| DDimensional维度ETF信托DFAC |
| 15.59% | 15.01% | $4,270.2万 | 96.3万股 | $3,442.5万 | 88.6万股 | +7.6万股+8.62% | 加仓 |
 苹果AAPL |
| 5.14% | 5.18% | $1,409.1万 | 4.9万股 | $1,188.6万 | 4.7万股 | +1,861股+3.97% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 4.93% | 4.89% | $1,351.8万 | 36.3万股 | $1,122.6万 | 31.6万股 | +4.7万股+14.81% | 加仓 |
| A美国世纪ETF信托AVUS |
| 3.78% | 3.9% | $1,034.3万 | 8.1万股 | $894.5万 | 8.0万股 | +290股+0.36% | 加仓 |
| AAvantis·U SAVUV |
| 3.58% | 3.34% | $982.0万 | 7.9万股 | $765.3万 | 6.9万股 | +9,423股+13.60% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 3.39% | 3.68% | $929.2万 | 38.5万股 | $843.7万 | 34.8万股 | +3.7万股+10.70% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 3.27% | 3.72% | $897.0万 | 24.3万股 | $853.5万 | 25.1万股 | -7,799股-3.10% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.12% | 2.97% | $854.1万 | 2.4万股 | $682.4万 | 2.4万股 | +434股+1.83% | 加仓 |
| S嘉信策略信托SCHR |
| 3.06% | 3.86% | $838.5万 | 34.0万股 | $885.9万 | 35.6万股 | -1.6万股-4.40% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 2.5% | 2.68% | $684.8万 | 8.4万股 | $614.4万 | 8.5万股 | -1,710股-2.01% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 2.43% | 2.27% | $665.8万 | 16.4万股 | $519.9万 | 15.1万股 | +1.3万股+8.81% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.32% | 3.03% | $636.5万 | 12.7万股 | $694.1万 | 13.9万股 | -1.2万股-8.81% | 减仓 |
 微软MSFT |
| 2.09% | 2.5% | $572.1万 | 1.5万股 | $572.6万 | 2.2万股 | -6,453股-29.61% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.87% | 1.8% | $512.7万 | 6.2万股 | $413.3万 | 5.0万股 | +1.2万股+24.17% | 加仓 |
| I景顺QQQ信托VOO |
| 1.83% | 1.52% | $501.6万 | 6,812股 | $348.2万 | 6,034股 | +778股+12.89% | 加仓 |
| IiShares安硕信托IDEV |
| 1.8% | 1.92% | $494.2万 | 5.6万股 | $439.8万 | 5.3万股 | +2,846股+5.40% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.66% | 1.86% | $455.5万 | 11.0万股 | $426.3万 | 10.9万股 | +980股+0.90% | 加仓 |
| DDimensional维度·USDFUV |
| 1.62% | 1.52% | $444.7万 | 8.1万股 | $347.6万 | 7.2万股 | +9,083股+12.66% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.55% | 1.64% | $424.5万 | 4.1万股 | $375.4万 | 3.8万股 | +3,582股+9.52% | 加仓 |
| S嘉信·USSCHP |
| 1.52% | 1.86% | $417.2万 | 15.7万股 | $425.7万 | 16.0万股 | -2,606股-1.63% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.5% | 1.5% | $411.7万 | 5.2万股 | $344.2万 | 4.3万股 | +8,652股+19.92% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.43% | 1.53% | $391.6万 | 4.7万股 | $351.0万 | 4.7万股 | +12股+0.03% | 加仓 |
| V先锋领航指数基金VTV |
| 1.43% | 1.52% | $391.1万 | 1.8万股 | $348.9万 | 1.8万股 | +139股+0.78% | 加仓 |
 亚马逊AMZN |
| 1.37% | 1.36% | $375.6万 | 1.6万股 | $312.9万 | 1.5万股 | +730股+4.86% | 加仓 |
| JJPMORGAN CALIFORNIA TAX FREE BNDJCAL |
