| DDimensional维度ETF信托DFAC |
| 45.28% | 43.82% | $4.16亿 | 937.8万股 | $3.59亿 | 923.2万股 | +14.6万股+1.58% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 8.39% | 8.49% | $7,710.2万 | 206.9万股 | $6,951.1万 | 195.6万股 | +11.3万股+5.77% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 4.08% | 4.57% | $3,747.5万 | 73.8万股 | $3,740.9万 | 73.8万股 | +279股+0.04% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 4.07% | 4.13% | $3,741.6万 | 48.4万股 | $3,383.1万 | 43.7万股 | +4.7万股+10.81% | 加仓 |
 礼来LLY |
| 2.5% | 2.15% | $2,297.3万 | 1.9万股 | $1,756.8万 | 1.9万股 | +53股+0.28% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.3% | 1.95% | $2,110.6万 | 42.0万股 | $1,595.5万 | 31.9万股 | +10.1万股+31.55% | 加仓 |
 苹果AAPL |
| 2.06% | 2.06% | $1,895.4万 | 6.6万股 | $1,685.2万 | 6.6万股 | -899股-1.35% | 减仓 |
| A美国世纪ETF信托AVUS |
| 2.02% | 1.91% | $1,852.9万 | 14.5万股 | $1,561.7万 | 14.0万股 | +4,201股+2.99% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.96% | 1.73% | $1,800.9万 | 18.7万股 | $1,418.0万 | 17.6万股 | +1.1万股+6.06% | 加仓 |
 HORMEL FOODSHRL |
| 1.28% | 1.31% | $1,180.1万 | 47.5万股 | $1,074.0万 | 47.4万股 | +1,324股+0.28% | 加仓 |
| AAvantis Total Equity Markets ETFAVTM |
| 1.22% | 1.18% | $1,117.4万 | 20.5万股 | $964.9万 | 20.5万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFGR |
| 1.19% | 1.07% | $1,097.3万 | 37.9万股 | $875.9万 | 33.0万股 | +4.9万股+14.94% | 加仓 |
 英伟达NVDA |
| 1.07% | 1.24% | $983.8万 | 4.9万股 | $1,011.9万 | 5.8万股 | -8,854股-15.26% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.04% | 1.12% | $959.0万 | 26.0万股 | $920.0万 | 27.1万股 | -1.1万股-3.89% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.99% | 1.06% | $908.2万 | 19.5万股 | $864.3万 | 21.0万股 | -1.6万股-7.40% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.83% | 1.07% | $762.5万 | 10.1万股 | $872.8万 | 11.5万股 | -1.5万股-12.67% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.67% | 0.99% | $617.1万 | 14.6万股 | $811.5万 | 19.2万股 | -4.6万股-23.94% | 减仓 |
 谷歌AGOOGL |
| 0.6% | 0.55% | $549.0万 | 1.5万股 | $448.8万 | 1.6万股 | -245股-1.57% | 减仓 |
 AVANTIS INTLNGG |
| 0.59% | 0.6% | $545.0万 | 6.1万股 | $490.9万 | 5.8万股 | +3,246股+5.61% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.43% | $446.5万 | 1.3万股 | $355.8万 | 1.2万股 | +231股+1.86% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.48% | 0.47% | $443.8万 | 10.9万股 | $384.5万 | 11.1万股 | -2,110股-1.90% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.45% | 2.66% | $415.7万 | 8.7万股 | $2,180.0万 | 45.5万股 | -36.8万股-80.88% | 减仓 |
 VisaV |
