| DDimensional维度ETF信托DFAC |
| 11.46% | 11.43% | $1,947.9万 | 50.5万股 | $1,756.3万 | 49.0万股 | +1.5万股+3.05% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 10.98% | 11.14% | $1,864.7万 | 43.6万股 | $1,712.0万 | 40.5万股 | +3.1万股+7.65% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 8.58% | 8.57% | $1,458.1万 | 31.9万股 | $1,317.4万 | 31.1万股 | +7,634股+2.45% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 6.96% | 7.08% | $1,181.8万 | 37.7万股 | $1,088.8万 | 37.1万股 | +5,904股+1.59% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 5.78% | 5.78% | $981.5万 | 13.5万股 | $888.4万 | 13.3万股 | +2,932股+2.21% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.65% | 5.79% | $959.2万 | 26.4万股 | $889.5万 | 25.7万股 | +6,554股+2.55% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 5.5% | 5.52% | $934.5万 | 24.7万股 | $848.6万 | 23.9万股 | +8,773股+3.68% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.52% | 3.5% | $597.8万 | 19.0万股 | $537.6万 | 18.6万股 | +3,899股+2.10% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 3.21% | 3.28% | $545.3万 | 10.1万股 | $504.6万 | 9.5万股 | +6,488股+6.86% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 2.97% | 3.09% | $504.2万 | 10.5万股 | $475.6万 | 9.9万股 | +5,561股+5.61% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 2.47% | 2.56% | $420.0万 | 13.8万股 | $393.4万 | 13.3万股 | +4,790股+3.59% | 加仓 |
| S道富SPHY |
| 1.6% | 1.64% | $272.2万 | 11.4万股 | $251.8万 | 10.6万股 | +7,915股+7.48% | 加仓 |
| V先锋领航指数基金VUG |
| 1.52% | 1.54% | $257.4万 | 5,367股 | $237.4万 | 5,415股 | -48股-0.89% | 减仓 |
| DDimensional维度ETF信托DFIP |
| 1.45% | 1.5% | $246.8万 | 5.8万股 | $229.9万 | 5.5万股 | +3,462股+6.30% | 加仓 |
 TRACTOR SUPPLY COMTSCO |
| 1.27% | 1.31% | $216.5万 | 3.8万股 | $200.9万 | 3.8万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.02% | 0.88% | $172.6万 | 6,780股 | $136.0万 | 6,630股 | +150股+2.26% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.94% | 1% | $159.9万 | 5.5万股 | $154.0万 | 5.6万股 | -725股-1.30% | 减仓 |
| IiShares安硕信托IEFA |
| 0.85% | 0.9% | $144.4万 | 1.7万股 | $139.0万 | 1.7万股 | -118股-0.71% | 减仓 |
| V先锋领航指数基金VTV |
| 0.82% | 0.86% | $139.7万 | 7,492股 | $132.0万 | 7,471股 | +21股+0.28% | 加仓 |
| VVANECK JPMEMLC |
| 0.81% | 0.85% | $137.6万 | 5.4万股 | $131.3万 | 5.2万股 | +2,159股+4.17% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 0.77% | 0.79% | $130.6万 | 2.0万股 | $121.4万 | 1.9万股 | +941股+5.07% | 加仓 |
 微软MSFT |
| 0.72% | 0.72% | $122.3万 | 2,361股 | $110.8万 | 2,228股 | +133股+5.97% | 加仓 |
| IiShares安硕信托IDEV |
| 0.66% | 0.69% | $111.5万 | 1.4万股 | $105.6万 | 1.4万股 | +21股+0.15% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.65% | 0.67% | $110.1万 | 3.5万股 | $103.6万 | 3.5万股 | -968股-2.73% | 减仓 |
