| DDimensional维度ETF信托DFCF |
| 14.79% | 15% | $1.14亿 | 266.4万股 | $1.04亿 | 245.2万股 | +21.2万股+8.66% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 13.01% | 13.08% | $1.00亿 | 218.9万股 | $9,036.3万 | 213.3万股 | +5.6万股+2.63% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 7.41% | 7.38% | $5,703.5万 | 156.9万股 | $5,097.2万 | 147.4万股 | +9.5万股+6.41% | 加仓 |
| G通用动力VTI |
| 6.37% | 6.65% | $4,905.0万 | 14.9万股 | $4,593.2万 | 15.1万股 | -1,661股-1.10% | 减仓 |
| DDimensional维度ETF信托DXUV |
| 5.12% | 4.77% | $3,943.8万 | 67.5万股 | $3,294.3万 | 60.7万股 | +6.7万股+11.09% | 加仓 |
| DDimensional维度ETF信托DFIP |
| 5.01% | 4.64% | $3,854.9万 | 91.3万股 | $3,202.2万 | 76.6万股 | +14.7万股+19.19% | 加仓 |
 苹果AAPL |
| 4.91% | 4.4% | $3,779.8万 | 14.8万股 | $3,035.9万 | 14.8万股 | +472股+0.32% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 3.92% | 3.95% | $3,018.8万 | 62.6万股 | $2,731.2万 | 56.9万股 | +5.8万股+10.12% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.41% | 3.33% | $2,625.7万 | 81.9万股 | $2,296.7万 | 77.4万股 | +4.5万股+5.81% | 加仓 |
| V先锋领航STAR基金VXUS |
| 2.68% | 2.81% | $2,064.6万 | 28.1万股 | $1,939.9万 | 28.1万股 | +276股+0.10% | 加仓 |
| A美国世纪ETF信托DXIV |
| 2.53% | 2.47% | $1,946.7万 | 31.6万股 | $1,705.2万 | 29.4万股 | +2.3万股+7.71% | 加仓 |
| V先锋领航指数基金VTV |
| 2.28% | 2.46% | $1,758.2万 | 9.4万股 | $1,697.4万 | 9.6万股 | -1,762股-1.83% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 2.05% | 2.17% | $1,581.5万 | 41.0万股 | $1,500.8万 | 41.9万股 | -8,709股-2.08% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.44% | 1.52% | $1,109.1万 | 46.5万股 | $1,051.4万 | 44.8万股 | +1.7万股+3.77% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.32% | 1.42% | $1,014.0万 | 32.3万股 | $983.4万 | 33.5万股 | -1.2万股-3.48% | 减仓 |
 微软MSFT |
| 1.04% | 1.08% | $804.0万 | 1.6万股 | $745.9万 | 1.5万股 | +528股+3.52% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.03% | 1.06% | $791.8万 | 10.9万股 | $735.1万 | 11.0万股 | -372股-0.34% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 0.76% | 0.68% | $587.3万 | 21.5万股 | $469.4万 | 17.5万股 | +4.0万股+22.94% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.69% | 0.71% | $533.2万 | 9.8万股 | $491.6万 | 9.9万股 | -984股-0.99% | 减仓 |
| DDimensional维度·USDFUV |
| 0.67% | 0.72% | $516.6万 | 11.6万股 | $498.7万 | 11.8万股 | -2,336股-1.98% | 减仓 |
| IiShares安硕信托IDEV |
| 0.63% | 0.68% | $487.7万 | 6.1万股 | $468.0万 | 6.2万股 | -713股-1.16% | 减仓 |
 英伟达NVDA |
| 0.62% | 0.54% | $475.1万 | 2.5万股 | $371.7万 | 2.4万股 | +1,938股+8.24% | 加仓 |
| IiShares安硕信托IVV |
| 0.58% | 0.61% | $447.0万 | 6,679股 | $418.1万 | 6,733股 | -54股-0.80% | 减仓 |
 强生JNJ |
| 0.53% | 0.49% | $408.7万 | 2.2万股 | $340.5万 | 2.2万股 | -253股-1.13% | 减仓 |
 亚马逊AMZN |
