| DDimensional维度ETF信托DFAU |
| 7.3% | 7.04% | $892.6万 | 17.3万股 | $735.7万 | 16.3万股 | +9,631股+5.91% | 加仓 |
 应用材料AMAT |
| 6.11% | 3.39% | $746.7万 | 1.0万股 | $354.7万 | 1.0万股 | -50股-0.48% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.36% | 5.72% | $655.4万 | 15.9万股 | $597.6万 | 15.3万股 | +5,506股+3.59% | 加仓 |
| DDimensional维度·USDFUV |
| 5.28% | 5.44% | $645.1万 | 11.7万股 | $568.2万 | 11.7万股 | +15股+0.01% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 5.02% | 4.59% | $613.4万 | 2.8万股 | $479.4万 | 2.5万股 | +2,959股+11.84% | 加仓 |
 苹果AAPL |
| 4.15% | 4.33% | $507.9万 | 1.8万股 | $452.4万 | 1.8万股 | -275股-1.54% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 3.48% | 3.55% | $425.2万 | 9.6万股 | $370.8万 | 9.5万股 | +425股+0.45% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 3.37% | 3.39% | $412.4万 | 5.0万股 | $354.1万 | 5.0万股 | +398股+0.80% | 加仓 |
| IiShares安硕信托AGG |
| 3.24% | 3.78% | $396.0万 | 4.0万股 | $395.0万 | 4.0万股 | +217股+0.55% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.12% | 3.18% | $381.1万 | 5.5万股 | $332.6万 | 5.3万股 | +1,255股+2.36% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 3.09% | 3.29% | $378.3万 | 7.0万股 | $344.0万 | 7.2万股 | -2,360股-3.26% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 3.08% | 3.51% | $377.0万 | 7.0万股 | $366.7万 | 6.9万股 | +315股+0.45% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 2.8% | 2.81% | $342.5万 | 8,364股 | $293.3万 | 8,226股 | +138股+1.68% | 加仓 |
| IiShares安硕信托IQLT |
| 2.48% | 2.32% | $302.8万 | 6.1万股 | $241.9万 | 5.2万股 | +8,783股+16.79% | 加仓 |
 Meta平台META |
| 2.16% | 2.57% | $264.0万 | 4,687股 | $268.2万 | 4,687股 | 00.00% | 持仓不变 |
| PPimco Active Bond ETFBOND |
| 2.11% | 2.46% | $258.2万 | 2.8万股 | $256.6万 | 2.8万股 | +201股+0.72% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.05% | 1.87% | $250.4万 | 6.2万股 | $195.2万 | 5.8万股 | +4,641股+8.05% | 加仓 |
 礼来LLY |
| 2.02% | 1.85% | $247.3万 | 2,062股 | $192.9万 | 2,097股 | -35股-1.67% | 减仓 |
 摩根大通JPM |
| 1.98% | 2.12% | $242.3万 | 7,403股 | $221.2万 | 7,520股 | -117股-1.56% | 减仓 |
| IiShares安硕信托TIP |
| 1.84% | 2.08% | $225.2万 | 2.1万股 | $217.3万 | 2.0万股 | +890股+4.52% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.72% | 1.62% | $210.6万 | 7,009股 | $169.7万 | 6,844股 | +165股+2.41% | 加仓 |
 亚马逊AMZN |
| 1.58% | 1.57% | $192.6万 | 8,081股 | $164.1万 | 7,881股 | +200股+2.54% | 加仓 |
| IiShares安硕信托LQD |
| 1.41% | 1.47% | $171.8万 | 1.6万股 | $153.3万 | 1.4万股 | +1,685股+11.98% | 加仓 |
 NetAppNTAP |
| 1.39% | 1.08% | $169.9万 | 1.1万股 | $112.4万 | 1.1万股 | 00.00% | 持仓不变 |
 NUVEEN S&P 500 DYNAMIC OVERWSPXX |
| 1.38% | 1.31% | $168.3万 | 9.0万股 | $137.1万 | 8.5万股 | +5,018股+5.88% | 加仓 |
 沃尔玛WMT |
| 1.3% | 1.67% | $159.2万 | 1.4万股 | $174.6万 | 1.4万股 | 00.00% | 持仓不变 |
 VALERO ENERGY COMVLO |
| 1.25% | 1.39% | $153.2万 | 5,884股 | $145.4万 | 5,884股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFLV |
| 1.21% | 1.36% | $148.0万 | 3.7万股 | $142.3万 | 4.0万股 | -2,421股-6.08% | 减仓 |
| IIBMIBM |
| 1.04% | 1.05% | $127.6万 | 4,539股 | $110.2万 | 4,546股 | -7股-0.15% | 减仓 |
| DDimensional维度ETF信托DEHP |
| 0.94% | 0.77% | $115.5万 | 2.7万股 | $80.3万 | 2.4万股 | +3,227股+13.58% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.83% | 0.84% | $101.4万 | 2.4万股 | $87.6万 | 2.4万股 | +470股+1.97% | 加仓 |
 马拉松石油MPC |
| 0.82% | 0.92% | $100.8万 | 3,944股 | $96.3万 | 3,944股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPI |
| 0.76% | 0.77% | $93.0万 | 1.6万股 | $80.7万 | 1.4万股 | +2,216股+15.56% | 加仓 |
 家得宝HD |
| 0.75% | 0.75% | $91.6万 | 2,596股 | $78.8万 | 2,396股 | +200股+8.35% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.68% | 0.7% | $83.3万 | 1.6万股 | $73.3万 | 1.4万股 | +2,007股+13.91% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.64% | 0.82% | $77.7万 | 6,150股 | $85.7万 | 6,150股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFCF |
| 0.63% | 0.37% | $77.1万 | 1.8万股 | $38.4万 | 9,085股 | +9,185股+101.10% | 加仓 |
 微软MSFT |
| 0.56% | 0.62% | $69.0万 | 1,851股 | $64.8万 | 1,751股 | +100股+5.71% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.56% | 0.57% | $68.9万 | 8,366股 | $59.3万 | 8,342股 | +24股+0.29% | 加仓 |
| TTyler科技TYL |
| 0.53% | 0.2% | $64.7万 | 2,212股 | $21.0万 | 612股 | +1,600股+261.44% | 加仓 |
 福特F |
| 0.53% | 0.51% | $64.3万 | 4.6万股 | $53.4万 | 4.6万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.51% | 0.58% | $62.5万 | 2,462股 | $60.2万 | 2,462股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.5% | — | $61.4万 | 4,400股 | $0 | 0股 | +4,400股 | 新买入 |
 联合包裹UPSUPS |
| 0.5% | 0.55% | $60.8万 | 5,659股 | $58.0万 | 5,893股 | -234股-3.97% | 减仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.48% | 0.54% | $58.8万 | 7,700股 | $56.0万 | 7,700股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.46% | 0.49% | $56.8万 | 3,510股 | $51.0万 | 3,510股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.44% | 0.66% | $54.1万 | 3,954股 | $68.7万 | 4,048股 | -94股-2.32% | 减仓 |
| IiShares安硕信托PFF |
| 0.44% | 0.54% | $53.5万 | 1.8万股 | $56.8万 | 1.9万股 | -1,200股-6.40% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.43% | 0.5% | $52.6万 | 1.0万股 | $52.3万 | 9,945股 | +95股+0.96% | 加仓 |
 阿里巴巴BABA |
| 0.42% | 0.64% | $50.9万 | 5,307股 | $66.6万 | 5,307股 | 00.00% | 持仓不变 |
