| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 10.54% | 10.79% | $1,090.5万 | 26.4万股 | $1,123.7万 | 28.8万股 | -2.4万股-8.35% | 减仓 |
| A美国世纪ETF信托AVLV |
| 10.28% | 10.11% | $1,063.4万 | 11.7万股 | $1,053.5万 | 13.1万股 | -1.4万股-10.79% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 9.32% | 9% | $964.4万 | 23.1万股 | $937.3万 | 25.5万股 | -2.4万股-9.36% | 减仓 |
| AAvantis·U SAVUV |
| 6.61% | 6.55% | $683.2万 | 5.5万股 | $682.1万 | 6.2万股 | -6,981股-11.31% | 减仓 |
| A美国世纪ETF信托AVSU |
| 4.46% | 7.76% | $461.8万 | 5.2万股 | $808.8万 | 10.9万股 | -5.7万股-52.32% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 4.34% | — | $449.3万 | 6股 | $0 | 0股 | +6股 | 新买入 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 3.78% | 3.96% | $390.6万 | 11.4万股 | $412.5万 | 12.8万股 | -1.4万股-10.58% | 减仓 |
| A美国世纪ETF信托AVSD |
| 3.27% | 5.68% | $338.1万 | 4.2万股 | $591.4万 | 8.0万股 | -3.8万股-47.30% | 减仓 |
| A美国世纪ETF信托DSPY |
| 3.18% | 3.18% | $328.8万 | 5.0万股 | $331.2万 | 5.5万股 | -5,098股-9.23% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.12% | 3.23% | $322.5万 | 3.1万股 | $336.1万 | 3.4万股 | -2,354股-6.99% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 3.07% | 3.16% | $317.8万 | 8.2万股 | $328.9万 | 9.4万股 | -1.2万股-12.73% | 减仓 |
| TTidal·TRUST IIRSBT |
| 2.7% | 1.83% | $279.3万 | 14.7万股 | $190.3万 | 10.1万股 | +4.6万股+45.33% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.53% | 2.51% | $261.1万 | 2.7万股 | $261.6万 | 3.2万股 | -5,404股-16.64% | 减仓 |
| DDimensional维度ETF信托DISV |
| 2.21% | 2.55% | $228.5万 | 5.7万股 | $265.9万 | 6.7万股 | -1.0万股-15.53% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 2.19% | 2.07% | $226.1万 | 6.1万股 | $215.7万 | 6.1万股 | -21股-0.03% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 2.13% | 2.05% | $220.1万 | 8.4万股 | $213.1万 | 9.0万股 | -5,962股-6.62% | 减仓 |
| IiShares安硕信托SGOV |
| 1.99% | 3.53% | $205.9万 | 2.0万股 | $367.9万 | 3.7万股 | -1.6万股-44.04% | 减仓 |
| V先锋领航指数基金VTV |
| 1.63% | — | $168.3万 | 7,723股 | $0 | 0股 | +7,723股 | 新买入 |
| A美国世纪ETF信托AVSE |
| 1.5% | 2.48% | $155.0万 | 1.9万股 | $258.4万 | 3.9万股 | -2.0万股-51.20% | 减仓 |
 苹果AAPL |
| 1.39% | 1.63% | $144.0万 | 4,977股 | $170.3万 | 6,710股 | -1,733股-25.83% | 减仓 |
 AVANTIS INTLNGG |
| 1.39% | 2.16% | $143.6万 | 1.6万股 | $225.1万 | 2.7万股 | -1.0万股-39.33% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 1.35% | 0.7% | $139.7万 | 2.8万股 | $72.5万 | 1.4万股 | +1.3万股+92.37% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.23% | 1.37% | $127.5万 | 3.2万股 | $142.5万 | 4.2万股 | -1.0万股-24.64% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 1.12% | 1% | $116.3万 | 2.2万股 | $104.3万 | 2.3万股 | -622股-2.69% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.93% | 1.08% | $96.0万 | 2.2万股 | $112.3万 | 2.9万股 | -7,260股-25.12% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.89% | 1.7% | $91.7万 | 7,161股 | $177.2万 | 1.6万股 | -8,775股-55.06% | 减仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 0.82% | 0.36% | $84.6万 | 2.9万股 | $37.0万 | 1.3万股 | +1.6万股+129.77% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.78% | 0.69% | $80.2万 | 1.1万股 | $71.7万 | 1.1万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.77% | 0.96% | $79.9万 | 4,818股 | $100.1万 | 4,836股 | -18股-0.37% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.71% | — | $73.7万 | 3,729股 | $0 | 0股 | +3,729股 | 新买入 |
| V先锋领航·SMALLVBR |
| 0.66% | — | $68.5万 | 2,821股 | $0 | 0股 | +2,821股 | 新买入 |
| DDimensional维度ETF信托DFIV |
| 0.65% | 0.63% | $67.0万 | 1.2万股 | $65.5万 | 1.2万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.56% | 0.39% | $57.6万 | 1,206股 | $40.8万 | 1,206股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.51% | 0.43% | $52.8万 | 1,426股 | $45.3万 | 1,412股 | +14股+0.99% | 加仓 |
 摩根大通JPM |
| 0.49% | 0.41% | $50.5万 | 1,543股 | $42.5万 | 1,445股 | +98股+6.78% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.47% | 0.41% | $49.1万 | 9,086股 | $43.2万 | 9,086股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSD |
| 0.47% | — | $49.0万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| DDimensional维度ETF信托DFSU |
| 0.42% | 0.36% | $43.3万 | 9,285股 | $37.8万 | 9,194股 | +91股+0.99% | 加仓 |
 埃克森美孚XOM |
| 0.4% | 0.49% | $41.1万 | 3,003股 | $50.7万 | 2,988股 | +15股+0.50% | 加仓 |
 谷歌AGOOGL |
| 0.38% | 0.34% | $39.1万 | 1,095股 | $35.9万 | 1,250股 | -155股-12.40% | 减仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 0.37% | 0.41% | $38.2万 | 8,197股 | $42.3万 | 9,040股 | -843股-9.33% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.37% | 0.43% | $37.8万 | 6,755股 | $44.8万 | 9,527股 | -2,772股-29.10% | 减仓 |
 INVESCO RAFI US 1500 SMALL-MID ETFFITB |
| 0.36% | 0.46% | $37.3万 | 6,685股 | $48.0万 | 1.0万股 | -3,775股-36.09% | 减仓 |
 微软MSFT |
| 0.33% | 0.36% | $34.3万 | 919股 | $37.9万 | 1,023股 | -104股-10.17% | 减仓 |
| IiShares安硕信托EFV |
| 0.31% | 0.21% | $32.4万 | 4,232股 | $21.8万 | 2,916股 | +1,316股+45.13% | 加仓 |
| IiShares安硕·COREIJH |
| 0.3% | 0.26% | $30.8万 | 4,000股 | $27.0万 | 4,000股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.29% | 0.22% | $30.0万 | 1,499股 | $23.1万 | 1,323股 | +176股+13.30% | 加仓 |
 亚马逊AMZN |
| 0.28% | 0.23% | $29.4万 | 1,234股 | $24.4万 | 1,171股 | +63股+5.38% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 0.28% | 0.21% | $29.2万 | 4,007股 | $21.9万 | 4,007股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.26% | — | $27.1万 | 652股 | $0 | 0股 | +652股 | 新买入 |
