| DDimensional维度ETF信托DFIV |
| 10.79% | 11.99% | $2,065.6万 | 38.2万股 | $2,029.7万 | 38.5万股 | -2,187股-0.57% | 减仓 |
| DDimensional维度·USDFUV |
| 9.15% | 9.19% | $1,751.0万 | 31.8万股 | $1,556.9万 | 32.1万股 | -2,988股-0.93% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 8.54% | 8.04% | $1,634.7万 | 31.6万股 | $1,360.6万 | 30.2万股 | +1.5万股+4.87% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 8.06% | 8.17% | $1,542.8万 | 22.1万股 | $1,382.6万 | 22.1万股 | -688股-0.31% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 7.56% | 7.56% | $1,447.7万 | 37.3万股 | $1,279.5万 | 36.5万股 | +8,040股+2.20% | 加仓 |
| IiShares安硕信托IVV |
| 4.99% | 4.73% | $955.0万 | 1.3万股 | $801.4万 | 1.2万股 | +482股+3.93% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 4.96% | 5.04% | $948.7万 | 27.8万股 | $853.2万 | 26.5万股 | +1.3万股+4.98% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 4.11% | 4.04% | $786.8万 | 9.6万股 | $684.2万 | 9.6万股 | -640股-0.67% | 减仓 |
| AAvantis·U SAVUV |
| 3.94% | 3.83% | $754.8万 | 6.0万股 | $648.4万 | 5.9万股 | +1,799股+3.06% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 3.48% | 3.83% | $666.9万 | 15.8万股 | $649.2万 | 15.4万股 | +4,221股+2.74% | 加仓 |
| A美国世纪ETF信托EFV |
| 3.14% | 3.24% | $600.9万 | 7.8万股 | $549.3万 | 7.3万股 | +4,207股+5.73% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.05% | 2.84% | $582.8万 | 14.5万股 | $480.9万 | 14.2万股 | +2,912股+2.05% | 加仓 |
| DDimensional维度ETF信托DISV |
| 2.69% | 2.96% | $515.4万 | 12.8万股 | $500.5万 | 12.7万股 | +1,503股+1.18% | 加仓 |
| A美国世纪ETF信托AVLV |
| 2.69% | 2.65% | $513.9万 | 5.6万股 | $448.1万 | 5.6万股 | +749股+1.35% | 加仓 |
 苹果AAPL |
| 2.65% | 2.48% | $507.2万 | 1.8万股 | $420.2万 | 1.7万股 | +972股+5.87% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 2.38% | 2.23% | $455.7万 | 9.0万股 | $377.1万 | 7.4万股 | +1.5万股+20.66% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.96% | 2.12% | $374.4万 | 5股 | $359.0万 | 5股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVEM |
| 1.75% | 1.61% | $334.3万 | 3.5万股 | $272.5万 | 3.4万股 | +826股+2.44% | 加仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 1.75% | 1.65% | $334.2万 | 7.2万股 | $279.3万 | 6.0万股 | +1.2万股+20.21% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 1.4% | 1.52% | $267.0万 | 7.6万股 | $258.2万 | 7.7万股 | -468股-0.61% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 1.38% | 1.38% | $264.0万 | 5.4万股 | $233.5万 | 5.5万股 | -1,113股-2.02% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.22% | 1.3% | $232.8万 | 2.3万股 | $220.2万 | 2.2万股 | +542股+2.46% | 加仓 |
 Meta平台META |
| 0.64% | 0.73% | $122.1万 | 2,168股 | $124.0万 | 2,168股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.4% | 0.34% | $77.0万 | 2,179股 | $57.3万 | 2,000股 | +179股+8.95% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.39% | 0.43% | $74.0万 | 1.6万股 | $72.2万 | 1.5万股 | +416股+2.76% | 加仓 |
 AMGEN COMAMGN |
| 0.38% | 0.42% | $73.4万 | 2,027股 | $71.3万 | 2,027股 | 00.00% | 持仓不变 |
 AVANTIS INTLNGG |
| 0.31% | 0.34% | $60.2万 | 6,751股 | $57.2万 | 6,751股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.27% | 0.28% | $52.4万 | 1.2万股 | $48.2万 | 1.2万股 | -598股-4.82% | 减仓 |
| KKB HOMEKBH |
| 0.27% | 0.25% | $51.8万 | 8,278股 | $42.8万 | 8,278股 | 00.00% | 持仓不变 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.25% | 0.25% | $48.7万 | 1.2万股 | $42.9万 | 1.2万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.21% | 0.18% | $40.9万 | 2,045股 | $30.4万 | 1,745股 | +300股+17.19% | 加仓 |
 SEACOAST BKG FLASBCF |
| 0.21% | 0.21% | $40.0万 | 1.2万股 | $36.3万 | 1.2万股 | +5股+0.04% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.21% | 0.23% | $39.8万 | 7,871股 | $39.2万 | 7,871股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | 0.16% | $27.1万 | 541股 | $26.5万 | 554股 | -13股-2.35% | 减仓 |
 CencoraCOR |
| 0.13% | — | $25.5万 | 900股 | $0 | 0股 | +900股 | 新买入 |
 直觉外科ISRG |
| 0.13% | 0.17% | $25.4万 | 639股 | $29.4万 | 639股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.13% | 0.13% | $24.5万 | 750股 | $21.3万 | 726股 | +24股+3.31% | 加仓 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 0.12% | 0.1% | $22.3万 | 4,209股 | $17.1万 | 4,209股 | 00.00% | 持仓不变 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.12% | 0.13% | $22.2万 | 4,238股 | $22.3万 | 4,254股 | -16股-0.38% | 减仓 |
 雷神技术RTX |
| 0.11% | 0.13% | $21.2万 | 1,118股 | $21.3万 | 1,109股 | +9股+0.81% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.11% | 0.12% | $20.8万 | 4,309股 | $20.6万 | 4,309股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.11% | 0.11% | $20.3万 | 2,211股 | $18.7万 | 2,200股 | +11股+0.50% | 加仓 |
| TTOLL BROTHERSTOL |
| 0.1% | 0.09% | $19.4万 | 1,178股 | $15.9万 | 1,171股 | +7股+0.60% | 加仓 |
 罗克韦尔自动化ROK |
| 0.09% | 0.07% | $17.6万 | 356股 | $12.6万 | 353股 | +3股+0.85% | 加仓 |
 星巴克SBUX |
| 0.09% | 0.01% | $17.4万 | 1,704股 | $1.0万 | 120股 | +1,584股+1,320.00% | 加仓 |
 谷歌AGOOGL |
| 0.09% | 0.06% | $17.2万 | 480股 | $9.6万 | 334股 | +146股+43.71% | 加仓 |
 D R HORTONDHI |
| 0.09% | 0.08% | $17.0万 | 1,041股 | $14.1万 | 1,033股 | +8股+0.77% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.09% | 0.08% | $16.4万 | 4,316股 | $13.9万 | 4,316股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.08% | 0.11% | $15.6万 | 1,140股 | $18.6万 | 1,101股 | +39股+3.54% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.08% | 0.09% | $15.2万 | 4,147股 | $15.6万 | 4,147股 | 00.00% | 持仓不变 |
