| DDimensional维度ETF信托DFAC |
| 10.97% | 9.96% | $3,483.3万 | 78.5万股 | $2,943.5万 | 75.7万股 | +2.8万股+3.67% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 8.93% | 8.24% | $2,836.3万 | 40.6万股 | $2,435.6万 | 39.0万股 | +1.6万股+4.04% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 8.48% | 8.22% | $2,691.9万 | 72.2万股 | $2,429.3万 | 68.4万股 | +3.9万股+5.67% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 6.97% | 6.33% | $2,212.3万 | 54.4万股 | $1,871.3万 | 54.2万股 | +2,726股+0.50% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 6.8% | 6.14% | $2,158.6万 | 50.6万股 | $1,814.4万 | 50.7万股 | -1,171股-0.23% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.83% | 3.03% | $898.4万 | 24.4万股 | $896.1万 | 26.4万股 | -2.0万股-7.55% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 2.36% | 2.23% | $749.2万 | 6.9万股 | $660.0万 | 7.0万股 | -1,117股-1.60% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.91% | 1.92% | $605.5万 | 17.9万股 | $568.0万 | 19.5万股 | -1.6万股-8.24% | 减仓 |
 苹果AAPL |
| 1.82% | 1.72% | $577.9万 | 2.0万股 | $506.8万 | 2.0万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.52% | 1.48% | $483.5万 | 16.7万股 | $437.2万 | 17.4万股 | -7,222股-4.15% | 减仓 |
| S嘉信·USSCHA |
| 1.47% | 1.42% | $465.3万 | 12.9万股 | $419.4万 | 14.4万股 | -1.5万股-10.70% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.36% | 1.38% | $430.8万 | 3.2万股 | $409.0万 | 3.5万股 | -3,016股-8.73% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.18% | 1.32% | $374.5万 | 6.9万股 | $390.2万 | 7.4万股 | -4,608股-6.23% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.16% | 1.25% | $367.0万 | 8,962股 | $368.8万 | 1.0万股 | -1,381股-13.35% | 减仓 |
| IiShares安硕信托DGRO |
| 1.11% | 1.25% | $351.5万 | 4.6万股 | $369.3万 | 5.3万股 | -6,235股-11.85% | 减仓 |
| IiShares安硕信托IEFA |
| 1.08% | 1.12% | $343.1万 | 3.6万股 | $330.6万 | 3.7万股 | -995股-2.72% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.08% | 1.02% | $342.5万 | 2.9万股 | $300.0万 | 2.9万股 | -298股-1.01% | 减仓 |
| S嘉信策略信托SCHF |
| 1.05% | 1.18% | $335.0万 | 12.1万股 | $347.8万 | 14.1万股 | -2.0万股-13.94% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.94% | 0.97% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.94% | 0.85% | $297.6万 | 3.6万股 | $250.2万 | 3.5万股 | +965股+2.74% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.92% | 0.95% | $291.5万 | 3.0万股 | $279.6万 | 3.0万股 | +21股+0.07% | 加仓 |
| S嘉信策略信托SCHD |
| 0.9% | 1.15% | $286.2万 | 9.0万股 | $339.0万 | 11.0万股 | -2.0万股-18.31% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.87% | 0.83% | $277.0万 | 5,302股 | $245.6万 | 5,302股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.86% | 0.92% | $272.9万 | 1.1万股 | $271.8万 | 1.3万股 | -1,278股-10.22% | 减仓 |
| S嘉信·USSCHX |
| 0.85% | 0.87% | $269.1万 | 9.1万股 | $256.3万 | 10.0万股 | -8,524股-8.53% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.82% | 0.67% | $259.7万 | 3.2万股 | $199.3万 | 2.8万股 | +3,587股+12.76% | 加仓 |
| V先锋领航指数基金VOO |
| 0.78% | 0.66% | $247.3万 | 3,358股 | $193.8万 | 3,358股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.77% | 0.76% | $243.9万 | 7.0万股 | $225.7万 | 7.4万股 | -3,930股-5.31% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.76% | 0.67% | $240.1万 | 5.3万股 | $197.9万 | 4.7万股 | +6,554股+14.04% | 加仓 |
| S嘉信策略信托SCHM |
| 0.75% | 0.7% | $239.7万 | 6.5万股 | $206.3万 | 6.7万股 | -1,621股-2.43% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.64% | 0.78% | $203.3万 | 5.1万股 | $231.1万 | 5.9万股 | -7,943股-13.55% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.64% | 0.61% | $203.2万 | 2,721股 | $180.6万 | 2,777股 | -56股-2.02% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.63% | 0.63% | $200.4万 | 3.9万股 | $184.8万 | 3.9万股 | -688股-1.75% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.61% | 0.87% | $194.1万 | 3,879股 | $256.9万 | 5,361股 | -1,482股-27.64% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.6% | 0.64% | $191.8万 | 4.8万股 | $189.6万 | 5.0万股 | -1,199股-2.42% | 减仓 |
| S道富MDYV |
| 0.56% | 0.55% | $177.2万 | 1.9万股 | $163.0万 | 1.9万股 | -465股-2.43% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.55% | 0.49% | $176.0万 | 3.8万股 | $143.6万 | 3.5万股 | +2,789股+7.98% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.54% | 0.75% | $171.3万 | 1.1万股 | $222.3万 | 1.5万股 | -4,172股-27.79% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.52% | 0.65% | $165.1万 | 1.3万股 | $190.9万 | 4,478股 | +8,819股+196.94% | 加仓 |
| IiShares安硕信托IXUS |
| 0.49% | 0.48% | $155.5万 | 1.6万股 | $141.2万 | 1.6万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.48% | 0.45% | $154.0万 | 6,463股 | $133.6万 | 6,417股 | +46股+0.72% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.48% | 0.3% | $154.0万 | 4,359股 | $87.5万 | 3,050股 | +1,309股+42.92% | 加仓 |
 美国运通AXP |
| 0.48% | 0.47% | $150.9万 | 4,461股 | $138.0万 | 4,561股 | -100股-2.19% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.45% | 0.37% | $141.4万 | 2.9万股 | $108.9万 | 2.6万股 | +3,215股+12.50% | 加仓 |
 英伟达NVDA |
| 0.43% | 0.45% | $135.4万 | 6,769股 | $133.2万 | 7,637股 | -868股-11.37% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.42% | 0.44% | $133.4万 | 3.3万股 | $130.4万 | 3.9万股 | -5,338股-13.86% | 减仓 |
 GE VernovaGEV |
| 0.41% | 0.32% | $128.9万 | 1,097股 | $95.8万 | 1,097股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHE |
| 0.4% | 0.39% | $128.2万 | 3.5万股 | $114.0万 | 3.5万股 | +767股+2.22% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.4% | 0.36% | $127.6万 | 2.3万股 | $107.2万 | 2.3万股 | +13股+0.06% | 加仓 |
| IiShares安硕信托IWD |
| 0.39% | 0.5% | $124.7万 | 5,145股 | $148.6万 | 6,955股 | -1,810股-26.02% | 减仓 |
