| DDimensional维度ETF信托DFAC |
| 25.37% | 26.5% | $1.78亿 | 400.9万股 | $1.57亿 | 404.3万股 | -3.4万股-0.84% | 减仓 |
 英伟达NVDA |
| 17.6% | 14.53% | $1.23亿 | 61.7万股 | $8,615.1万 | 49.4万股 | +12.3万股+24.81% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 11% | 11.21% | $7,711.3万 | 94.1万股 | $6,645.7万 | 93.7万股 | +3,895股+0.42% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 5.26% | 5.55% | $3,686.9万 | 44.8万股 | $3,291.1万 | 46.3万股 | -1.5万股-3.22% | 减仓 |
| IiShares安硕信托STIP |
| 5.2% | 5.42% | $3,646.2万 | 35.7万股 | $3,212.0万 | 31.1万股 | +4.6万股+14.93% | 加仓 |
| V先锋领航债券指数基金BIV |
| 3.91% | 3.99% | $2,737.4万 | 35.7万股 | $2,366.0万 | 30.7万股 | +5.0万股+16.42% | 加仓 |
| V先锋领航指数基金VNQ |
| 3.34% | 3.54% | $2,339.0万 | 24.3万股 | $2,098.9万 | 23.7万股 | +5,931股+2.51% | 加仓 |
| DDimensional维度·USDFUV |
| 2.54% | 2.67% | $1,781.7万 | 32.4万股 | $1,582.9万 | 32.7万股 | -2,759股-0.84% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 2.44% | 2.6% | $1,708.4万 | 43.2万股 | $1,543.3万 | 43.2万股 | -127股-0.03% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.36% | 2.39% | $1,653.2万 | 39.6万股 | $1,418.4万 | 38.6万股 | +1.0万股+2.67% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 2.31% | 2.6% | $1,618.0万 | 43.4万股 | $1,543.9万 | 43.5万股 | -284股-0.07% | 减仓 |
| AAvantis·U SAVUV |
| 1.71% | 1.79% | $1,200.0万 | 9.6万股 | $1,062.5万 | 9.6万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIV |
| 1.57% | 1.82% | $1,098.7万 | 20.3万股 | $1,078.2万 | 20.4万股 | -893股-0.44% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.46% | 1.58% | $1,024.3万 | 14.7万股 | $935.6万 | 15.0万股 | -3,273股-2.18% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.16% | 1.47% | $816.1万 | 10.5万股 | $874.3万 | 11.1万股 | -6,750股-6.05% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.12% | 0.49% | $786.1万 | 1.8万股 | $291.7万 | 1.8万股 | +447股+2.52% | 加仓 |
 苹果AAPL |
| 1.03% | 1.06% | $719.6万 | 2.5万股 | $627.1万 | 2.5万股 | +157股+0.64% | 加仓 |
 联合包裹UPSUPS |
| 0.86% | 1.03% | $601.1万 | 5.6万股 | $609.2万 | 6.2万股 | -6,000股-9.69% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.77% | 0.8% | $537.9万 | 7,203股 | $473.4万 | 7,279股 | -76股-1.04% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.61% | 0.69% | $427.4万 | 8.5万股 | $408.9万 | 8.2万股 | +3,226股+3.94% | 加仓 |
 礼来LLY |
| 0.54% | 0.49% | $377.9万 | 3,150股 | $289.7万 | 3,150股 | 00.00% | 持仓不变 |
 AVANTIS INTLNGG |
| 0.44% | 0.53% | $307.2万 | 3.4万股 | $311.5万 | 3.7万股 | -2,276股-6.20% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 0.43% | 0.46% | $301.7万 | 7.4万股 | $271.7万 | 7.9万股 | -4,395股-5.59% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.42% | 0.47% | $297.5万 | 8.7万股 | $281.3万 | 8.7万股 | -127股-0.15% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.37% | 0.4% | $258.4万 | 7.4万股 | $239.6万 | 7.1万股 | +2,619股+3.68% | 加仓 |
 亚马逊AMZN |
| 0.36% | 0.2% | $254.8万 | 1.1万股 | $120.1万 | 5,769股 | +4,922股+85.32% | 加仓 |
| IiShares安硕信托IVV |
| 0.36% | 0.33% | $253.6万 | 3,387股 | $195.2万 | 2,988股 | +399股+13.35% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.14% | $211.2万 | 5,978股 | $84.2万 | 2,935股 | +3,043股+103.68% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.26% | 0.28% | $181.3万 | 4.7万股 | $166.5万 | 4.8万股 | -780股-1.64% | 减仓 |
 谷歌AGOOGL |
| 0.22% | 0.2% | $154.3万 | 4,317股 | $118.6万 | 4,125股 | +192股+4.65% | 加仓 |
 GREENBRIER COSGBX |
| 0.19% | 0.24% | $133.3万 | 2.7万股 | $143.2万 | 2.7万股 | 00.00% | 持仓不变 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.19% | 0.19% | $131.1万 | 2.4万股 | $115.3万 | 2.4万股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.18% | 0.15% | $124.2万 | 1.5万股 | $91.5万 | 1.2万股 | +2,594股+20.91% | 加仓 |
 微软MSFT |
| 0.17% | 0.21% | $121.3万 | 3,253股 | $125.0万 | 3,378股 | -125股-3.70% | 减仓 |
 FIRST FINL BANKSHARESFFIN |
| 0.16% | 0.16% | $112.8万 | 3.3万股 | $96.0万 | 3.3万股 | 00.00% | 持仓不变 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.16% | 0.17% | $111.3万 | 1.3万股 | $101.0万 | 1.3万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.13% | 0.14% | $93.0万 | 4,371股 | $83.9万 | 4,371股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.12% | 0.08% | $85.6万 | 2,312股 | $49.3万 | 1,537股 | +775股+50.42% | 加仓 |
 AMD超威AMD |
| 0.12% | 0.09% | $84.9万 | 1,462股 | $56.2万 | 2,762股 | -1,300股-47.07% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.12% | 0.13% | $84.3万 | 1.4万股 | $77.4万 | 1.4万股 | -204股-1.42% | 减仓 |
| AATLAS ENERGY SOLUTIONSAESI |
| 0.12% | 0.2% | $83.1万 | 5.0万股 | $118.1万 | 9.0万股 | -4.0万股-44.44% | 减仓 |
| V先锋领航指数基金VTV |
| 0.11% | 0.12% | $76.8万 | 3,523股 | $69.1万 | 3,523股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.11% | 0.11% | $76.4万 | 7,352股 | $68.1万 | 7,011股 | +341股+4.86% | 加仓 |
 博通AVGO |
| 0.11% | 0.03% | $74.0万 | 1,960股 | $20.4万 | 658股 | +1,302股+197.87% | 加仓 |
 台积电TSM |
| 0.1% | 0.08% | $72.6万 | 1,521股 | $50.0万 | 1,480股 | +41股+2.77% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.1% | 0.11% | $69.4万 | 1.7万股 | $63.6万 | 1.6万股 | +1,166股+7.23% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.1% | 0.05% | $67.4万 | 1,346股 | $31.0万 | 646股 | +700股+108.36% | 加仓 |
 Meta平台META |
| 0.09% | 0.11% | $66.0万 | 1,172股 | $67.1万 | 1,172股 | 00.00% | 持仓不变 |
| AABRDN BLOOMBERGBCI |
| 0.09% | 0.12% | $64.8万 | 2.9万股 | $70.5万 | 2.9万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.09% | 0.09% | $61.1万 | 1,452股 | $54.0万 | 1,452股 | 00.00% | 持仓不变 |
