| DDimensional维度ETF信托DFIC |
| 14.15% | 14.34% | $2,079.2万 | 73.9万股 | $2,063.1万 | 78.5万股 | -4.6万股-5.84% | 减仓 |
| V先锋领航·MIDVO |
| 10.87% | 10.31% | $1,597.0万 | 6.1万股 | $1,483.4万 | 6.1万股 | -742股-1.21% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 8.35% | 8.45% | $1,226.9万 | 18.9万股 | $1,215.9万 | 20.2万股 | -1.3万股-6.53% | 减仓 |
| V先锋领航指数基金VOO |
| 8.19% | 8.76% | $1,203.4万 | 2.3万股 | $1,260.3万 | 2.5万股 | -2,393股-9.50% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 7.93% | 7.46% | $1,164.8万 | 34.0万股 | $1,073.1万 | 33.3万股 | +6,856股+2.06% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 7.39% | 7.58% | $1,084.9万 | 38.5万股 | $1,090.5万 | 40.8万股 | -2.3万股-5.54% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 6.26% | 6.78% | $919.5万 | 8.8万股 | $975.1万 | 9.7万股 | -8,432股-8.72% | 减仓 |
| DDimensional维度·USDFUV |
| 5.89% | 6.94% | $864.6万 | 20.7万股 | $999.3万 | 25.4万股 | -4.7万股-18.50% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 4.46% | 4.01% | $655.8万 | 22.7万股 | $576.8万 | 23.1万股 | -3,591股-1.56% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 4.13% | 4.25% | $606.2万 | 19.7万股 | $611.2万 | 21.2万股 | -1.6万股-7.32% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 4.02% | 3.25% | $591.2万 | 19.2万股 | $468.2万 | 16.2万股 | +3.0万股+18.49% | 加仓 |
 微软MSFT |
| 3.64% | 3.87% | $534.8万 | 1.2万股 | $557.1万 | 1.2万股 | -36股-0.29% | 减仓 |
| PPimco Active Bond ETFBOND |
| 2.75% | 2.62% | $403.5万 | 4.3万股 | $376.9万 | 4.1万股 | +1,265股+3.06% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 1.52% | 1.46% | $223.5万 | 6.0万股 | $209.5万 | 6.0万股 | +8股+0.01% | 加仓 |
 联合包裹UPSUPS |
| 1.33% | 1.36% | $195.5万 | 1.4万股 | $196.2万 | 1.4万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.97% | 0.99% | $142.6万 | 2.3万股 | $143.2万 | 2.4万股 | -1,407股-5.78% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.76% | 0.7% | $111.5万 | 2.2万股 | $100.1万 | 2.1万股 | +1,614股+7.85% | 加仓 |
 好市多COST |
| 0.65% | 0.64% | $95.6万 | 1,078股 | $91.7万 | 1,078股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.61% | 0.91% | $90.2万 | 4,843股 | $131.4万 | 6,800股 | -1,957股-28.78% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.56% | 0.55% | $82.0万 | 1.5万股 | $79.6万 | 1.5万股 | -603股-3.93% | 减仓 |
 星巴克SBUX |
| 0.53% | 0.44% | $78.1万 | 8,012股 | $63.5万 | 8,159股 | -147股-1.80% | 减仓 |
 苹果AAPL |
| 0.47% | 0.46% | $68.6万 | 2,942股 | $65.9万 | 3,129股 | -187股-5.98% | 减仓 |
| S嘉信·USSCHP |
| 0.45% | 0.39% | $66.6万 | 1.2万股 | $55.5万 | 1.1万股 | +1,735股+16.25% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.45% | 0.46% | $66.1万 | 8,228股 | $66.4万 | 8,962股 | -734股-8.19% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.44% | 0.44% | $64.5万 | 1.7万股 | $63.1万 | 1.8万股 | -626股-3.56% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.4% | 0.41% | $59.1万 | 2.2万股 | $58.4万 | 2.3万股 | -1,094股-4.76% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.4% | 0.37% | $58.3万 | 1.6万股 | $53.6万 | 1.6万股 | +29股+0.18% | 加仓 |
 英伟达NVDA |
| 0.33% | 0.34% | $48.7万 | 4,013股 | $49.4万 | 4,000股 | +13股+0.33% | 加仓 |
 福特F |
| 0.3% | — | $43.6万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| IIBMIBM |
| 0.29% | — | $42.0万 | 1,899股 | $0 | 0股 | +1,899股 | 新买入 |
| S嘉信·USSCHX |
| 0.24% | 0.23% | $35.6万 | 5,248股 | $33.7万 | 5,248股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSE |
| 0.22% | 0.21% | $32.4万 | 9,144股 | $30.6万 | 9,144股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.17% | 0.16% | $25.6万 | 1,469股 | $23.6万 | 1,469股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.16% | 0.15% | $23.9万 | 1,190股 | $21.7万 | 1,190股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 0.15% | — | $21.3万 | 3,001股 | $0 | 0股 | +3,001股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.14% | 0.14% | $21.2万 | 564股 | $20.6万 | 564股 | 00.00% | 持仓不变 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 0.14% | — | $20.5万 | 3,085股 | $0 | 0股 | +3,085股 | 新买入 |
 波音BA |
| 0.14% | 0.17% | $20.3万 | 1,337股 | $24.2万 | 1,332股 | +5股+0.38% | 加仓 |
 埃克森美孚XOM |
| 0.14% | — | $20.2万 | 1,724股 | $0 | 0股 | +1,724股 | 新买入 |
| AAMERICAN LITHIUM CORPAMLIF |
| <0.01% | <0.01% | $5,643 | 1.0万股 | $5,562 | 1.0万股 | 00.00% | 持仓不变 |
