| DDimensional维度ETF信托DFAC |
| 22.76% | 21.14% | $8,285.6万 | 186.8万股 | $7,035.0万 | 181.0万股 | +5.7万股+3.17% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 19.73% | 17.98% | $7,182.1万 | 195.0万股 | $5,985.7万 | 176.2万股 | +18.7万股+10.64% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 16.6% | 17.57% | $6,044.1万 | 119.5万股 | $5,848.1万 | 117.2万股 | +2.3万股+1.94% | 加仓 |
| DDimensional维度·USDFUV |
| 6.58% | 6.44% | $2,395.5万 | 43.5万股 | $2,142.6万 | 44.2万股 | -6,684股-1.51% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 5.27% | 5.62% | $1,919.6万 | 42.2万股 | $1,871.2万 | 41.0万股 | +1.2万股+2.88% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 3.01% | 3.27% | $1,094.4万 | 20.3万股 | $1,089.8万 | 20.6万股 | -3,898股-1.89% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.23% | 2.3% | $810.9万 | 19.7万股 | $765.7万 | 19.7万股 | +46股+0.02% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.69% | 1.61% | $616.8万 | 8,259股 | $537.1万 | 8,259股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.5% | 1.45% | $544.7万 | 1.9万股 | $481.0万 | 1.9万股 | -126股-0.66% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.16% | 1.04% | $423.2万 | 10.5万股 | $347.3万 | 10.3万股 | +2,676股+2.61% | 加仓 |
| AALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ETIMOM |
| 1.1% | 1.09% | $400.4万 | 9.3万股 | $361.7万 | 9.1万股 | +1,700股+1.87% | 加仓 |
 微软MSFT |
| 1.06% | 2.28% | $386.2万 | 1.0万股 | $759.3万 | 2.1万股 | -1.0万股-49.53% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.01% | 1.11% | $367.4万 | 6.2万股 | $371.0万 | 6.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托MTUM |
| 0.87% | 0.66% | $317.6万 | 9,265股 | $220.1万 | 9,170股 | +95股+1.04% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.81% | 0.76% | $293.5万 | 3.6万股 | $254.6万 | 3.6万股 | -144股-0.40% | 减仓 |
| V先锋领航指数基金VOO |
| 0.76% | 0.68% | $276.9万 | 4,032股 | $227.2万 | 3,803股 | +229股+6.02% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.51% | 0.5% | $184.5万 | 2.6万股 | $165.9万 | 2.6万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.47% | 0.49% | $170.1万 | 6,696股 | $164.3万 | 6,721股 | -25股-0.37% | 减仓 |
| V先锋领航指数基金VTV |
| 0.44% | 0.44% | $161.7万 | 7,418股 | $148.1万 | 7,547股 | -129股-1.71% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.41% | 0.43% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VONG |
| 0.39% | 0.37% | $143.8万 | 1.1万股 | $123.4万 | 1.1万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.39% | 0.37% | $140.8万 | 2,220股 | $124.0万 | 2,202股 | +18股+0.82% | 加仓 |
| AALPHA ARCHITECT US QUANTITATIVE VALQVAL |
| 0.38% | 0.39% | $138.5万 | 2.5万股 | $130.4万 | 2.5万股 | -37股-0.15% | 减仓 |
| AALPHA ARCHITECT U.S. QUANTITATIVE MQMOM |
| 0.37% | 0.35% | $134.0万 | 1.7万股 | $116.1万 | 1.7万股 | +24股+0.14% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.36% | 0.35% | $131.6万 | 1.2万股 | $116.0万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.35% | 0.36% | $129.2万 | 1.0万股 | $119.8万 | 2,810股 | +7,598股+270.39% | 加仓 |
| IiShares安硕IEMG |
| 0.35% | 0.32% | $127.6万 | 1.5万股 | $107.4万 | 1.5万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.34% | 0.24% | $123.3万 | 1,158股 | $81.1万 | 1,145股 | +13股+1.14% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.33% | 0.31% | $119.1万 | 9,297股 | $103.4万 | 9,297股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.31% | 0.35% | $113.8万 | 1,216股 | $116.8万 | 1,172股 | +44股+3.75% | 加仓 |
 艾默生电气EMR |
| 0.31% | 0.31% | $112.7万 | 7,875股 | $103.2万 | 7,875股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.3% | 0.27% | $110.5万 | 3,093股 | $89.7万 | 3,119股 | -26股-0.83% | 减仓 |
 亚马逊AMZN |
| 0.3% | 0.29% | $109.0万 | 4,572股 | $96.4万 | 4,627股 | -55股-1.19% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.25% | $105.2万 | 2,978股 | $83.6万 | 2,914股 | +64股+2.20% | 加仓 |
 AMD超威AMD |
| 0.28% | 0.11% | $100.6万 | 1,732股 | $35.1万 | 1,725股 | +7股+0.41% | 加仓 |
| AALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETFIVAL |
| 0.27% | 0.3% | $99.8万 | 2.9万股 | $98.7万 | 2.9万股 | +227股+0.78% | 加仓 |
| EEA SERIES TRUSTGEQ |
| 0.26% | — | $96.1万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.24% | 0.21% | $86.7万 | 7,142股 | $70.6万 | 7,044股 | +98股+1.39% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.24% | 0.32% | $86.7万 | 1,732股 | $107.0万 | 2,233股 | -501股-22.44% | 减仓 |
 麦当劳MCD |
| 0.22% | 0.28% | $80.6万 | 2,982股 | $93.1万 | 2,996股 | -14股-0.47% | 减仓 |
 雪佛龙CVX |
| 0.19% | 0.16% | $69.7万 | 4,206股 | $54.2万 | 2,618股 | +1,588股+60.66% | 加仓 |
 家得宝HD |
| 0.19% | 0.19% | $69.5万 | 1,972股 | $64.9万 | 1,973股 | -1股-0.05% | 减仓 |
 美国合众银行USB |
| 0.19% | 0.28% | $67.7万 | 1.1万股 | $92.7万 | 1.8万股 | -6,613股-37.10% | 减仓 |
 Meta平台META |
| 0.19% | 0.22% | $67.5万 | 1,199股 | $73.6万 | 1,286股 | -87股-6.77% | 减仓 |
| IiShares安硕信托IBDT |
| 0.19% | 0.21% | $67.4万 | 2.7万股 | $68.4万 | 2.7万股 | -317股-1.17% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.18% | 0.18% | $65.8万 | 1.1万股 | $59.5万 | 1.1万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.18% | 0.17% | $65.4万 | 2,406股 | $56.7万 | 2,338股 | +68股+2.91% | 加仓 |
 雷神技术RTX |
| 0.17% | 0.2% | $61.7万 | 3,251股 | $65.1万 | 3,376股 | -125股-3.70% | 减仓 |
 波音BA |
| 0.16% | 0.16% | $58.8万 | 2,716股 | $54.0万 | 2,715股 | +1股+0.04% | 加仓 |
 万事达MA |
| 0.16% | 0.17% | $57.7万 | 1,124股 | $56.2万 | 1,125股 | -1股-0.09% | 减仓 |