| 0.5% | 0.48% | $388.0万 | 1.8万股 | $333.1万 | 1.5万股 | +2,487股+16.38% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.48% | 0.49% | $366.2万 | 2.7万股 | $336.6万 | 2.6万股 | +390股+1.49% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.47% | 0.5% | $363.8万 | 2.6万股 | $347.3万 | 2.6万股 | -321股-1.24% | 减仓 |
| V先锋领航指数基金VOO |
| 0.47% | 0.48% | $358.8万 | 5,859股 | $332.8万 | 5,859股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.42% | 0.42% | $324.0万 | 1.0万股 | $292.5万 | 1.0万股 | +185股+1.83% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.34% | 0.38% | $262.4万 | 7,883股 | $260.2万 | 8,551股 | -668股-7.81% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.29% | 0.32% | $224.8万 | 2.5万股 | $222.8万 | 2.5万股 | -424股-1.70% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.22% | $219.7万 | 9,022股 | $151.7万 | 8,554股 | +468股+5.47% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.26% | $207.5万 | 4,128股 | $182.7万 | 3,762股 | +366股+9.73% | 加仓 |
| LLIFESTANCE HEALTHLFST |
| 0.27% | 0.28% | $207.0万 | 37.6万股 | $194.4万 | 37.6万股 | +219股+0.06% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.26% | 0.27% | $202.0万 | 3.0万股 | $188.0万 | 3.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.25% | 0.18% | $190.3万 | 7,828股 | $123.9万 | 7,029股 | +799股+11.37% | 加仓 |
 Meta平台META |
| 0.22% | 0.24% | $173.2万 | 2,358股 | $164.1万 | 2,223股 | +135股+6.07% | 加仓 |
| IiShares安硕信托ITOT |
| 0.21% | 0.22% | $165.4万 | 1.1万股 | $153.4万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVLU |
| 0.21% | 0.22% | $162.1万 | 4.6万股 | $151.4万 | 4.6万股 | -364股-0.79% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.21% | 0.22% | $160.3万 | 1.7万股 | $153.6万 | 1.7万股 | -10股-0.06% | 减仓 |
 布鲁克菲尔德BN |
| 0.19% | 0.19% | $146.0万 | 2.1万股 | $131.7万 | 2.1万股 | 00.00% | 持仓不变 |
| MMANAGER DIRECTED PORTFOLIOSVGSR |
| 0.18% | 0.2% | $142.1万 | 13.3万股 | $137.0万 | 13.1万股 | +2,488股+1.90% | 加仓 |
 特斯拉TSLA |
| 0.18% | 0.14% | $140.5万 | 3,160股 | $98.0万 | 3,084股 | +76股+2.46% | 加仓 |
 博通AVGO |
| 0.18% | 0.15% | $135.7万 | 4,112股 | $106.0万 | 3,847股 | +265股+6.89% | 加仓 |
 万事达MA |
| 0.16% | 0.18% | $125.5万 | 2,206股 | $121.4万 | 2,160股 | +46股+2.13% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.16% | 0.16% | $125.4万 | 2,677股 | $112.1万 | 2,641股 | +36股+1.36% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.15% | 0.16% | $112.2万 | 3.1万股 | $107.1万 | 3.3万股 | -1,091股-3.35% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 0.15% | 0.15% | $111.7万 | 1.6万股 | $103.8万 | 1.6万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.14% | 0.14% | $111.5万 | 2,751股 | $93.7万 | 2,555股 | +196股+7.67% | 加仓 |
 固安捷GWW |
| 0.14% | 0.17% | $108.5万 | 1,139股 | $118.9万 | 1,143股 | -4股-0.35% | 减仓 |
