| V先锋领航斯科茨代尔基金VGSH |
| 9.77% | 11.19% | $3,040.4万 | 52.2万股 | $3,093.9万 | 52.9万股 | -6,109股-1.16% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 7.34% | 6.95% | $2,284.1万 | 49.0万股 | $1,920.3万 | 46.7万股 | +2.3万股+4.82% | 加仓 |
| DDimensional维度ETF信托DFSE |
| 6.95% | 6.72% | $2,162.3万 | 44.2万股 | $1,857.0万 | 43.8万股 | +4,081股+0.93% | 加仓 |
| IiShares安硕信托SGOV |
| 6.25% | 7.43% | $1,944.7万 | 19.3万股 | $2,053.0万 | 20.4万股 | -1.1万股-5.29% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 6.18% | 6.2% | $1,923.9万 | 42.7万股 | $1,712.8万 | 40.4万股 | +2.3万股+5.60% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 5.35% | 5.09% | $1,665.1万 | 37.5万股 | $1,406.9万 | 36.2万股 | +1.3万股+3.68% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.8% | 3.72% | $1,182.5万 | 40.8万股 | $1,029.0万 | 41.0万股 | -1,639股-0.40% | 减仓 |
| DDimensional维度ETF信托DFIP |
| 3.37% | 3.84% | $1,049.6万 | 25.4万股 | $1,061.5万 | 25.4万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIC |
| 2.76% | 2.94% | $859.8万 | 23.1万股 | $812.4万 | 22.9万股 | +2,106股+0.92% | 加仓 |
 苹果AAPL |
| 2.67% | 2.65% | $832.3万 | 2.9万股 | $733.5万 | 2.9万股 | -140股-0.48% | 减仓 |
 英伟达NVDA |
| 2.61% | 2.56% | $812.2万 | 4.1万股 | $707.0万 | 4.1万股 | +53股+0.13% | 加仓 |
| S嘉信策略信托SCHF |
| 1.85% | 1.87% | $575.2万 | 20.8万股 | $518.2万 | 20.9万股 | -1,730股-0.83% | 减仓 |
 微软MSFT |
| 1.35% | 1.49% | $419.2万 | 1.1万股 | $411.9万 | 1.1万股 | +112股+1.01% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.28% | 1.26% | $399.3万 | 9.8万股 | $347.0万 | 10.0万股 | -2,187股-2.18% | 减仓 |
 谷歌AGOOGL |
| 1.18% | 1.07% | $368.5万 | 1.0万股 | $296.0万 | 1.0万股 | +18股+0.17% | 加仓 |
 亚马逊AMZN |
| 1.09% | 1.07% | $338.0万 | 1.4万股 | $295.4万 | 1.4万股 | -1股-0.01% | 减仓 |
 Meta平台META |
| 1.05% | 1.21% | $327.4万 | 5,813股 | $334.3万 | 5,843股 | -30股-0.51% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.03% | 0.94% | $321.0万 | 9,085股 | $260.2万 | 9,070股 | +15股+0.17% | 加仓 |
 博通AVGO |
| 0.98% | 0.91% | $305.9万 | 8,097股 | $252.7万 | 8,165股 | -68股-0.83% | 减仓 |
 阿斯麦ASML |
| 0.94% | 0.7% | $293.2万 | 1,474股 | $194.7万 | 1,474股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.89% | 0.87% | $275.5万 | 7,444股 | $240.4万 | 7,495股 | -51股-0.68% | 减仓 |
 摩根大通JPM |
| 0.78% | 0.79% | $242.5万 | 7,409股 | $218.2万 | 7,417股 | -8股-0.11% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.76% | 0.98% | $235.9万 | 4.9万股 | $269.8万 | 5.6万股 | -6,960股-12.35% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.7% | 0.7% | $218.4万 | 2.7万股 | $193.8万 | 2.7万股 | -716股-2.63% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.69% | 0.71% | $214.1万 | 3.0万股 | $194.9万 | 3.0万股 | -376股-1.24% | 减仓 |
