| DDimensional维度ETF信托DFIC |
| 12.2% | 12.4% | $8,727.2万 | 234.2万股 | $8,033.0万 | 226.1万股 | +8.1万股+3.60% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 10.15% | 10.38% | $7,260.0万 | 172.0万股 | $6,726.9万 | 159.3万股 | +12.7万股+7.95% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 9.54% | 9.84% | $6,827.8万 | 143.0万股 | $6,377.7万 | 133.2万股 | +9.8万股+7.35% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 8.32% | 7.47% | $5,954.2万 | 72.6万股 | $4,841.3万 | 67.2万股 | +5.5万股+8.14% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 6.96% | 6.84% | $4,983.4万 | 112.3万股 | $4,428.9万 | 114.0万股 | -1.6万股-1.43% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 6.34% | 6.61% | $4,539.2万 | 93.9万股 | $4,285.8万 | 89.4万股 | +4.5万股+5.03% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 5.8% | 5.49% | $4,150.2万 | 102.1万股 | $3,560.1万 | 103.0万股 | -9,230股-0.90% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 4.83% | 4.55% | $3,457.5万 | 119.3万股 | $2,950.1万 | 111.0万股 | +8.4万股+7.53% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 3.9% | 3.73% | $2,789.3万 | 71.9万股 | $2,419.9万 | 69.1万股 | +2.8万股+4.13% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 3.69% | 3.67% | $2,639.3万 | 100.9万股 | $2,376.6万 | 100.5万股 | +4,015股+0.40% | 加仓 |
| DDimensional维度ETF信托DFIP |
| 3.38% | 3.44% | $2,421.0万 | 58.7万股 | $2,226.5万 | 53.4万股 | +5.3万股+9.96% | 加仓 |
| DDimensional维度ETF信托DISV |
| 3.02% | 3.14% | $2,164.2万 | 53.9万股 | $2,033.8万 | 51.6万股 | +2.4万股+4.58% | 加仓 |
 马丁玛丽埃塔MLM |
| 2.54% | 2.87% | $1,819.7万 | 3.2万股 | $1,857.5万 | 3.2万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIV |
| 2.51% | 2.7% | $1,797.7万 | 33.3万股 | $1,752.2万 | 33.2万股 | +798股+0.24% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.21% | 1.22% | $863.2万 | 12.3万股 | $789.8万 | 12.6万股 | -2,975股-2.35% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.89% | 0.87% | $636.3万 | 12.3万股 | $561.5万 | 12.4万股 | -1,335股-1.07% | 减仓 |
| IiShares安硕信托TIP |
| 0.82% | 0.93% | $588.5万 | 5.4万股 | $604.1万 | 5.5万股 | -956股-1.75% | 减仓 |
 苹果AAPL |
| 0.77% | 0.71% | $553.4万 | 1.9万股 | $462.0万 | 1.8万股 | +923股+5.07% | 加仓 |
| IiShares安硕信托ITOT |
| 0.56% | 0.53% | $398.8万 | 2.4万股 | $344.8万 | 2.4万股 | +73股+0.30% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.52% | 0.48% | $371.2万 | 10.1万股 | $309.1万 | 9.1万股 | +9,766股+10.73% | 加仓 |
| IiShares安硕信托IXUS |
| 0.51% | 0.52% | $362.7万 | 3.8万股 | $334.1万 | 3.9万股 | -561股-1.45% | 减仓 |
 英伟达NVDA |
| 0.44% | 0.39% | $317.9万 | 1.6万股 | $252.2万 | 1.4万股 | +1,430股+9.89% | 加仓 |
 Truist金融TFC |
