| DDimensional维度ETF信托DFIP |
| 12.42% | 12.71% | $2,539.5万 | 61.6万股 | $2,356.7万 | 56.5万股 | +5.1万股+8.97% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 11.71% | 11.21% | $2,395.7万 | 29.1万股 | $2,079.6万 | 29.2万股 | -1,419股-0.49% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 11.21% | 12.09% | $2,292.1万 | 42.4万股 | $2,242.3万 | 42.5万股 | -534股-0.13% | 减仓 |
| DDimensional维度·USDFUV |
| 8.38% | 8.3% | $1,715.0万 | 31.2万股 | $1,538.4万 | 31.7万股 | -5,687股-1.79% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 6.07% | 6.06% | $1,242.1万 | 17.8万股 | $1,123.2万 | 18.0万股 | -2,154股-1.20% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 5.62% | 5.5% | $1,149.9万 | 44.0万股 | $1,020.1万 | 43.1万股 | +8,258股+1.91% | 加仓 |
| DDimensional维度ETF信托DISV |
| 4.81% | 5.19% | $983.5万 | 24.5万股 | $963.0万 | 24.4万股 | +904股+0.37% | 加仓 |
 礼来LLY |
| 4.33% | 3.66% | $885.1万 | 7,379股 | $678.7万 | 7,379股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 3.9% | 3.93% | $797.9万 | 20.6万股 | $728.8万 | 20.8万股 | -2,296股-1.10% | 减仓 |
 苹果AAPL |
| 3.19% | 3.08% | $651.9万 | 2.3万股 | $570.3万 | 2.2万股 | +58股+0.26% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 3.01% | 2.88% | $616.7万 | 15.6万股 | $533.7万 | 14.9万股 | +6,511股+4.36% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 2.33% | 2.41% | $477.0万 | 13.6万股 | $447.3万 | 13.3万股 | +3,312股+2.49% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.97% | 1.94% | $403.9万 | 11.8万股 | $359.3万 | 11.2万股 | +6,850股+6.14% | 加仓 |
 英伟达NVDA |
| 1.81% | 1.74% | $370.4万 | 1.9万股 | $323.3万 | 1.9万股 | -25股-0.13% | 减仓 |
| V先锋领航债券指数基金BLV |
| 1.59% | 1.71% | $325.6万 | 4.7万股 | $317.2万 | 4.6万股 | +1,119股+2.43% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 1.14% | 1.15% | $232.7万 | 2.0万股 | $213.0万 | 2.2万股 | -1,674股-7.68% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 1.1% | 0.97% | $224.3万 | 5.5万股 | $179.4万 | 5.2万股 | +3,271股+6.30% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.98% | 0.91% | $200.5万 | 4.7万股 | $168.5万 | 4.7万股 | -108股-0.23% | 减仓 |
| V先锋领航指数基金VUG |
| 0.97% | 0.82% | $197.4万 | 2.3万股 | $151.5万 | 3,468股 | +1.9万股+560.87% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.77% | 0.85% | $158.2万 | 3.7万股 | $158.2万 | 3.7万股 | +2股+0.01% | 加仓 |
| IiShares安硕信托IEFA |
| 0.61% | 0.64% | $123.9万 | 1.3万股 | $118.6万 | 1.3万股 | -276股-2.11% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.58% | 0.56% | $118.7万 | 1.1万股 | $104.6万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.57% | 0.63% | $117.0万 | 1.1万股 | $117.0万 | 1.1万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DEHP |
| 0.49% | 0.45% | $100.9万 | 2.4万股 | $84.1万 | 2.5万股 | -1,297股-5.21% | 减仓 |
| IiShares安硕·COREIJH |
| 0.48% | 0.47% | $98.5万 | 1.3万股 | $86.3万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.45% | 0.44% | $91.6万 | 1,223股 | $82.4万 | 1,261股 | -38股-3.01% | 减仓 |
 谷歌AGOOGL |
| 0.43% | 0.38% | $87.0万 | 2,434股 | $70.0万 | 2,434股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.37% | 0.39% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.26% | 0.25% | $53.9万 | 2,260股 | $47.1万 | 2,260股 | 00.00% | 持仓不变 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 0.26% | 0.19% | $52.6万 | 6,996股 | $35.8万 | 4,785股 | +2,211股+46.21% | 加仓 |
| IiShares安硕IEMG |
| 0.26% | 0.24% | $52.6万 | 6,344股 | $44.2万 | 6,344股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.23% | $51.5万 | 1,457股 | $41.8万 | 1,457股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.25% | 0.26% | $50.1万 | 1,002股 | $48.0万 | 1,002股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.23% | 0.32% | $47.1万 | 3,445股 | $58.6万 | 3,455股 | -10股-0.29% | 减仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.22% | 0.19% | $44.3万 | 8,027股 | $34.3万 | 6,203股 | +1,824股+29.41% | 加仓 |
| IiShares安硕·COREIJR |
| 0.21% | 0.19% | $43.1万 | 2,904股 | $36.1万 | 2,904股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.21% | 0.17% | $42.6万 | 1.1万股 | $31.7万 | 9,374股 | +1,228股+13.10% | 加仓 |
 摩根大通JPM |
| 0.19% | 0.19% | $39.5万 | 1,208股 | $35.5万 | 1,208股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.18% | 0.2% | $37.7万 | 1,011股 | $37.4万 | 1,011股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.18% | 0.13% | $37.4万 | 1,001股 | $24.8万 | 873股 | +128股+14.66% | 加仓 |
 好市多COST |
| 0.17% | 0.2% | $34.1万 | 364股 | $36.3万 | 364股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.16% | 0.1% | $33.2万 | 4,519股 | $18.9万 | 2,568股 | +1,951股+75.97% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.15% | 0.16% | $31.5万 | 3,270股 | $29.0万 | 3,268股 | +2股+0.06% | 加仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 0.15% | 0.12% | $30.0万 | 1,700股 | $23.0万 | 1,700股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.14% | 0.14% | $29.5万 | 1.0万股 | $26.1万 | 1.0万股 | -173股-1.70% | 减仓 |
 宝洁PG |
| 0.14% | 0.16% | $29.3万 | 1,998股 | $28.9万 | 1,998股 | 00.00% | 持仓不变 |
| IiShares安硕信托EMB |
| 0.14% | 0.16% | $28.9万 | 3,000股 | $29.9万 | 3,186股 | -186股-5.84% | 减仓 |
 GE VernovaGEV |
| 0.14% | 0.1% | $28.9万 | 246股 | $18.8万 | 215股 | +31股+14.42% | 加仓 |
 UMB FINLUMBF |
| 0.13% | 0.11% | $26.3万 | 1,841股 | $20.8万 | 1,841股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSD |
| 0.12% | 0.11% | $24.8万 | 5,184股 | $20.6万 | 4,293股 | +891股+20.75% | 加仓 |
