| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 13.57% | 12.51% | $3.14亿 | 382.9万股 | $2.36亿 | 332.1万股 | +50.8万股+15.29% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 10.05% | 9.8% | $2.32亿 | 282.1万股 | $1.85亿 | 259.5万股 | +22.6万股+8.70% | 加仓 |
| DDimensional维度·USDFUV |
| 9.63% | 8.91% | $2.23亿 | 404.5万股 | $1.68亿 | 346.4万股 | +58.1万股+16.76% | 加仓 |
| AAvantis·U SAVUV |
| 7.5% | 7.11% | $1.73亿 | 138.9万股 | $1.34亿 | 121.3万股 | +17.6万股+14.51% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 6.06% | 4.91% | $1.40亿 | 335.4万股 | $9,249.9万 | 251.6万股 | +83.8万股+33.29% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 4.57% | 4.87% | $1.06亿 | 238.3万股 | $9,180.5万 | 236.2万股 | +2.0万股+0.86% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 4.24% | 3.7% | $9,797.5万 | 243.7万股 | $6,962.1万 | 205.6万股 | +38.0万股+18.50% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 4.17% | 4.52% | $9,648.7万 | 178.6万股 | $8,503.4万 | 161.1万股 | +17.5万股+10.86% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 3.52% | 3.93% | $8,128.4万 | 280.6万股 | $7,401.7万 | 278.5万股 | +2.1万股+0.76% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.34% | 3.7% | $7,725.3万 | 75.0万股 | $6,965.5万 | 69.8万股 | +5.2万股+7.47% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 2.43% | 2.29% | $5,623.3万 | 164.8万股 | $4,303.5万 | 133.6万股 | +31.2万股+23.37% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 2.37% | 2.55% | $5,471.8万 | 156.2万股 | $4,802.7万 | 142.6万股 | +13.6万股+9.51% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 1.62% | 1.76% | $3,732.9万 | 68.5万股 | $3,319.0万 | 61.5万股 | +7.1万股+11.50% | 加仓 |
 苹果AAPL |
| 1.56% | 1.68% | $3,596.3万 | 12.4万股 | $3,167.4万 | 12.5万股 | -519股-0.42% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.41% | 1.56% | $3,252.7万 | 46.5万股 | $2,940.2万 | 47.1万股 | -5,469股-1.16% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.28% | 1.51% | $2,948.4万 | 80.0万股 | $2,851.6万 | 83.9万股 | -3.9万股-4.66% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.96% | 1% | $2,214.2万 | 22.9万股 | $1,888.1万 | 23.4万股 | -4,839股-2.07% | 减仓 |
| RRBB FUND TRUSTEBI |
| 0.95% | 1.03% | $2,187.5万 | 33.7万股 | $1,948.7万 | 33.7万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.92% | 0.93% | $2,126.8万 | 5.7万股 | $1,754.6万 | 5.5万股 | +2,782股+5.09% | 加仓 |
| IiShares安硕信托AGG |
| 0.86% | 1.11% | $1,985.8万 | 20.1万股 | $2,088.7万 | 21.0万股 | -9,788股-4.65% | 减仓 |
 卡特彼勒CAT |
| 0.69% | 0.56% | $1,591.9万 | 1.5万股 | $1,059.6万 | 1.5万股 | -8股-0.05% | 减仓 |
| IiShares安硕·COREIJR |
| 0.68% | 0.71% | $1,581.3万 | 10.7万股 | $1,333.3万 | 10.7万股 | -638股-0.59% | 减仓 |
 AVANTIS INTLNGG |