| 0.41% | 0.41% | $379.0万 | 1.1万股 | $333.0万 | 1.1万股 | +29股+0.26% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.39% | 0.42% | $359.9万 | 3.7万股 | $345.4万 | 3.7万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.36% | 0.45% | $335.3万 | 3.0万股 | $367.6万 | 3.0万股 | +22股+0.07% | 加仓 |
 微软MSFT |
| 0.35% | 0.37% | $317.7万 | 8,518股 | $306.2万 | 8,271股 | +247股+2.99% | 加仓 |
 ANDERSONS COMANDE |
| 0.32% | 0.35% | $297.9万 | 4.4万股 | $287.0万 | 4.0万股 | +3,571股+8.93% | 加仓 |
 亚马逊AMZN |
| 0.3% | 0.29% | $279.9万 | 1.2万股 | $239.9万 | 1.2万股 | +225股+1.95% | 加仓 |
 WESBANCOWSBC |
| 0.3% | 0.3% | $279.3万 | 7.2万股 | $246.0万 | 7.1万股 | +244股+0.34% | 加仓 |
 麦当劳MCD |
| 0.27% | 0.4% | $252.2万 | 9,331股 | $327.6万 | 1.1万股 | -1,210股-11.48% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.25% | 0.27% | $225.5万 | 2.8万股 | $218.2万 | 3.1万股 | -3,250股-10.56% | 减仓 |
 摩根大通JPM |
| 0.22% | 0.22% | $206.4万 | 6,304股 | $181.8万 | 6,181股 | +123股+1.99% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.2% | 0.01% | $184.8万 | 3.6万股 | $7.4万 | 1,632股 | +3.4万股+2,090.69% | 加仓 |
 SYSCO COMSYY |
| 0.2% | 0.19% | $181.6万 | 2.2万股 | $154.2万 | 2.2万股 | +113股+0.52% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.19% | 0.18% | $170.8万 | 2,288股 | $149.0万 | 2,292股 | -4股-0.17% | 减仓 |
 卡特彼勒CAT |
| 0.17% | 0.12% | $160.2万 | 1,504股 | $98.3万 | 1,388股 | +116股+8.36% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 0.17% | 0.16% | $155.9万 | 2.0万股 | $134.5万 | 1.8万股 | +2,500股+13.96% | 加仓 |
| V先锋领航·TOTALBND |
| 0.16% | 0.18% | $148.4万 | 2.0万股 | $148.7万 | 2.0万股 | +27股+0.13% | 加仓 |
| DDimensional维度·USDFUV |
| 0.16% | 0.15% | $144.0万 | 2.6万股 | $126.8万 | 2.6万股 | 00.00% | 持仓不变 |
 UMB FINLUMBF |
| 0.16% | 0.15% | $143.7万 | 1.0万股 | $124.1万 | 1.1万股 | -936股-8.51% | 减仓 |
 美光科技MU |
| 0.14% | 0.07% | $132.1万 | 1,144股 | $54.2万 | 1,605股 | -461股-28.72% | 减仓 |
 GE VernovaGEV |
| 0.13% | 0.12% | $123.9万 | 1,054股 | $100.6万 | 1,152股 | -98股-8.51% | 减仓 |
 埃克森美孚XOM |
| 0.13% | 0.18% | $122.3万 | 8,942股 | $147.5万 | 8,693股 | +249股+2.86% | 加仓 |
 宝洁PG |
| 0.13% | 0.14% | $120.7万 | 8,229股 | $118.0万 | 8,168股 | +61股+0.75% | 加仓 |
 强生JNJ |
| 0.12% | 0.13% | $114.5万 | 4,507股 | $107.8万 | 4,409股 | +98股+2.22% | 加仓 |
 好市多COST |
| 0.12% | 0.15% | $113.8万 | 1,216股 | $120.3万 | 1,207股 | +9股+0.75% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.12% | 0.14% | $112.3万 | 2.1万股 | $111.9万 | 2.1万股 | -420股-1.98% | 减仓 |
 WELLTOWER COMWELL |
| 0.12% | 0.11% | $106.8万 | 4,706股 | $91.0万 | 4,604股 | +102股+2.22% | 加仓 |
| C花旗集团C |
| 0.11% | 0.1% | $103.9万 | 7,427股 | $81.0万 | 7,146股 | +281股+3.93% | 加仓 |
| IiShares安硕信托IVV |
| 0.11% | 0.13% | $100.9万 | 1,347股 | $102.8万 | 1,574股 | -227股-14.42% | 减仓 |
