| DDimensional维度ETF信托DFAC |
| 25.68% | 24.77% | $9,747.1万 | 219.7万股 | $8,789.7万 | 226.2万股 | -6.5万股-2.86% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 12.38% | 12.22% | $4,697.4万 | 127.5万股 | $4,336.3万 | 127.7万股 | -1,413股-0.11% | 减仓 |
 甲骨文ORCL |
| 12.22% | 13.2% | $4,637.2万 | 31.6万股 | $4,684.5万 | 31.8万股 | -2,011股-0.63% | 减仓 |
| DDimensional维度·USDFUV |
| 7.88% | 7.86% | $2,992.8万 | 54.4万股 | $2,789.7万 | 57.6万股 | -3.2万股-5.49% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 6.34% | 6.44% | $2,406.5万 | 30.5万股 | $2,284.2万 | 28.8万股 | +1.6万股+5.67% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 5.19% | 5.42% | $1,969.2万 | 36.5万股 | $1,923.5万 | 36.4万股 | +90股+0.02% | 加仓 |
| A美国世纪ETF信托AVRE |
| 4.8% | 4.64% | $1,820.2万 | 38.4万股 | $1,644.8万 | 37.4万股 | +1.1万股+2.82% | 加仓 |
| V先锋领航·TOTALBNDX |
| 4.55% | 4.57% | $1,726.3万 | 35.6万股 | $1,622.3万 | 33.8万股 | +1.9万股+5.58% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 3.92% | 3.97% | $1,489.0万 | 19.3万股 | $1,408.6万 | 18.2万股 | +1.1万股+5.91% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.85% | 3.79% | $1,463.2万 | 20.9万股 | $1,344.8万 | 21.5万股 | -6,017股-2.79% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.5% | 2.56% | $947.7万 | 18.9万股 | $908.0万 | 18.2万股 | +6,876股+3.78% | 加仓 |
 AVANTIS INTLNGG |
| 2.12% | 2.15% | $805.6万 | 9.0万股 | $761.8万 | 9.0万股 | +526股+0.59% | 加仓 |
| A美国世纪ETF信托AVLC |
| 2.1% | 1.98% | $797.7万 | 8.9万股 | $703.7万 | 9.1万股 | -2,070股-2.28% | 减仓 |
| DDimensional维度ETF信托DISV |
| 1.4% | 1.43% | $530.5万 | 13.2万股 | $508.1万 | 12.9万股 | +3,359股+2.61% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.82% | 0.78% | $313.1万 | 7.7万股 | $276.9万 | 8.0万股 | -3,106股-3.88% | 减仓 |
 PROGRESSIVEPGR |
| 0.82% | 0.8% | $311.3万 | 1.4万股 | $282.5万 | 1.4万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.81% | 0.78% | $306.5万 | 1.1万股 | $278.1万 | 1.1万股 | -366股-3.34% | 减仓 |
 百事可乐PEP |
| 0.3% | 0.36% | $112.8万 | 8,329股 | $129.3万 | 8,329股 | 00.00% | 持仓不变 |
 北方信托NTRS |
| 0.22% | 0.19% | $83.7万 | 4,816股 | $67.2万 | 4,816股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.19% | 0.17% | $72.9万 | 2,040股 | $59.5万 | 2,068股 | -28股-1.35% | 减仓 |
 微软MSFT |
| 0.17% | 0.18% | $64.9万 | 1,739股 | $64.4万 | 1,739股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.16% | 0.15% | $61.9万 | 2,598股 | $54.9万 | 2,636股 | -38股-1.44% | 减仓 |
 埃克森美孚XOM |
| 0.13% | 0.18% | $51.2万 | 3,742股 | $63.5万 | 3,742股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.13% | 0.12% | $49.7万 | 1,406股 | $42.4万 | 1,478股 | -72股-4.87% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.12% | 0.11% | $43.8万 | 587股 | $38.2万 | 587股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.11% | 0.09% | $41.3万 | 344股 | $31.6万 | 344股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.1% | 0.09% | $38.2万 | 1,910股 | $33.3万 | 1,910股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.1% | 0.09% | $37.6万 | 3,679股 | $33.0万 | 3,679股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.09% | 0.09% | $36.0万 | 690股 | $32.0万 | 690股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.08% | 0.1% | $31.9万 | 567股 | $35.3万 | 617股 | -50股-8.10% | 减仓 |
 强生JNJ |
| 0.08% | 0.08% | $31.0万 | 1,219股 | $29.8万 | 1,219股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.08% | 0.08% | $30.9万 | 2,407股 | $29.0万 | 2,407股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DUSB |
| 0.08% | 0.14% | $30.3万 | 5,973股 | $48.6万 | 9,580股 | -3,607股-37.65% | 减仓 |
| IIBMIBM |
| 0.08% | 0.07% | $29.1万 | 1,035股 | $25.1万 | 1,035股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.07% | 0.07% | $27.2万 | 831股 | $24.4万 | 831股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.07% | 0.07% | $26.6万 | 1,812股 | $26.2万 | 1,812股 | 00.00% | 持仓不变 |
 特灵科技TT |
| 0.07% | 0.06% | $25.7万 | 523股 | $21.8万 | 523股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.07% | 0.06% | $25.1万 | 1,151股 | $22.6万 | 1,151股 | 00.00% | 持仓不变 |
| WWEC ENERGY COMIDU |
| 0.06% | 0.07% | $23.3万 | 1,993股 | $23.1万 | 1,993股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.05% | — | $20.8万 | 2,561股 | $0 | 0股 | +2,561股 | 新买入 |
