| DDimensional维度ETF信托DFAU |
| 9.38% | 9.27% | $1,298.3万 | 25.1万股 | $1,135.8万 | 25.2万股 | -551股-0.22% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 8.41% | 6.44% | $1,164.1万 | 27.6万股 | $788.9万 | 18.7万股 | +8.9万股+47.60% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 5.39% | 4.97% | $746.3万 | 16.8万股 | $608.7万 | 15.7万股 | +1.2万股+7.40% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 4.97% | 5.07% | $687.6万 | 16.7万股 | $621.4万 | 15.9万股 | +7,197股+4.51% | 加仓 |
 微软MSFT |
| 4.67% | 5.25% | $646.2万 | 1.7万股 | $642.9万 | 1.7万股 | -45股-0.26% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 4.65% | 4.4% | $642.9万 | 7.8万股 | $539.4万 | 7.6万股 | +2,249股+2.97% | 加仓 |
 苹果AAPL |
| 4.05% | 4.15% | $559.8万 | 1.9万股 | $508.3万 | 2.0万股 | -685股-3.42% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 4.02% | 3.99% | $556.5万 | 14.1万股 | $489.2万 | 13.7万股 | +3,746股+2.73% | 加仓 |
| J骏利Detroit策略信托VNLA |
| 3.99% | 4.59% | $551.7万 | 11.3万股 | $561.6万 | 11.5万股 | -2,042股-1.78% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 3.91% | 3.99% | $541.3万 | 14.7万股 | $488.7万 | 14.4万股 | +3,067股+2.13% | 加仓 |
 艺康ECL |
| 2.97% | 3.19% | $410.4万 | 1.5万股 | $391.1万 | 1.5万股 | +1股+0.01% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 2.88% | 3.36% | $398.1万 | 7.9万股 | $410.9万 | 8.2万股 | -2,568股-3.15% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.46% | 2.35% | $340.7万 | 8.5万股 | $288.1万 | 8.5万股 | -350股-0.41% | 减仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 1.75% | 2% | $242.2万 | 5.4万股 | $245.3万 | 5.5万股 | -619股-1.13% | 减仓 |
| VVanEck Russia ETFBBH |
| 1.73% | 1.81% | $239.6万 | 2.3万股 | $221.1万 | 2.3万股 | +174股+0.76% | 加仓 |
| V先锋领航指数基金VOO |
| 1.68% | 1.47% | $233.0万 | 3,163股 | $179.5万 | 3,109股 | +54股+1.74% | 加仓 |
 英伟达NVDA |
| 1.67% | 1.61% | $230.5万 | 1.2万股 | $197.4万 | 1.1万股 | +198股+1.75% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.54% | 1.66% | $212.9万 | 8.8万股 | $203.0万 | 8.4万股 | +4,525股+5.41% | 加仓 |
| F第一信托交易所交易基金VIFIXD |
| 1.41% | 1.62% | $195.6万 | 4.5万股 | $198.6万 | 4.6万股 | -710股-1.56% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.36% | 1.24% | $188.3万 | 4.5万股 | $152.0万 | 4.1万股 | +3,777股+9.13% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.3% | 1.29% | $179.9万 | 6.9万股 | $158.0万 | 6.7万股 | +1,989股+2.98% | 加仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 1.25% | 1.47% | $172.8万 | 7.0万股 | $180.5万 | 7.3万股 | -2,940股-4.03% | 减仓 |
 亚马逊AMZN |
| 1.24% | 1.24% | $171.5万 | 7,195股 | $151.4万 | 7,271股 | -76股-1.05% | 减仓 |
 宣伟SHW |
| 1.2% | 1.28% | $165.5万 | 4,807股 | $157.4万 | 4,909股 | -102股-2.08% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 1.1% | 1.04% | $152.3万 | 3.7万股 | $127.4万 | 3.7万股 | +584股+1.58% | 加仓 |
