| DDimensional维度ETF信托DFAC |
| 37.08% | 40.24% | $9,118.4万 | 205.6万股 | $8,251.8万 | 203.2万股 | +2.4万股+1.16% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 19.44% | 21.59% | $4,780.6万 | 129.8万股 | $4,427.1万 | 123.7万股 | +6.1万股+4.93% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 12.25% | 8% | $3,011.3万 | 36.8万股 | $1,640.4万 | 22.1万股 | +14.6万股+66.05% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 4.35% | 3.94% | $1,070.2万 | 25.6万股 | $807.5万 | 21.2万股 | +4.4万股+20.96% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 2.01% | 1.2% | $494.2万 | 12.7万股 | $246.1万 | 6.8万股 | +6.0万股+88.12% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.92% | 1.93% | $472.4万 | 18.1万股 | $396.4万 | 16.0万股 | +2.1万股+13.00% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 1.8% | 2.14% | $442.5万 | 11.9万股 | $439.0万 | 11.8万股 | +839股+0.71% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.69% | 0.86% | $416.6万 | 10.1万股 | $176.9万 | 4.3万股 | +5.8万股+132.94% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 1.36% | 1.44% | $334.2万 | 4.0万股 | $294.8万 | 3.8万股 | +2,147股+5.62% | 加仓 |
 英伟达NVDA |
| 1.23% | 1.36% | $303.1万 | 1.5万股 | $279.1万 | 1.5万股 | -33股-0.22% | 减仓 |
 苹果AAPL |
| 1.18% | 1.19% | $291.4万 | 1.0万股 | $244.3万 | 9,382股 | +687股+7.32% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.97% | 1.02% | $237.6万 | 5.8万股 | $208.5万 | 5.7万股 | +1,542股+2.71% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.87% | 1.02% | $213.5万 | 4.4万股 | $209.3万 | 4.3万股 | +801股+1.85% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.85% | 0.93% | $209.2万 | 2,801股 | $190.4万 | 2,801股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.85% | 0.81% | $208.3万 | 5,584股 | $165.9万 | 4,447股 | +1,137股+25.57% | 加仓 |
 谷歌AGOOGL |
| 0.63% | 0.67% | $155.0万 | 4,337股 | $136.9万 | 4,299股 | +38股+0.88% | 加仓 |
 亚马逊AMZN |
| 0.63% | 0.69% | $154.0万 | 6,463股 | $141.2万 | 6,045股 | +418股+6.91% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.59% | 0.63% | $145.6万 | 4,120股 | $129.4万 | 4,092股 | +28股+0.68% | 加仓 |
 帕兰提尔PLTR |
| 0.59% | 0.8% | $144.2万 | 1.2万股 | $164.2万 | 1.3万股 | -232股-1.84% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.58% | 0.67% | $142.4万 | 2,846股 | $137.6万 | 2,838股 | +8股+0.28% | 加仓 |
 美光科技MU |
| 0.53% | 0.22% | $131.5万 | 1,139股 | $45.9万 | 1,090股 | +49股+4.50% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.46% | 0.48% | $112.8万 | 2.2万股 | $98.4万 | 2.1万股 | +914股+4.37% | 加仓 |
| BBANK OF AMERBAC |
| 0.39% | 0.43% | $96.7万 | 1.7万股 | $88.7万 | 1.7万股 | +138股+0.82% | 加仓 |
 沃尔玛WMT |
| 0.36% | 0.35% | $87.8万 | 7,753股 | $72.7万 | 5,631股 | +2,122股+37.68% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.3% | 0.35% | $74.9万 | 1股 | $72.7万 | 1股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.29% | 0.41% | $72.2万 | 5,278股 | $83.7万 | 5,403股 | -125股-2.31% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.29% | 0.34% | $71.9万 | 1.5万股 | $70.4万 | 1.5万股 | +389股+2.65% | 加仓 |
 Meta平台META |
| 0.28% | 0.4% | $68.4万 | 1,214股 | $81.0万 | 1,290股 | -76股-5.89% | 减仓 |
 思科CSCO |
| 0.26% | 0.22% | $64.5万 | 5,490股 | $44.6万 | 5,363股 | +127股+2.37% | 加仓 |
 科磊KLAC |
| 0.25% | 0.17% | $60.9万 | 2,017股 | $35.4万 | 205股 | +1,812股+883.90% | 加仓 |
 摩根大通JPM |
| 0.24% | 0.26% | $58.8万 | 1,795股 | $53.8万 | 1,736股 | +59股+3.40% | 加仓 |
 礼来LLY |
| 0.23% | 0.2% | $56.6万 | 472股 | $41.7万 | 437股 | +35股+8.01% | 加仓 |
| V先锋领航指数基金VOO |
| 0.22% | 0.24% | $54.7万 | 797股 | $49.7万 | 796股 | +1股+0.13% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.21% | 0.23% | $51.8万 | 1.1万股 | $47.7万 | 1.1万股 | +26股+0.23% | 加仓 |
 博通AVGO |
| 0.21% | 0.22% | $51.4万 | 1,362股 | $46.0万 | 1,298股 | +64股+4.93% | 加仓 |
 西部数据WDC |
| 0.21% | 0.13% | $50.9万 | 797股 | $26.7万 | 793股 | +4股+0.50% | 加仓 |
 泛林集团LRCX |
| 0.2% | 0.14% | $50.4万 | 1,162股 | $29.4万 | 1,137股 | +25股+2.20% | 加仓 |
| DDimensional维度·USDFUV |
| 0.19% | 0.21% | $46.4万 | 8,427股 | $42.1万 | 8,399股 | +28股+0.33% | 加仓 |
 安费诺APH |
| 0.18% | 0.17% | $45.0万 | 2,550股 | $34.5万 | 2,511股 | +39股+1.55% | 加仓 |
 威廉姆斯WMB |
| 0.18% | 0.22% | $44.8万 | 6,030股 | $45.7万 | 6,286股 | -256股-4.07% | 减仓 |
 卡特彼勒CAT |
| 0.15% | 0.12% | $35.7万 | 335股 | $25.3万 | 322股 | +13股+4.04% | 加仓 |
| V先锋领航指数基金VUG |
| 0.14% | 0.13% | $34.7万 | 4,031股 | $26.5万 | 577股 | +3,454股+598.61% | 加仓 |
 VisaV |
| 0.14% | 0.12% | $34.6万 | 1,009股 | $25.0万 | 812股 | +197股+24.26% | 加仓 |
 特斯拉TSLA |
| 0.14% | 0.13% | $34.2万 | 813股 | $27.6万 | 801股 | +12股+1.50% | 加仓 |
 家得宝HD |
| 0.14% | 0.18% | $33.6万 | 953股 | $37.4万 | 1,103股 | -150股-13.60% | 减仓 |
| SSANDISK COMSNDK |
| 0.14% | — | $33.4万 | 147股 | $0 | 0股 | +147股 | 新买入 |
 CSX铁路CSX |
| 0.13% | 0.14% | $32.6万 | 6,868股 | $28.9万 | 6,814股 | +54股+0.79% | 加仓 |
 英特尔INTC |
| 0.13% | — | $32.5万 | 2,327股 | $0 | 0股 | +2,327股 | 新买入 |
 AMD超威AMD |
| 0.13% | — | $32.3万 | 556股 | $0 | 0股 | +556股 | 新买入 |
| IIBMIBM |
| 0.13% | 0.13% | $31.8万 | 1,132股 | $27.2万 | 1,151股 | -19股-1.65% | 减仓 |
