| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 21.08% | 20.22% | $6,259.1万 | 76.4万股 | $4,773.7万 | 67.3万股 | +9.1万股+13.47% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 7.83% | 7.71% | $2,326.3万 | 55.7万股 | $1,821.1万 | 49.5万股 | +6.2万股+12.53% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 6.36% | 6.46% | $1,889.7万 | 47.8万股 | $1,524.8万 | 42.7万股 | +5.1万股+11.92% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 6.23% | 6.59% | $1,850.8万 | 49.7万股 | $1,555.7万 | 43.8万股 | +5.9万股+13.44% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 5.88% | 6.3% | $1,745.3万 | 36.6万股 | $1,488.0万 | 31.1万股 | +5.5万股+17.61% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 4.54% | 5.17% | $1,347.3万 | 26.5万股 | $1,220.1万 | 24.1万股 | +2.5万股+10.27% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 3.86% | 3.95% | $1,144.7万 | 27.1万股 | $932.0万 | 22.1万股 | +5.0万股+22.85% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.89% | 3.09% | $858.8万 | 19.4万股 | $729.9万 | 18.8万股 | +5,762股+3.07% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 2.85% | 2.84% | $845.5万 | 21.8万股 | $670.9万 | 19.1万股 | +2.6万股+13.83% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 2.41% | 2.3% | $714.3万 | 17.6万股 | $543.6万 | 15.7万股 | +1.8万股+11.71% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 2.13% | 2.6% | $631.0万 | 8.3万股 | $613.7万 | 8.1万股 | +2,249股+2.77% | 加仓 |
| DDimensional维度ETF信托DISV |
| 2.08% | 2.3% | $617.6万 | 15.4万股 | $543.2万 | 13.8万股 | +1.6万股+11.75% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 2.05% | 2.05% | $607.8万 | 11.6万股 | $482.9万 | 9.3万股 | +2.3万股+24.88% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.96% | 2.05% | $582.2万 | 17.1万股 | $484.5万 | 15.0万股 | +2.0万股+13.45% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.93% | 2% | $574.5万 | 21.7万股 | $471.4万 | 18.0万股 | +3.7万股+20.42% | 加仓 |
| DDimensional维度ETF信托DFIP |
| 1.93% | 2.11% | $571.8万 | 13.9万股 | $498.5万 | 11.9万股 | +1.9万股+16.00% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.71% | 1.66% | $509.0万 | 13.8万股 | $391.6万 | 11.5万股 | +2.3万股+19.86% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.66% | 0.14% | $494.0万 | 6,615股 | $34.1万 | 525股 | +6,090股+1,160.00% | 加仓 |
| DDimensional维度ETF信托DEHP |
| 1.31% | 1.2% | $387.8万 | 9.1万股 | $283.4万 | 8.4万股 | +6,805股+8.11% | 加仓 |
英伟达NVDA |
| 1.2% | 0.71% | $356.8万 | 1.8万股 | $167.2万 | 9,587股 | +8,244股+85.99% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 1.2% | 1.17% | $356.8万 | 8.4万股 | $277.3万 | 7.8万股 | +6,110股+7.88% | 加仓 |
泛林集团LRCX |
| 1.13% | 0.72% | $334.3万 | 7,714股 | $169.1万 | 7,913股 | -199股-2.51% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 1.01% | 1.01% | $299.2万 | 10.3万股 | $238.8万 | 9.0万股 | +1.3万股+14.95% | 加仓 |
