| DDimensional维度ETF信托DFAC |
| 16.95% | 16.66% | $2,333.6万 | 52.6万股 | $2,003.0万 | 51.5万股 | +1.1万股+2.06% | 加仓 |
AFLAC COMAFL |
| 9.08% | 9.73% | $1,250.3万 | 10.7万股 | $1,169.9万 | 10.7万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFCF |
| 6.57% | 6.15% | $904.5万 | 21.4万股 | $739.7万 | 17.5万股 | +3.9万股+22.31% | 加仓 |
| A美国世纪ETF信托AVUS |
| 5.57% | 5.31% | $767.6万 | 6.0万股 | $638.7万 | 5.7万股 | +2,487股+4.33% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 5.25% | 5.43% | $722.5万 | 15.1万股 | $653.1万 | 13.6万股 | +1.5万股+10.92% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 3.12% | 3.27% | $430.1万 | 11.5万股 | $393.4万 | 11.1万股 | +4,694股+4.24% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.79% | 2.85% | $384.8万 | 9.3万股 | $342.1万 | 8.8万股 | +5,480股+6.24% | 加仓 |
AVANTIS INTLNGG |
| 2.48% | 2.52% | $341.2万 | 3.8万股 | $302.6万 | 3.6万股 | +2,585股+7.25% | 加仓 |
| IiShares安硕信托STIP |
| 2.45% | 2.21% | $337.6万 | 3.3万股 | $266.0万 | 2.6万股 | +7,322股+28.47% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 2.1% | 2.02% | $288.7万 | 5.8万股 | $242.4万 | 4.9万股 | +9,291股+19.08% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 2.04% | 2.08% | $280.7万 | 6.8万股 | $250.1万 | 6.0万股 | +7,590股+12.61% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.94% | 1.98% | $267.4万 | 6.4万股 | $237.6万 | 6.5万股 | -557股-0.86% | 减仓 |
伯克希尔哈撒韦BRK.B |
| 1.87% | 1.9% | $257.2万 | 5,140股 | $228.2万 | 4,763股 | +377股+7.92% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.86% | 1.89% | $256.7万 | 5.1万股 | $227.6万 | 4.6万股 | +5,538股+12.15% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 1.71% | 1.65% | $235.7万 | 6.1万股 | $197.8万 | 5.6万股 | +4,315股+7.64% | 加仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 1.57% | 1.77% | $216.3万 | 4.6万股 | $212.5万 | 4.5万股 | +1,034股+2.28% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.46% | 1.49% | $200.8万 | 5.0万股 | $179.7万 | 5.3万股 | -3,118股-5.88% | 减仓 |
| AAvantis·U SAVUV |
| 1.41% | 1.39% | $193.8万 | 1.6万股 | $167.2万 | 1.5万股 | +402股+2.66% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.37% | 1.35% | $188.1万 | 4.6万股 | $161.8万 | 4.7万股 | -545股-1.16% | 减仓 |
| A美国世纪ETF信托AVLV |
| 1.29% | 1.33% | $177.7万 | 1.9万股 | $159.4万 | 2.0万股 | -290股-1.47% | 减仓 |
| IiShares安硕信托SGOV |
| 1.27% | — | $174.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| A美国世纪ETF信托AVEM |
| 1.23% | 0.98% | $168.8万 | 1.7万股 | $117.4万 | 1.5万股 | +2,924股+20.07% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.1% | 1.1% | $151.7万 | 2,031股 | $132.1万 | 2,032股 | -1股-0.05% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.95% | 1% | $130.9万 | 5,533股 | $120.3万 | 5,592股 | -59股-1.06% | 减仓 |
| V先锋领航指数基金VTV |
| 0.91% | 0.97% | $125.3万 | 5,750股 | $116.4万 | 5,931股 | -181股-3.05% | 减仓 |
埃克森美孚XOM |
| 0.88% | 1.25% | $121.8万 | 8,911股 | $150.9万 | 8,891股 | +20股+0.22% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.88% | 0.96% | $121.2万 | 3.0万股 | $116.0万 | 2.9万股 | +801股+2.72% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.85% | 0.96% | $116.8万 | 2.2万股 | $115.7万 | 2.2万股 | -298股-1.36% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.78% | 0.82% | $107.9万 | 3.2万股 | $98.6万 | 3.1万股 | +1,004股+3.28% | 加仓 |
| A美国世纪ETF信托AVSC |
| 0.76% | 0.74% | $104.9万 | 1.4万股 | $89.3万 | 1.4万股 | -45股-0.31% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.7% | 0.74% | $96.2万 | 1.4万股 | $89.5万 | 1.4万股 | -458股-3.28% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.65% | 0.67% | $89.6万 | 2.3万股 | $80.9万 | 2.3万股 | +3股+0.01% | 加仓 |
AMD超威AMD |
| 0.63% | 0.34% | $86.7万 | 1,493股 | $40.7万 | 2,000股 | -507股-25.35% | 减仓 |
台积电TSM |
| 0.6% | 0.51% | $82.9万 | 1,735股 | $60.8万 | 1,800股 | -65股-3.61% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.59% | 0.63% | $80.7万 | 3.1万股 | $75.2万 | 3.2万股 | -949股-2.98% | 减仓 |
宝洁PG |
| 0.57% | 0.64% | $78.9万 | 5,378股 | $77.5万 | 5,366股 | +12股+0.22% | 加仓 |
| G通用动力VTI |
| 0.56% | 0.63% | $77.5万 | 2,095股 | $76.0万 | 2,370股 | -275股-11.60% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.54% | 0.56% | $74.8万 | 1.1万股 | $67.4万 | 1.1万股 | -84股-0.78% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.53% | 0.52% | $72.8万 | 4,638股 | $62.6万 | 4,527股 | +111股+2.45% | 加仓 |
| V先锋领航指数基金VUG |
| 0.52% | 0.48% | $71.5万 | 8,297股 | $58.2万 | 1,332股 | +6,965股+522.90% | 加仓 |
| IIBMIBM |
| 0.51% | 0.5% | $70.2万 | 2,497股 | $60.5万 | 2,497股 | 00.00% | 持仓不变 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.51% | 0.6% | $70.1万 | 9,258股 | $71.9万 | 9,510股 | -252股-2.65% | 减仓 |
可口可乐KO |
| 0.43% | 0.45% | $58.6万 | 7,207股 | $54.7万 | 7,189股 | +18股+0.25% | 加仓 |
南方电力SO |
| 0.42% | 0.47% | $58.1万 | 6,067股 | $56.5万 | 5,851股 | +216股+3.69% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.39% | 0.39% | $54.1万 | 6,571股 | $46.7万 | 6,562股 | +9股+0.14% | 加仓 |
| DDimensional维度·USDFUV |
| 0.38% | 0.38% | $52.6万 | 9,555股 | $45.6万 | 9,408股 | +147股+1.56% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.38% | 0.4% | $52.2万 | 1.4万股 | $47.8万 | 1.4万股 | +109股+0.78% | 加仓 |
微软MSFT |
| 0.38% | 0.4% | $51.9万 | 1,392股 | $48.0万 | 1,296股 | +96股+7.41% | 加仓 |
| IiShares安硕信托GVI |
| 0.37% | 0.33% | $50.5万 | 4,739股 | $39.8万 | 3,739股 | +1,000股+26.75% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.34% | 0.34% | $47.4万 | 1.1万股 | $40.7万 | 1.1万股 | -268股-2.36% | 减仓 |