| 0.39% | 0.39% | $278.2万 | 5.6万股 | $255.5万 | 5.6万股 | +246股+0.44% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.38% | 0.4% | $270.5万 | 6.6万股 | $259.4万 | 6.7万股 | -1,003股-1.51% | 减仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 0.36% | 0.32% | $260.4万 | 6.2万股 | $205.3万 | 6.2万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.31% | 0.37% | $224.5万 | 1.0万股 | $240.2万 | 1.0万股 | +13股+0.13% | 加仓 |
| HHILTON GRAND VACATIONSHGV |
| 0.29% | 0.24% | $205.5万 | 3.9万股 | $153.5万 | 3.9万股 | +3股+0.01% | 加仓 |
 微软MSFT |
| 0.29% | 0.26% | $204.3万 | 5,476股 | $169.2万 | 4,572股 | +904股+19.77% | 加仓 |
 FIRST HORIZONFHN |
| 0.28% | 0.27% | $200.2万 | 7.8万股 | $173.8万 | 7.6万股 | +1,717股+2.25% | 加仓 |
| C资本集团股息价值CCBG |
| 0.27% | 0.26% | $195.2万 | 4.0万股 | $170.5万 | 4.0万股 | -480股-1.20% | 减仓 |
 SMARTFINANCIAL COM NEWSMBK |
| 0.27% | 0.12% | $190.6万 | 4.1万股 | $75.2万 | 1.9万股 | +2.1万股+111.27% | 加仓 |
 Vulcan材料VMC |
| 0.26% | 0.28% | $188.5万 | 6,389股 | $180.9万 | 6,643股 | -254股-3.82% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.26% | 0.25% | $186.2万 | 3.4万股 | $163.8万 | 3.4万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.23% | 0.21% | $164.1万 | 2.9万股 | $139.2万 | 2.9万股 | +240股+0.84% | 加仓 |
 谷歌AGOOGL |
| 0.22% | 0.19% | $157.9万 | 4,419股 | $122.5万 | 4,258股 | +161股+3.78% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.21% | 0.22% | $152.4万 | 1.5万股 | $144.7万 | 1.5万股 | -397股-2.60% | 减仓 |
| AASTEC INDSASTE |
| 0.21% | 0.2% | $149.2万 | 2.4万股 | $131.3万 | 2.4万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.2% | 0.16% | $146.6万 | 6,150股 | $102.4万 | 4,919股 | +1,231股+25.03% | 加仓 |
| IiShares安硕信托IVV |
| 0.2% | 0.19% | $142.1万 | 1,897股 | $123.9万 | 1,897股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.2% | 0.21% | $140.1万 | 1.4万股 | $135.5万 | 1.4万股 | +504股+3.69% | 加仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 0.2% | 0.18% | $139.9万 | 4.0万股 | $119.2万 | 4.0万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VDE |
| 0.19% | 0.25% | $138.9万 | 9,255股 | $160.1万 | 9,255股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.19% | 0.23% | $137.5万 | 1.2万股 | $148.8万 | 1.2万股 | +166股+1.39% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.19% | 0.18% | $136.0万 | 2.9万股 | $118.5万 | 2.9万股 | -672股-2.28% | 减仓 |
| DDimensional维度ETF信托DFEV |
| 0.18% | 0.18% | $131.8万 | 3.1万股 | $116.7万 | 3.3万股 | -1,712股-5.25% | 减仓 |
| V先锋领航指数基金VTV |
| 0.18% | 0.18% | $129.9万 | 5,960股 | $117.2万 | 5,972股 | -12股-0.20% | 减仓 |
 雪佛龙CVX |
| 0.18% | 0.18% | $128.2万 | 7,734股 | $117.4万 | 5,676股 | +2,058股+36.26% | 加仓 |
| V先锋领航指数基金VUG |
| 0.18% | 0.16% | $126.0万 | 1.5万股 | $106.5万 | 2,438股 | +1.2万股+500.00% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.17% | 0.2% | $123.2万 | 1.5万股 | $127.4万 | 1.5万股 | -427股-2.77% | 减仓 |
 家得宝HD |
| 0.17% | 0.17% | $120.7万 | 3,423股 | $110.3万 | 3,352股 | +71股+2.12% | 加仓 |