| DDimensional维度ETF信托DFVX |
| 1.1% | 1.07% | $151.9万 | 1.8万股 | $131.3万 | 1.8万股 | +800股+4.53% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.08% | 1.05% | $148.8万 | 1.8万股 | $128.8万 | 1.8万股 | -5股-0.03% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.93% | 1% | $128.5万 | 2,567股 | $122.9万 | 2,564股 | +3股+0.12% | 加仓 |
| DDOUBLELINE ETF TRUSTDCRE |
| 0.88% | 0.98% | $121.9万 | 2.4万股 | $120.2万 | 2.3万股 | +389股+1.68% | 加仓 |
| J骏利亨德森JAAA |
| 0.87% | 1.04% | $120.3万 | 2.4万股 | $127.6万 | 2.5万股 | -1,500股-5.92% | 减仓 |
| S嘉信策略信托SCHD |
| 0.86% | 0.94% | $118.6万 | 3.7万股 | $114.6万 | 3.7万股 | +19股+0.05% | 加仓 |
 谷歌AGOOGL |
| 0.73% | 0.62% | $100.6万 | 2,814股 | $76.1万 | 2,645股 | +169股+6.39% | 加仓 |
 特斯拉TSLA |
| 0.65% | 0.64% | $89.3万 | 2,124股 | $78.0万 | 2,098股 | +26股+1.24% | 加仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.61% | 0.75% | $84.8万 | 1.4万股 | $91.6万 | 1.5万股 | -1,114股-7.27% | 减仓 |
| VVANECK ETF TRUST MORNINGSTAR SMID MOAT ETFQDIV |
| 0.59% | 0.61% | $81.5万 | 2.1万股 | $75.2万 | 2.1万股 | -400股-1.87% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 0.57% | 0.28% | $78.2万 | 1.5万股 | $34.9万 | 6,650股 | +7,950股+119.55% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.55% | 0.49% | $75.6万 | 2.0万股 | $60.6万 | 1.7万股 | +3,226股+18.92% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.45% | 0.44% | $62.3万 | 2,839股 | $54.4万 | 2,838股 | +1股+0.04% | 加仓 |
 Truist金融TFC |
| 0.42% | 0.44% | $58.0万 | 1.2万股 | $53.5万 | 1.2万股 | -4股-0.03% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.41% | 0.44% | $56.4万 | 1.0万股 | $53.4万 | 1.0万股 | +323股+3.19% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.4% | 0.4% | $55.3万 | 1.3万股 | $48.6万 | 1.4万股 | -600股-4.42% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 0.4% | 0.38% | $54.7万 | 6,670股 | $46.1万 | 6,390股 | +280股+4.38% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.38% | 0.22% | $52.8万 | 824股 | $27.4万 | 834股 | -10股-1.20% | 减仓 |
| DDimensional维度ETF信托DFGP |
| 0.37% | 0.32% | $51.4万 | 9,436股 | $39.5万 | 7,316股 | +2,120股+28.98% | 加仓 |
 泛林集团LRCX |
| 0.37% | 0.2% | $50.8万 | 1,172股 | $24.9万 | 1,165股 | +7股+0.60% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.36% | 0.38% | $50.4万 | 1.1万股 | $47.1万 | 1.1万股 | +63股+0.57% | 加仓 |
 GE航空GE |
| 0.36% | 0.3% | $49.6万 | 1,326股 | $36.4万 | 1,283股 | +43股+3.35% | 加仓 |
| GGlobal X基金AIQ |
| 0.36% | 0.29% | $49.5万 | 7,550股 | $35.2万 | 7,550股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDV |
| 0.35% | 0.4% | $49.1万 | 1.2万股 | $48.7万 | 1.1万股 | +397股+3.47% | 加仓 |
 杜克能源DUK |
| 0.35% | 0.41% | $48.5万 | 3,832股 | $50.1万 | 3,829股 | +3股+0.08% | 加仓 |
