| DDimensional维度ETF信托DFAC |
| 18.66% | 17.91% | $3,802.7万 | 85.7万股 | $3,207.4万 | 82.5万股 | +3.2万股+3.86% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 10.52% | 11.2% | $2,142.8万 | 44.9万股 | $2,006.3万 | 41.9万股 | +3.0万股+7.10% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 8.28% | 8.65% | $1,687.6万 | 45.3万股 | $1,549.9万 | 43.6万股 | +1.7万股+3.83% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 5.37% | 5.14% | $1,094.5万 | 21.2万股 | $919.7万 | 20.4万股 | +7,922股+3.89% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 4.42% | 4.27% | $900.4万 | 22.2万股 | $764.5万 | 22.1万股 | +280股+0.13% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 3.97% | 4.34% | $809.6万 | 19.6万股 | $777.7万 | 18.7万股 | +8,282股+4.42% | 加仓 |
| A美国世纪ETF信托AVGE |
| 3.5% | 3.62% | $713.4万 | 7.2万股 | $647.5万 | 7.4万股 | -1,579股-2.15% | 减仓 |
| AAvantis·U SAVUV |
| 3.05% | 3% | $621.7万 | 5.0万股 | $536.9万 | 4.9万股 | +1,232股+2.54% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 2.51% | 2.46% | $512.0万 | 12.1万股 | $439.7万 | 10.4万股 | +1.7万股+16.46% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.43% | 2.47% | $494.4万 | 7.1万股 | $442.6万 | 7.1万股 | -148股-0.21% | 减仓 |
| DDimensional维度·USDFUV |
| 2.34% | 2.36% | $477.2万 | 8.7万股 | $422.3万 | 8.7万股 | -386股-0.44% | 减仓 |
 微软MSFT |
| 1.83% | 2% | $373.0万 | 9,999股 | $357.9万 | 9,669股 | +330股+3.41% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.64% | 1.6% | $333.5万 | 4.1万股 | $287.1万 | 4.0万股 | +140股+0.35% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.43% | 1.49% | $291.8万 | 7.1万股 | $266.2万 | 6.8万股 | +2,398股+3.51% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.4% | 1.37% | $285.2万 | 10.9万股 | $245.3万 | 10.4万股 | +5,299股+5.11% | 加仓 |
| A美国世纪ETF信托AVLV |
| 1.36% | 1.35% | $277.3万 | 3.0万股 | $242.0万 | 3.0万股 | +374股+1.25% | 加仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 1.29% | 1.37% | $262.3万 | 5.6万股 | $245.4万 | 5.2万股 | +3,894股+7.43% | 加仓 |
 苹果AAPL |
| 1.28% | 1.2% | $260.6万 | 9,005股 | $214.4万 | 8,446股 | +559股+6.62% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.19% | 1.08% | $243.1万 | 6,881股 | $193.0万 | 6,727股 | +154股+2.29% | 加仓 |
 特斯拉TSLA |
| 1.17% | 1.23% | $238.8万 | 5,677股 | $220.4万 | 5,928股 | -251股-4.23% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.17% | 1.28% | $237.9万 | 4.4万股 | $229.8万 | 4.4万股 | +495股+1.14% | 加仓 |
| A美国世纪ETF信托AVUS |
| 1.09% | 1.08% | $221.5万 | 1.7万股 | $194.0万 | 1.7万股 | -155股-0.89% | 减仓 |
 AVANTIS INTLNGG |
| 1.08% | 1.13% | $220.9万 | 2.5万股 | $201.5万 | 2.4万股 | +1,013股+4.26% | 加仓 |
| V先锋领航指数基金VOO |
| 1.05% | 1.07% | $214.9万 | 3,129股 | $191.0万 | 3,196股 | -67股-2.10% | 减仓 |
| A美国世纪ETF信托EFV |
