| DDimensional维度ETF信托DFAC |
| 12.45% | 12.73% | $12.03亿 | 3,730.4万股 | $12.06亿 | 3,775.6万股 | -45.1万股-1.20% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 6.68% | 7.27% | $6.45亿 | 1,243.8万股 | $6.88亿 | 1,264.7万股 | -20.9万股-1.65% | 减仓 |
| EEA SERIES TRUSTBSVO |
| 6.15% | 6.21% | $5.94亿 | 2,916.1万股 | $5.88亿 | 2,765.9万股 | +150.2万股+5.43% | 加仓 |
| DDimensional维度·USDFUV |
| 5.86% | 6.26% | $5.67亿 | 1,442.7万股 | $5.93亿 | 1,450.6万股 | -7.9万股-0.55% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 4.85% | 4.6% | $4.68亿 | 795.7万股 | $4.36亿 | 765.6万股 | +30.2万股+3.94% | 加仓 |
| IiShares安硕信托ITOT |
| 4.39% | 3.88% | $4.24亿 | 356.9万股 | $3.68亿 | 319.2万股 | +37.7万股+11.82% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 4.15% | 4.38% | $4.01亿 | 1,117.0万股 | $4.15亿 | 1,128.5万股 | -11.5万股-1.02% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 3.98% | 3.72% | $3.85亿 | 660.3万股 | $3.53亿 | 602.6万股 | +57.7万股+9.57% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.96% | 3.1% | $2.86亿 | 1,123.4万股 | $2.93亿 | 1,153.3万股 | -29.9万股-2.59% | 减仓 |
| G通用动力VTI |
| 2.11% | 2.08% | $2.04亿 | 76.3万股 | $1.97亿 | 75.8万股 | +4,416股+0.58% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.73% | 1.57% | $1.68亿 | 258.0万股 | $1.49亿 | 226.5万股 | +31.6万股+13.94% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.69% | 1.79% | $1.64亿 | 272.4万股 | $1.70亿 | 272.6万股 | -2,317股-0.08% | 减仓 |
| AAvantis·U SAVUV |
| 1.61% | 1.73% | $1.55亿 | 173.0万股 | $1.64亿 | 175.2万股 | -2.2万股-1.27% | 减仓 |
| IiShares安硕信托IDEV |
| 1.56% | 1.46% | $1.51亿 | 230.2万股 | $1.39亿 | 206.4万股 | +23.8万股+11.54% | 加仓 |
 苹果AAPL |
| 1.3% | 1.13% | $1.26亿 | 59.7万股 | $1.07亿 | 62.3万股 | -2.7万股-4.27% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.21% | 1.12% | $1.17亿 | 240.0万股 | $1.06亿 | 221.2万股 | +18.9万股+8.53% | 加仓 |
| IiShares安硕信托IVV |
| 1.19% | 1.18% | $1.15亿 | 21.0万股 | $1.12亿 | 21.3万股 | -3,275股-1.54% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.16% | 1.19% | $1.12亿 | 145.5万股 | $1.13亿 | 147.3万股 | -1.7万股-1.18% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 1.1% | 0.85% | $1.06亿 | 396.0万股 | $8,097.2万 | 317.7万股 | +78.3万股+24.66% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 1.01% | 0.78% | $9,764.6万 | 207.8万股 | $7,415.3万 | 157.6万股 | +50.1万股+31.79% | 加仓 |
 微软MSFT |
| 0.93% | 0.87% | $8,978.2万 | 20.1万股 | $8,263.2万 | 19.6万股 | +4,558股+2.32% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.88% | 0.8% | $8,474.4万 | 315.0万股 | $7,578.7万 | 278.7万股 | +36.2万股+13.00% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.7% | 0.62% | $6,716.9万 | 210.0万股 | $5,882.2万 | 186.1万股 | +23.9万股+12.83% | 加仓 |
 Meta平台META |
| 0.69% | 0.69% | $6,703.4万 | 13.3万股 | $6,542.0万 | 13.5万股 | -1,780股-1.32% | 减仓 |
 亚马逊AMZN |
