| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 7.86% | 8.06% | $5,121.8万 | 62.2万股 | $4,481.9万 | 63.0万股 | -8,069股-1.28% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 7.84% | 8.29% | $5,109.3万 | 73.1万股 | $4,609.0万 | 73.8万股 | -7,083股-0.96% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 7.21% | 7.34% | $4,697.8万 | 57.3万股 | $4,082.6万 | 57.6万股 | -2,420股-0.42% | 减仓 |
| AAvantis·U SAVUV |
| 6.99% | 6.82% | $4,553.9万 | 36.5万股 | $3,794.7万 | 34.4万股 | +2.2万股+6.26% | 加仓 |
| A美国世纪ETF信托AVSC |
| 5.69% | 5.26% | $3,710.9万 | 50.6万股 | $2,923.4万 | 46.9万股 | +3.7万股+7.83% | 加仓 |
| DDimensional维度·USDFUV |
| 5.05% | 5.24% | $3,293.5万 | 59.9万股 | $2,913.7万 | 60.1万股 | -2,557股-0.43% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 4.99% | 5.56% | $3,256.4万 | 60.3万股 | $3,089.8万 | 58.5万股 | +1.7万股+2.97% | 加仓 |
| A美国世纪ETF信托AVMV |
| 4.96% | 5.12% | $3,230.8万 | 40.1万股 | $2,844.9万 | 38.4万股 | +1.8万股+4.60% | 加仓 |
| DDimensional维度ETF信托DGCB |
| 4.79% | 5.45% | $3,124.4万 | 57.1万股 | $3,029.2万 | 56.0万股 | +1.2万股+2.13% | 加仓 |
| DDimensional维度ETF信托DEHP |
| 4.04% | 3.6% | $2,631.8万 | 61.5万股 | $2,000.4万 | 59.2万股 | +2.3万股+3.94% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 4% | 3.83% | $2,608.8万 | 62.5万股 | $2,129.2万 | 57.9万股 | +4.6万股+7.93% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 3.96% | 3.97% | $2,581.3万 | 65.3万股 | $2,205.4万 | 61.8万股 | +3.5万股+5.71% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 3.36% | 3.24% | $2,187.7万 | 45.8万股 | $1,801.4万 | 37.6万股 | +8.2万股+21.77% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 3.31% | 3.31% | $2,155.8万 | 42.5万股 | $1,842.6万 | 36.3万股 | +6.1万股+16.84% | 加仓 |
| A美国世纪ETF信托DSPY |
| 2.62% | 2.59% | $1,704.9万 | 26.0万股 | $1,439.0万 | 24.0万股 | +2.0万股+8.32% | 加仓 |
| S道富SPIB |
| 2.46% | 2.36% | $1,603.7万 | 47.9万股 | $1,312.0万 | 39.1万股 | +8.8万股+22.53% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.44% | 2.22% | $1,592.0万 | 16.5万股 | $1,233.0万 | 15.3万股 | +1.2万股+7.83% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 2.36% | 2.41% | $1,539.3万 | 45.1万股 | $1,338.5万 | 41.5万股 | +3.6万股+8.58% | 加仓 |
 苹果AAPL |
| 2.32% | 2.32% | $1,513.1万 | 5.2万股 | $1,291.6万 | 5.1万股 | +1,399股+2.75% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.28% | 2.33% | $1,489.1万 | 14.5万股 | $1,297.0万 | 13.0万股 | +1.5万股+11.26% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 2.06% | 2.16% | $1,344.9万 | 38.4万股 | $1,203.4万 | 35.7万股 | +2.7万股+7.42% | 加仓 |
| A美国世纪ETF信托AVRE |
| 1.92% | 1.93% | $1,252.6万 | 26.4万股 | $1,072.2万 | 24.4万股 | +2.1万股+8.54% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.73% | 0.83% | $475.9万 | 12.3万股 | $460.8万 | 13.2万股 | -8,805股-6.70% | 减仓 |
| A美国世纪ETF信托AVUQ |
| 0.59% | 0.59% | $382.2万 | 5.8万股 | $329.1万 | 5.8万股 | -83股-0.14% | 减仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.45% | — | $293.8万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| A美国世纪ETF信托AVLV |
| 0.39% | 0.4% | $253.2万 | 2.8万股 | $223.8万 | 2.8万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFCA |
| 0.37% | — | $238.9万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| IiShares安硕信托ITOT |
| 0.33% | 0.33% | $214.3万 | 1.3万股 | $185.8万 | 1.3万股 | 00.00% | 持仓不变 |
| S道富SPHY |
| 0.31% | 0.33% | $202.4万 | 8.6万股 | $183.2万 | 7.9万股 | +7,825股+9.96% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.3% | 0.3% | $194.5万 | 4.8万股 | $164.2万 | 4.9万股 | -142股-0.29% | 减仓 |
 亚马逊AMZN |
| 0.28% | 0.24% | $179.6万 | 7,534股 | $136.1万 | 6,534股 | +1,000股+15.30% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.25% | 0.29% | $163.5万 | 4.1万股 | $161.8万 | 4.1万股 | -273股-0.67% | 减仓 |
| V先锋领航·TOTALBND |
| 0.24% | 0.29% | $158.4万 | 2.2万股 | $159.4万 | 2.2万股 | -67股-0.31% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.24% | 0.27% | $158.2万 | 8,005股 | $148.0万 | 8,031股 | -26股-0.32% | 减仓 |
| DDimensional维度ETF信托DFEV |
| 0.24% | 0.23% | $154.4万 | 3.6万股 | $129.5万 | 3.6万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.23% | 0.24% | $147.8万 | 6,081股 | $131.8万 | 6,065股 | +16股+0.26% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.21% | 0.28% | $137.7万 | 4.8万股 | $157.8万 | 5.9万股 | -1.2万股-19.95% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.19% | 0.2% | $123.7万 | 7,879股 | $109.0万 | 7,879股 | 00.00% | 持仓不变 |
| AAvantis·INTERNATIONAL SMALL CAP EQUITY ETFAVDS |
| 0.15% | 0.17% | $97.6万 | 1.3万股 | $93.2万 | 1.3万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.14% | 0.15% | $91.7万 | 2,181股 | $81.1万 | 2,182股 | -1股-0.05% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.14% | 0.16% | $88.8万 | 8,769股 | $87.7万 | 8,676股 | +93股+1.07% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.14% | 0.09% | $88.4万 | 1.9万股 | $49.4万 | 1.2万股 | +6,940股+57.72% | 加仓 |
| A美国世纪ETF信托AVEE |
| 0.12% | 0.13% | $81.4万 | 1.2万股 | $74.5万 | 1.2万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.11% | 0.13% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 F N BFNB |
| 0.1% | 0.1% | $62.3万 | 3.3万股 | $58.3万 | 3.5万股 | -2,195股-6.30% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.09% | 0.06% | $60.3万 | 1.2万股 | $33.9万 | 7,997股 | +4,332股+54.17% | 加仓 |
 AMD超威AMD |
| 0.09% | — | $58.3万 | 1,004股 | $0 | 0股 | +1,004股 | 新买入 |
| DDimensional维度ETF信托DFSI |
| 0.08% | 0.05% | $51.9万 | 1.2万股 | $25.8万 | 6,081股 | +5,431股+89.31% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.07% | 0.04% | $48.6万 | 1,376股 | $22.8万 | 795股 | +581股+73.08% | 加仓 |
 谷歌AGOOGL |
| 0.07% | 0.04% | $46.9万 | 1,312股 | $21.0万 | 731股 | +581股+79.48% | 加仓 |