| 1.05% | 1.1% | $213.6万 | 2.8万股 | $197.3万 | 2.6万股 | +1,222股+4.63% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.92% | 0.84% | $188.1万 | 4.7万股 | $150.5万 | 4.4万股 | +2,334股+5.25% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.86% | 0.89% | $176.1万 | 4.5万股 | $159.5万 | 4.6万股 | -119股-0.26% | 减仓 |
| I景顺QQQ信托VOO |
| 0.85% | 0.76% | $173.8万 | 2,360股 | $136.2万 | 2,360股 | 00.00% | 持仓不变 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.85% | 0.89% | $172.5万 | 1.7万股 | $160.1万 | 1.6万股 | +710股+4.43% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.84% | 0.81% | $170.4万 | 2.1万股 | $144.5万 | 2.0万股 | +990股+5.05% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.82% | 0.77% | $166.2万 | 5,486股 | $138.2万 | 5,818股 | -332股-5.71% | 减仓 |
| V先锋领航·TOTALBND |
| 0.76% | 0.86% | $155.8万 | 2.1万股 | $153.7万 | 2.1万股 | +360股+1.73% | 加仓 |
 HERITAGE FINL WASHHFWA |
| 0.71% | 0.71% | $145.3万 | 4.9万股 | $127.5万 | 4.9万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.68% | 0.69% | $138.1万 | 1,849股 | $123.9万 | 1,905股 | -56股-2.94% | 减仓 |
| G通用动力VTI |
| 0.67% | 0.66% | $137.5万 | 3,716股 | $118.1万 | 3,682股 | +34股+0.92% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.59% | 0.56% | $119.6万 | 1.2万股 | $100.1万 | 1.2万股 | -27股-0.22% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 0.55% | 0.62% | $112.4万 | 2.3万股 | $111.7万 | 2.3万股 | -62股-0.27% | 减仓 |
 惠顿贵金属WPM |
| 0.52% | 0.71% | $106.1万 | 9,447股 | $126.7万 | 9,672股 | -225股-2.33% | 减仓 |
 亚马逊AMZN |
| 0.51% | 0.44% | $103.1万 | 4,327股 | $78.7万 | 3,777股 | +550股+14.56% | 加仓 |
| S嘉信策略信托SCHF |
| 0.42% | 0.43% | $86.5万 | 3.1万股 | $76.8万 | 3.1万股 | +188股+0.61% | 加仓 |
 谷歌AGOOGL |
| 0.4% | 0.37% | $82.4万 | 2,306股 | $66.3万 | 2,304股 | +2股+0.09% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.4% | 0.39% | $81.7万 | 2.1万股 | $70.5万 | 2.0万股 | +922股+4.67% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.4% | 0.41% | $81.7万 | 2.0万股 | $73.4万 | 2.0万股 | -374股-1.87% | 减仓 |
| A美国世纪ETF信托AVSC |
| 0.33% | 0.32% | $66.9万 | 9,123股 | $56.7万 | 9,105股 | +18股+0.20% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.27% | 0.26% | $55.0万 | 1.3万股 | $45.9万 | 1.3万股 | +74股+0.58% | 加仓 |
| DDimensional维度ETF信托DEHP |
| 0.26% | 0.23% | $53.3万 | 1.2万股 | $42.0万 | 1.2万股 | +43股+0.35% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 0.22% | 0.22% | $44.0万 | 1.3万股 | $39.7万 | 1.2万股 | +771股+6.54% | 加仓 |
| A美国世纪ETF信托AVSU |
| 0.21% | 0.2% | $42.3万 | 4,784股 | $36.1万 | 4,878股 | -94股-1.93% | 减仓 |
 英伟达NVDA |
| 0.21% | — | $42.3万 | 2,116股 | $0 | 0股 | +2,116股 | 新买入 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.2% | 0.2% | $41.0万 | 5,009股 | $35.5万 | 5,000股 | +9股+0.18% | 加仓 |
