| DDimensional维度ETF信托DFAC |
| 25.97% | 24.5% | $1.14亿 | 257.0万股 | $9,938.8万 | 255.8万股 | +1.3万股+0.49% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 20.22% | 20% | $8,879.3万 | 241.0万股 | $8,111.4万 | 238.8万股 | +2.2万股+0.94% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 12.21% | 12.66% | $5,360.7万 | 10.7万股 | $5,135.7万 | 10.7万股 | -42股-0.04% | 减仓 |
 苹果AAPL |
| 5.09% | 4.84% | $2,236.1万 | 7.7万股 | $1,964.1万 | 7.7万股 | -115股-0.15% | 减仓 |
| RRBB FUND TRUSTEBI |
| 3.16% | 3.04% | $1,386.1万 | 21.3万股 | $1,234.8万 | 21.3万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSU |
| 2.63% | 2.51% | $1,156.0万 | 24.8万股 | $1,016.9万 | 24.7万股 | +422股+0.17% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 2.6% | 2.76% | $1,142.7万 | 21.8万股 | $1,119.0万 | 21.5万股 | +2,841股+1.32% | 加仓 |
| IiShares安硕信托IUSB |
| 2.07% | 2.21% | $907.9万 | 19.7万股 | $895.0万 | 19.4万股 | +2,953股+1.52% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 1.85% | 1.88% | $811.7万 | 18.0万股 | $763.8万 | 18.0万股 | -159股-0.09% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 1.77% | 1.88% | $778.4万 | 15.4万股 | $762.6万 | 15.2万股 | +1,437股+0.94% | 加仓 |
 百事可乐PEP |
| 1.63% | 2.02% | $714.5万 | 5.3万股 | $819.5万 | 5.3万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1.44% | 1.27% | $632.3万 | 1.8万股 | $514.4万 | 1.8万股 | -37股-0.21% | 减仓 |
 英伟达NVDA |
| 1.3% | 1.22% | $569.7万 | 2.8万股 | $496.1万 | 2.8万股 | +26股+0.09% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 1.27% | 1.25% | $557.8万 | 19.3万股 | $506.7万 | 19.1万股 | +1,924股+1.01% | 加仓 |
| IiShares安硕信托STIP |
| 1.21% | 1.31% | $531.6万 | 5.2万股 | $532.2万 | 5.1万股 | +581股+1.13% | 加仓 |
| IiShares安硕·TREASURY FLOATING RATE BOND ETFICSH |
| 1.14% | 1.26% | $499.7万 | 9.9万股 | $509.7万 | 10.1万股 | -1,974股-1.96% | 减仓 |
| J摩根大通交易所交易基金JBND |
| 1% | 1.08% | $439.1万 | 8.2万股 | $436.3万 | 8.1万股 | +923股+1.14% | 加仓 |
| V先锋领航·MALVERN FDSVGMS |
| 1% | 1.06% | $438.9万 | 8.6万股 | $431.4万 | 8.5万股 | +989股+1.17% | 加仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 0.93% | 0.99% | $410.1万 | 8.5万股 | $402.2万 | 8.4万股 | +714股+0.85% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.91% | 1.15% | $398.1万 | 12.0万股 | $467.7万 | 12.2万股 | -2,136股-1.75% | 减仓 |
| IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB |
| 0.88% | 0.94% | $387.4万 | 8.5万股 | $380.3万 | 8.4万股 | +877股+1.04% | 加仓 |
| IiShares安硕GHYG |
| 0.88% | 0.93% | $384.6万 | 8.5万股 | $378.8万 | 8.4万股 | +951股+1.13% | 加仓 |
| IiShares安硕·INC JP MORGAN EM ETFLEMB |
| 0.88% | 0.9% | $384.4万 | 9.1万股 | $366.2万 | 9.0万股 | +833股+0.93% | 加仓 |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 0.86% | 0.92% | $377.2万 | 5.1万股 | $372.7万 | 5.0万股 | +565股+1.12% | 加仓 |
