| DDimensional维度ETF信托DFAC |
| 25.84% | 24.15% | $5,042.5万 | 113.7万股 | $4,226.8万 | 108.8万股 | +4.9万股+4.51% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 15.95% | 16.81% | $3,112.1万 | 40.3万股 | $2,941.0万 | 38.0万股 | +2.3万股+6.02% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 14.13% | 14.14% | $2,757.2万 | 74.8万股 | $2,474.0万 | 72.8万股 | +2.0万股+2.76% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 10.57% | 10.96% | $2,063.5万 | 48.9万股 | $1,918.3万 | 45.4万股 | +3.4万股+7.59% | 加仓 |
| S嘉信策略信托SCHF |
| 9.1% | 8.83% | $1,776.1万 | 64.1万股 | $1,545.3万 | 62.4万股 | +1.7万股+2.70% | 加仓 |
| DDimensional维度ETF信托DFSB |
| 5.06% | 5.44% | $987.3万 | 18.9万股 | $952.8万 | 18.4万股 | +5,312股+2.88% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 4.64% | 4.56% | $906.1万 | 19.4万股 | $797.4万 | 19.4万股 | +256股+0.13% | 加仓 |
 苹果AAPL |
| 1.77% | 1.71% | $345.3万 | 1.2万股 | $299.0万 | 1.2万股 | +151股+1.28% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 1.73% | 1.81% | $338.1万 | 7.5万股 | $316.7万 | 7.5万股 | +291股+0.39% | 加仓 |
 英伟达NVDA |
| 1.07% | 1.2% | $207.9万 | 1.0万股 | $210.5万 | 1.2万股 | -1,682股-13.94% | 减仓 |
 微软MSFT |
| 0.82% | 0.95% | $160.3万 | 4,298股 | $166.5万 | 4,498股 | -200股-4.45% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.69% | 0.59% | $134.5万 | 3,807股 | $103.2万 | 3,599股 | +208股+5.78% | 加仓 |
 派克汉尼汾PH |
| 0.52% | 0.54% | $100.6万 | 1,029股 | $94.4万 | 1,054股 | -25股-2.37% | 减仓 |
 谷歌AGOOGL |
| 0.51% | 0.52% | $100.5万 | 2,811股 | $91.7万 | 3,189股 | -378股-11.85% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.5% | 0.49% | $97.7万 | 2.0万股 | $85.6万 | 2.0万股 | -227股-1.12% | 减仓 |
 亚马逊AMZN |
| 0.49% | 0.49% | $94.7万 | 3,972股 | $85.0万 | 4,081股 | -109股-2.67% | 减仓 |
 Meta平台META |
| 0.46% | 0.5% | $90.6万 | 1,609股 | $87.5万 | 1,530股 | +79股+5.16% | 加仓 |
 埃克森美孚XOM |
| 0.4% | 0.56% | $78.5万 | 5,742股 | $97.5万 | 5,749股 | -7股-0.12% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.38% | 0.41% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.37% | 0.21% | $72.3万 | 1.8万股 | $36.8万 | 9,433股 | +8,097股+85.84% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.36% | 0.39% | $70.2万 | 1,402股 | $68.3万 | 1,425股 | -23股-1.61% | 减仓 |
 美光科技MU |
| 0.33% | — | $65.3万 | 566股 | $0 | 0股 | +566股 | 新买入 |
| DDimensional维度ETF信托DFLV |
| 0.33% | 0.4% | $63.7万 | 1.6万股 | $70.7万 | 2.0万股 | -3,689股-18.62% | 减仓 |
 好市多COST |
| 0.32% | 0.38% | $63.0万 | 674股 | $66.8万 | 671股 | +3股+0.45% | 加仓 |
 摩根大通JPM |
| 0.29% | 0.28% | $56.4万 | 1,722股 | $48.7万 | 1,657股 | +65股+3.92% | 加仓 |
 博通AVGO |
| 0.26% | 0.22% | $50.2万 | 1,329股 | $39.1万 | 1,263股 | +66股+5.23% | 加仓 |
 泛林集团LRCX |
| 0.24% | 0.13% | $47.3万 | 1,092股 | $23.0万 | 1,077股 | +15股+1.39% | 加仓 |
 通用动力GD |
| 0.24% | 0.26% | $47.3万 | 1,334股 | $45.2万 | 1,318股 | +16股+1.21% | 加仓 |
 强生JNJ |
| 0.18% | 0.2% | $35.9万 | 1,414股 | $35.6万 | 1,456股 | -42股-2.88% | 减仓 |
 礼来LLY |
| 0.18% | 0.13% | $34.9万 | 291股 | $23.6万 | 256股 | +35股+13.67% | 加仓 |
 VisaV |
| 0.17% | 0.16% | $32.3万 | 942股 | $27.6万 | 913股 | +29股+3.18% | 加仓 |
 艾伯维ABBV |
| 0.16% | 0.15% | $31.7万 | 1,260股 | $27.1万 | 1,244股 | +16股+1.29% | 加仓 |
 家得宝HD |
| 0.16% | 0.17% | $31.4万 | 891股 | $29.1万 | 884股 | +7股+0.79% | 加仓 |
 特斯拉TSLA |
| 0.15% | 0.19% | $29.9万 | 712股 | $32.6万 | 878股 | -166股-18.91% | 减仓 |
 AMD超威AMD |
| 0.15% | — | $28.8万 | 496股 | $0 | 0股 | +496股 | 新买入 |
 康宁GLW |
| 0.15% | — | $28.3万 | 1,108股 | $0 | 0股 | +1,108股 | 新买入 |
 TJXTJX |
| 0.14% | 0.16% | $27.6万 | 1,820股 | $28.8万 | 1,802股 | +18股+1.00% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.14% | 0.13% | $27.0万 | 1,004股 | $23.1万 | 1,002股 | +2股+0.20% | 加仓 |
 阿斯麦ASML |
| 0.14% | — | $26.5万 | 133股 | $0 | 0股 | +133股 | 新买入 |
 思科CSCO |
| 0.13% | — | $26.1万 | 2,223股 | $0 | 0股 | +2,223股 | 新买入 |
 沃尔玛WMT |
| 0.13% | 0.15% | $24.8万 | 2,193股 | $26.3万 | 2,117股 | +76股+3.59% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.12% | 0.12% | $24.3万 | 1,840股 | $20.7万 | 1,840股 | 00.00% | 持仓不变 |
| AALASKA AIRALK |
| 0.12% | — | $24.1万 | 4,620股 | $0 | 0股 | +4,620股 | 新买入 |
 台积电TSM |
| 0.11% | — | $22.0万 | 460股 | $0 | 0股 | +460股 | 新买入 |
 GE航空GE |
| 0.11% | — | $21.1万 | 564股 | $0 | 0股 | +564股 | 新买入 |
| V先锋领航全球基金VGT |
| 0.11% | — | $20.6万 | 1,720股 | $0 | 0股 | +1,720股 | 新买入 |
| RRUM GROUP INC CLASS ARUM |
| 0.05% | 0.04% | $8.8万 | 1.4万股 | $7.1万 | 1.4万股 | -139股-0.99% | 减仓 |
| OOUTDOOR HOLDING COMPOWW |
| 0.01% | 0.01% | $2.9万 | 1.3万股 | $2.5万 | 1.3万股 | 00.00% | 持仓不变 |
