| DDimensional维度ETF信托DFAC |
| 32.19% | 31.64% | $5,517.3万 | 124.4万股 | $4,695.5万 | 120.8万股 | +3.5万股+2.93% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 11.03% | 11.12% | $1,889.7万 | 44.8万股 | $1,650.5万 | 39.1万股 | +5.7万股+14.52% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 9.22% | 9.07% | $1,580.2万 | 19.2万股 | $1,345.8万 | 18.9万股 | +2,708股+1.43% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 8.9% | 9.22% | $1,525.0万 | 37.0万股 | $1,367.8万 | 35.1万股 | +1.9万股+5.31% | 加仓 |
| A美国世纪ETF信托AVLV |
| 8.7% | 8.78% | $1,491.7万 | 16.4万股 | $1,302.3万 | 16.2万股 | +1,992股+1.23% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.96% | 3.81% | $678.2万 | 16.9万股 | $565.8万 | 16.7万股 | +1,560股+0.93% | 加仓 |
| A美国世纪ETF信托DSPY |
| 3.65% | 3.68% | $625.6万 | 9.5万股 | $545.9万 | 9.1万股 | +4,348股+4.78% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.33% | 3.7% | $570.5万 | 5.5万股 | $548.4万 | 5.5万股 | +443股+0.81% | 加仓 |
| A美国世纪ETF信托AVUS |
| 3.12% | 3.14% | $534.8万 | 4.2万股 | $466.2万 | 4.2万股 | -173股-0.41% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 2.51% | 2.52% | $430.1万 | 16.4万股 | $373.3万 | 15.8万股 | +6,603股+4.18% | 加仓 |
| IiShares安硕信托AGG |
| 2.23% | 2.36% | $381.7万 | 7.5万股 | $349.6万 | 7.0万股 | +5,563股+7.96% | 加仓 |
 英伟达NVDA |
| 1.75% | 1.69% | $299.1万 | 1.5万股 | $250.6万 | 1.4万股 | +577股+4.01% | 加仓 |
| IiShares安硕信托IWD |
| 1.1% | 1.13% | $189.2万 | 7,804股 | $167.6万 | 7,842股 | -38股-0.48% | 减仓 |
| DDimensional维度·USDFUV |
| 0.82% | 0.83% | $140.3万 | 2.6万股 | $123.6万 | 2.6万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.81% | 0.76% | $139.1万 | 5,838股 | $112.4万 | 5,398股 | +440股+8.15% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.74% | 1.31% | $126.9万 | 3.1万股 | $194.4万 | 4.7万股 | -1.6万股-34.52% | 减仓 |
 苹果AAPL |
| 0.58% | 0.51% | $100.2万 | 3,463股 | $75.5万 | 2,976股 | +487股+16.36% | 加仓 |
| IiShares安硕信托EEM |
| 0.55% | 0.53% | $93.9万 | 1.4万股 | $79.0万 | 1.4万股 | -186股-1.34% | 减仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.52% | 0.5% | $89.9万 | 1.1万股 | $73.6万 | 9,979股 | +883股+8.85% | 加仓 |
 AVANTIS INTLNGG |
| 0.44% | 0.48% | $75.4万 | 8,454股 | $70.7万 | 8,335股 | +119股+1.43% | 加仓 |
| V先锋领航指数基金VUG |
| 0.4% | 0.39% | $68.2万 | 7,920股 | $57.7万 | 1,320股 | +6,600股+500.00% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.37% | 0.36% | $63.4万 | 6,567股 | $52.8万 | 6,553股 | +14股+0.21% | 加仓 |
 阿里拉姆制药ALNY |
| 0.33% | 0.43% | $56.7万 | 1,883股 | $63.4万 | 1,916股 | -33股-1.72% | 减仓 |
| V先锋领航指数基金VOO |
| 0.32% | 0.32% | $54.5万 | 794股 | $47.4万 | 794股 | 00.00% | 持仓不变 |
| AAvantis·U SAVUV |
| 0.29% | 0.31% | $49.9万 | 4,001股 | $45.9万 | 4,159股 | -158股-3.80% | 减仓 |
 微软MSFT |
| 0.27% | 0.26% | $46.4万 | 1,245股 | $39.0万 | 1,054股 | +191股+18.12% | 加仓 |
| G通用动力VTI |
| 0.23% | — | $39.6万 | 1,071股 | $0 | 0股 | +1,071股 | 新买入 |
 WASTE MGMT DELWM |
| 0.21% | 0.26% | $36.2万 | 1,625股 | $37.8万 | 1,647股 | -22股-1.34% | 减仓 |
 谷歌AGOOGL |
| 0.18% | 0.15% | $31.0万 | 868股 | $21.9万 | 762股 | +106股+13.91% | 加仓 |
 美光科技MU |
| 0.18% | — | $30.2万 | 262股 | $0 | 0股 | +262股 | 新买入 |
 思科CSCO |
| 0.17% | — | $29.5万 | 2,512股 | $0 | 0股 | +2,512股 | 新买入 |
 MCKESSON COMMCK |
| 0.17% | 0.29% | $28.5万 | 377股 | $42.8万 | 495股 | -118股-23.84% | 减仓 |
| WWisdomTree信托DLS |
| 0.16% | 0.18% | $28.1万 | 3,359股 | $27.4万 | 3,359股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.15% | — | $25.3万 | 716股 | $0 | 0股 | +716股 | 新买入 |
 迪士尼DIS |
| 0.15% | 0.16% | $25.1万 | 2,609股 | $24.1万 | 2,500股 | +109股+4.36% | 加仓 |
| IiShares安硕信托SGOV |
| 0.14% | — | $24.4万 | 2,425股 | $0 | 0股 | +2,425股 | 新买入 |
 多佛DOV |
| 0.13% | 0.14% | $22.7万 | 1,012股 | $21.1万 | 1,011股 | +1股+0.10% | 加仓 |
