| DDimensional维度ETF信托DFAU |
| 18.28% | 19.41% | $9,288.2万 | 179.7万股 | $7,580.9万 | 168.0万股 | +11.7万股+6.95% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 10.09% | 10.78% | $5,127.2万 | 107.4万股 | $4,210.2万 | 87.9万股 | +19.4万股+22.11% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 6.34% | 6.72% | $3,219.7万 | 64.7万股 | $2,623.7万 | 52.7万股 | +12.0万股+22.73% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 6.07% | 6.4% | $3,086.9万 | 59.0万股 | $2,500.9万 | 48.2万股 | +10.8万股+22.47% | 加仓 |
 AVANTIS INTLNGG |
| 5.73% | 6.34% | $2,913.5万 | 32.7万股 | $2,477.3万 | 29.2万股 | +3.5万股+11.86% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.65% | 3.05% | $1,345.7万 | 26.8万股 | $1,192.6万 | 23.9万股 | +2.9万股+12.21% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.5% | 2.28% | $1,270.1万 | 13.2万股 | $892.4万 | 11.1万股 | +2.1万股+18.85% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 2.01% | 1.46% | $1,023.3万 | 21.2万股 | $569.0万 | 11.9万股 | +9.3万股+78.36% | 加仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 1.88% | 1.23% | $956.8万 | 19.0万股 | $481.1万 | 9.6万股 | +9.4万股+98.73% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.66% | 1.72% | $843.6万 | 22.9万股 | $670.6万 | 19.7万股 | +3.2万股+15.99% | 加仓 |
 英伟达NVDA |
| 1.5% | 1.48% | $760.1万 | 3.8万股 | $579.0万 | 3.3万股 | +4,788股+14.42% | 加仓 |
 苹果AAPL |
| 1.49% | 1.39% | $756.6万 | 2.6万股 | $544.2万 | 2.1万股 | +4,706股+21.95% | 加仓 |
| V先锋领航指数基金VUG |
| 1.48% | 1.58% | $750.9万 | 8.7万股 | $615.9万 | 1.4万股 | +7.3万股+518.17% | 加仓 |
| G通用动力VTI |
| 1.28% | 1.44% | $649.9万 | 1.8万股 | $563.8万 | 1.8万股 | -12股-0.07% | 减仓 |
| DDimensional维度·USDFUV |
| 1.07% | 0.98% | $544.6万 | 9.9万股 | $381.1万 | 7.9万股 | +2.0万股+25.90% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 0.97% | 1.12% | $493.3万 | 9.1万股 | $438.5万 | 8.1万股 | +9,377股+11.55% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 0.96% | 1.01% | $486.6万 | 6.3万股 | $395.8万 | 5.1万股 | +1.2万股+23.19% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.95% | 1.1% | $480.9万 | 9,611股 | $428.5万 | 8,942股 | +669股+7.48% | 加仓 |
 微软MSFT |
| 0.91% | 1.13% | $461.8万 | 1.2万股 | $440.7万 | 1.2万股 | +473股+3.97% | 加仓 |
 亚马逊AMZN |
| 0.78% | 0.74% | $394.6万 | 1.7万股 | $289.8万 | 1.4万股 | +2,645股+19.01% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.65% | 0.76% | $330.4万 | 1.4万股 | $295.1万 | 1.4万股 | +13股+0.10% | 加仓 |
 谷歌AGOOGL |
| 0.64% | 0.54% | $327.6万 | 9,167股 | $212.2万 | 7,379股 | +1,788股+24.23% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.6% | 0.74% | $307.1万 | 7.4万股 | $289.6万 | 7.4万股 | +129股+0.17% | 加仓 |
 博通AVGO |