| 1.22% | — | $335.4万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.22% | 1.25% | $334.2万 | 4.1万股 | $287.2万 | 4.0万股 | +110股+0.27% | 加仓 |
| V先锋领航指数基金VOO |
| 1.21% | 1.25% | $331.9万 | 4,833股 | $286.7万 | 4,799股 | +34股+0.71% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.08% | 1.19% | $296.0万 | 2.4万股 | $273.3万 | 6,409股 | +1.7万股+271.98% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.96% | 1.07% | $262.1万 | 4.9万股 | $246.6万 | 4.7万股 | +1,717股+3.67% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.95% | 0.9% | $259.6万 | 2.8万股 | $206.7万 | 2.6万股 | +2,806股+10.94% | 加仓 |
 英伟达NVDA |
| 0.85% | 0.77% | $231.8万 | 1.2万股 | $175.7万 | 1.0万股 | +1,475股+14.59% | 加仓 |
| G通用动力VTI |
| 0.83% | 0.85% | $228.0万 | 6,161股 | $194.6万 | 6,088股 | +73股+1.20% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.7% | 0.75% | $191.6万 | 4.9万股 | $172.5万 | 4.9万股 | +134股+0.27% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.65% | 0.69% | $179.1万 | 4.2万股 | $159.2万 | 3.8万股 | +4,706股+12.48% | 加仓 |
 特斯拉TSLA |
| 0.64% | 0.62% | $176.2万 | 4,190股 | $142.0万 | 3,824股 | +366股+9.57% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.57% | 0.59% | $155.7万 | 4.6万股 | $135.0万 | 4.6万股 | -348股-0.75% | 减仓 |
 谷歌AGOOGL |
| 0.47% | 0.49% | $127.8万 | 3,577股 | $112.8万 | 3,927股 | -350股-8.91% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.46% | 0.36% | $125.2万 | 1.8万股 | $83.4万 | 1.3万股 | +4,544股+33.98% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.45% | 0.47% | $124.2万 | 2.4万股 | $108.1万 | 2.4万股 | +56股+0.23% | 加仓 |
 IRENIREN |
| 0.44% | 0.4% | $121.1万 | 2.6万股 | $92.2万 | 2.7万股 | -440股-1.63% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.41% | 0.48% | $113.3万 | 2.4万股 | $109.3万 | 2.3万股 | +73股+0.31% | 加仓 |
| AAvantis·INTERNATIONAL SMALL CAP EQUITY ETFAVDS |
| 0.41% | 0.41% | $112.9万 | 1.5万股 | $94.9万 | 1.3万股 | +1,773股+13.41% | 加仓 |
 VisaV |
| 0.4% | 0.43% | $109.9万 | 3,204股 | $98.4万 | 3,256股 | -52股-1.60% | 减仓 |
| J摩根大通·BETABUILDERSBBJP |
| 0.38% | 0.41% | $103.3万 | 1.4万股 | $94.5万 | 1.4万股 | 00.00% | 持仓不变 |
 T-MOBILE US COMTMUS |
| 0.38% | — | $102.9万 | 6,137股 | $0 | 0股 | +6,137股 | 新买入 |
| A美国世纪ETF信托AVEM |
| 0.37% | 0.37% | $102.0万 | 1.1万股 | $84.8万 | 1.1万股 | +31股+0.29% | 加仓 |
 Meta平台META |
| 0.37% | 0.5% | $100.7万 | 1,788股 | $113.7万 | 1,988股 | -200股-10.06% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.36% | 0.36% | $98.6万 | 1.8万股 | $82.4万 | 1.7万股 | +1,695股+10.15% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.35% | 0.4% | $96.8万 | 1.6万股 | $91.2万 | 1.7万股 | -692股-4.09% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.35% | 0.34% | $95.1万 | 2.4万股 | $78.1万 | 2.3万股 | +580股+2.51% | 加仓 |
