| DDimensional维度ETF信托DFAC |
| 16.04% | 15.71% | $2,114.2万 | 47.7万股 | $1,862.5万 | 47.9万股 | -2,678股-0.56% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 10.3% | 10.17% | $1,357.9万 | 32.2万股 | $1,206.3万 | 28.6万股 | +3.6万股+12.60% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 6.06% | 5.51% | $799.1万 | 16.7万股 | $652.8万 | 13.6万股 | +3.1万股+22.74% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 5.69% | 5.91% | $750.4万 | 20.1万股 | $700.9万 | 19.7万股 | +4,100股+2.08% | 加仓 |
| AAvantis·U SAVUV |
| 4.49% | 4.63% | $591.8万 | 4.7万股 | $548.8万 | 5.0万股 | -2,240股-4.51% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 4.25% | 4.29% | $560.4万 | 14.4万股 | $508.5万 | 14.5万股 | -652股-0.45% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.89% | 3.74% | $512.5万 | 6.2万股 | $444.0万 | 6.2万股 | -187股-0.30% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 3.83% | 3.94% | $504.9万 | 13.7万股 | $467.4万 | 13.8万股 | -556股-0.40% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 3.31% | 3.08% | $436.6万 | 10.7万股 | $365.3万 | 10.6万股 | +1,713股+1.62% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.76% | 2.77% | $363.9万 | 5.2万股 | $328.7万 | 5.3万股 | -568股-1.08% | 减仓 |
| DDimensional维度ETF信托DISV |
| 2.69% | 2.93% | $354.4万 | 8.8万股 | $348.0万 | 8.8万股 | +84股+0.10% | 加仓 |
| A美国世纪ETF信托AVLV |
| 2.65% | 2.69% | $349.1万 | 3.8万股 | $318.5万 | 4.0万股 | -1,239股-3.14% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 2.43% | 2.34% | $320.6万 | 6.2万股 | $277.2万 | 6.1万股 | +576股+0.94% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 2.32% | 2.27% | $305.3万 | 8.9万股 | $269.1万 | 8.4万股 | +5,956股+7.13% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.3% | 2.21% | $303.4万 | 3.7万股 | $262.2万 | 3.7万股 | +50股+0.14% | 加仓 |
| A美国世纪ETF信托AVUS |
| 2.14% | 2.08% | $282.6万 | 2.2万股 | $246.5万 | 2.2万股 | -109股-0.49% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.01% | 1.7% | $264.8万 | 6.3万股 | $201.7万 | 5.5万股 | +8,590股+15.66% | 加仓 |
| DDimensional维度·USDFUV |
| 1.85% | 1.85% | $244.1万 | 4.4万股 | $218.8万 | 4.5万股 | -780股-1.73% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 1.72% | 3.14% | $226.4万 | 4.5万股 | $372.9万 | 7.4万股 | -2.9万股-39.30% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.6% | 1.69% | $210.8万 | 5.1万股 | $200.2万 | 5.1万股 | -266股-0.52% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 1.37% | 1.41% | $180.6万 | 5.2万股 | $167.6万 | 5.0万股 | +1,778股+3.57% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 1.25% | 1.14% | $165.1万 | 3.0万股 | $135.2万 | 2.5万股 | +5,275股+21.07% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.12% | 1.06% | $148.1万 | 3.7万股 | $126.1万 | 3.7万股 | -418股-1.12% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 1.07% | 0.68% | $140.9万 | 2.6万股 | $80.9万 | 1.5万股 | +1.1万股+70.49% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 1.02% | 0.97% | $134.4万 | 3.1万股 | $115.1万 | 3.2万股 | -682股-2.12% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 1.02% | 1.51% | $134.1万 | 2.8万股 | $178.9万 | 3.7万股 | -9,565股-25.63% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 0.91% | 0.73% | $119.5万 | 2.4万股 | $86.2万 | 1.7万股 | +6,525股+38.38% | 加仓 |
| DDimensional维度ETF信托DFIP |
| 0.7% | 0.52% | $92.3万 | 2.2万股 | $61.5万 | 1.5万股 | +7,621股+51.69% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.66% | 0.71% | $86.4万 | 1.6万股 | $84.4万 | 1.6万股 | +2股+0.01% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.63% | 0.68% | $83.5万 | 8,103股 | $81.2万 | 8,133股 | -30股-0.37% | 减仓 |
| EEA SERIES TRUSTBOXX |
| 0.6% | 0.63% | $79.6万 | 6,802股 | $74.7万 | 6,427股 | +375股+5.83% | 加仓 |
 迪尔DE |
| 0.56% | 0.56% | $74.2万 | 1,169股 | $65.8万 | 1,169股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DEHP |
| 0.56% | 0.49% | $73.2万 | 1.7万股 | $58.0万 | 1.7万股 | -60股-0.35% | 减仓 |
| IiShares安硕信托PFF |
| 0.55% | 0.67% | $72.6万 | 2.4万股 | $79.1万 | 2.6万股 | -2,280股-8.73% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 0.52% | 0.52% | $69.0万 | 2.4万股 | $61.8万 | 2.3万股 | +559股+2.40% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.52% | 0.5% | $68.8万 | 2,515股 | $59.4万 | 2,515股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.5% | 0.53% | $66.4万 | 1,327股 | $63.4万 | 1,322股 | +5股+0.38% | 加仓 |
| DDimensional维度ETF信托DGCB |
| 0.38% | 0.33% | $49.9万 | 9,125股 | $39.5万 | 7,300股 | +1,825股+25.00% | 加仓 |
| DDIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETFDEXC |
| 0.36% | 0.32% | $48.0万 | 5,810股 | $38.3万 | 5,910股 | -100股-1.69% | 减仓 |
| A美国世纪ETF信托AVSC |
| 0.35% | 0.33% | $45.5万 | 6,204股 | $38.6万 | 6,195股 | +9股+0.15% | 加仓 |
| IiShares安硕信托TLH |
| 0.34% | 0.26% | $44.8万 | 4,465股 | $31.4万 | 3,120股 | +1,345股+43.11% | 加仓 |
| A美国世纪ETF信托AVEE |
| 0.31% | 0.29% | $40.4万 | 5,822股 | $34.0万 | 5,366股 | +456股+8.50% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.29% | 0.38% | $37.9万 | 7,500股 | $44.9万 | 9,000股 | -1,500股-16.67% | 减仓 |
| IiShares安硕信托GVI |
| 0.29% | 0.54% | $37.7万 | 3,500股 | $64.2万 | 6,050股 | -2,550股-42.15% | 减仓 |
| GGlobal X基金PFFD |
| 0.26% | 0.3% | $34.9万 | 1.9万股 | $35.7万 | 1.9万股 | -725股-3.74% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.26% | 0.26% | $33.7万 | 8,533股 | $31.2万 | 8,739股 | -206股-2.36% | 减仓 |
| V先锋领航指数基金VB |
| 0.23% | 0.22% | $30.0万 | 989股 | $25.9万 | 989股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.2% | — | $25.9万 | 2,163股 | $0 | 0股 | +2,163股 | 新买入 |
| PPRINCIPAL FINANCIAL INPFG |
| 0.18% | 0.24% | $24.3万 | 2,442股 | $27.9万 | 3,118股 | -676股-21.68% | 减仓 |
 百事可乐PEP |
| 0.17% | 0.22% | $22.7万 | 1,680股 | $26.1万 | 1,680股 | 00.00% | 持仓不变 |
