| DDimensional维度ETF信托DFCF |
| 22.58% | 23.95% | $3,097.4万 | 73.4万股 | $2,952.3万 | 69.9万股 | +3.5万股+4.94% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 9.97% | 9.86% | $1,367.7万 | 30.8万股 | $1,215.3万 | 31.3万股 | -4,411股-1.41% | 减仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 8.71% | 9.16% | $1,194.9万 | 28.9万股 | $1,129.0万 | 27.2万股 | +1.7万股+6.17% | 加仓 |
| AAvantis·U SAVUV |
| 8.02% | 7.9% | $1,099.9万 | 8.8万股 | $973.7万 | 8.8万股 | +21股+0.02% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 7.18% | 6.86% | $984.9万 | 7.9万股 | $845.6万 | 2.0万股 | +5.9万股+299.99% | 加仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 6.73% | 7.28% | $923.5万 | 19.8万股 | $897.2万 | 19.2万股 | +6,585股+3.43% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 4.92% | 4.93% | $675.3万 | 9.7万股 | $607.1万 | 9.7万股 | -602股-0.62% | 减仓 |
 AVANTIS INTLNGG |
| 4.86% | 5.04% | $666.6万 | 7.5万股 | $621.7万 | 7.3万股 | +1,452股+1.98% | 加仓 |
| A美国世纪ETF信托AVEM |
| 3.85% | 3.51% | $528.1万 | 5.5万股 | $432.2万 | 5.4万股 | +1,095股+2.04% | 加仓 |
| V先锋领航债券指数基金BSV |
| 3.79% | 4% | $519.3万 | 6.7万股 | $493.2万 | 6.3万股 | +3,751股+5.96% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 2.51% | 2.46% | $343.8万 | 10.1万股 | $303.3万 | 9.4万股 | +6,606股+7.02% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 2.34% | 1.78% | $321.4万 | 8.1万股 | $220.0万 | 6.2万股 | +2.0万股+31.96% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 2.12% | 2.15% | $291.2万 | 5.4万股 | $264.5万 | 5.0万股 | +3,796股+7.58% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.77% | 1.66% | $242.4万 | 9.3万股 | $204.6万 | 8.7万股 | +6,155股+7.12% | 加仓 |
| DDimensional维度ETF信托DISV |
| 1.56% | 1.55% | $214.5万 | 5.3万股 | $191.3万 | 4.9万股 | +4,960股+10.23% | 加仓 |
| V先锋领航指数基金VBK |
| 1.41% | 1.12% | $193.3万 | 5,285股 | $138.6万 | 4,584股 | +701股+15.29% | 加仓 |
 苹果AAPL |
| 1.11% | 1.06% | $152.4万 | 5,266股 | $130.3万 | 5,136股 | +130股+2.53% | 加仓 |
| A美国世纪ETF信托AVGE |
| 0.79% | 0.53% | $108.6万 | 1.1万股 | $64.8万 | 7,365股 | +3,589股+48.73% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.55% | 0.58% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SDY |
| 0.54% | 0.58% | $74.4万 | 4,887股 | $71.3万 | 4,887股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.43% | 0.42% | $59.5万 | 1.6万股 | $52.2万 | 1.5万股 | +769股+5.00% | 加仓 |
 亚马逊AMZN |
| 0.38% | 0.37% | $52.7万 | 2,210股 | $45.9万 | 2,205股 | +5股+0.23% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.36% | 0.35% | $49.6万 | 5,991股 | $43.7万 | 5,924股 | +67股+1.13% | 加仓 |
| V先锋领航指数基金VXF |
| 0.34% | 0.31% | $46.4万 | 1,883股 | $38.8万 | 1,883股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.32% | 0.32% | $44.2万 | 1,186股 | $40.0万 | 1,080股 | +106股+9.81% | 加仓 |
| DDimensional维度·USDFUV |
| 0.27% | 0.26% | $36.8万 | 6,695股 | $32.4万 | 6,695股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVLV |
| 0.26% | 0.26% | $36.0万 | 3,949股 | $31.5万 | 3,903股 | +46股+1.18% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.26% | 0.27% | $35.9万 | 3,514股 | $33.2万 | 3,507股 | +7股+0.20% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.26% | 0.27% | $35.9万 | 2,289股 | $32.9万 | 2,381股 | -92股-3.86% | 减仓 |
 万豪MAR |
| 0.26% | 0.26% | $35.1万 | 946股 | $32.0万 | 977股 | -31股-3.17% | 减仓 |
| IiShares安硕信托IBDS |
| 0.24% | 0.26% | $32.6万 | 1.3万股 | $32.6万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDT |
| 0.22% | 0.25% | $30.8万 | 1.2万股 | $30.9万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDR |
| 0.22% | 0.25% | $30.5万 | 1.3万股 | $30.5万 | 1.3万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.2% | — | $27.2万 | 760股 | $0 | 0股 | +760股 | 新买入 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.19% | — | $25.6万 | 6,369股 | $0 | 0股 | +6,369股 | 新买入 |
 ChipotleCMG |
| 0.16% | — | $22.1万 | 6,500股 | $0 | 0股 | +6,500股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.16% | — | $21.3万 | 604股 | $0 | 0股 | +604股 | 新买入 |
 DANAHER DEL COMDHR |
| 0.15% | 0.17% | $20.4万 | 1,073股 | $20.3万 | 1,073股 | 00.00% | 持仓不变 |
