| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 13.71% | 13.43% | $5,386.4万 | 65.7万股 | $4,571.1万 | 64.5万股 | +1.3万股+1.97% | 加仓 |
| S道富SPYM |
| 11.06% | 10.88% | $4,346.0万 | 49.5万股 | $3,705.8万 | 48.4万股 | +1.0万股+2.14% | 加仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 8.54% | 9.21% | $3,354.6万 | 97.9万股 | $3,135.5万 | 93.7万股 | +4.2万股+4.47% | 加仓 |
| IISHARES TRDMAX |
| 3.57% | 3.89% | $1,403.8万 | 51.3万股 | $1,324.7万 | 49.9万股 | +1.5万股+2.99% | 加仓 |
| CCALAMOS ETF TRCPRY |
| 3.56% | 3.78% | $1,397.6万 | 49.9万股 | $1,288.0万 | 47.5万股 | +2.5万股+5.22% | 加仓 |
| B贝莱德ETF信托DYNF |
| 3.54% | 1.6% | $1,390.6万 | 20.4万股 | $545.0万 | 9.4万股 | +11.1万股+118.28% | 加仓 |
| IiShares安硕信托SGOV |
| 3.38% | 4.33% | $1,328.0万 | 13.2万股 | $1,474.3万 | 14.6万股 | -1.5万股-9.93% | 减仓 |
 VanEck ETF信托SMH |
| 3.28% | 2.18% | $1,287.1万 | 2.0万股 | $741.5万 | 1.9万股 | +284股+1.47% | 加仓 |
| V先锋领航指数基金VUG |
| 3.01% | 2.87% | $1,181.4万 | 13.7万股 | $975.9万 | 2.2万股 | +11.5万股+513.88% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 2.84% | 1.9% | $1,115.4万 | 4.4万股 | $648.0万 | 3.6万股 | +8,505股+23.81% | 加仓 |
 苹果AAPL |
| 2.67% | 2.45% | $1,048.5万 | 3.6万股 | $834.9万 | 3.3万股 | +3,335股+10.14% | 加仓 |
 英伟达NVDA |
| 2.56% | 2.53% | $1,004.3万 | 5.0万股 | $863.0万 | 4.9万股 | +704股+1.42% | 加仓 |
 微软MSFT |
| 2.41% | 2.62% | $947.2万 | 2.5万股 | $891.7万 | 2.4万股 | +1,304股+5.41% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.22% | 2.28% | $873.5万 | 20.9万股 | $776.5万 | 21.1万股 | -1,934股-0.92% | 减仓 |
 谷歌AGOOGL |
| 1.82% | 1.7% | $713.6万 | 2.0万股 | $577.6万 | 2.0万股 | -118股-0.59% | 减仓 |
 亚马逊AMZN |
| 1.44% | 1.44% | $567.9万 | 2.4万股 | $491.6万 | 2.4万股 | +223股+0.94% | 加仓 |
| V先锋领航全球基金VIS |
| 1.38% | 1.22% | $542.7万 | 1.5万股 | $415.5万 | 1.3万股 | +1,750股+13.15% | 加仓 |
| IInnovator ETF信托BJAN |
| 1.25% | 1.4% | $492.3万 | 8.4万股 | $477.2万 | 8.9万股 | -5,852股-6.54% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.15% | 1.07% | $452.6万 | 11.3万股 | $363.8万 | 10.7万股 | +5,100股+4.75% | 加仓 |
 礼来LLY |
| 0.97% | 0.86% | $382.7万 | 3,191股 | $292.3万 | 3,178股 | +13股+0.41% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.96% | 1.08% | $375.3万 | 7,501股 | $368.1万 | 7,682股 | -181股-2.36% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN |
| 0.88% | 1.04% | $347.6万 | 7.0万股 | $352.7万 | 7.6万股 | -6,234股-8.15% | 减仓 |
| IiShares黄金信托IAU |
| 0.84% | 1.12% | $331.8万 | 4.4万股 | $380.6万 | 4.3万股 | +763股+1.77% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.84% | 0.75% | $329.9万 | 9,336股 | $254.5万 | 8,873股 | +463股+5.22% | 加仓 |
 LEGACY HOUSING CORP COMLEGH |
| 0.72% | 0.79% | $283.7万 | 10.8万股 | $269.7万 | 13.2万股 | -2.4万股-18.18% | 减仓 |