| 0.56% | 0.58% | $283.8万 | 7,513股 | $227.5万 | 7,349股 | +164股+2.23% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.55% | 0.64% | $280.5万 | 7.0万股 | $251.9万 | 7.4万股 | -4,628股-6.22% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.45% | $271.8万 | 7,692股 | $175.9万 | 6,133股 | +1,559股+25.42% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.51% | 0.65% | $260.1万 | 7.0万股 | $254.9万 | 7.2万股 | -1,934股-2.70% | 减仓 |
| AAvantis·U SAVUV |
| 0.5% | 0.58% | $252.6万 | 2.0万股 | $226.2万 | 2.0万股 | -234股-1.14% | 减仓 |
| V先锋领航指数基金VOO |
| 0.49% | 0.9% | $248.8万 | 3,623股 | $350.5万 | 5,866股 | -2,243股-38.24% | 减仓 |
| BBANK OF AMERBAC |
| 0.46% | 0.48% | $236.3万 | 4.1万股 | $188.2万 | 3.9万股 | +2,873股+7.44% | 加仓 |
| V先锋领航指数基金VTV |
| 0.46% | 0.54% | $232.2万 | 1.1万股 | $209.5万 | 1.1万股 | -24股-0.22% | 减仓 |
 美光科技MU |
| 0.45% | 0.13% | $230.3万 | 1,995股 | $51.2万 | 1,516股 | +479股+31.60% | 加仓 |
 Meta平台META |
| 0.43% | 0.49% | $218.3万 | 3,876股 | $190.6万 | 3,331股 | +545股+16.36% | 加仓 |
| IiShares安硕信托REET |
| 0.42% | 0.45% | $215.4万 | 7.8万股 | $174.1万 | 6.9万股 | +8,760股+12.66% | 加仓 |
 特斯拉TSLA |
| 0.42% | 0.43% | $214.8万 | 5,106股 | $167.5万 | 4,507股 | +599股+13.29% | 加仓 |
 摩根大通JPM |
| 0.42% | 0.43% | $212.9万 | 6,506股 | $166.0万 | 5,645股 | +861股+15.25% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.41% | 0.52% | $207.1万 | 2.0万股 | $204.5万 | 2.0万股 | -382股-1.87% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.36% | 0.4% | $182.6万 | 2,445股 | $155.4万 | 2,389股 | +56股+2.34% | 加仓 |
| IiShares安硕信托IVV |
| 0.34% | 0.39% | $173.8万 | 2,320股 | $152.4万 | 2,334股 | -14股-0.60% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.33% | 0.39% | $170.1万 | 2.4万股 | $151.9万 | 2.4万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.33% | 0.16% | $168.9万 | 3,537股 | $60.6万 | 1,794股 | +1,743股+97.16% | 加仓 |
 卡特彼勒CAT |
| 0.33% | 0.27% | $166.2万 | 1,561股 | $104.6万 | 1,476股 | +85股+5.76% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.31% | 0.51% | $157.4万 | 2.2万股 | $199.5万 | 3.1万股 | -9,053股-29.07% | 减仓 |
 AMD超威AMD |
| 0.31% | 0.1% | $155.5万 | 2,677股 | $39.5万 | 1,942股 | +735股+37.85% | 加仓 |
 埃克森美孚XOM |
| 0.3% | 0.46% | $153.0万 | 1.1万股 | $177.7万 | 1.0万股 | +714股+6.82% | 加仓 |
 礼来LLY |
| 0.3% | 0.21% | $150.8万 | 1,257股 | $82.0万 | 891股 | +366股+41.08% | 加仓 |
 英特尔INTC |
| 0.29% | 0.1% | $147.8万 | 1.1万股 | $41.0万 | 9,282股 | +1,304股+14.05% | 加仓 |
 强生JNJ |
| 0.29% | 0.32% | $147.6万 | 5,813股 | $124.3万 | 5,085股 | +728股+14.32% | 加仓 |
| I景顺QQQ信托VOO |
| 0.26% | 0.21% | $131.8万 | 1,790股 | $81.3万 | 1,408股 | +382股+27.13% | 加仓 |
| V先锋领航全球基金VDE |
| 0.24% | 0.35% | $120.1万 | 8,000股 | $138.4万 | 8,000股 | 00.00% | 持仓不变 |
