| DDimensional维度ETF信托DFAC |
| 30.31% | 26.6% | $3,192.3万 | 72.0万股 | $2,739.8万 | 70.5万股 | +1.5万股+2.07% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 16.75% | 19.98% | $1,763.7万 | 47.9万股 | $2,057.8万 | 60.6万股 | -12.7万股-20.97% | 减仓 |
| A美国世纪ETF信托AVUS |
| 11.99% | 10.76% | $1,262.7万 | 9.9万股 | $1,108.3万 | 10.0万股 | -1,105股-1.11% | 减仓 |
| G通用动力VTI |
| 7.64% | 7.07% | $804.4万 | 2.2万股 | $727.8万 | 2.3万股 | -948股-4.18% | 减仓 |
| AAvantis·U SAVUV |
| 4.12% | 5.05% | $433.9万 | 3.5万股 | $520.2万 | 4.7万股 | -1.2万股-26.14% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.47% | 3.26% | $365.8万 | 5.2万股 | $335.6万 | 5.4万股 | -1,397股-2.60% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.84% | 3.27% | $298.7万 | 5.9万股 | $336.6万 | 6.7万股 | -7,931股-11.77% | 减仓 |
| DDimensional维度·USDFUV |
| 2.73% | 3.24% | $287.4万 | 5.2万股 | $333.8万 | 6.9万股 | -1.7万股-24.14% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 2.3% | 1.88% | $241.9万 | 7.1万股 | $194.1万 | 6.0万股 | +1.1万股+17.67% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.07% | 2.75% | $218.2万 | 2.6万股 | $283.5万 | 4.0万股 | -1.3万股-33.53% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.95% | 2.34% | $205.8万 | 2.9万股 | $241.1万 | 3.8万股 | -8,734股-23.22% | 减仓 |
| V先锋领航指数基金VOT |
| 1.57% | 1.66% | $164.9万 | 5,385股 | $171.4万 | 6,661股 | -1,276股-19.16% | 减仓 |
| V先锋领航指数基金VUG |
| 1.37% | 1.45% | $144.1万 | 1.7万股 | $149.7万 | 3,427股 | +1.3万股+388.12% | 加仓 |
| V先锋领航指数基金VOO |
| 1.04% | 0.93% | $110.0万 | 1,602股 | $95.7万 | 1,602股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.99% | 1% | $104.4万 | 7,122股 | $103.2万 | 7,146股 | -24股-0.34% | 减仓 |
| IiShares安硕信托IVV |
| 0.92% | 1.84% | $96.6万 | 1,290股 | $189.2万 | 2,896股 | -1,606股-55.46% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.88% | 0.82% | $93.2万 | 2.3万股 | $84.2万 | 2.1万股 | +1,862股+8.72% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.85% | 1.4% | $89.9万 | 1.9万股 | $144.3万 | 3.0万股 | -1.1万股-38.20% | 减仓 |
| IiShares安硕信托IEFA |
| 0.83% | 0.84% | $87.2万 | 9,030股 | $86.0万 | 9,505股 | -475股-5.00% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.82% | 0.84% | $86.0万 | 1.1万股 | $86.7万 | 1.1万股 | -16股-0.14% | 减仓 |
 英伟达NVDA |
| 0.39% | — | $41.3万 | 2,062股 | $0 | 0股 | +2,062股 | 新买入 |
| DDimensional维度ETF信托DFIV |
| 0.38% | 0.33% | $40.1万 | 7,432股 | $34.0万 | 6,449股 | +983股+15.24% | 加仓 |
 CINCINNATI FINL COMCINF |
| 0.38% | 0.33% | $39.9万 | 2,157股 | $33.9万 | 2,157股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.38% | 0.59% | $39.6万 | 3,716股 | $60.3万 | 5,662股 | -1,946股-34.37% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.36% | 0.32% | $37.4万 | 1.3万股 | $32.6万 | 1.3万股 | -79股-0.61% | 减仓 |
 苹果AAPL |
| 0.35% | — | $36.6万 | 1,265股 | $0 | 0股 | +1,265股 | 新买入 |
| A美国世纪ETF信托AVEM |
| 0.32% | 0.24% | $34.2万 | 3,544股 | $24.3万 | 3,018股 | +526股+17.43% | 加仓 |
 好市多COST |
| 0.31% | 0.26% | $32.9万 | 352股 | $26.3万 | 264股 | +88股+33.33% | 加仓 |
| IiShares安硕·COREIJR |
| 0.24% | — | $25.2万 | 1,697股 | $0 | 0股 | +1,697股 | 新买入 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.22% | 0.2% | $23.4万 | 5,611股 | $20.3万 | 5,518股 | +93股+1.69% | 加仓 |
 亚马逊AMZN |
| 0.22% | — | $23.1万 | 971股 | $0 | 0股 | +971股 | 新买入 |
| DDimensional维度ETF信托DFCF |
| 0.21% | 0.58% | $22.6万 | 5,364股 | $59.8万 | 1.4万股 | -8,807股-62.15% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.21% | — | $22.5万 | 750股 | $0 | 0股 | +750股 | 新买入 |
 Meta平台META |
| 0.2% | — | $20.9万 | 371股 | $0 | 0股 | +371股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.19% | — | $20.5万 | 409股 | $0 | 0股 | +409股 | 新买入 |
 美国运通AXP |
| 0.19% | — | $20.4万 | 604股 | $0 | 0股 | +604股 | 新买入 |