 特斯拉TSLA |
| 0.67% | 0.59% | $265.1万 | 6,303股 | $202.3万 | 5,441股 | +862股+15.84% | 加仓 |
 Meta平台META |
| 0.67% | 0.76% | $263.4万 | 4,676股 | $259.7万 | 4,540股 | +136股+3.00% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.66% | 2.86% | $258.4万 | 1.2万股 | $974.9万 | 5.1万股 | -3.9万股-76.83% | 减仓 |
 博通AVGO |
| 0.64% | 0.59% | $252.8万 | 6,691股 | $202.1万 | 6,531股 | +160股+2.45% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.62% | 0.55% | $243.8万 | 3,265股 | $185.7万 | 2,855股 | +410股+14.36% | 加仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.58% | 0.59% | $229.1万 | 4.5万股 | $201.0万 | 4.0万股 | +4,852股+12.07% | 加仓 |
| IINNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARYNJAN |
| 0.58% | 0.6% | $226.3万 | 3.8万股 | $204.6万 | 3.8万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.46% | 0.48% | $182.7万 | 5,581股 | $161.9万 | 5,505股 | +76股+1.38% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.46% | 0.57% | $179.9万 | 3,918股 | $194.8万 | 4,018股 | -100股-2.49% | 减仓 |
| IiShares安硕信托IVV |
| 0.4% | 0.38% | $156.4万 | 2,089股 | $128.9万 | 1,973股 | +116股+5.88% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.39% | 0.37% | $154.0万 | 1.9万股 | $126.5万 | 1.6万股 | +2,739股+17.23% | 加仓 |
 UNITED BANKSHARES WEST VUBSI |
| 0.39% | 0.4% | $151.4万 | 3.3万股 | $136.8万 | 3.3万股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.38% | 0.22% | $149.9万 | 1.5万股 | $76.5万 | 7,604股 | +7,269股+95.59% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.38% | 0.42% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| F第一信托·USTCIBR |
| 0.38% | 0.32% | $149.2万 | 1.7万股 | $108.4万 | 1.7万股 | -689股-3.99% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.37% | 0.33% | $147.1万 | 1.7万股 | $111.5万 | 3,035股 | +1.4万股+451.37% | 加仓 |
| V先锋领航指数基金VOO |
| 0.36% | 0.33% | $140.9万 | 2,052股 | $111.4万 | 1,865股 | +187股+10.03% | 加仓 |
 VisaV |
| 0.35% | 0.36% | $139.2万 | 4,057股 | $122.0万 | 4,037股 | +20股+0.50% | 加仓 |
 沃尔玛WMT |
| 0.35% | 0.43% | $137.5万 | 1.2万股 | $147.4万 | 1.2万股 | +272股+2.29% | 加仓 |
| IiShares安硕信托ITOT |
| 0.31% | 0.31% | $123.7万 | 7,556股 | $106.8万 | 7,556股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VOX |
| 0.31% | 0.35% | $121.0万 | 6,576股 | $118.6万 | 6,597股 | -21股-0.32% | 减仓 |
 好市多COST |
| 0.3% | 0.39% | $118.6万 | 1,268股 | $133.4万 | 1,339股 | -71股-5.30% | 减仓 |
 卡特彼勒CAT |
| 0.3% | 0.22% | $116.4万 | 1,093股 | $75.4万 | 1,064股 | +29股+2.73% | 加仓 |
 CrowdStrikeCRWD |
| 0.3% | 0.17% | $116.3万 | 1,524股 | $59.5万 | 1,523股 | +1股+0.07% | 加仓 |
 NETFLIXNFLX |
| 0.28% | 0.46% | $111.8万 | 1.6万股 | $155.6万 | 1.6万股 | -519股-3.21% | 减仓 |
