| AAvantis·U SAVUV |
| 9.58% | 11.2% | $2,460.3万 | 19.7万股 | $2,383.1万 | 21.6万股 | -1.9万股-8.59% | 减仓 |
| EEA SERIES TRUSTBSVO |
| 7.35% | 6.4% | $1,887.6万 | 64.7万股 | $1,362.1万 | 53.7万股 | +11.0万股+20.44% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 6.91% | 7.52% | $1,774.7万 | 17.2万股 | $1,600.5万 | 16.0万股 | +1.2万股+7.45% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 6.03% | 6.5% | $1,549.1万 | 22.2万股 | $1,383.7万 | 22.2万股 | +55股+0.02% | 加仓 |
| IiShares安硕信托ITOT |
| 5.94% | 6.54% | $1,524.9万 | 9.3万股 | $1,392.5万 | 9.8万股 | -4,937股-5.05% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 5.82% | 5.59% | $1,493.8万 | 36.8万股 | $1,190.4万 | 34.5万股 | +2.3万股+6.68% | 加仓 |
| G通用动力VTI |
| 5.55% | 6.18% | $1,425.0万 | 3.9万股 | $1,315.8万 | 4.1万股 | -2,505股-6.11% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 4.95% | 5.46% | $1,271.1万 | 21.6万股 | $1,161.3万 | 19.5万股 | +2.0万股+10.51% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 3.01% | 2.94% | $772.3万 | 22.6万股 | $625.6万 | 19.4万股 | +3.2万股+16.55% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.91% | 3.37% | $747.6万 | 16.9万股 | $717.5万 | 18.5万股 | -1.6万股-8.73% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 2.72% | 3.26% | $697.4万 | 12.9万股 | $693.0万 | 13.1万股 | -2,201股-1.68% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.6% | 2.2% | $667.7万 | 16.0万股 | $467.6万 | 12.7万股 | +3.3万股+25.80% | 加仓 |
| IiShares安硕信托IDEV |
| 2.55% | 2.65% | $655.2万 | 7.4万股 | $564.8万 | 6.8万股 | +6,015股+8.90% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.12% | 2.27% | $544.2万 | 2.5万股 | $483.0万 | 2.5万股 | -380股-1.51% | 减仓 |
| MMIAMI INTLMIAX |
| 2% | 0.2% | $512.6万 | 13.8万股 | $41.6万 | 1.1万股 | +12.7万股+1,191.37% | 加仓 |
| DDimensional维度·USDFUV |
| 1.98% | 2.14% | $508.9万 | 9.3万股 | $455.3万 | 9.4万股 | -1,430股-1.52% | 减仓 |
| DDimensional维度ETF信托DISV |
| 1.92% | 1.9% | $493.0万 | 12.3万股 | $405.5万 | 10.3万股 | +2.0万股+19.51% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.59% | 1.5% | $408.3万 | 5.7万股 | $319.6万 | 5.0万股 | +7,435股+14.91% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.56% | 1.61% | $401.2万 | 7.8万股 | $342.5万 | 7.6万股 | +1,705股+2.25% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.46% | 0.18% | $375.9万 | 4.6万股 | $37.4万 | 5,270股 | +4.1万股+770.40% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.09% | 1.22% | $281.1万 | 2.9万股 | $259.3万 | 3.2万股 | -3,055股-9.49% | 减仓 |
 泛林集团LRCX |
| 1.08% | 0.64% | $277.0万 | 6,392股 | $135.4万 | 6,339股 | +53股+0.84% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.99% | 1.17% | $255.3万 | 6.9万股 | $248.2万 | 7.3万股 | -3,785股-5.18% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.91% | 0.82% | $234.9万 | 6.1万股 | $174.7万 | 5.0万股 | +1.1万股+21.45% | 加仓 |
 摩根大通JPM |
| 0.84% | 0.85% | $217.0万 | 6,629股 | $181.3万 | 6,164股 | +465股+7.54% | 加仓 |
| IiShares安硕信托IQLT |
| 0.83% | 0.94% | $213.7万 | 4.3万股 | $199.4万 | 4.3万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.82% | 1.03% | $211.5万 | 2.7万股 | $220.2万 | 2.8万股 | -935股-3.33% | 减仓 |
 苹果AAPL |
| 0.72% | 0.58% | $184.2万 | 6,367股 | $122.9万 | 4,842股 | +1,525股+31.50% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.65% | — | $167.3万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 马拉松石油MPC |
| 0.56% | 0.67% | $145.0万 | 5,673股 | $141.8万 | 5,808股 | -135股-2.32% | 减仓 |
 思科CSCO |
| 0.56% | 0.44% | $143.0万 | 1.2万股 | $94.5万 | 1.2万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.55% | 0.53% | $142.0万 | 4,139股 | $112.6万 | 3,727股 | +412股+11.05% | 加仓 |
 英伟达NVDA |
| 0.51% | 0.43% | $130.4万 | 6,516股 | $91.8万 | 5,264股 | +1,252股+23.78% | 加仓 |
 礼来LLY |
| 0.44% | 0.37% | $113.7万 | 948股 | $78.8万 | 857股 | +91股+10.62% | 加仓 |
 家得宝HD |
| 0.42% | 0.52% | $108.9万 | 3,088股 | $110.4万 | 3,356股 | -268股-7.99% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.41% | 0.37% | $104.2万 | 2.2万股 | $78.7万 | 1.6万股 | +5,388股+32.78% | 加仓 |
 微软MSFT |
| 0.4% | 0.4% | $103.0万 | 2,760股 | $86.0万 | 2,323股 | +437股+18.81% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.4% | 0.42% | $102.7万 | 3.0万股 | $88.4万 | 3.0万股 | +12股+0.04% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.39% | 0.4% | $101.1万 | 2.0万股 | $85.8万 | 1.7万股 | +2,941股+17.11% | 加仓 |
 谷歌AGOOGL |
| 0.39% | 0.26% | $100.2万 | 2,805股 | $54.6万 | 1,899股 | +906股+47.71% | 加仓 |
 Meta平台META |
| 0.38% | 0.42% | $96.7万 | 1,716股 | $89.5万 | 1,565股 | +151股+9.65% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.37% | — | $94.3万 | 6,194股 | $0 | 0股 | +6,194股 | 新买入 |
 亚马逊AMZN |
| 0.35% | 0.32% | $89.0万 | 3,735股 | $67.9万 | 3,261股 | +474股+14.54% | 加仓 |
 博通AVGO |
| 0.3% | 0.23% | $78.2万 | 2,070股 | $48.7万 | 1,574股 | +496股+31.51% | 加仓 |
 嘉信理财SCHW |
| 0.3% | 0.36% | $76.1万 | 8,249股 | $77.5万 | 8,249股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.28% | 0.21% | $72.2万 | 2,423股 | $45.5万 | 2,343股 | +80股+3.41% | 加仓 |
 联合太平洋铁路UNP |
| 0.27% | 0.28% | $70.3万 | 2,585股 | $60.2万 | 2,483股 | +102股+4.11% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.27% | 0.28% | $70.1万 | 1.7万股 | $59.0万 | 1.7万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.27% | 0.29% | $69.6万 | 2.0万股 | $61.0万 | 2.0万股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.24% | 0.28% | $62.8万 | 1.5万股 | $60.1万 | 1.5万股 | -215股-1.39% | 减仓 |
