| DDimensional维度ETF信托DFAC |
| 43.45% | 42.32% | $4.02亿 | 905.5万股 | $3.38亿 | 869.7万股 | +35.8万股+4.11% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 31% | 31.71% | $2.87亿 | 777.9万股 | $2.53亿 | 745.4万股 | +32.5万股+4.36% | 加仓 |
 AMER STATES WTRAWR |
| 6.57% | 6.81% | $6,069.5万 | 73.7万股 | $5,435.1万 | 71.4万股 | +2.3万股+3.25% | 加仓 |
| A美国世纪ETF信托AVUS |
| 6.18% | 6.07% | $5,709.5万 | 44.6万股 | $4,848.6万 | 43.6万股 | +9,677股+2.22% | 加仓 |
| DDimensional维度ETF信托DFIP |
| 2.37% | 2.67% | $2,190.7万 | 53.1万股 | $2,134.2万 | 51.2万股 | +1.9万股+3.80% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 1.46% | 1.48% | $1,349.0万 | 46.6万股 | $1,182.1万 | 44.5万股 | +2.1万股+4.71% | 加仓 |
| G通用动力VTI |
| 0.62% | 0.56% | $568.8万 | 1.5万股 | $446.9万 | 1.4万股 | +1,441股+10.35% | 加仓 |
 苹果AAPL |
| 0.54% | 0.54% | $496.1万 | 1.7万股 | $428.1万 | 1.7万股 | +279股+1.65% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.38% | 0.39% | $354.3万 | 4,745股 | $308.1万 | 4,738股 | +7股+0.15% | 加仓 |
| V先锋领航指数基金VUG |
| 0.34% | 0.34% | $317.8万 | 3.7万股 | $268.6万 | 6,149股 | +3.1万股+499.98% | 加仓 |
| CCARVANA CL ACVNA |
| 0.34% | 0.37% | $310.9万 | 4.7万股 | $296.9万 | 9,444股 | +3.8万股+400.21% | 加仓 |
 亚马逊AMZN |
| 0.32% | 0.31% | $295.2万 | 1.2万股 | $249.8万 | 1.2万股 | +390股+3.25% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.3% | 0.28% | $276.4万 | 9.5万股 | $224.2万 | 8.9万股 | +6,148股+6.88% | 加仓 |
| V先锋领航指数基金VOO |
| 0.25% | 0.26% | $234.7万 | 3,417股 | $206.6万 | 3,458股 | -41股-1.19% | 减仓 |
| IiShares安硕IEMG |
| 0.22% | 0.21% | $202.1万 | 2.4万股 | $169.7万 | 2.4万股 | +70股+0.29% | 加仓 |
| IiShares安硕信托IVV |
| 0.21% | 0.22% | $198.8万 | 2,654股 | $173.4万 | 2,654股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.2% | 0.18% | $182.0万 | 2,471股 | $142.9万 | 2,476股 | -5股-0.20% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.18% | 0.18% | $169.7万 | 2.4万股 | $147.5万 | 2.3万股 | +793股+3.44% | 加仓 |
| V先锋领航指数基金VTV |
| 0.17% | 0.18% | $157.0万 | 7,206股 | $143.4万 | 7,307股 | -101股-1.38% | 减仓 |
| S嘉信策略信托SCHF |
| 0.17% | 0.22% | $155.3万 | 5.6万股 | $177.9万 | 7.2万股 | -1.6万股-21.99% | 减仓 |
| V先锋领航斯科茨代尔基金BNDW |
| 0.17% | 0.19% | $153.8万 | 2.2万股 | $152.1万 | 2.2万股 | +189股+0.85% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.16% | 0.13% | $152.0万 | 7,976股 | $106.0万 | 7,976股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.16% | 0.15% | $145.9万 | 3,425股 | $122.4万 | 3,422股 | +3股+0.09% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.16% | 0.14% | $144.7万 | 4,094股 | $114.3万 | 3,986股 | +108股+2.71% | 加仓 |
 微软MSFT |
