| DDimensional维度ETF信托DFAC |
| 10.8% | 10.61% | $1,465.9万 | 33.0万股 | $1,244.2万 | 32.0万股 | +1.0万股+3.22% | 加仓 |
| V先锋领航指数基金VOO |
| 10.55% | 10.75% | $1,431.0万 | 2.1万股 | $1,260.8万 | 2.1万股 | -264股-1.25% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 4.57% | 4.73% | $620.0万 | 13.3万股 | $555.2万 | 13.5万股 | -2,152股-1.59% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.36% | 4.58% | $592.1万 | 8.3万股 | $537.5万 | 8.4万股 | -789股-0.94% | 减仓 |
| G通用动力VTI |
| 3.53% | 3.56% | $479.4万 | 1.3万股 | $417.4万 | 1.3万股 | -55股-0.42% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 3.34% | 3.69% | $453.8万 | 10.1万股 | $432.4万 | 10.2万股 | -1,372股-1.35% | 减仓 |
 苹果AAPL |
| 3.3% | 3.46% | $447.1万 | 1.5万股 | $406.0万 | 1.6万股 | -545股-3.41% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 3.26% | 3.33% | $443.0万 | 10.5万股 | $390.3万 | 9.2万股 | +1.3万股+13.53% | 加仓 |
 亚马逊AMZN |
| 2.93% | 3.04% | $397.5万 | 1.7万股 | $356.6万 | 1.7万股 | -444股-2.59% | 减仓 |
| V先锋领航指数基金VTV |
| 2.78% | 2.78% | $376.8万 | 1.7万股 | $326.1万 | 1.7万股 | +666股+4.01% | 加仓 |
| V先锋领航·TOTALBND |
| 2.73% | 3.14% | $370.0万 | 5.0万股 | $367.9万 | 5.0万股 | +440股+0.88% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.61% | 2.77% | $353.5万 | 9.6万股 | $325.4万 | 9.6万股 | +151股+0.16% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 2.55% | 2.79% | $345.5万 | 6.4万股 | $327.2万 | 6.2万股 | +1,977股+3.19% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 2.53% | 2.55% | $342.6万 | 6.6万股 | $299.0万 | 6.6万股 | +14股+0.02% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.32% | 2.32% | $314.8万 | 3.8万股 | $272.7万 | 3.8万股 | -41股-0.11% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.82% | 1.88% | $246.9万 | 1.0万股 | $220.9万 | 1.0万股 | -9股-0.09% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 1.8% | 1.87% | $243.7万 | 4.5万股 | $219.2万 | 4.2万股 | +3,680股+8.81% | 加仓 |
 微软MSFT |
| 1.74% | 2.02% | $236.5万 | 6,341股 | $236.9万 | 6,400股 | -59股-0.92% | 减仓 |
 谷歌AGOOGL |
| 1.74% | 1.65% | $236.3万 | 6,613股 | $193.6万 | 6,731股 | -118股-1.75% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.37% | 1.33% | $186.1万 | 4.5万股 | $156.0万 | 4.2万股 | +2,176股+5.13% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.36% | 1.32% | $184.5万 | 4.6万股 | $154.9万 | 4.6万股 | +129股+0.28% | 加仓 |
| V先锋领航指数基金VUG |
| 1.31% | 1.29% | $177.5万 | 2.1万股 | $150.9万 | 3,455股 | +1.7万股+496.58% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.23% | 1.19% | $167.5万 | 3.3万股 | $139.7万 | 2.8万股 | +5,385股+19.25% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.1% | 1.14% | $149.9万 | 1.8万股 | $134.1万 | 1.7万股 | +138股+0.79% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.1% | 1.16% | $149.8万 | 2.5万股 | $135.9万 | 2.5万股 | -44股-0.18% | 减仓 |
| DDirexion股票ETF信托TECL |
| 1.06% | 0.46% | $144.0万 | 6,240股 | $54.0万 | 6,240股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 1% | 1.1% | $136.3万 | 8,626股 | $128.9万 | 8,705股 | -79股-0.91% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.95% | 0.93% | $128.9万 | 1.6万股 | $109.0万 | 1.5万股 | +327股+2.13% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.93% | 1.08% | $126.2万 | 1.6万股 | $126.3万 | 1.6万股 | +88股+0.54% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.92% | 0.91% | $124.5万 | 2.6万股 | $107.1万 | 2.2万股 | +3,422股+15.36% | 加仓 |
| V先锋领航指数基金VB |
| 0.9% | 0.88% | $122.3万 | 4,034股 | $103.5万 | 3,952股 | +82股+2.07% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.88% | 0.97% | $118.8万 | 1.2万股 | $113.8万 | 1.3万股 | -509股-3.97% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.78% | 0.63% | $106.5万 | 2.1万股 | $74.2万 | 1.5万股 | +6,186股+41.60% | 加仓 |
| V先锋领航全球基金VGT |
| 0.73% | 0.63% | $98.6万 | 8,252股 | $74.4万 | 1,066股 | +7,186股+674.11% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.66% | 0.68% | $89.6万 | 1.3万股 | $80.3万 | 1.3万股 | -29股-0.23% | 减仓 |
 卡特彼勒CAT |
| 0.61% | 0.47% | $83.1万 | 781股 | $55.3万 | 780股 | +1股+0.13% | 加仓 |
 希捷STX |
| 0.58% | 0.27% | $79.3万 | 822股 | $32.2万 | 822股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFGP |
| 0.52% | 0.5% | $71.1万 | 1.3万股 | $59.1万 | 1.1万股 | +2,104股+19.22% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.52% | 0.59% | $70.7万 | 1.5万股 | $69.7万 | 1.5万股 | +260股+1.79% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.5% | 0.51% | $68.1万 | 912股 | $59.3万 | 912股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.5% | 0.44% | $67.5万 | 1.7万股 | $51.4万 | 1.5万股 | +2,738股+18.67% | 加仓 |
 艾伯维ABBV |
| 0.48% | 0.48% | $64.9万 | 2,580股 | $55.9万 | 2,568股 | +12股+0.47% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.48% | 0.45% | $64.5万 | 1,825股 | $52.3万 | 1,824股 | +1股+0.05% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 0.47% | — | $63.7万 | 8,314股 | $0 | 0股 | +8,314股 | 新买入 |
| V先锋领航债券指数基金BSV |
| 0.47% | 0.45% | $63.7万 | 8,172股 | $52.8万 | 6,734股 | +1,438股+21.35% | 加仓 |
 英伟达NVDA |
| 0.46% | 0.46% | $62.2万 | 3,108股 | $54.1万 | 3,105股 | +3股+0.10% | 加仓 |
 星巴克SBUX |
| 0.46% | 0.46% | $62.0万 | 6,070股 | $54.1万 | 6,034股 | +36股+0.60% | 加仓 |
 英特尔INTC |
| 0.45% | — | $61.1万 | 4,373股 | $0 | 0股 | +4,373股 | 新买入 |
 德州仪器TXN |
| 0.44% | 0.33% | $59.6万 | 2,000股 | $38.8万 | 2,000股 | 00.00% | 持仓不变 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.41% | 0.32% | $55.1万 | 5,439股 | $37.9万 | 3,746股 | +1,693股+45.19% | 加仓 |
