| DDimensional维度ETF信托DFAC |
| 30.9% | 29.75% | $1.42亿 | 319.7万股 | $1.24亿 | 318.2万股 | +1.5万股+0.48% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 16.55% | 17.35% | $7,593.2万 | 203.8万股 | $7,211.6万 | 203.0万股 | +8,172股+0.40% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 6.28% | 6.21% | $2,882.5万 | 70.9万股 | $2,581.1万 | 74.7万股 | -3.8万股-5.06% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 4.17% | 4.03% | $1,912.3万 | 45.8万股 | $1,675.1万 | 45.6万股 | +2,564股+0.56% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 3.02% | 3.04% | $1,385.7万 | 47.8万股 | $1,265.4万 | 47.6万股 | +2,236股+0.47% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.34% | 2.26% | $1,073.0万 | 21.2万股 | $941.2万 | 18.6万股 | +2.6万股+14.09% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 2.27% | 2.35% | $1,042.4万 | 20.2万股 | $978.1万 | 21.7万股 | -1.5万股-6.98% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.18% | 3.09% | $1,001.5万 | 12.2万股 | $1,285.2万 | 18.1万股 | -5.9万股-32.68% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.16% | 1.24% | $532.6万 | 12.9万股 | $513.8万 | 13.2万股 | -2,743股-2.08% | 减仓 |
 苹果AAPL |
| 1.04% | 1.01% | $477.5万 | 1.7万股 | $421.6万 | 1.7万股 | -111股-0.67% | 减仓 |
| PPimco Active Bond ETFBOND |
| 1.04% | 1.14% | $475.6万 | 5.2万股 | $475.2万 | 5.2万股 | +74股+0.14% | 加仓 |
 英伟达NVDA |
| 1.02% | 1.03% | $467.1万 | 2.3万股 | $428.3万 | 2.5万股 | -1,216股-4.95% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 1.01% | 1.43% | $461.9万 | 13.2万股 | $595.8万 | 17.7万股 | -4.5万股-25.48% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.89% | 0.87% | $409.4万 | 8.8万股 | $360.9万 | 8.8万股 | -49股-0.06% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 0.73% | 0.85% | $334.6万 | 7.3万股 | $354.8万 | 7.7万股 | -4,333股-5.63% | 减仓 |
| IiShares安硕信托USMV |
| 0.67% | 0.74% | $306.5万 | 3.2万股 | $306.2万 | 3.3万股 | -1,241股-3.76% | 减仓 |
 美光科技MU |
| 0.62% | 0.2% | $285.2万 | 2,471股 | $84.2万 | 2,492股 | -21股-0.84% | 减仓 |
 微软MSFT |
| 0.59% | 0.76% | $272.6万 | 7,307股 | $315.7万 | 8,527股 | -1,220股-14.31% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.59% | 0.61% | $270.4万 | 5.3万股 | $251.7万 | 4.9万股 | +3,634股+7.36% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.61% | $260.3万 | 5,201股 | $253.7万 | 5,295股 | -94股-1.78% | 减仓 |
 沃尔玛WMT |
| 0.55% | 0.67% | $252.1万 | 2.2万股 | $276.6万 | 2.2万股 | +4股+0.02% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.51% | 0.49% | $236.0万 | 2.9万股 | $204.0万 | 2.9万股 | +33股+0.11% | 加仓 |
 Meta平台META |
| 0.51% | 0.62% | $232.8万 | 4,132股 | $256.8万 | 4,489股 | -357股-7.95% | 减仓 |
 埃克森美孚XOM |
| 0.47% | 0.64% | $214.5万 | 1.6万股 | $265.1万 | 1.6万股 | +67股+0.43% | 加仓 |
 谷歌AGOOGL |
| 0.46% | 0.39% | $210.0万 | 5,877股 | $163.5万 | 5,685股 | +192股+3.38% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.46% | 0.46% | $208.9万 | 2.5万股 | $193.1万 | 2.6万股 | -934股-3.57% | 减仓 |
 亚马逊AMZN |
| 0.44% | 0.46% | $200.8万 | 8,426股 | $191.3万 | 9,187股 | -761股-8.28% | 减仓 |
 英特尔INTC |
| 0.43% | 0.14% | $197.5万 | 1.4万股 | $58.9万 | 1.3万股 | +801股+6.00% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.42% | 0.44% | $194.5万 | 4.3万股 | $182.8万 | 4.3万股 | -1股-0.00% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.42% | 0.38% | $193.4万 | 5,473股 | $157.4万 | 5,486股 | -13股-0.24% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.41% | 0.42% | $186.8万 | 4.6万股 | $175.0万 | 5.2万股 | -5,227股-10.11% | 减仓 |
 摩根大通JPM |
| 0.38% | 0.38% | $174.5万 | 5,331股 | $158.5万 | 5,388股 | -57股-1.06% | 减仓 |
 强生JNJ |
| 0.35% | 0.38% | $160.1万 | 6,303股 | $159.8万 | 6,539股 | -236股-3.61% | 减仓 |
| IiShares安硕信托AOA |
| 0.35% | 0.39% | $158.9万 | 1.6万股 | $164.1万 | 1.9万股 | -2,259股-12.18% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.33% | 0.33% | $149.9万 | 6,336股 | $136.3万 | 6,336股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.32% | 0.34% | $147.7万 | 5,870股 | $141.1万 | 6,486股 | -616股-9.50% | 减仓 |
 美国合众银行USB |
| 0.32% | 0.32% | $146.6万 | 2.4万股 | $134.0万 | 2.6万股 | -1,492股-5.79% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.31% | 0.3% | $140.4万 | 6,597股 | $126.6万 | 6,597股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.3% | 0.28% | $139.2万 | 3,684股 | $117.8万 | 3,807股 | -123股-3.23% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.29% | 0.28% | $131.6万 | 1.6万股 | $118.0万 | 1.6万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.25% | 0.14% | $113.4万 | 2,618股 | $56.9万 | 2,661股 | -43股-1.62% | 减仓 |
 礼来LLY |
| 0.24% | 0.21% | $111.8万 | 932股 | $85.6万 | 931股 | +1股+0.11% | 加仓 |
 应用材料AMAT |
| 0.24% | 0.13% | $111.5万 | 1,542股 | $55.0万 | 1,609股 | -67股-4.16% | 减仓 |
| IIBMIBM |
| 0.24% | 0.25% | $109.4万 | 3,889股 | $102.0万 | 4,207股 | -318股-7.56% | 减仓 |
 雅培ABT |
| 0.24% | 0.35% | $109.1万 | 1.2万股 | $145.3万 | 1.4万股 | -2,135股-15.08% | 减仓 |
| C花旗集团C |
| 0.23% | 0.21% | $104.8万 | 7,488股 | $87.0万 | 7,674股 | -186股-2.42% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.23% | 0.22% | $103.6万 | 2,529股 | $90.2万 | 2,529股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.22% | 0.17% | $102.1万 | 8,692股 | $70.3万 | 9,065股 | -373股-4.11% | 减仓 |
| V先锋领航指数基金VXF |
| 0.22% | 0.2% | $100.4万 | 4,079股 | $83.9万 | 4,079股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.22% | 0.16% | $99.2万 | 932股 | $65.6万 | 925股 | +7股+0.76% | 加仓 |