 美光科技MU |
| 0.68% | 0.21% | $210.5万 | 1,824股 | $57.4万 | 1,700股 | +124股+7.29% | 加仓 |
 特斯拉TSLA |
| 0.65% | 0.65% | $203.4万 | 4,836股 | $179.7万 | 4,835股 | +1股+0.02% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.54% | 0.57% | $167.5万 | 2.0万股 | $157.3万 | 2.2万股 | -1,744股-7.86% | 减仓 |
 礼来LLY |
| 0.47% | 0.4% | $144.9万 | 1,208股 | $111.7万 | 1,214股 | -6股-0.49% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.46% | 0.41% | $144.2万 | 6,968股 | $112.7万 | 6,968股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.45% | 0.25% | $139.6万 | 3,221股 | $69.2万 | 3,238股 | -17股-0.53% | 减仓 |
 好市多COST |
| 0.42% | 0.5% | $129.3万 | 1,382股 | $137.8万 | 1,383股 | -1股-0.07% | 减仓 |
 应用材料AMAT |
| 0.41% | 0.22% | $126.9万 | 1,755股 | $59.9万 | 1,753股 | +2股+0.11% | 加仓 |
 卡特彼勒CAT |
| 0.4% | 0.3% | $125.0万 | 1,174股 | $83.5万 | 1,179股 | -5股-0.42% | 减仓 |
 诺华NVS |
| 0.4% | 0.44% | $123.9万 | 7,908股 | $120.8万 | 7,908股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.39% | 0.37% | $120.3万 | 1.5万股 | $101.3万 | 1.5万股 | -9股-0.06% | 减仓 |
| IiShares安硕信托IWS |
| 0.38% | 0.38% | $117.9万 | 7,166股 | $104.4万 | 7,166股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 0.38% | 0.21% | $117.6万 | 3,897股 | $57.9万 | 393股 | +3,504股+891.60% | 加仓 |
 AMD超威AMD |
| 0.37% | 0.14% | $114.8万 | 1,976股 | $40.0万 | 1,968股 | +8股+0.41% | 加仓 |
 沃尔玛WMT |
| 0.36% | 0.45% | $112.1万 | 9,894股 | $123.2万 | 9,912股 | -18股-0.18% | 减仓 |
 强生JNJ |
| 0.34% | 0.37% | $106.6万 | 4,196股 | $102.7万 | 4,201股 | -5股-0.12% | 减仓 |
| S道富SPYM |
| 0.34% | 0.33% | $105.9万 | 1.2万股 | $91.7万 | 1.2万股 | +70股+0.58% | 加仓 |
 VisaV |
| 0.34% | 0.33% | $105.3万 | 3,069股 | $91.7万 | 3,035股 | +34股+1.12% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.33% | 0.36% | $104.2万 | 2,082股 | $99.2万 | 2,070股 | +12股+0.58% | 加仓 |
 HSBC SPON ADR NEWHSBC |
| 0.32% | 0.31% | $98.5万 | 1.0万股 | $85.5万 | 1.0万股 | 00.00% | 持仓不变 |
| G高盛ETF信托GBIL |
| 0.3% | 0.09% | $92.9万 | 9,276股 | $25.9万 | 2,584股 | +6,692股+258.98% | 加仓 |
 艾伯维ABBV |
| 0.29% | 0.29% | $91.6万 | 3,640股 | $79.8万 | 3,667股 | -27股-0.74% | 减仓 |
 BANCO SANTANDER ADRSAN |
| 0.28% | 0.26% | $86.9万 | 6.3万股 | $71.0万 | 6.3万股 | 00.00% | 持仓不变 |
| MMITSUBISHI UFJ FINANCIAL SPONSORED ADSMUFG |
| 0.28% | 0.26% | $85.7万 | 4.3万股 | $73.2万 | 4.3万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.27% | 0.09% | $83.9万 | 6,007股 | $25.3万 | 5,734股 | +273股+4.76% | 加仓 |