| 0.16% | 0.18% | $143.5万 | 3,847股 | $143.8万 | 3,884股 | -37股-0.95% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.14% | 0.16% | $128.3万 | 2.7万股 | $125.7万 | 2.6万股 | +607股+2.31% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.14% | 0.15% | $126.5万 | 3.4万股 | $120.6万 | 3.4万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.13% | 0.13% | $119.4万 | 3,938股 | $103.1万 | 3,938股 | 00.00% | 持仓不变 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.12% | 0.13% | $108.4万 | 1.1万股 | $106.0万 | 1.1万股 | +83股+0.78% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.11% | 0.11% | $98.3万 | 1.2万股 | $88.5万 | 1.1万股 | +19股+0.17% | 加仓 |
 可口可乐KO |
| 0.1% | 0.11% | $95.1万 | 1.2万股 | $89.3万 | 1.2万股 | -37股-0.32% | 减仓 |
| IiShares安硕信托ITOT |
| 0.1% | 0.1% | $94.3万 | 5,742股 | $80.3万 | 5,641股 | +101股+1.79% | 加仓 |
| IiShares安硕信托IVW |
| 0.1% | 0.1% | $94.0万 | 6,832股 | $77.3万 | 6,832股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.1% | 0.1% | $93.4万 | 3,320股 | $80.0万 | 3,301股 | +19股+0.58% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.1% | 0.12% | $92.8万 | 4.0万股 | $92.1万 | 4.0万股 | +439股+1.11% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.09% | 0.09% | $81.4万 | 3,587股 | $75.7万 | 3,587股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.09% | 0.09% | $81.0万 | 9,885股 | $70.1万 | 9,885股 | 00.00% | 持仓不变 |
 南方电力SO |
| 0.08% | 0.1% | $77.1万 | 8,051股 | $79.0万 | 8,190股 | -139股-1.70% | 减仓 |
| IiShares安硕信托SHV |
| 0.08% | 0.09% | $71.9万 | 6,515股 | $71.3万 | 6,457股 | +58股+0.90% | 加仓 |
 英伟达NVDA |
| 0.08% | 0.05% | $71.6万 | 3,577股 | $43.2万 | 2,477股 | +1,100股+44.41% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.08% | 0.09% | $70.9万 | 1.7万股 | $70.0万 | 1.7万股 | +222股+1.34% | 加仓 |
| IiShares安硕信托IWS |
| 0.08% | 0.08% | $70.6万 | 4,288股 | $62.7万 | 4,305股 | -17股-0.39% | 减仓 |
 Meta平台META |
| 0.08% | 0.09% | $69.3万 | 1,231股 | $75.4万 | 1,317股 | -86股-6.53% | 减仓 |
| V先锋领航指数基金VV |
| 0.07% | — | $68.1万 | 1,980股 | $0 | 0股 | +1,980股 | 新买入 |
| V先锋领航·MIDVO |
| 0.07% | 0.07% | $65.7万 | 8,158股 | $58.6万 | 2,040股 | +6,118股+299.90% | 加仓 |
| IiShares安硕信托IJK |
| 0.07% | 0.07% | $65.1万 | 5,537股 | $55.7万 | 5,537股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEM |
| 0.07% | 0.07% | $63.8万 | 1.6万股 | $54.3万 | 1.6万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.07% | 0.06% | $62.5万 | 1,750股 | $50.4万 | 1,753股 | -3股-0.17% | 减仓 |
| DDimensional维度ETF信托DFSB |
| 0.07% | 0.08% | $62.5万 | 1.2万股 | $61.4万 | 1.2万股 | +123股+1.04% | 加仓 |
| S嘉信·USSCHA |
| 0.07% | 0.08% | $62.1万 | 1.7万股 | $60.2万 | 2.1万股 | -3,525股-17.01% | 减仓 |
