| DDimensional维度ETF信托DFAC |
| 17.19% | 16.3% | $1.06亿 | 239.3万股 | $8,507.0万 | 218.9万股 | +20.4万股+9.33% | 加仓 |
| AAvantis·U SAVUV |
| 10.24% | 9.06% | $6,326.3万 | 50.7万股 | $4,730.0万 | 42.8万股 | +7.9万股+18.43% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 8.31% | 8.97% | $5,133.7万 | 95.0万股 | $4,680.3万 | 88.7万股 | +6.4万股+7.17% | 加仓 |
| DDimensional维度·USDFUV |
| 8.02% | 7.88% | $4,952.7万 | 90.0万股 | $4,115.0万 | 84.9万股 | +5.1万股+6.03% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 7.75% | 8.23% | $4,788.4万 | 68.5万股 | $4,294.5万 | 68.8万股 | -2,631股-0.38% | 减仓 |
| EEA SERIES TRUSTBSVO |
| 7.57% | 7.86% | $4,676.9万 | 160.2万股 | $4,100.9万 | 161.6万股 | -1.4万股-0.88% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 4.27% | 3.9% | $2,638.6万 | 64.9万股 | $2,037.5万 | 59.0万股 | +6.0万股+10.10% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 4.25% | 4.34% | $2,623.6万 | 32.0万股 | $2,267.0万 | 32.0万股 | +487股+0.15% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.35% | 3.16% | $2,069.7万 | 20.1万股 | $1,648.6万 | 16.5万股 | +3.6万股+21.66% | 加仓 |
| DDimensional维度ETF信托DISV |
| 2.76% | 3.22% | $1,708.2万 | 42.6万股 | $1,681.9万 | 42.6万股 | -787股-0.18% | 减仓 |
 沃尔玛WMT |
| 2.58% | 3.35% | $1,592.6万 | 14.1万股 | $1,747.9万 | 14.1万股 | -25股-0.02% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 2.14% | 2.3% | $1,324.8万 | 34.2万股 | $1,200.2万 | 34.3万股 | -1,008股-0.29% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 1.67% | 1.51% | $1,030.0万 | 27.6万股 | $789.8万 | 22.2万股 | +5.4万股+24.36% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.6% | 1.61% | $989.4万 | 12.0万股 | $840.5万 | 11.8万股 | +1,994股+1.69% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.26% | 1.31% | $776.7万 | 19.3万股 | $684.9万 | 20.2万股 | -9,118股-4.51% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.2% | 1.33% | $743.1万 | 18.0万股 | $692.1万 | 17.8万股 | +2,506股+1.41% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.16% | 1.17% | $718.8万 | 13.9万股 | $613.0万 | 13.6万股 | +3,217股+2.37% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.92% | 0.79% | $566.0万 | 9.6万股 | $413.5万 | 6.9万股 | +2.7万股+38.18% | 加仓 |
| G通用动力VTI |
| 0.77% | 0.79% | $477.3万 | 1.3万股 | $414.5万 | 1.3万股 | -23股-0.18% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.64% | 0.72% | $398.2万 | 10.8万股 | $375.0万 | 11.0万股 | -2,305股-2.09% | 减仓 |
 苹果AAPL |
| 0.62% | 0.66% | $382.9万 | 1.3万股 | $344.7万 | 1.4万股 | -349股-2.57% | 减仓 |
| A美国世纪ETF信托AVLV |
| 0.59% | 0.52% | $363.5万 | 4.0万股 | $272.6万 | 3.4万股 | +6,035股+17.84% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.58% | 0.52% | $357.8万 | 12.3万股 | $270.0万 | 10.2万股 | +2.2万股+21.58% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.52% | 0.41% | $321.1万 | 3.3万股 | $213.4万 | 2.6万股 | +6,786股+25.62% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.46% | 0.4% | $283.1万 | 6.8万股 | $207.2万 | 5.6万股 | +1.1万股+20.37% | 加仓 |
| IiShares安硕信托EFV |
| 0.44% | 0.51% | $272.4万 | 3.6万股 | $264.5万 | 3.6万股 | +6股+0.02% | 加仓 |
| IiShares安硕信托IVV |
| 0.41% | 0.38% | $256.0万 | 3,418股 | $198.9万 | 3,045股 | +373股+12.25% | 加仓 |
 Meta平台META |
| 0.4% | 0.48% | $249.5万 | 4,429股 | $252.1万 | 4,407股 | +22股+0.50% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.33% | 0.35% | $205.8万 | 6.0万股 | $184.2万 | 5.7万股 | +3,139股+5.49% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.28% | 0.29% | $172.2万 | 4.9万股 | $150.2万 | 4.9万股 | +224股+0.45% | 加仓 |
| V先锋领航指数基金VTV |
| 0.28% | 0.29% | $171.0万 | 7,846股 | $153.4万 | 7,818股 | +28股+0.36% | 加仓 |
 埃克森美孚XOM |
| 0.27% | 0.41% | $169.4万 | 1.2万股 | $211.7万 | 1.2万股 | -89股-0.71% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.25% | 0.36% | $153.1万 | 3.2万股 | $189.7万 | 4.0万股 | -7,573股-19.11% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.24% | 0.22% | $148.5万 | 3.5万股 | $112.7万 | 2.7万股 | +8,496股+31.82% | 加仓 |
 迪尔DE |
| 0.24% | 0.25% | $148.4万 | 2,339股 | $132.0万 | 2,343股 | -4股-0.17% | 减仓 |
| AAMEREN COMDHS |
| 0.22% | 0.26% | $136.9万 | 1.2万股 | $134.1万 | 1.2万股 | -92股-0.75% | 减仓 |
 卡特彼勒CAT |
| 0.21% | 0.16% | $128.2万 | 1,204股 | $85.3万 | 1,204股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.2% | 0.22% | $126.1万 | 1.5万股 | $113.1万 | 1.5万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.2% | 0.23% | $123.0万 | 3,297股 | $120.0万 | 3,241股 | +56股+1.73% | 加仓 |
| IiShares安硕信托IDEV |
| 0.2% | 0.22% | $121.3万 | 1.4万股 | $113.9万 | 1.4万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.19% | 0.17% | $117.9万 | 3,300股 | $87.5万 | 3,042股 | +258股+8.48% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.18% | 0.18% | $110.7万 | 1,482股 | $96.4万 | 1,482股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.17% | 0.19% | $106.3万 | 4,374股 | $97.3万 | 4,478股 | -104股-2.32% | 减仓 |
 美光科技MU |
| 0.17% | 0.06% | $105.7万 | 916股 | $32.4万 | 960股 | -44股-4.58% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.17% | 0.16% | $104.9万 | 2,968股 | $85.1万 | 2,968股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWV |
| 0.17% | 0.17% | $104.0万 | 2,439股 | $90.4万 | 2,439股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFNM |
| 0.16% | 0.18% | $99.0万 | 2.0万股 | $95.2万 | 2.0万股 | +634股+3.19% | 加仓 |
 摩根大通JPM |
| 0.15% | 0.16% | $91.9万 | 2,807股 | $82.8万 | 2,815股 | -8股-0.28% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.15% | 0.14% | $90.3万 | 7,049股 | $73.4万 | 6,601股 | +448股+6.79% | 加仓 |
| IiShares安硕信托ITOT |
| 0.14% | 0.14% | $83.4万 | 5,079股 | $72.3万 | 5,079股 | 00.00% | 持仓不变 |