| 0.66% | 0.63% | $6,383.1万 | 33.1万股 | $5,963.2万 | 33.1万股 | +238股+0.07% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.66% | 0.67% | $6,382.9万 | 129.2万股 | $6,300.8万 | 125.6万股 | +3.6万股+2.84% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.64% | 0.64% | $6,203.3万 | 165.5万股 | $6,085.4万 | 166.5万股 | -1.1万股-0.65% | 减仓 |
| IiShares安硕IEMG |
| 0.64% | 0.62% | $6,177.2万 | 115.4万股 | $5,834.0万 | 113.1万股 | +2.3万股+2.06% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.62% | 0.55% | $6,033.7万 | 241.4万股 | $5,218.5万 | 204.4万股 | +37.0万股+18.12% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.59% | 0.47% | $5,714.2万 | 119.6万股 | $4,442.5万 | 92.4万股 | +27.2万股+29.49% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.57% | 0.5% | $5,524.0万 | 209.9万股 | $4,773.1万 | 177.2万股 | +32.7万股+18.46% | 加仓 |
| IiShares安硕信托EFV |
| 0.52% | 0.56% | $5,043.5万 | 95.1万股 | $5,267.0万 | 96.8万股 | -1.7万股-1.79% | 减仓 |
 谷歌AGOOGL |
| 0.52% | 0.44% | $5,007.5万 | 27.5万股 | $4,127.5万 | 27.3万股 | +1,440股+0.53% | 加仓 |
| IiShares安硕信托IEI |
| 0.5% | 0.5% | $4,831.7万 | 41.8万股 | $4,718.1万 | 40.7万股 | +1.1万股+2.71% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.46% | 0.49% | $4,485.4万 | 11.0万股 | $4,623.8万 | 11.0万股 | +307股+0.28% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.45% | 0.38% | $4,311.9万 | 23.5万股 | $3,609.2万 | 23.7万股 | -1,956股-0.83% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.44% | 0.39% | $4,267.1万 | 148.3万股 | $3,659.7万 | 121.6万股 | +26.7万股+21.94% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.43% | 0.42% | $4,194.9万 | 141.4万股 | $4,007.9万 | 132.6万股 | +8.8万股+6.61% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.41% | 0.39% | $3,975.4万 | 10.9万股 | $3,692.8万 | 11.0万股 | -499股-0.46% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.41% | 0.4% | $3,923.8万 | 7.2万股 | $3,760.5万 | 7.2万股 | +205股+0.29% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.39% | 0.43% | $3,780.8万 | 20.7万股 | $4,098.6万 | 21.4万股 | -6,461股-3.02% | 减仓 |
 英伟达NVDA |
| 0.38% | 0.26% | $3,693.3万 | 29.9万股 | $2,422.8万 | 2.7万股 | +27.2万股+1,015.30% | 加仓 |
| CCASS INFORMATION SYSCASS |
| 0.35% | 0.43% | $3,358.9万 | 83.8万股 | $4,037.8万 | 83.8万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.35% | 0.34% | $3,348.5万 | 76.5万股 | $3,215.6万 | 77.0万股 | -4,631股-0.60% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.34% | 0.35% | $3,321.1万 | 55.1万股 | $3,311.3万 | 54.9万股 | +1,639股+0.30% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.34% | 0.31% | $3,309.3万 | 125.9万股 | $2,962.4万 | 110.7万股 | +15.1万股+13.66% | 加仓 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.33% | 0.41% | $3,210.1万 | 60.3万股 | $3,920.5万 | 62.1万股 | -1.8万股-2.85% | 减仓 |
 宝洁PG |
| 0.32% | 0.33% | $3,059.3万 | 18.6万股 | $3,131.9万 | 19.3万股 | -7,525股-3.90% | 减仓 |
| V先锋领航指数基金VOO |
| 0.31% | 0.3% | $3,037.0万 | 6.1万股 | $2,882.6万 | 6.0万股 | +852股+1.42% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.31% | 0.31% | $3,034.0万 | 33.6万股 | $2,970.4万 | 33.2万股 | +4,518股+1.36% | 加仓 |
