| DDimensional维度·USDFUV |
| 12.71% | 12.4% | $4,534.7万 | 82.4万股 | $4,087.7万 | 84.4万股 | -1.9万股-2.27% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 11.37% | 10.7% | $4,054.1万 | 49.5万股 | $3,526.2万 | 49.7万股 | -2,521股-0.51% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 7.81% | 7.35% | $2,786.3万 | 33.8万股 | $2,422.2万 | 34.1万股 | -2,143股-0.63% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 7.41% | 7.3% | $2,643.6万 | 91.3万股 | $2,406.3万 | 90.5万股 | +7,196股+0.79% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 7.32% | 7.13% | $2,609.9万 | 48.7万股 | $2,351.7万 | 44.8万股 | +3.9万股+8.61% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 6.91% | 6.76% | $2,464.0万 | 35.2万股 | $2,229.9万 | 35.7万股 | -4,570股-1.28% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 6.55% | 6.52% | $2,336.3万 | 48.9万股 | $2,150.7万 | 44.9万股 | +4.0万股+8.92% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 5.13% | 5.17% | $1,830.4万 | 43.4万股 | $1,704.1万 | 40.4万股 | +3.0万股+7.44% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 3.88% | 4.17% | $1,384.7万 | 25.6万股 | $1,373.2万 | 25.8万股 | -1,259股-0.49% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.87% | 3.92% | $1,380.4万 | 33.5万股 | $1,292.2万 | 33.2万股 | +2,969股+0.90% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 3.86% | 3.76% | $1,375.3万 | 32.2万股 | $1,241.0万 | 34.6万股 | -2.4万股-6.96% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.84% | 3.72% | $1,371.3万 | 34.1万股 | $1,225.8万 | 36.2万股 | -2.1万股-5.80% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 3.51% | 3.69% | $1,250.6万 | 35.7万股 | $1,215.3万 | 35.7万股 | +302股+0.08% | 加仓 |
| DDimensional维度ETF信托DISV |
| 3.41% | 3.7% | $1,217.0万 | 30.3万股 | $1,219.0万 | 30.6万股 | -2,787股-0.91% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 2.68% | 2.72% | $957.1万 | 19.8万股 | $895.7万 | 18.7万股 | +1.1万股+5.95% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.47% | 2.69% | $880.4万 | 15.1万股 | $888.0万 | 15.2万股 | -419股-0.28% | 减仓 |
| V先锋领航全球基金VDE |
| 1.6% | 2.14% | $571.2万 | 3.8万股 | $707.0万 | 4.1万股 | -2,816股-6.89% | 减仓 |
| V先锋领航全球基金VAW |
| 1.54% | 1.65% | $550.4万 | 2.4万股 | $543.3万 | 2.4万股 | -52股-0.22% | 减仓 |
| IiShares黄金信托IAU |
| 1.48% | 1.83% | $529.1万 | 7.0万股 | $603.3万 | 6.8万股 | +2,342股+3.46% | 加仓 |
| V先锋领航·HEALTHVHT |
| 1.26% | 1.19% | $448.1万 | 1.5万股 | $393.7万 | 1.4万股 | +528股+3.65% | 加仓 |
 DANAHER DEL COMDHR |
| 0.31% | 0.37% | $111.6万 | 5,858股 | $121.5万 | 6,406股 | -548股-8.55% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.28% | 0.3% | $100.3万 | 3.8万股 | $99.5万 | 4.2万股 | -3,720股-8.84% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 0.28% | 0.28% | $98.9万 | 1.9万股 | $91.6万 | 1.8万股 | +1,409股+7.80% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.09% | 0.08% | $32.6万 | 7,347股 | $26.4万 | 6,803股 | +544股+8.00% | 加仓 |
 高露洁CL |
| 0.08% | — | $29.1万 | 3,174股 | $0 | 0股 | +3,174股 | 新买入 |
 苹果AAPL |
| 0.08% | 0.08% | $28.9万 | 1,000股 | $24.8万 | 978股 | +22股+2.25% | 加仓 |
 GLOBAL PMTS COMGPN |
| 0.07% | 0.07% | $26.4万 | 3,645股 | $24.4万 | 3,632股 | +13股+0.36% | 加仓 |
 亚马逊AMZN |
| 0.07% | 0.07% | $23.5万 | 988股 | $22.9万 | 1,098股 | -110股-10.02% | 减仓 |
 沃尔玛WMT |
| 0.07% | 0.08% | $23.5万 | 2,078股 | $25.9万 | 2,088股 | -10股-0.48% | 减仓 |
 南方电力SO |
| 0.06% | 0.06% | $20.5万 | 2,142股 | $20.6万 | 2,130股 | +12股+0.56% | 加仓 |
