| DDimensional维度ETF信托DFIC |
| 9.07% | 9.49% | $2,456.7万 | 65.9万股 | $2,215.2万 | 62.3万股 | +3.6万股+5.75% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 7.24% | 6.13% | $1,961.5万 | 47.0万股 | $1,430.7万 | 38.9万股 | +8.1万股+20.77% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 5.8% | 5.62% | $1,570.5万 | 39.7万股 | $1,311.0万 | 36.7万股 | +3.0万股+8.19% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 5.73% | 5.4% | $1,552.9万 | 18.9万股 | $1,260.3万 | 17.7万股 | +1.1万股+6.44% | 加仓 |
| AAvantis·U SAVUV |
| 5.39% | 5.1% | $1,460.8万 | 11.7万股 | $1,190.1万 | 10.8万股 | +9,356股+8.68% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 4.83% | 4.72% | $1,307.1万 | 32.2万股 | $1,101.8万 | 31.9万股 | +2,736股+0.86% | 加仓 |
| DDimensional维度·USDFUV |
| 4.69% | 4.72% | $1,270.5万 | 23.1万股 | $1,101.0万 | 22.7万股 | +3,762股+1.66% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 4.45% | 4.39% | $1,205.1万 | 28.5万股 | $1,024.6万 | 24.3万股 | +4.3万股+17.64% | 加仓 |
 AVANTIS INTLNGG |
| 3.32% | 3.23% | $897.7万 | 10.1万股 | $753.4万 | 8.9万股 | +1.2万股+13.34% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 3.2% | 3.03% | $867.4万 | 10.6万股 | $707.9万 | 10.0万股 | +6,021股+6.03% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 3.07% | 2.9% | $832.7万 | 28.7万股 | $676.1万 | 25.4万股 | +3.3万股+13.00% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 2.8% | 2.94% | $758.6万 | 15.9万股 | $686.4万 | 14.3万股 | +1.6万股+10.82% | 加仓 |
| A美国世纪ETF信托AVLV |
| 2.72% | 2.36% | $737.6万 | 8.1万股 | $550.3万 | 6.8万股 | +1.3万股+18.47% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.18% | 2.33% | $591.6万 | 8.5万股 | $544.7万 | 8.7万股 | -2,585股-2.96% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 2.15% | 2.3% | $582.6万 | 15.0万股 | $537.2万 | 15.3万股 | -3,125股-2.04% | 减仓 |
| A美国世纪ETF信托AVEM |
| 2.12% | 1.76% | $574.4万 | 6.0万股 | $409.5万 | 5.1万股 | +8,713股+17.15% | 加仓 |
| DDimensional维度ETF信托DISV |
| 2.04% | 2.29% | $553.3万 | 13.8万股 | $534.8万 | 13.6万股 | +2,272股+1.68% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.85% | 2.09% | $501.6万 | 9.3万股 | $486.5万 | 9.2万股 | +669股+0.73% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.58% | 1.65% | $426.8万 | 16.3万股 | $384.3万 | 16.2万股 | +648股+0.40% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.55% | 1.36% | $419.7万 | 10.4万股 | $316.6万 | 9.4万股 | +1.1万股+11.61% | 加仓 |
| A美国世纪ETF信托AVUS |
| 1.37% | 1.32% | $371.0万 | 2.9万股 | $307.6万 | 2.8万股 | +1,302股+4.71% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHPI |
| 1.3% | 1.37% | $352.7万 | 15.5万股 | $319.8万 | 14.2万股 | +1.4万股+9.69% | 加仓 |
| A美国世纪ETF信托AVRE |
| 1.21% | 1.31% | $328.6万 | 6.9万股 | $304.5万 | 6.9万股 | +184股+0.27% | 加仓 |
 AMD超威AMD |
| 1.05% | 0.5% | $284.6万 | 4,900股 | $115.5万 | 5,679股 | -779股-13.72% | 减仓 |
| V先锋领航·TOTALBNDX |
| 1.03% | 1.05% | $278.4万 | 5.7万股 | $245.3万 | 5.1万股 | +6,432股+12.60% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.97% | 0.89% | $263.5万 | 10.9万股 | $208.7万 | 8.6万股 | +2.3万股+26.91% | 加仓 |
| A美国世纪ETF信托AVSC |
| 0.95% | 0.96% | $257.9万 | 3.5万股 | $223.0万 | 3.6万股 | -637股-1.78% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 0.94% | 1.09% | $254.2万 | 5.0万股 | $253.8万 | 5.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.7% | 0.68% | $188.8万 | 9,435股 | $158.6万 | 9,092股 | +343股+3.77% | 加仓 |
| S嘉信·USSCHX |
| 0.68% | 0.71% | $183.4万 | 6.2万股 | $165.5万 | 6.5万股 | -2,231股-3.46% | 减仓 |
| V先锋领航债券指数基金BLV |
| 0.62% | 0.63% | $167.5万 | 2.4万股 | $146.8万 | 2.1万股 | +2,960股+13.87% | 加仓 |
| IiShares安硕信托IXUS |
| 0.61% | 0.64% | $164.2万 | 1.7万股 | $149.1万 | 1.7万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.54% | 0.57% | $146.8万 | 5,073股 | $132.1万 | 5,207股 | -134股-2.57% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.53% | 0.51% | $144.9万 | 1.4万股 | $118.4万 | 1.2万股 | +2,203股+18.58% | 加仓 |
 亚马逊AMZN |
| 0.48% | 0.45% | $128.7万 | 5,398股 | $106.1万 | 5,093股 | +305股+5.99% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.42% | 0.4% | $112.7万 | 1,509股 | $94.4万 | 1,451股 | +58股+4.00% | 加仓 |
 微软MSFT |
| 0.35% | 0.43% | $94.4万 | 2,532股 | $99.5万 | 2,688股 | -156股-5.80% | 减仓 |
 思科CSCO |
| 0.33% | 0.29% | $89.2万 | 7,596股 | $68.5万 | 8,825股 | -1,229股-13.93% | 减仓 |
| IiShares安硕信托EFV |
| 0.32% | 0.36% | $86.5万 | 1.1万股 | $82.9万 | 1.1万股 | +85股+0.77% | 加仓 |
 礼来LLY |
| 0.31% | 0.28% | $84.0万 | 700股 | $64.4万 | 700股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.28% | 0.29% | $77.0万 | 9,985股 | $67.4万 | 9,985股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.25% | 0.28% | $67.6万 | 1,350股 | $64.7万 | 1,350股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.24% | 0.49% | $65.2万 | 949股 | $113.3万 | 1,896股 | -947股-49.95% | 减仓 |
| V先锋领航指数基金VV |
| 0.24% | 0.24% | $64.6万 | 1,877股 | $56.1万 | 1,877股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.22% | 0.31% | $59.4万 | 4,348股 | $72.2万 | 4,254股 | +94股+2.21% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.2% | 0.19% | $53.2万 | 1.1万股 | $44.3万 | 9,253股 | +1,758股+19.00% | 加仓 |
 Meta平台META |
| 0.2% | 0.25% | $52.9万 | 939股 | $59.3万 | 1,036股 | -97股-9.36% | 减仓 |
 谷歌AGOOGL |
| 0.2% | 0.2% | $52.8万 | 1,478股 | $47.5万 | 1,651股 | -173股-10.48% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.19% | 0.19% | $51.5万 | 1.2万股 | $45.0万 | 1.2万股 | +13股+0.11% | 加仓 |
| IiShares安硕信托IUSV |
| 0.19% | 0.2% | $50.9万 | 4,621股 | $47.4万 | 4,636股 | -15股-0.32% | 减仓 |
