| DDimensional维度ETF信托DFAC |
| 17.78% | 10.87% | $4,859.7万 | 109.6万股 | $4,087.6万 | 103.2万股 | +6.3万股+6.10% | 加仓 |
 苹果AAPL |
| 10.96% | 16.45% | $2,994.1万 | 10.3万股 | $6,186.3万 | 22.8万股 | -12.4万股-54.53% | 减仓 |
| AAvantis·U SAVUV |
| 5.83% | 3.24% | $1,592.9万 | 12.8万股 | $1,219.0万 | 12.0万股 | +8,138股+6.81% | 加仓 |
 谷歌AGOOGL |
| 5.27% | 6.68% | $1,441.0万 | 4.0万股 | $2,513.4万 | 8.1万股 | -4.0万股-49.95% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 5.12% | 2.84% | $1,399.6万 | 27.1万股 | $1,067.2万 | 22.8万股 | +4.3万股+18.75% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.98% | 6.85% | $1,360.8万 | 3.9万股 | $2,576.9万 | 8.2万股 | -4.4万股-53.10% | 减仓 |
| MMISSION PRODUCEAVO |
| 4.51% | 3.23% | $1,232.9万 | 104.6万股 | $1,213.0万 | 104.6万股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 4.45% | 2.76% | $1,217.1万 | 29.5万股 | $1,037.1万 | 27.2万股 | +2.3万股+8.43% | 加仓 |
 亚马逊AMZN |
| 3.82% | 5.97% | $1,044.9万 | 4.4万股 | $2,244.4万 | 9.7万股 | -5.3万股-54.91% | 减仓 |
 好市多COST |
| 3.44% | 4.78% | $939.3万 | 1.0万股 | $1,797.3万 | 2.1万股 | -1.1万股-51.82% | 减仓 |
 万豪MAR |
| 2.16% | 2.72% | $589.9万 | 1.6万股 | $1,021.5万 | 3.3万股 | -1.7万股-51.66% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 2.14% | 1.36% | $584.6万 | 20.2万股 | $511.3万 | 19.4万股 | +8,281股+4.28% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.13% | 1.33% | $583.0万 | 8.3万股 | $500.9万 | 8.4万股 | -718股-0.85% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.86% | 1.31% | $508.0万 | 13.8万股 | $490.9万 | 15.0万股 | -1.2万股-8.06% | 减仓 |
 贝莱德·INC COMBLK |
| 1.72% | 2.88% | $470.2万 | 4,890股 | $1,084.9万 | 1.0万股 | -5,246股-51.76% | 减仓 |
| DDimensional维度·USDFUV |
| 1.61% | 0.88% | $440.8万 | 8.0万股 | $332.1万 | 7.1万股 | +8,861股+12.43% | 加仓 |
 CVS健康CVS |
| 1.61% | 1.82% | $440.7万 | 4.3万股 | $685.3万 | 8.6万股 | -4.4万股-50.67% | 减仓 |
 赛富时CRM |
| 1.58% | 3.96% | $430.6万 | 2.7万股 | $1,489.9万 | 5.6万股 | -2.9万股-51.13% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 1.57% | 0.92% | $428.2万 | 10.5万股 | $347.0万 | 10.5万股 | +464股+0.44% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.54% | 1.13% | $421.7万 | 5.1万股 | $423.4万 | 5.7万股 | -5,618股-9.84% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.52% | 0.98% | $416.0万 | 4.0万股 | $369.2万 | 3.9万股 | +1,084股+2.76% | 加仓 |
 TJXTJX |
| 1.18% | 1.78% | $323.3万 | 2.1万股 | $668.2万 | 4.4万股 | -2.2万股-50.95% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.14% | 0.66% | $310.7万 | 7.7万股 | $249.0万 | 7.6万股 | +822股+1.08% | 加仓 |
 摩根大通JPM |
