| DDimensional维度ETF信托DFAC |
| 25.59% | 25.07% | $1.05亿 | 236.8万股 | $8,934.3万 | 229.9万股 | +6.9万股+2.99% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 12.87% | 13.37% | $5,283.1万 | 141.8万股 | $4,764.7万 | 134.1万股 | +7.7万股+5.73% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 6.55% | 6.55% | $2,688.9万 | 38.5万股 | $2,335.4万 | 37.4万股 | +1.1万股+2.87% | 加仓 |
| A美国世纪ETF信托AVUS |
| 6.01% | 6.1% | $2,466.0万 | 19.3万股 | $2,175.1万 | 19.6万股 | -3,091股-1.58% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 5.1% | 4.81% | $2,093.0万 | 51.5万股 | $1,713.2万 | 49.6万股 | +1.9万股+3.87% | 加仓 |
 AVANTIS INTLNGG |
| 5.03% | 5.59% | $2,063.2万 | 23.1万股 | $1,990.6万 | 23.5万股 | -3,349股-1.43% | 减仓 |
| DDimensional维度ETF信托DISV |
| 4.58% | 5.02% | $1,881.5万 | 46.9万股 | $1,788.4万 | 45.3万股 | +1.5万股+3.40% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.67% | 4.17% | $1,504.4万 | 14.6万股 | $1,484.7万 | 14.9万股 | -2,697股-1.81% | 减仓 |
| AAvantis·U SAVUV |
| 3.14% | 3.2% | $1,289.7万 | 10.3万股 | $1,141.9万 | 10.3万股 | +3股+0.00% | 加仓 |
| A美国世纪ETF信托AVEM |
| 3.05% | 2.99% | $1,252.3万 | 13.0万股 | $1,065.5万 | 13.2万股 | -2,442股-1.85% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.08% | 2.21% | $854.3万 | 23.2万股 | $789.1万 | 23.2万股 | -400股-0.17% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 1.47% | 1.6% | $605.0万 | 20.9万股 | $568.8万 | 21.4万股 | -5,177股-2.42% | 减仓 |
| DDimensional维度ETF信托DFIP |
| 1.26% | 1.29% | $516.7万 | 12.5万股 | $459.9万 | 11.0万股 | +1.5万股+13.62% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.21% | 1.07% | $494.9万 | 6,627股 | $382.6万 | 5,883股 | +744股+12.65% | 加仓 |
 ILLINOIS TOOLITW |
| 1.19% | 1.32% | $487.9万 | 1.8万股 | $472.1万 | 1.8万股 | +13股+0.07% | 加仓 |
| IiShares安硕信托IVV |
| 1.03% | 0.74% | $420.8万 | 5,619股 | $264.9万 | 4,055股 | +1,564股+38.57% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.69% | 0.84% | $283.5万 | 5.9万股 | $298.3万 | 6.2万股 | -2,912股-4.67% | 减仓 |
 英伟达NVDA |
| 0.6% | 0.43% | $247.2万 | 1.2万股 | $153.0万 | 8,774股 | +3,583股+40.84% | 加仓 |
 UFP INDUSTRIESUFPI |
| 0.57% | 0.61% | $235.9万 | 2.6万股 | $216.6万 | 2.4万股 | +2,483股+10.56% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.54% | 0.56% | $220.1万 | 4.9万股 | $197.9万 | 4.7万股 | +2,125股+4.55% | 加仓 |
 苹果AAPL |
| 0.51% | 0.38% | $210.3万 | 7,267股 | $136.1万 | 5,362股 | +1,905股+35.53% | 加仓 |
 微软MSFT |
| 0.49% | 0.4% | $199.5万 | 5,349股 | $144.3万 | 3,897股 | +1,452股+37.26% | 加仓 |
 科磊KLAC |
| 0.39% | 0.25% | $161.2万 | 5,344股 | $89.9万 | 610股 | +4,734股+776.07% | 加仓 |
 谷歌AGOOGL |
