| G通用动力VTI |
| 14.97% | 14.47% | $1.71亿 | 46.1万股 | $1.50亿 | 46.6万股 | -5,122股-1.10% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 13.79% | 14.56% | $1.57亿 | 421.7万股 | $1.50亿 | 423.4万股 | -1.7万股-0.41% | 减仓 |
| AAvantis·U SAVUV |
| 9.89% | 9.78% | $1.13亿 | 90.3万股 | $1.01亿 | 91.5万股 | -1.2万股-1.31% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 9.69% | 9.21% | $1.10亿 | 264.5万股 | $9,514.2万 | 258.8万股 | +5.6万股+2.18% | 加仓 |
| V先锋领航债券指数基金BSV |
| 9.55% | 10.15% | $1.09亿 | 139.7万股 | $1.05亿 | 133.8万股 | +5.9万股+4.41% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 9.18% | 9.78% | $1.05亿 | 132.4万股 | $1.01亿 | 127.5万股 | +4.9万股+3.84% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 6.97% | 6.6% | $7,939.8万 | 195.4万股 | $6,816.2万 | 197.3万股 | -1.9万股-0.97% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 4.66% | 5.07% | $5,303.4万 | 125.6万股 | $5,243.1万 | 124.2万股 | +1.5万股+1.17% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 4.55% | 4.61% | $5,184.9万 | 74.2万股 | $4,763.1万 | 76.3万股 | -2.1万股-2.75% | 减仓 |
| DDimensional维度·USDFUV |
| 2.78% | 2.76% | $3,167.0万 | 57.6万股 | $2,846.7万 | 58.7万股 | -1.2万股-2.00% | 减仓 |
 美光科技MU |
| 1.21% | 0.44% | $1,378.1万 | 1.2万股 | $456.3万 | 1.4万股 | -1,567股-11.60% | 减仓 |
| V先锋领航指数基金VOO |
| 0.83% | 0.72% | $944.6万 | 1.4万股 | $747.9万 | 1.3万股 | +1,237股+9.88% | 加仓 |
| V先锋领航指数基金VB |
| 0.76% | 0.71% | $865.3万 | 2.9万股 | $735.4万 | 2.8万股 | +470股+1.67% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.7% | 0.77% | $793.7万 | 16.4万股 | $795.0万 | 16.6万股 | -1,657股-1.00% | 减仓 |
 苹果AAPL |
| 0.65% | 0.63% | $742.6万 | 2.6万股 | $653.5万 | 2.6万股 | -88股-0.34% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.54% | 0.47% | $620.7万 | 6.1万股 | $488.3万 | 4.8万股 | +1.3万股+26.91% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 0.47% | 0.37% | $538.8万 | 7.0万股 | $381.2万 | 5.0万股 | +2.0万股+40.70% | 加仓 |
| IiShares安硕信托ITOT |
| 0.46% | 0.45% | $523.6万 | 3.2万股 | $463.5万 | 3.3万股 | -668股-2.05% | 减仓 |
| V先锋领航·MIDVO |
| 0.4% | 0.39% | $459.7万 | 5.7万股 | $407.3万 | 1.4万股 | +4.3万股+302.38% | 加仓 |
 微软MSFT |
| 0.4% | 0.42% | $457.0万 | 1.2万股 | $436.6万 | 1.2万股 | +456股+3.87% | 加仓 |
 好市多COST |
| 0.39% | 0.46% | $448.6万 | 4,795股 | $479.9万 | 4,816股 | -21股-0.44% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.34% | 0.35% | $387.7万 | 8.6万股 | $360.6万 | 8.5万股 | +936股+1.10% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.33% | 0.34% | $373.9万 | 10.1万股 | $350.6万 | 10.3万股 | -1,711股-1.66% | 减仓 |
 摩根大通JPM |
| 0.3% | 0.29% | $337.7万 | 1.0万股 | $303.5万 | 1.0万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SHM |
