
| 2.48% | 2.9% | $727.0万 | 18.1万股 | $690.5万 | 17.5万股 | +6,080股+3.47% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 2.43% | 2.82% | $711.3万 | 13.8万股 | $671.2万 | 14.9万股 | -1.1万股-7.50% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 2.41% | 2.4% | $705.3万 | 20.7万股 | $572.6万 | 17.8万股 | +2.9万股+16.31% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 1.98% | 1.69% | $579.5万 | 7.1万股 | $403.0万 | 5.6万股 | +1.5万股+26.44% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.49% | 1.76% | $436.5万 | 10.3万股 | $420.3万 | 10.0万股 | +3,851股+3.87% | 加仓 |
| DDimensional维度ETF信托DEHP |
| 1.39% | 1.28% | $408.4万 | 9.5万股 | $304.1万 | 9.0万股 | +5,489股+6.10% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 1.39% | 1.38% | $406.1万 | 9.5万股 | $330.1万 | 9.2万股 | +2,936股+3.18% | 加仓 |
| DDimensional维度·USDFUV |
| 1.29% | 1.44% | $377.4万 | 6.9万股 | $343.5万 | 7.1万股 | -2,267股-3.20% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 1.18% | 1.23% | $346.8万 | 12.0万股 | $292.9万 | 11.0万股 | +9,521股+8.64% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.93% | 0.85% | $271.8万 | 5.7万股 | $202.7万 | 4.2万股 | +1.5万股+34.46% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 0.87% | 0.83% | $254.8万 | 4.8万股 | $197.2万 | 3.8万股 | +9,937股+26.42% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.82% | 0.86% | $240.7万 | 2.0万股 | $204.2万 | 2.1万股 | -623股-2.99% | 减仓 |
| S道富SPYV |
| 0.79% | 0.94% | $231.2万 | 3.8万股 | $223.6万 | 4.0万股 | -1,484股-3.76% | 减仓 |
 苹果AAPL |
| 0.78% | 0.78% | $227.3万 | 7,856股 | $186.3万 | 7,341股 | +515股+7.02% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.77% | 0.91% | $226.3万 | 6.1万股 | $216.9万 | 6.4万股 | -2,414股-3.78% | 减仓 |
 特斯拉TSLA |
| 0.74% | 0.82% | $217.5万 | 5,172股 | $195.1万 | 5,247股 | -75股-1.43% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.7% | 0.7% | $206.1万 | 4.4万股 | $166.7万 | 4.1万股 | +3,610股+8.90% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.65% | 0.8% | $191.8万 | 4.6万股 | $189.6万 | 4.9万股 | -2,177股-4.47% | 减仓 |
 微软MSFT |
| 0.55% | 0.41% | $160.8万 | 4,311股 | $97.9万 | 2,644股 | +1,667股+63.05% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.45% | 0.48% | $130.7万 | 3.3万股 | $115.5万 | 3.4万股 | -1,619股-4.75% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.43% | 0.49% | $127.5万 | 1.5万股 | $116.5万 | 1.6万股 | -898股-5.48% | 减仓 |
| DDimensional维度ETF信托DFSB |
| 0.38% | 0.38% | $110.3万 | 2.1万股 | $90.7万 | 1.8万股 | +3,619股+20.64% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.37% | 0.43% | $108.5万 | 2.2万股 | $101.5万 | 2.2万股 | -696股-3.13% | 减仓 |
 NETFLIXNFLX |
| 0.36% | 0.58% | $104.6万 | 1.5万股 | $138.6万 | 1.4万股 | +229股+1.59% | 加仓 |
 慧与HPEHPE |
| 0.34% | 0.22% | $100.2万 | 2.2万股 | $52.9万 | 2.2万股 | +10股+0.05% | 加仓 |
| G通用动力VTI |
| 0.34% | 0.36% | $99.9万 | 2,699股 | $86.6万 | 2,699股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.26% | 0.28% | $75.9万 | 2,008股 | $65.9万 | 2,129股 | -121股-5.68% | 减仓 |
| V先锋领航全球基金VGT |
| 0.25% | 0.22% | $73.4万 | 6,144股 | $53.6万 | 768股 | +5,376股+700.00% | 加仓 |
 摩根大通JPM |
| 0.25% | 0.26% | $72.5万 | 2,213股 | $60.9万 | 2,069股 | +144股+6.96% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.24% | 0.25% | $71.1万 | 1.6万股 | $60.5万 | 1.4万股 | +1,500股+10.52% | 加仓 |
 英特尔INTC |
| 0.24% | — | $69.2万 | 4,954股 | $0 | 0股 | +4,954股 | 新买入 |
 埃克森美孚XOM |
| 0.2% | 0.31% | $58.1万 | 4,247股 | $74.6万 | 4,398股 | -151股-3.43% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.15% | $52.8万 | 1,494股 | $36.8万 | 1,284股 | +210股+16.36% | 加仓 |
 好市多COST |
| 0.17% | 0.22% | $48.9万 | 523股 | $51.7万 | 519股 | +4股+0.77% | 加仓 |
 谷歌AGOOGL |
| 0.16% | 0.13% | $46.5万 | 1,301股 | $32.0万 | 1,114股 | +187股+16.79% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.15% | 0.16% | $45.2万 | 5,515股 | $39.0万 | 5,502股 | +13股+0.24% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.15% | 0.17% | $44.3万 | 4,058股 | $40.2万 | 4,252股 | -194股-4.56% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.14% | 0.15% | $40.7万 | 5,824股 | $36.9万 | 5,913股 | -89股-1.51% | 减仓 |
| S道富SLYG |
| 0.14% | 0.14% | $40.2万 | 3,377股 | $34.6万 | 3,577股 | -200股-5.59% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.13% | — | $39.1万 | 524股 | $0 | 0股 | +524股 | 新买入 |
 VisaV |
| 0.13% | 0.13% | $37.6万 | 1,097股 | $32.0万 | 1,059股 | +38股+3.59% | 加仓 |
 惠普HPQ |
| 0.12% | 0.13% | $35.4万 | 1.6万股 | $31.0万 | 1.6万股 | +7股+0.04% | 加仓 |
