| DDimensional维度ETF信托DFAC |
| 17.29% | 17.87% | $2.19亿 | 493.0万股 | $1.99亿 | 490.3万股 | +2.7万股+0.54% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 15.55% | 16.51% | $1.97亿 | 281.4万股 | $1.84亿 | 284.0万股 | -2.6万股-0.92% | 减仓 |
| DDimensional维度·USDFUV |
| 7.26% | 7.52% | $9,182.5万 | 166.9万股 | $8,360.2万 | 167.4万股 | -4,816股-0.29% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 6.88% | 7.95% | $8,698.5万 | 161.0万股 | $8,830.5万 | 160.2万股 | +8,186股+0.51% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 4.11% | 4.6% | $5,196.7万 | 141.1万股 | $5,111.1万 | 142.3万股 | -1.2万股-0.86% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 3.38% | 3.62% | $4,269.8万 | 72.4万股 | $4,021.9万 | 67.7万股 | +4.7万股+6.97% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 3.19% | 3.11% | $4,037.2万 | 49.3万股 | $3,458.0万 | 46.7万股 | +2.6万股+5.52% | 加仓 |
| DDimensional维度ETF信托DISV |
| 3.04% | 3.5% | $3,845.8万 | 95.8万股 | $3,893.2万 | 94.5万股 | +1.3万股+1.37% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 2.68% | 2.78% | $3,387.4万 | 87.3万股 | $3,083.9万 | 85.3万股 | +2.0万股+2.34% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.2% | 2.24% | $2,776.5万 | 28.8万股 | $2,493.5万 | 29.0万股 | -2,329股-0.80% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 2.07% | 2.19% | $2,621.8万 | 54.9万股 | $2,430.1万 | 50.6万股 | +4.3万股+8.43% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.01% | 2.08% | $2,547.0万 | 30.9万股 | $2,307.1万 | 31.1万股 | -1,851股-0.59% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.42% | 1.47% | $1,801.0万 | 35.9万股 | $1,635.6万 | 32.7万股 | +3.2万股+9.72% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.21% | 1.27% | $1,525.6万 | 29.5万股 | $1,406.9万 | 29.9万股 | -3,872股-1.29% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 1.07% | 1.12% | $1,357.4万 | 33.4万股 | $1,242.1万 | 33.8万股 | -3,623股-1.07% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.04% | 1.02% | $1,313.5万 | 50.2万股 | $1,134.5万 | 45.6万股 | +4.6万股+10.16% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.98% | 1.11% | $1,233.4万 | 12.0万股 | $1,228.5万 | 11.6万股 | +3,283股+2.82% | 加仓 |
| IiShares安硕信托ITOT |
| 0.92% | 0.9% | $1,163.0万 | 7.1万股 | $1,003.7万 | 6.8万股 | +3,288股+4.87% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.86% | 0.96% | $1,086.5万 | 29.2万股 | $1,068.9万 | 28.6万股 | +5,413股+1.89% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.74% | 0.81% | $933.6万 | 39.4万股 | $903.5万 | 39.9万股 | -5,167股-1.29% | 减仓 |
 苹果AAPL |
| 0.74% | 0.62% | $930.2万 | 3.2万股 | $692.8万 | 2.7万股 | +5,550股+20.87% | 加仓 |
 英伟达NVDA |
| 0.72% | 0.53% | $908.9万 | 4.5万股 | $584.9万 | 3.1万股 | +1.4万股+46.49% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.71% | 0.72% | $893.2万 | 22.2万股 | $804.2万 | 22.3万股 | -876股-0.39% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.56% | 0.58% | $705.7万 | 17.1万股 | $639.5万 | 15.6万股 | +1.5万股+9.54% | 加仓 |