| IiShares黄金信托IAU |
| 0.81% | 0.96% | $356.4万 | 4.7万股 | $390.5万 | 4.4万股 | +2,904股+6.56% | 加仓 |
| DDimensional维度ETF信托DFSE |
| 0.76% | 0.71% | $331.6万 | 6.8万股 | $289.3万 | 6.8万股 | -443股-0.65% | 减仓 |
 微软MSFT |
| 0.71% | 0.76% | $312.2万 | 8,369股 | $308.7万 | 8,340股 | +29股+0.35% | 加仓 |
| IiShares安硕信托LQD |
| 0.64% | 0.69% | $282.5万 | 2.6万股 | $280.1万 | 2.6万股 | +199股+0.77% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.38% | 0.36% | $165.5万 | 1.1万股 | $145.6万 | 1.1万股 | +19股+0.18% | 加仓 |
 YUM BRANDS COMYUM |
| 0.32% | 0.33% | $138.5万 | 8,662股 | $134.7万 | 8,662股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.25% | 0.22% | $111.1万 | 3,108股 | $88.7万 | 3,084股 | +24股+0.78% | 加仓 |
| KKimco地产KIM |
| 0.25% | 0.24% | $109.6万 | 4.3万股 | $97.2万 | 4.3万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.25% | 0.23% | $107.8万 | 4,523股 | $92.2万 | 4,426股 | +97股+2.19% | 加仓 |
 万事达MA |
| 0.22% | 0.23% | $96.3万 | 1,875股 | $92.7万 | 1,855股 | +20股+1.08% | 加仓 |
 Meta平台META |
| 0.22% | 0.24% | $94.8万 | 1,683股 | $95.8万 | 1,674股 | +9股+0.54% | 加仓 |
 艾伯维ABBV |
| 0.19% | 0.17% | $82.1万 | 3,263股 | $70.8万 | 3,255股 | +8股+0.25% | 加仓 |
 好市多COST |
| 0.19% | 0.21% | $81.3万 | 869股 | $85.9万 | 862股 | +7股+0.81% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.16% | 0.16% | $71.8万 | 4,575股 | $63.3万 | 4,575股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.15% | 0.13% | $64.7万 | 1,712股 | $53.9万 | 1,741股 | -29股-1.67% | 减仓 |
| IiShares安硕信托AOR |
| 0.14% | 0.14% | $62.4万 | 8,985股 | $56.1万 | 8,720股 | +265股+3.04% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.14% | 0.13% | $59.9万 | 802股 | $52.2万 | 802股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.12% | 0.17% | $53.1万 | 7,440股 | $71.0万 | 7,380股 | +60股+0.81% | 加仓 |
 埃克森美孚XOM |
| 0.11% | 0.14% | $46.4万 | 3,396股 | $56.9万 | 3,355股 | +41股+1.22% | 加仓 |
 礼来LLY |
| 0.09% | 0.07% | $40.8万 | 340股 | $30.0万 | 326股 | +14股+4.29% | 加仓 |
| IiShares安硕信托AOA |
| 0.09% | 0.08% | $38.1万 | 3,903股 | $31.8万 | 3,597股 | +306股+8.51% | 加仓 |
| YYUM CHINAYUMC |
| 0.08% | 0.11% | $36.2万 | 8,853股 | $43.2万 | 8,853股 | 00.00% | 持仓不变 |
 MERCADOLIBRE COMMELI |
| 0.08% | 0.09% | $34.5万 | 203股 | $35.1万 | 203股 | 00.00% | 持仓不变 |
 华纳兄弟探索WBD |
| 0.08% | 0.09% | $33.9万 | 1.3万股 | $34.9万 | 1.3万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.08% | 0.08% | $33.8万 | 958股 | $31.5万 | 958股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金VUSB |
| 0.07% | 0.1% | $31.5万 | 6,323股 | $42.1万 | 8,447股 | -2,124股-25.15% | 减仓 |
