| DDimensional维度ETF信托DFAC |
| 20.85% | 19.47% | $3,611.8万 | 81.4万股 | $2,870.8万 | 73.9万股 | +7.5万股+10.21% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 16.48% | 16.94% | $2,853.5万 | 76.6万股 | $2,498.0万 | 70.3万股 | +6.3万股+8.93% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 6.34% | 6.03% | $1,098.9万 | 27.0万股 | $888.6万 | 25.7万股 | +1.3万股+5.13% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.73% | 3.91% | $645.7万 | 9.2万股 | $576.0万 | 9.2万股 | +129股+0.14% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 3.29% | 3.64% | $569.9万 | 11.9万股 | $536.6万 | 11.2万股 | +7,286股+6.50% | 加仓 |
| DDimensional维度·USDFUV |
| 3.09% | 3.19% | $535.0万 | 9.7万股 | $470.5万 | 9.7万股 | +164股+0.17% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.51% | 2.72% | $434.5万 | 11.8万股 | $400.6万 | 11.8万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.43% | 2.35% | $421.4万 | 1.2万股 | $346.9万 | 1.2万股 | -167股-1.38% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.24% | 1.95% | $388.6万 | 1.0万股 | $287.6万 | 1.0万股 | +4股+0.04% | 加仓 |
| V先锋领航指数基金VTV |
| 2.22% | 2.35% | $385.2万 | 1.8万股 | $346.9万 | 1.8万股 | -10股-0.06% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 2.15% | 2.21% | $372.7万 | 7.2万股 | $325.3万 | 7.2万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 2.12% | 2% | $367.3万 | 9,926股 | $294.4万 | 9,177股 | +749股+8.16% | 加仓 |
| IiShares安硕信托SGOV |
| 1.94% | 2% | $335.9万 | 3.3万股 | $295.2万 | 2.9万股 | +4,041股+13.78% | 加仓 |
| V先锋领航指数基金VUG |
| 1.79% | 1.78% | $310.2万 | 3.6万股 | $262.2万 | 6,003股 | +3.0万股+499.98% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.76% | 1.83% | $304.3万 | 7.4万股 | $270.6万 | 6.9万股 | +4,317股+6.22% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.71% | 1.95% | $296.6万 | 5.5万股 | $287.0万 | 5.4万股 | +534股+0.98% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.71% | 1.45% | $295.9万 | 3.5万股 | $214.6万 | 2.8万股 | +6,787股+24.39% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.36% | 1.51% | $236.2万 | 5.6万股 | $222.7万 | 5.3万股 | +3,204股+6.07% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.33% | 1.35% | $230.6万 | 2.8万股 | $199.2万 | 2.8万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVUS |
| 1.29% | 1.36% | $224.1万 | 1.7万股 | $199.9万 | 1.8万股 | -480股-2.67% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.23% | 1.26% | $213.5万 | 5.3万股 | $185.4万 | 5.5万股 | -1,664股-3.04% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.13% | 1.25% | $195.4万 | 3.9万股 | $184.1万 | 3.7万股 | +1,741股+4.72% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 1.02% | 1.33% | $176.9万 | 3.7万股 | $196.2万 | 4.1万股 | -4,338股-10.60% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.01% | 1.03% | $175.8万 | 2.1万股 | $152.1万 | 2.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.89% | 0.92% | $155.0万 | 5,356股 | $136.0万 | 5,360股 | -4股-0.07% | 减仓 |
| V先锋领航指数基金VB |
| 0.88% | 0.9% | $152.8万 | 5,041股 | $133.4万 | 5,095股 | -54股-1.06% | 减仓 |
 英伟达NVDA |
| 0.8% | 0.74% | $138.4万 | 6,915股 | $108.9万 | 6,242股 | +673股+10.78% | 加仓 |
| IiShares安硕信托IVV |
| 0.77% | 0.79% | $133.7万 | 1,785股 | $116.6万 | 1,785股 | 00.00% | 持仓不变 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.72% | 0.85% | $125.1万 | 1.2万股 | $125.9万 | 1.2万股 | -102股-0.82% | 减仓 |
 微软MSFT |
| 0.66% | 0.71% | $114.0万 | 3,056股 | $105.0万 | 2,837股 | +219股+7.72% | 加仓 |
| DDimensional维度ETF信托DXUV |
| 0.65% | 0.64% | $113.3万 | 1.7万股 | $93.8万 | 1.6万股 | +1,235股+7.82% | 加仓 |
| V先锋领航指数基金VOO |
| 0.63% | 0.66% | $109.5万 | 1,595股 | $98.0万 | 1,640股 | -45股-2.74% | 减仓 |
 谷歌AGOOGL |
| 0.58% | 0.55% | $100.6万 | 2,814股 | $80.9万 | 2,814股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.46% | 0.49% | $79.9万 | 1.1万股 | $71.8万 | 1.1万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.44% | 0.4% | $76.5万 | 3,210股 | $58.3万 | 2,800股 | +410股+14.64% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.44% | 0.47% | $76.3万 | 3,587股 | $68.8万 | 3,587股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.43% | 0.49% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.39% | 0.58% | $68.0万 | 4,976股 | $85.0万 | 5,008股 | -32股-0.64% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.38% | 0.42% | $66.3万 | 1,324股 | $62.2万 | 1,298股 | +26股+2.00% | 加仓 |
| IiShares安硕信托IVW |
| 0.37% | 0.36% | $64.0万 | 4,656股 | $52.7万 | 4,656股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEV |
| 0.34% | 0.33% | $58.4万 | 1.4万股 | $49.0万 | 1.4万股 | 00.00% | 持仓不变 |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 0.33% | 0.39% | $57.8万 | 7,791股 | $57.8万 | 7,791股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.33% | 0.34% | $57.3万 | 2,037股 | $49.6万 | 2,046股 | -9股-0.44% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.29% | 0.37% | $49.8万 | 1,137股 | $55.0万 | 1,158股 | -21股-1.81% | 减仓 |
| IiShares安硕信托EFV |
| 0.28% | 0.32% | $49.1万 | 6,415股 | $47.7万 | 6,415股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFGP |
| 0.28% | 0.18% | $48.4万 | 8,884股 | $26.1万 | 4,838股 | +4,046股+83.63% | 加仓 |
 沃尔玛WMT |
| 0.24% | 0.31% | $42.0万 | 3,705股 | $46.1万 | 3,710股 | -5股-0.13% | 减仓 |
 礼来LLY |
| 0.24% | 0.21% | $41.8万 | 348股 | $31.4万 | 341股 | +7股+2.05% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 0.24% | 0.23% | $41.0万 | 5,619股 | $34.3万 | 6,278股 | -659股-10.50% | 减仓 |
| IiShares安硕信托ITOT |
| 0.21% | 0.22% | $37.0万 | 2,250股 | $32.0万 | 2,250股 | 00.00% | 持仓不变 |