| 0.38% | 0.31% | $154.0万 | 4,309股 | $112.2万 | 3,902股 | +407股+10.43% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.37% | 0.4% | $152.0万 | 1.5万股 | $142.1万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.36% | 0.23% | $148.9万 | 2,022股 | $82.9万 | 1,435股 | +587股+40.91% | 加仓 |
| IiShares安硕信托IVW |
| 0.35% | 0.33% | $143.8万 | 1.0万股 | $118.8万 | 1.0万股 | -43股-0.41% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.34% | 0.35% | $139.9万 | 3.0万股 | $123.1万 | 3.0万股 | +43股+0.14% | 加仓 |
| A美国世纪ETF信托AVSD |
| 0.33% | 0.35% | $135.9万 | 1.7万股 | $125.3万 | 1.7万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.28% | 0.24% | $116.3万 | 2,064股 | $87.0万 | 1,520股 | +544股+35.79% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.28% | 0.29% | $116.3万 | 2,839股 | $102.2万 | 2,866股 | -27股-0.94% | 减仓 |
 摩根大通JPM |
| 0.28% | 0.29% | $115.6万 | 3,531股 | $103.0万 | 3,502股 | +29股+0.83% | 加仓 |
 马拉松石油MPC |
| 0.28% | 0.3% | $113.0万 | 4,421股 | $108.4万 | 4,438股 | -17股-0.38% | 减仓 |
| IiShares安硕·COREIJR |
| 0.27% | 0.25% | $108.9万 | 7,346股 | $90.3万 | 7,265股 | +81股+1.11% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.26% | 0.18% | $107.6万 | 6,659股 | $65.3万 | 5,814股 | +845股+14.53% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.25% | 0.23% | $103.4万 | 8,328股 | $82.5万 | 1,935股 | +6,393股+330.39% | 加仓 |
| DDimensional维度ETF信托DFSE |
| 0.24% | 0.24% | $100.0万 | 2.0万股 | $85.9万 | 2.0万股 | +189股+0.93% | 加仓 |
| IiShares安硕EWC |
| 0.24% | 0.26% | $99.2万 | 1.7万股 | $94.3万 | 1.7万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DUSB |
| 0.23% | 0.13% | $95.7万 | 1.9万股 | $47.3万 | 9,335股 | +9,514股+101.92% | 加仓 |
| IiShares安硕信托EWU |
| 0.23% | 0.26% | $93.4万 | 2.0万股 | $92.2万 | 2.0万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.22% | 0.19% | $90.0万 | 2,546股 | $66.6万 | 2,323股 | +223股+9.60% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.22% | 0.28% | $89.7万 | 7,101股 | $99.1万 | 7,112股 | -11股-0.15% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.2% | 0.22% | $83.3万 | 3,668股 | $79.1万 | 3,748股 | -80股-2.13% | 减仓 |
| GGlobal X基金PAVE |
| 0.2% | 0.2% | $82.1万 | 1.4万股 | $71.4万 | 1.4万股 | -125股-0.89% | 减仓 |
| V先锋领航全球基金VGT |
| 0.19% | 0.14% | $79.0万 | 6,613股 | $48.5万 | 694股 | +5,919股+852.88% | 加仓 |
| SSPDR SER TR S&PXSD |
| 0.19% | 0.09% | $76.5万 | 1,226股 | $33.1万 | 1,015股 | +211股+20.79% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.16% | 0.1% | $67.6万 | 3,549股 | $34.3万 | 2,580股 | +969股+37.56% | 加仓 |
 亚马逊AMZN |
| 0.16% | 0.12% | $66.9万 | 2,806股 | $43.9万 | 2,109股 | +697股+33.05% | 加仓 |
 博通AVGO |
| 0.16% | 0.11% | $64.9万 | 1,717股 | $39.2万 | 1,268股 | +449股+35.41% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.16% | 0.19% | $64.0万 | 7,791股 | $69.1万 | 8,365股 | -574股-6.86% | 减仓 |
