| DDimensional维度ETF信托DFAC |
| 35.63% | 34.96% | $5,604.7万 | 126.3万股 | $4,816.6万 | 123.9万股 | +2.4万股+1.93% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 30.84% | 31.75% | $4,852.3万 | 131.7万股 | $4,374.4万 | 128.8万股 | +2.9万股+2.28% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 6.34% | 5.98% | $997.8万 | 24.8万股 | $823.7万 | 24.3万股 | +4,868股+2.00% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 5.7% | 5.64% | $897.3万 | 10.9万股 | $776.4万 | 10.9万股 | -173股-0.16% | 减仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 5.36% | 5.33% | $842.7万 | 10.2万股 | $733.9万 | 9.9万股 | +2,301股+2.31% | 加仓 |
| IINVESTMENT MANAGERS SER TR IFPAG |
| 2.69% | 2.73% | $423.8万 | 10.6万股 | $376.6万 | 10.4万股 | +1,761股+1.70% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.06% | 1.11% | $166.7万 | 4.0万股 | $153.5万 | 3.9万股 | +1,012股+2.57% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.86% | 0.88% | $134.5万 | 2.8万股 | $120.9万 | 2.5万股 | +2,934股+11.62% | 加仓 |
| SSTONE RIDGE TRLDDR |
| 0.75% | 0.88% | $118.0万 | 1.5万股 | $121.7万 | 1.5万股 | 00.00% | 持仓不变 |
艺康ECL |
| 0.7% | 0.76% | $110.2万 | 3,956股 | $104.8万 | 3,941股 | +15股+0.38% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.69% | 1.06% | $109.0万 | 2.3万股 | $146.0万 | 3.0万股 | -7,921股-25.99% | 减仓 |
KeyCorpKEY |
| 0.69% | 0.69% | $108.5万 | 4.7万股 | $94.4万 | 4.7万股 | +20股+0.04% | 加仓 |
宣伟SHW |
| 0.69% | 0.76% | $108.4万 | 3,148股 | $105.2万 | 3,282股 | -134股-4.08% | 减仓 |
康明斯CMI |
| 0.6% | 0.52% | $95.1万 | 1,333股 | $71.5万 | 1,329股 | +4股+0.30% | 加仓 |
FARMERS NATIONAL BANCFMNB |
| 0.56% | 0.58% | $88.3万 | 6.1万股 | $79.6万 | 6.0万股 | +10股+0.02% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 0.51% | 0.61% | $80.9万 | 1.6万股 | $83.5万 | 1.6万股 | -530股-3.22% | 减仓 |
思科CSCO |
| 0.49% | 0.37% | $77.8万 | 6,627股 | $51.1万 | 6,581股 | +46股+0.70% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.47% | 0.47% | $73.7万 | 1.4万股 | $64.1万 | 1.4万股 | +59股+0.42% | 加仓 |
苹果AAPL |
| 0.44% | 0.35% | $69.0万 | 2,386股 | $47.5万 | 1,872股 | +514股+27.46% | 加仓 |
PROGRESSIVEPGR |
| 0.4% | 0.38% | $63.6万 | 2,910股 | $52.0万 | 2,623股 | +287股+10.94% | 加仓 |
亚马逊AMZN |
| 0.38% | 0.32% | $59.8万 | 2,510股 | $43.4万 | 2,085股 | +425股+20.38% | 加仓 |
| FFIRST EAGLE GLOBAL EQUITY ETFFEGE |
| 0.37% | 0.37% | $58.1万 | 1.2万股 | $50.7万 | 1.1万股 | +1,076股+9.97% | 加仓 |
GE航空GE |
| 0.34% | 0.33% | $53.4万 | 1,429股 | $44.9万 | 1,581股 | -152股-9.61% | 减仓 |
GE VernovaGEV |
| 0.3% | 0.25% | $46.4万 | 395股 | $34.2万 | 392股 | +3股+0.77% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.29% | 0.35% | $45.8万 | 5,592股 | $48.7万 | 6,872股 | -1,280股-18.63% | 减仓 |
雷神技术RTX |
| 0.29% | 0.35% | $45.2万 | 2,380股 | $47.9万 | 2,484股 | -104股-4.19% | 减仓 |
| V先锋领航指数基金VOO |
| 0.25% | 0.22% | $39.3万 | 534股 | $30.8万 | 533股 | +1股+0.19% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.24% | 0.26% | $37.7万 | 8,937股 | $35.9万 | 8,512股 | +425股+4.99% | 加仓 |
派克汉尼汾PH |
| 0.23% | 0.24% | $36.1万 | 369股 | $32.7万 | 366股 | +3股+0.82% | 加仓 |
谷歌AGOOGL |
| 0.19% | 0.16% | $29.5万 | 824股 | $22.1万 | 767股 | +57股+7.43% | 加仓 |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 0.18% | — | $28.6万 | 5,205股 | $0 | 0股 | +5,205股 | 新买入 |
| IiShares安硕信托SGOV |
| 0.18% | — | $28.1万 | 2,792股 | $0 | 0股 | +2,792股 | 新买入 |
特斯拉TSLA |
| 0.18% | 0.18% | $28.0万 | 665股 | $24.1万 | 649股 | +16股+2.47% | 加仓 |
宝洁PG |
| 0.17% | 0.19% | $26.8万 | 1,827股 | $25.8万 | 1,785股 | +42股+2.35% | 加仓 |
微软MSFT |
| 0.17% | 0.19% | $26.6万 | 712股 | $25.9万 | 699股 | +13股+1.86% | 加仓 |
英伟达NVDA |
| 0.17% | — | $26.3万 | 1,312股 | $0 | 0股 | +1,312股 | 新买入 |
帕兰提尔PLTR |
| 0.16% | 0.23% | $25.6万 | 2,193股 | $32.0万 | 2,185股 | +8股+0.37% | 加仓 |
强生JNJ |
| 0.14% | 0.16% | $22.7万 | 894股 | $21.4万 | 874股 | +20股+2.29% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.14% | — | $22.4万 | 300股 | $0 | 0股 | +300股 | 新买入 |
| DDimensional维度ETF信托DFGR |
| 0.14% | — | $21.6万 | 7,446股 | $0 | 0股 | +7,446股 | 新买入 |
| CCibus, Inc.CBUS |
| 0.01% | 0.01% | $1.4万 | 1.0万股 | $2.0万 | 1.0万股 | 00.00% | 持仓不变 |