| AAvantis·U SAVUV |
| 0.54% | 0.59% | $683.4万 | 5.5万股 | $655.5万 | 5.7万股 | -2,359股-4.13% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.51% | 0.51% | $640.6万 | 15.4万股 | $564.6万 | 14.9万股 | +4,630股+3.11% | 加仓 |
 微软MSFT |
| 0.44% | 0.37% | $558.2万 | 1.5万股 | $415.4万 | 1.1万股 | +3,764股+33.61% | 加仓 |
| IiShares安硕信托VLUE |
| 0.39% | 0.39% | $490.3万 | 2.5万股 | $429.6万 | 2.8万股 | -3,697股-13.09% | 减仓 |
 美光科技MU |
| 0.37% | 0.19% | $464.4万 | 4,023股 | $211.4万 | 5,026股 | -1,003股-19.96% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.34% | 0.37% | $434.9万 | 12.7万股 | $413.4万 | 12.3万股 | +4,799股+3.91% | 加仓 |
| EEA SERIES TRUSTBSVO |
| 0.34% | 0.36% | $429.8万 | 14.7万股 | $397.4万 | 15.1万股 | -3,516股-2.33% | 减仓 |
 亚马逊AMZN |
| 0.32% | 0.27% | $410.3万 | 1.7万股 | $296.4万 | 1.2万股 | +4,779股+38.43% | 加仓 |
 AVANTIS INTLNGG |
| 0.3% | 0.34% | $378.7万 | 4.2万股 | $379.8万 | 4.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDEV |
| 0.27% | 0.29% | $344.6万 | 3.9万股 | $319.0万 | 3.6万股 | +2,400股+6.61% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.24% | 0.18% | $305.0万 | 6.3万股 | $204.6万 | 4.2万股 | +2.1万股+48.89% | 加仓 |
 博通AVGO |
| 0.24% | 0.22% | $301.1万 | 7,970股 | $239.5万 | 6,445股 | +1,525股+23.66% | 加仓 |
 谷歌AGOOGL |
| 0.23% | 0.2% | $296.3万 | 8,292股 | $220.1万 | 6,939股 | +1,353股+19.50% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.23% | 0.19% | $292.0万 | 8,265股 | $215.0万 | 6,811股 | +1,454股+21.35% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 0.21% | 0.22% | $264.8万 | 7.6万股 | $249.7万 | 7.0万股 | +5,248股+7.46% | 加仓 |
 礼来LLY |
| 0.17% | 0.12% | $211.8万 | 1,766股 | $132.7万 | 1,413股 | +353股+24.98% | 加仓 |
 特斯拉TSLA |
| 0.16% | 0.11% | $201.4万 | 4,789股 | $117.0万 | 3,353股 | +1,436股+42.83% | 加仓 |
 泛林集团LRCX |
| 0.15% | 0.1% | $195.2万 | 4,504股 | $114.1万 | 4,327股 | +177股+4.09% | 加仓 |
 英特尔INTC |
| 0.15% | 0.12% | $194.1万 | 1.4万股 | $137.7万 | 2.2万股 | -8,176股-37.04% | 减仓 |
 西部数据WDC |
| 0.14% | 0.11% | $181.2万 | 2,837股 | $116.8万 | 3,401股 | -564股-16.58% | 减仓 |
 Meta平台META |
| 0.14% | 0.11% | $171.1万 | 3,038股 | $125.7万 | 1,995股 | +1,043股+52.28% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.13% | 0.12% | $170.4万 | 860股 | $129.8万 | 815股 | +45股+5.52% | 加仓 |
| A美国世纪ETF信托AVSC |
| 0.13% | 0.14% | $169.6万 | 2.3万股 | $153.6万 | 2.4万股 | -396股-1.68% | 减仓 |
 HUNT J B TRANS SVCSJBHT |
| 0.13% | 0.11% | $163.7万 | 5,655股 | $117.7万 | 5,183股 | +472股+9.11% | 加仓 |
 默沙东MRK |
| 0.12% | 0.14% | $154.3万 | 1.2万股 | $154.6万 | 1.3万股 | -727股-5.71% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.12% | 0.08% | $150.1万 | 2,999股 | $92.3万 | 1,923股 | +1,076股+55.95% | 加仓 |
