| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 12.9% | 13.11% | $1,660.6万 | 23.8万股 | $1,474.0万 | 23.6万股 | +1,538股+0.65% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 12.81% | 12.55% | $1,649.1万 | 20.1万股 | $1,410.2万 | 19.9万股 | +2,385股+1.20% | 加仓 |
| DDimensional维度·USDFUV |
| 12.33% | 12.6% | $1,586.5万 | 28.8万股 | $1,416.7万 | 29.2万股 | -3,927股-1.34% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 9.87% | 10.13% | $1,270.1万 | 34.1万股 | $1,139.0万 | 32.1万股 | +2.0万股+6.33% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 9.03% | 8.77% | $1,161.8万 | 14.1万股 | $985.9万 | 13.9万股 | +2,490股+1.80% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 8.66% | 8.27% | $1,114.0万 | 25.1万股 | $929.9万 | 23.9万股 | +1.2万股+4.95% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 6.81% | 7.32% | $875.9万 | 18.3万股 | $822.6万 | 17.2万股 | +1.2万股+6.77% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 4.41% | 4.15% | $567.3万 | 14.0万股 | $466.9万 | 13.5万股 | +4,441股+3.29% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 3.76% | 3.49% | $483.5万 | 18.5万股 | $392.4万 | 16.6万股 | +1.9万股+11.40% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 3.5% | 3.12% | $450.4万 | 11.4万股 | $350.8万 | 9.8万股 | +1.6万股+15.94% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 2.62% | 2.46% | $337.3万 | 8.0万股 | $277.0万 | 6.6万股 | +1.4万股+21.79% | 加仓 |
 博通AVGO |
| 1.46% | 1.86% | $188.1万 | 4,980股 | $208.6万 | 6,739股 | -1,759股-26.10% | 减仓 |
 苹果AAPL |
| 1.37% | 1.37% | $176.9万 | 6,115股 | $154.4万 | 6,083股 | +32股+0.53% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.09% | 1.14% | $139.8万 | 3.8万股 | $128.3万 | 3.8万股 | +178股+0.47% | 加仓 |
 帕兰提尔PLTR |
| 0.88% | 1.31% | $113.4万 | 9,716股 | $146.9万 | 1.0万股 | -326股-3.25% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.72% | 0.76% | $92.4万 | 2.2万股 | $85.0万 | 2.2万股 | +585股+2.68% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.68% | 0.55% | $87.7万 | 1.9万股 | $62.3万 | 1.5万股 | +3,645股+24.05% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.63% | 0.64% | $80.8万 | 1.8万股 | $71.7万 | 1.7万股 | +1,025股+6.06% | 加仓 |
| DDimensional维度ETF信托DFSB |
| 0.59% | 0.66% | $75.5万 | 1.4万股 | $73.9万 | 1.4万股 | +196股+1.37% | 加仓 |
 英伟达NVDA |
| 0.56% | 0.55% | $71.6万 | 3,579股 | $61.3万 | 3,513股 | +66股+1.88% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 0.51% | 0.53% | $65.1万 | 1.9万股 | $60.1万 | 1.8万股 | +752股+4.22% | 加仓 |
| A美国世纪ETF信托AVSU |
| 0.34% | 0.32% | $44.0万 | 4,967股 | $35.7万 | 4,832股 | +135股+2.79% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.33% | 0.32% | $41.9万 | 4,347股 | $36.3万 | 4,507股 | -160股-3.55% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.32% | 0.29% | $40.5万 | 8,295股 | $32.6万 | 7,699股 | +596股+7.74% | 加仓 |
| V先锋领航指数基金VOO |
| 0.3% | 0.27% | $39.2万 | 532股 | $30.7万 | 532股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.3% | 0.4% | $38.2万 | 1,025股 | $44.8万 | 1,210股 | -185股-15.29% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.29% | 0.33% | $37.9万 | 7,015股 | $37.0万 | 7,015股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.28% | 0.34% | $36.0万 | 6,243股 | $38.0万 | 6,260股 | -17股-0.27% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.27% | 0.27% | $34.4万 | 8,875股 | $30.7万 | 8,755股 | +120股+1.37% | 加仓 |
| SSCHWAB 1000 INDEX ETFSCHK |
| 0.26% | 0.26% | $33.5万 | 9,287股 | $29.1万 | 9,287股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAU |
| 0.25% | 0.25% | $31.7万 | 6,139股 | $27.7万 | 6,139股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.24% | 0.24% | $31.3万 | 3,636股 | $26.5万 | 606股 | +3,030股+500.00% | 加仓 |
 LOWES COS COMLOW |
| 0.24% | 0.29% | $30.7万 | 1,392股 | $33.0万 | 1,396股 | -4股-0.29% | 减仓 |
| A美国世纪ETF信托AVSD |
| 0.2% | 0.21% | $25.7万 | 3,214股 | $23.7万 | 3,212股 | +2股+0.06% | 加仓 |
 摩根大通JPM |
| 0.18% | 0.19% | $23.8万 | 726股 | $21.4万 | 726股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.18% | — | $23.5万 | 984股 | $0 | 0股 | +984股 | 新买入 |
| DDimensional维度ETF信托DFGR |
| 0.18% | 0.19% | $22.9万 | 7,922股 | $21.1万 | 7,921股 | +1股+0.01% | 加仓 |
| MMORGAN STANLEY ETF TRUSTCVSB |
| 0.17% | — | $22.4万 | 4,430股 | $0 | 0股 | +4,430股 | 新买入 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.17% | 0.18% | $22.0万 | 5,481股 | $20.0万 | 5,910股 | -429股-7.26% | 减仓 |
 洛克希德马丁LMT |
| 0.16% | 0.31% | $20.8万 | 409股 | $34.7万 | 574股 | -165股-28.75% | 减仓 |
| AAvantis·U SAVUV |
| 0.16% | — | $20.5万 | 1,640股 | $0 | 0股 | +1,640股 | 新买入 |