| 0.65% | 0.72% | $1,509.9万 | 16.9万股 | $1,361.9万 | 16.1万股 | +8,750股+5.45% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.55% | 0.59% | $1,282.7万 | 27.5万股 | $1,113.5万 | 27.1万股 | +4,099股+1.51% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.53% | 0.56% | $1,214.2万 | 30.7万股 | $1,052.4万 | 29.5万股 | +1.2万股+4.20% | 加仓 |
 微软MSFT |
| 0.52% | 0.6% | $1,207.0万 | 3.2万股 | $1,128.5万 | 3.0万股 | +1,872股+6.14% | 加仓 |
| IiShares安硕信托IVV |
| 0.51% | 0.55% | $1,179.6万 | 1.6万股 | $1,033.9万 | 1.6万股 | -76股-0.48% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.49% | 0.53% | $1,142.3万 | 1.5万股 | $999.0万 | 1.5万股 | -64股-0.42% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.46% | 0.52% | $1,052.1万 | 2.1万股 | $971.7万 | 2.0万股 | +749股+3.69% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.43% | 0.49% | $992.7万 | 25.6万股 | $918.9万 | 26.2万股 | -6,311股-2.41% | 减仓 |
 强生JNJ |
| 0.42% | 0.5% | $979.7万 | 3.9万股 | $944.2万 | 3.9万股 | -49股-0.13% | 减仓 |
 英伟达NVDA |
| 0.4% | 0.46% | $927.0万 | 4.6万股 | $874.3万 | 5.0万股 | -3,806股-7.59% | 减仓 |
 礼来LLY |
| 0.35% | 0.33% | $818.5万 | 6,824股 | $626.8万 | 6,814股 | +10股+0.15% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.35% | 0.39% | $810.0万 | 19.6万股 | $731.4万 | 18.8万股 | +8,637股+4.60% | 加仓 |
 亚马逊AMZN |
| 0.31% | 0.43% | $710.5万 | 3.0万股 | $800.8万 | 3.8万股 | -8,639股-22.47% | 减仓 |
 埃克森美孚XOM |
| 0.3% | 0.46% | $697.7万 | 5.1万股 | $857.2万 | 5.1万股 | +503股+1.00% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.28% | 0.31% | $640.2万 | 7.7万股 | $583.9万 | 7.9万股 | -1,817股-2.30% | 减仓 |
| V先锋领航指数基金VTV |
| 0.28% | 0.3% | $638.1万 | 2.9万股 | $564.7万 | 2.9万股 | +501股+1.74% | 加仓 |
 好市多COST |
| 0.26% | 0.34% | $598.2万 | 6,394股 | $633.5万 | 6,357股 | +37股+0.58% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 0.25% | 0.27% | $583.5万 | 7.1万股 | $502.0万 | 7.0万股 | +1,521股+2.18% | 加仓 |
 谷歌AGOOGL |
| 0.25% | 0.24% | $580.3万 | 1.6万股 | $450.1万 | 1.6万股 | +587股+3.75% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.25% | 0.24% | $578.8万 | 11.2万股 | $461.1万 | 10.2万股 | +9,796股+9.59% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.25% | 0.26% | $578.6万 | 15.5万股 | $494.2万 | 13.9万股 | +1.6万股+11.63% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.24% | 0.25% | $558.6万 | 1.6万股 | $468.7万 | 1.6万股 | -530股-3.24% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 0.24% | 0.25% | $545.0万 | 13.4万股 | $468.1万 | 13.5万股 | -1,377股-1.02% | 减仓 |
 伍德沃德WWD |
| 0.23% | 0.24% | $531.4万 | 1.2万股 | $447.0万 | 1.2万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.22% | 0.32% | $514.9万 | 1.9万股 | $597.0万 | 1.9万股 | -162股-0.84% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.22% | 0.24% | $509.3万 | 2.3万股 | $446.0万 | 2.3万股 | -44股-0.19% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.22% | 0.24% | $497.7万 | 11.0万股 | $458.6万 | 10.8万股 | +2,190股+2.02% | 加仓 |
 雪佛龙CVX |
| 0.2% | 0.3% | $453.5万 | 2.7万股 | $558.0万 | 2.7万股 | +388股+1.44% | 加仓 |