| SSEI EXCHANGE TRADED FUNDSSEIE |
| 0.64% | 0.79% | $108.0万 | 3.5万股 | $121.2万 | 4.1万股 | -5,722股-13.91% | 减仓 |
| IiShares安硕IEMG |
| 0.54% | 0.55% | $91.4万 | 1.4万股 | $84.7万 | 1.4万股 | -243股-1.72% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.38% | 0.41% | $64.4万 | 1.1万股 | $63.4万 | 1.1万股 | -377股-3.39% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.37% | 0.5% | $62.2万 | 1,237股 | $77.0万 | 1,585股 | -348股-21.96% | 减仓 |
 摩根大通JPM |
| 0.35% | 0.34% | $59.2万 | 1,877股 | $52.2万 | 1,799股 | +78股+4.34% | 加仓 |
 博通AVGO |
| 0.33% | 0.35% | $56.9万 | 1,725股 | $54.2万 | 1,965股 | -240股-12.21% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 0.31% | 0.33% | $53.0万 | 1.1万股 | $50.2万 | 1.1万股 | +459股+4.33% | 加仓 |
 亚马逊AMZN |
| 0.31% | 0.32% | $51.8万 | 2,361股 | $49.6万 | 2,262股 | +99股+4.38% | 加仓 |
 英伟达NVDA |
| 0.26% | 0.2% | $44.9万 | 2,405股 | $31.1万 | 1,968股 | +437股+22.21% | 加仓 |
| SSEI EXCHANGE TRADED FUNDSSEEM |
| 0.26% | 0.31% | $44.6万 | 1.5万股 | $47.6万 | 1.7万股 | -2,532股-14.65% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.25% | 0.31% | $42.8万 | 2,636股 | $47.3万 | 2,596股 | +40股+1.54% | 加仓 |
 雷神技术RTX |
| 0.24% | 0.22% | $41.4万 | 2,476股 | $34.2万 | 2,344股 | +132股+5.63% | 加仓 |
| SSEI EXCHANGE TRADED FUNDSSEIS |
| 0.24% | 0.28% | $41.0万 | 1.5万股 | $42.8万 | 1.7万股 | -2,016股-12.07% | 减仓 |
 强生JNJ |
| 0.24% | 0.19% | $40.6万 | 2,189股 | $28.6万 | 1,872股 | +317股+16.93% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.22% | 0.23% | $38.1万 | 1,825股 | $35.8万 | 1,834股 | -9股-0.49% | 减仓 |
| IiShares安硕信托GVI |
| 0.22% | 0.25% | $38.0万 | 3,569股 | $38.4万 | 3,672股 | -103股-2.81% | 减仓 |
 沃尔玛WMT |
| 0.22% | 0.23% | $37.7万 | 3,661股 | $35.4万 | 3,616股 | +45股+1.24% | 加仓 |
 特斯拉TSLA |
| 0.22% | 0.17% | $37.4万 | 842股 | $26.2万 | 825股 | +17股+2.06% | 加仓 |
| V先锋领航指数基金VBK |
| 0.22% | 0.23% | $37.4万 | 1,257股 | $35.6万 | 1,287股 | -30股-2.33% | 减仓 |
 甲骨文ORCL |
| 0.21% | 0.17% | $35.3万 | 1,254股 | $25.4万 | 1,163股 | +91股+7.82% | 加仓 |
 摩根士丹利MS |
| 0.21% | 0.19% | $34.9万 | 2,193股 | $29.1万 | 2,063股 | +130股+6.30% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.2% | 0.2% | $34.0万 | 6,269股 | $31.0万 | 6,269股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.19% | 0.17% | $32.9万 | 2,919股 | $25.7万 | 2,384股 | +535股+22.44% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.19% | 0.18% | $31.6万 | 6,307股 | $27.3万 | 5,573股 | +734股+13.17% | 加仓 |
| SSEI QIMSEIM |
| 0.18% | 0.17% | $31.2万 | 6,876股 | $26.8万 | 6,357股 | +519股+8.16% | 加仓 |
| SSEI QIMSEIV |
| 0.18% | 0.17% | $31.1万 | 7,989股 | $26.1万 | 7,316股 | +673股+9.20% | 加仓 |