| 1.03% | 1.39% | $281.9万 | 8,613股 | $520.9万 | 1.6万股 | -7,552股-46.72% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 1.01% | 0.37% | $275.8万 | 5.7万股 | $137.7万 | 2.9万股 | +2.8万股+99.58% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.9% | 0.62% | $245.6万 | 4.5万股 | $232.8万 | 4.7万股 | -1,179股-2.53% | 减仓 |
 芝加哥商品交易所CME |
| 0.77% | 1.39% | $211.2万 | 9,566股 | $522.4万 | 1.9万股 | -9,565股-50.00% | 减仓 |
 埃森哲ACN |
| 0.77% | 2.42% | $211.2万 | 1.7万股 | $909.0万 | 3.4万股 | -1.7万股-49.90% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.72% | 0.37% | $195.7万 | 1.5万股 | $139.6万 | 1.2万股 | +2,794股+22.38% | 加仓 |
 耐克NKE |
| 0.62% | 1.47% | $169.3万 | 4.1万股 | $553.3万 | 8.7万股 | -4.6万股-52.52% | 减仓 |
| FFiservFISV |
| 0.53% | 1.09% | $145.0万 | 3.0万股 | $409.6万 | 6.1万股 | -3.1万股-51.52% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.51% | 0.3% | $139.2万 | 3.7万股 | $114.4万 | 3.3万股 | +4,153股+12.51% | 加仓 |
 星巴克SBUX |
| 0.51% | 0.61% | $138.6万 | 1.4万股 | $230.3万 | 2.7万股 | -1.4万股-50.42% | 减仓 |
 艺电EA |
| 0.37% | — | $101.2万 | 4,938股 | $0 | 0股 | +4,938股 | 新买入 |
 百事可乐PEP |
| 0.35% | 0.53% | $95.3万 | 7,042股 | $200.9万 | 1.4万股 | -6,956股-49.69% | 减仓 |
 宝洁PG |
| 0.35% | 0.44% | $94.8万 | 6,466股 | $166.1万 | 1.2万股 | -5,125股-44.22% | 减仓 |
| IiShares安硕信托IXUS |
| 0.31% | 0.22% | $85.7万 | 8,980股 | $80.9万 | 9,554股 | -574股-6.01% | 减仓 |
| V先锋领航指数基金VOO |
| 0.3% | 0.2% | $83.1万 | 1,210股 | $74.5万 | 1,187股 | +23股+1.94% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.27% | 0.2% | $74.9万 | 1股 | $75.5万 | 1股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSD |
| 0.25% | 0.29% | $67.8万 | 1.4万股 | $109.1万 | 2.3万股 | -8,551股-37.58% | 减仓 |
 COMMUNITY WEST BANCSHARES NEW COMCWBC |
| 0.24% | 0.15% | $66.6万 | 2.5万股 | $55.8万 | 2.5万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.23% | 0.14% | $63.9万 | 2,514股 | $52.1万 | 2,518股 | -4股-0.16% | 减仓 |
 微软MSFT |
| 0.22% | 0.37% | $59.0万 | 1,581股 | $137.5万 | 2,842股 | -1,261股-44.37% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.2% | 0.16% | $53.9万 | 1.3万股 | $60.6万 | 1.6万股 | -2,511股-15.75% | 减仓 |
 迪尔DE |
| 0.17% | 0.09% | $47.6万 | 750股 | $35.2万 | 757股 | -7股-0.92% | 减仓 |
 博通AVGO |
| 0.17% | 0.14% | $45.5万 | 1,205股 | $52.1万 | 1,505股 | -300股-19.93% | 减仓 |
 麦当劳MCD |
| 0.16% | 0.14% | $44.3万 | 1,639股 | $50.8万 | 1,662股 | -23股-1.38% | 减仓 |
 AON SHS CL AAON |
| 0.15% | 0.11% | $40.3万 | 1,215股 | $43.0万 | 1,218股 | -3股-0.25% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.13% | 0.09% | $36.2万 | 9,332股 | $35.7万 | 1.1万股 | -1,521股-14.01% | 减仓 |
 艾伯维ABBV |
| 0.13% | 0.09% | $35.5万 | 1,409股 | $32.2万 | 1,409股 | 00.00% | 持仓不变 |