| 0.27% | 0.3% | $306.1万 | 6.4万股 | $312.1万 | 6.5万股 | -1,437股-2.20% | 减仓 |
 美国合众银行USB |
| 0.26% | 0.25% | $298.8万 | 4.9万股 | $257.3万 | 4.9万股 | -2股-0.00% | 减仓 |
| V先锋领航·TOTALBND |
| 0.25% | 0.27% | $281.2万 | 3.8万股 | $282.0万 | 3.8万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSU |
| 0.21% | 0.2% | $239.3万 | 5.1万股 | $207.1万 | 5.0万股 | +924股+1.83% | 加仓 |
 迪尔DE |
| 0.21% | 0.18% | $236.9万 | 3,735股 | $187.9万 | 3,335股 | +400股+11.99% | 加仓 |
| MMORGAN STANLEY ETF TRUSTCVLC |
| 0.19% | 0.16% | $210.8万 | 2.2万股 | $164.4万 | 2.1万股 | +1,777股+8.65% | 加仓 |
 IDACORPIDA |
| 0.18% | 0.19% | $202.5万 | 1.3万股 | $191.3万 | 1.3万股 | 00.00% | 持仓不变 |
 美国包装PKG |
| 0.15% | 0.15% | $168.6万 | 7,074股 | $150.1万 | 7,074股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSE |
| 0.15% | 0.14% | $166.9万 | 3.4万股 | $139.7万 | 3.3万股 | +1,176股+3.57% | 加仓 |
 博通AVGO |
| 0.14% | 0.14% | $158.7万 | 4,200股 | $139.8万 | 4,517股 | -317股-7.02% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | 0.14% | $155.8万 | 3,114股 | $149.2万 | 3,114股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.13% | 0.11% | $147.6万 | 2,050股 | $112.5万 | 2,050股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFHYS |
| 0.12% | 0.06% | $138.2万 | 1.5万股 | $59.1万 | 6,341股 | +8,441股+133.12% | 加仓 |
 沃尔玛WMT |
| 0.12% | 0.15% | $137.2万 | 1.2万股 | $150.5万 | 1.2万股 | 00.00% | 持仓不变 |
 自由港麦克莫兰FCX |
| 0.11% | 0.11% | $125.5万 | 2.0万股 | $117.8万 | 2.0万股 | -80股-0.40% | 减仓 |
 礼来LLY |
| 0.11% | 0.09% | $124.1万 | 1,035股 | $95.2万 | 1,035股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.11% | 0.11% | $120.5万 | 4,744股 | $111.1万 | 4,546股 | +198股+4.36% | 加仓 |
 AVANTIS INTLNGG |
| 0.1% | 0.12% | $118.4万 | 1.3万股 | $121.4万 | 1.4万股 | -1,035股-7.23% | 减仓 |
| DDimensional维度ETF信托DFSB |
| 0.1% | 0.11% | $116.1万 | 2.2万股 | $114.9万 | 2.2万股 | +64股+0.29% | 加仓 |
 谷歌AGOOGL |
| 0.1% | 0.09% | $112.6万 | 3,152股 | $92.1万 | 3,203股 | -51股-1.59% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.1% | 0.09% | $108.8万 | 1,457股 | $94.8万 | 1,457股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.09% | 0.1% | $105.3万 | 1,869股 | $106.9万 | 1,869股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.09% | 0.07% | $104.1万 | 978股 | $69.3万 | 978股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.09% | 0.13% | $102.3万 | 7,485股 | $129.6万 | 7,639股 | -154股-2.02% | 减仓 |
 甲骨文ORCL |
| 0.09% | 0.1% | $101.9万 | 6,956股 | $105.3万 | 7,161股 | -205股-2.86% | 减仓 |
 伊顿ETN |
| 0.09% | 0.08% | $97.6万 | 2,291股 | $81.9万 | 2,291股 | 00.00% | 持仓不变 |