IDEXX LABS COMIDXX |
| 0.81% | 0.92% | $239.8万 | 3,892股 | $216.6万 | 3,854股 | +38股+0.99% | 加仓 |
Meta平台META |
| 0.79% | 0.75% | $234.3万 | 4,160股 | $177.8万 | 3,108股 | +1,052股+33.85% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 0.69% | 0.81% | $204.6万 | 3.8万股 | $190.2万 | 3.5万股 | +2,347股+6.66% | 加仓 |
谷歌AGOOGL |
| 0.61% | 0.33% | $180.1万 | 5,038股 | $78.8万 | 2,739股 | +2,299股+83.94% | 加仓 |
| EEA SERIES TRUSTAAUA |
| 0.57% | 0.62% | $170.0万 | 3.0万股 | $146.1万 | 3.0万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFCA |
| 0.5% | 0.65% | $147.9万 | 2.9万股 | $154.3万 | 3.1万股 | -1,479股-4.78% | 减仓 |
| AAvantis·U SAVUV |
| 0.47% | 0.51% | $138.1万 | 1.1万股 | $119.5万 | 1.1万股 | +249股+2.30% | 加仓 |
亚马逊AMZN |
| 0.46% | 0.44% | $137.8万 | 5,782股 | $104.7万 | 5,028股 | +754股+15.00% | 加仓 |
| I景顺·S&PSPHQ |
| 0.45% | 0.38% | $134.7万 | 1.5万股 | $90.5万 | 1.2万股 | +2,912股+24.18% | 加仓 |
苹果AAPL |
| 0.41% | 0.26% | $123.2万 | 4,256股 | $60.9万 | 2,402股 | +1,854股+77.19% | 加仓 |
好市多COST |
| 0.38% | 0.5% | $114.3万 | 1,222股 | $118.7万 | 1,191股 | +31股+2.60% | 加仓 |
| IiShares安硕信托ITOT |
| 0.38% | 0.43% | $113.5万 | 6,907股 | $100.8万 | 7,075股 | -168股-2.37% | 减仓 |
| IiShares安硕信托SGOV |
| 0.36% | 0.52% | $107.2万 | 1.1万股 | $122.2万 | 1.2万股 | -1,490股-12.28% | 减仓 |
特斯拉TSLA |
| 0.32% | 0.24% | $94.5万 | 2,248股 | $56.4万 | 1,517股 | +731股+48.19% | 加仓 |
博通AVGO |
| 0.31% | 0.29% | $92.9万 | 2,459股 | $68.1万 | 2,200股 | +259股+11.77% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.31% | 0.41% | $92.3万 | 2.2万股 | $97.9万 | 2.5万股 | -2,760股-10.98% | 减仓 |
| IiShares安硕信托IEFA |
| 0.28% | 0.32% | $82.4万 | 8,534股 | $76.1万 | 8,407股 | +127股+1.51% | 加仓 |
| V先锋领航指数基金VOO |
| 0.27% | 0.29% | $79.5万 | 1,158股 | $68.5万 | 1,146股 | +12股+1.05% | 加仓 |
| DDimensional维度ETF信托DGCB |
| 0.26% | 0.25% | $76.9万 | 1.4万股 | $58.4万 | 1.1万股 | +3,275股+30.34% | 加仓 |
AMD超威AMD |
| 0.26% | — | $76.7万 | 1,320股 | $0 | 0股 | +1,320股 | 新买入 |
微软MSFT |
| 0.24% | 0.28% | $71.6万 | 1,918股 | $66.7万 | 1,801股 | +117股+6.50% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.24% | 0.53% | $70.5万 | 1,996股 | $124.3万 | 4,333股 | -2,337股-53.93% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.23% | 0.24% | $68.8万 | 7,133股 | $57.7万 | 7,160股 | -27股-0.38% | 减仓 |
| A美国世纪ETF信托AVLV |
| 0.23% | 0.18% | $68.3万 | 7,493股 | $42.4万 | 5,255股 | +2,238股+42.59% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 0.22% | 0.23% | $64.5万 | 7,869股 | $53.4万 | 7,407股 | +462股+6.24% | 加仓 |
| IiShares安硕信托IVV |
| 0.21% | 0.35% | $63.4万 | 847股 | $83.3万 | 1,275股 | -428股-33.57% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 0.21% | 0.25% | $63.4万 | 1.2万股 | $59.7万 | 1.1万股 | +451股+3.96% | 加仓 |