| DDimensional维度ETF信托DFIC |
| 19.58% | 20.02% | $8,870.8万 | 238.1万股 | $8,086.1万 | 227.6万股 | +10.5万股+4.61% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 15.45% | 14.36% | $6,996.5万 | 157.7万股 | $5,801.5万 | 149.3万股 | +8.4万股+5.65% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 7.68% | 8.6% | $3,480.8万 | 82.5万股 | $3,475.2万 | 82.3万股 | +1,524股+0.19% | 加仓 |
| IiShares安硕信托SGOV |
| 7.59% | 13.29% | $3,438.2万 | 34.2万股 | $5,370.8万 | 53.4万股 | -19.2万股-35.99% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 5% | 4.57% | $2,266.5万 | 55.8万股 | $1,846.3万 | 53.4万股 | +2.3万股+4.37% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 4.23% | 4.29% | $1,917.5万 | 27.4万股 | $1,731.6万 | 27.7万股 | -2,948股-1.06% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 3.94% | 0.6% | $1,783.2万 | 35.1万股 | $240.4万 | 4.7万股 | +30.4万股+640.78% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.89% | 3.81% | $1,763.6万 | 21.4万股 | $1,538.3万 | 21.6万股 | -2,078股-0.96% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 3.54% | 3.6% | $1,604.8万 | 55.4万股 | $1,453.0万 | 54.7万股 | +7,303股+1.34% | 加仓 |
 美国合众银行USB |
| 2.86% | 2.77% | $1,297.6万 | 21.5万股 | $1,119.0万 | 21.5万股 | -314股-0.15% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 2.53% | 2.43% | $1,146.5万 | 29.6万股 | $981.7万 | 28.0万股 | +1.5万股+5.50% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 2.32% | 2.1% | $1,050.4万 | 12.8万股 | $849.4万 | 11.8万股 | +1.0万股+8.73% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.64% | 1.69% | $741.7万 | 20.1万股 | $681.0万 | 20.0万股 | +869股+0.43% | 加仓 |
 苹果AAPL |
| 1.42% | 1.38% | $641.8万 | 2.2万股 | $558.9万 | 2.2万股 | +159股+0.72% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.33% | 1.31% | $602.2万 | 1.5万股 | $527.9万 | 1.5万股 | -99股-0.67% | 减仓 |
 英伟达NVDA |
| 1.22% | 1.17% | $552.1万 | 2.8万股 | $472.3万 | 2.7万股 | +512股+1.89% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 1.15% | 1.16% | $520.1万 | 11.2万股 | $469.6万 | 11.4万股 | -2,741股-2.40% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.92% | 0.96% | $417.5万 | 9.3万股 | $388.3万 | 9.2万股 | +973股+1.06% | 加仓 |
| DDimensional维度·USDFUV |
| 0.9% | 0.88% | $406.2万 | 7.4万股 | $357.4万 | 7.4万股 | +87股+0.12% | 加仓 |
 德州仪器TXN |
| 0.9% | — | $406.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.89% | 0.77% | $404.3万 | 5,490股 | $310.3万 | 5,376股 | +114股+2.12% | 加仓 |
 AVANTIS INTLNGG |
| 0.73% | 0.78% | $330.4万 | 3.7万股 | $316.2万 | 3.7万股 | -225股-0.60% | 减仓 |
 微软MSFT |
| 0.65% | 0.71% | $292.7万 | 7,846股 | $286.0万 | 7,726股 | +120股+1.55% | 加仓 |
| IiShares安硕信托IVV |
| 0.58% | 0.57% | $263.2万 | 3,514股 | $229.5万 | 3,514股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.56% | 0.48% | $253.7万 | 3.1万股 | $192.2万 | 2.6万股 | +4,599股+17.65% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.5% | 0.47% | $224.7万 | 7,479股 | $190.5万 | 7,683股 | -204股-2.66% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.41% | 0.4% | $187.8万 | 1.5万股 | $163.0万 | 1.5万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.41% | 0.37% | $184.6万 | 2,472股 | $150.9万 | 2,320股 | +152股+6.55% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.35% | 0.33% | $159.3万 | 3,050股 | $132.0万 | 2,850股 | +200股+7.02% | 加仓 |
| G通用动力VTI |
| 0.35% | 0.34% | $157.9万 | 4,266股 | $135.7万 | 4,229股 | +37股+0.87% | 加仓 |
| V先锋领航指数基金VTV |
| 0.32% | 0.32% | $146.3万 | 6,712股 | $130.1万 | 6,633股 | +79股+1.19% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.32% | 0.34% | $145.4万 | 1.4万股 | $136.0万 | 1.4万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.31% | 0.3% | $138.9万 | 4,243股 | $122.7万 | 4,172股 | +71股+1.70% | 加仓 |
 PAYONEER GLOBALPAYO |
| 0.31% | 0.23% | $138.3万 | 19.4万股 | $93.8万 | 19.4万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.3% | 0.29% | $137.6万 | 5,772股 | $118.4万 | 5,685股 | +87股+1.53% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.27% | 0.27% | $124.2万 | 7,911股 | $109.4万 | 7,909股 | +2股+0.03% | 加仓 |
| AAvantis·U SAVUV |
| 0.27% | 0.27% | $121.7万 | 9,752股 | $107.7万 | 9,752股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.25% | 0.22% | $111.9万 | 3,132股 | $87.3万 | 3,035股 | +97股+3.20% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.24% | 0.21% | $106.8万 | 3,023股 | $86.7万 | 3,023股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSE |
| 0.21% | 0.21% | $95.2万 | 1.9万股 | $85.1万 | 2.0万股 | -614股-3.06% | 减仓 |
 美光科技MU |
| 0.18% | 0.1% | $83.1万 | 720股 | $40.3万 | 1,193股 | -473股-39.65% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.17% | 0.18% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.14% | 0.07% | $63.8万 | 1,516股 | $27.1万 | 729股 | +787股+107.96% | 加仓 |
 卡特彼勒CAT |
| 0.14% | 0.1% | $62.2万 | 584股 | $41.4万 | 584股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.13% | 0.13% | $59.9万 | 1,198股 | $51.7万 | 1,078股 | +120股+11.13% | 加仓 |
| V先锋领航指数基金VOO |
| 0.12% | 0.12% | $56.3万 | 819股 | $48.9万 | 819股 | 00.00% | 持仓不变 |
 CASEYS GEN STORESCASY |
| 0.12% | 0.13% | $55.8万 | 702股 | $51.1万 | 702股 | 00.00% | 持仓不变 |
 慧与HPEHPE |
| 0.12% | 0.07% | $53.3万 | 1.2万股 | $30.2万 | 1.3万股 | -870股-6.86% | 减仓 |
 泛林集团LRCX |
| 0.12% | 0.06% | $52.4万 | 1,210股 | $25.9万 | 1,210股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 0.12% | 0.11% | $52.4万 | 3,961股 | $44.4万 | 3,953股 | +8股+0.20% | 加仓 |
