| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 25.95% | 26.51% | $3,904.8万 | 55.9万股 | $3,490.8万 | 55.9万股 | -347股-0.06% | 减仓 |
| DDimensional维度·USDFUV |
| 25.9% | 26.13% | $3,897.1万 | 70.8万股 | $3,440.8万 | 71.0万股 | -1,596股-0.22% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 25.38% | 24.87% | $3,819.2万 | 46.4万股 | $3,275.0万 | 46.0万股 | +3,409股+0.74% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 6.57% | 6.57% | $988.8万 | 12.1万股 | $865.2万 | 12.2万股 | -1,340股-1.10% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 5.19% | 5.84% | $780.9万 | 14.5万股 | $769.8万 | 14.6万股 | -1,277股-0.88% | 减仓 |
 英伟达NVDA |
| 2.31% | 2.31% | $348.0万 | 1.7万股 | $303.8万 | 1.7万股 | -27股-0.16% | 减仓 |
 苹果AAPL |
| 1.49% | 1.47% | $224.0万 | 7,741股 | $193.9万 | 7,641股 | +100股+1.31% | 加仓 |
 特斯拉TSLA |
| 0.83% | 0.84% | $125.1万 | 2,975股 | $111.3万 | 2,993股 | -18股-0.60% | 减仓 |
 可口可乐KO |
| 0.79% | 0.86% | $118.4万 | 1.5万股 | $113.4万 | 1.5万股 | -350股-2.35% | 减仓 |
 亚马逊AMZN |
| 0.58% | 0.56% | $87.2万 | 3,658股 | $73.5万 | 3,530股 | +128股+3.63% | 加仓 |
 CARTER BANKSHARESCARE |
| 0.55% | 0.45% | $83.2万 | 2.4万股 | $58.8万 | 2.5万股 | -743股-2.95% | 减仓 |
 GE航空GE |
| 0.46% | — | $68.5万 | 1,833股 | $0 | 0股 | +1,833股 | 新买入 |
 微软MSFT |
| 0.44% | 0.51% | $66.2万 | 1,775股 | $67.4万 | 1,822股 | -47股-2.58% | 减仓 |
 Meta平台META |
| 0.33% | 0.38% | $49.8万 | 884股 | $50.6万 | 884股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.3% | — | $45.9万 | 2,418股 | $0 | 0股 | +2,418股 | 新买入 |
| SSOUTHSTATE BKSSB |
| 0.29% | 0.3% | $43.0万 | 4,304股 | $39.8万 | 4,304股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.27% | 0.25% | $40.2万 | 1,125股 | $32.4万 | 1,125股 | 00.00% | 持仓不变 |
| EEXCHANGE LISTED FDS TRCEFS |
| 0.25% | — | $37.9万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.25% | 0.25% | $37.5万 | 8,982股 | $32.9万 | 8,961股 | +21股+0.23% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.25% | 0.25% | $37.0万 | 740股 | $33.1万 | 690股 | +50股+7.25% | 加仓 |
 埃克森美孚XOM |
| 0.22% | 0.31% | $33.2万 | 2,425股 | $41.0万 | 2,415股 | +10股+0.41% | 加仓 |
 GE VernovaGEV |
| 0.22% | — | $32.8万 | 279股 | $0 | 0股 | +279股 | 新买入 |
 南方电力SO |
| 0.21% | 0.24% | $31.7万 | 3,311股 | $31.9万 | 3,301股 | +10股+0.30% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.21% | — | $31.1万 | 417股 | $0 | 0股 | +417股 | 新买入 |
| AAT&TT |
| 0.2% | 0.31% | $29.5万 | 1.4万股 | $41.3万 | 1.4万股 | +8股+0.06% | 加仓 |
 沃尔玛WMT |
| 0.17% | 0.21% | $26.0万 | 2,296股 | $27.8万 | 2,236股 | +60股+2.68% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.17% | 0.17% | $25.4万 | 8,770股 | $22.0万 | 8,770股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.14% | — | $20.9万 | 2,046股 | $0 | 0股 | +2,046股 | 新买入 |
| GGENELUXGNLX |
| 0.08% | 0.08% | $12.3万 | 4.1万股 | $9.9万 | 4.1万股 | 00.00% | 持仓不变 |
