| DDimensional维度·USDFUV |
| 29.1% | 30.36% | $1.70亿 | 456.6万股 | $1.56亿 | 459.8万股 | -3.2万股-0.69% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 14.09% | 14.05% | $8,228.2万 | 157.2万股 | $7,241.2万 | 158.5万股 | -1.2万股-0.79% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 13.61% | 14.33% | $7,951.5万 | 231.4万股 | $7,382.3万 | 226.3万股 | +5.1万股+2.26% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 12.28% | 11.42% | $7,172.3万 | 48.7万股 | $5,886.8万 | 44.7万股 | +4.1万股+9.13% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 10.75% | 11.56% | $6,278.2万 | 105.3万股 | $5,954.2万 | 113.4万股 | -8.1万股-7.17% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 7.85% | 8.57% | $4,582.3万 | 89.4万股 | $4,415.1万 | 88.6万股 | +7,640股+0.86% | 加仓 |
 IRADIMEDIRMD |
| 0.84% | — | $488.9万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 0.84% | 0.62% | $488.4万 | 9股 | $318.9万 | 6股 | +3股+50.00% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.75% | 0.56% | $438.1万 | 19.3万股 | $290.2万 | 14.9万股 | +4.4万股+29.57% | 加仓 |
 博通AVGO |
| 0.65% | 0.55% | $379.1万 | 3,396股 | $281.5万 | 3,389股 | +7股+0.21% | 加仓 |
 微软MSFT |
| 0.62% | 0.69% | $363.5万 | 9,667股 | $357.7万 | 1.1万股 | -1,661股-14.66% | 减仓 |
 黑石集团BX |
| 0.5% | 0.45% | $291.6万 | 2.2万股 | $233.9万 | 2.2万股 | +445股+2.04% | 加仓 |
 伊顿ETN |
| 0.5% | 0.49% | $290.0万 | 1.2万股 | $253.8万 | 1.2万股 | +141股+1.18% | 加仓 |
 苹果AAPL |
| 0.47% | 0.4% | $274.3万 | 1.4万股 | $204.5万 | 1.2万股 | +2,305股+19.30% | 加仓 |
 Truist金融TFC |
| 0.41% | — | $236.6万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 亚马逊AMZN |
| 0.37% | 0.08% | $217.4万 | 1.4万股 | $39.2万 | 3,086股 | +1.1万股+363.55% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.37% | 0.4% | $215.9万 | 2.3万股 | $207.9万 | 2.3万股 | 00.00% | 持仓不变 |
 威廉姆斯WMB |
| 0.34% | 0.37% | $198.2万 | 5.7万股 | $191.7万 | 5.7万股 | 00.00% | 持仓不变 |
 ONEOKOKE |
| 0.28% | 0.29% | $165.4万 | 2.4万股 | $149.4万 | 2.4万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.26% | 0.26% | $151.8万 | 2.9万股 | $136.4万 | 2.9万股 | 00.00% | 持仓不变 |
 Ares管理ARES |
| 0.26% | 0.25% | $150.4万 | 1.3万股 | $130.1万 | 1.3万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.25% | 0.25% | $146.4万 | 3,231股 | $129.1万 | 3,156股 | +75股+2.38% | 加仓 |
 纽柯钢铁NUE |
| 0.24% | 0.24% | $139.2万 | 8,000股 | $125.1万 | 8,000股 | 00.00% | 持仓不变 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.24% | 0.24% | $138.9万 | 6,404股 | $124.7万 | 6,404股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.23% | 0.25% | $135.6万 | 1.2万股 | $127.5万 | 1.2万股 | +54股+0.44% | 加仓 |
| V先锋领航指数基金VV |
| 0.23% | 0.23% | $133.5万 | 6,120股 | $119.8万 | 6,120股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.22% | 0.24% | $129.2万 | 8,339股 | $124.3万 | 8,339股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.2% | 0.15% | $119.0万 | 8,522股 | $77.7万 | 5,940股 | +2,582股+43.47% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.2% | 0.2% | $114.0万 | 2,398股 | $102.5万 | 2,398股 | 00.00% | 持仓不变 |
 芝加哥商品交易所CME |
| 0.19% | 0.2% | $110.2万 | 5,234股 | $103.8万 | 5,185股 | +49股+0.95% | 加仓 |
 联邦快递FDX |
| 0.18% | — | $106.5万 | 4,209股 | $0 | 0股 | +4,209股 | 新买入 |
 宝洁PG |
| 0.17% | 0.19% | $97.4万 | 6,645股 | $99.7万 | 6,837股 | -192股-2.81% | 减仓 |
| G通用动力VTI |
| 0.15% | 0.22% | $88.5万 | 3,729股 | $110.9万 | 5,219股 | -1,490股-28.55% | 减仓 |
 德州仪器TXN |
| 0.15% | 0.16% | $88.2万 | 5,174股 | $82.3万 | 5,174股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.15% | 0.11% | $87.9万 | 9,734股 | $56.3万 | 6,951股 | +2,783股+40.04% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | 0.14% | $81.5万 | 2,286股 | $71.3万 | 2,036股 | +250股+12.28% | 加仓 |
 STARWOOD PPTY TRSTWD |
| 0.11% | 0.11% | $62.8万 | 3.0万股 | $57.9万 | 3.0万股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.1% | — | $58.6万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 SIMON PPTY NEW COMSPG |
| 0.1% | 0.09% | $58.2万 | 4,078股 | $44.1万 | 4,078股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.09% | 0.09% | $53.1万 | 1.8万股 | $48.8万 | 1.9万股 | -463股-2.48% | 减仓 |
 埃克森美孚XOM |
| 0.08% | 0.1% | $45.5万 | 4,547股 | $54.1万 | 4,601股 | -54股-1.17% | 减仓 |
 OLD REP INTLORI |
| 0.08% | — | $44.1万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 阿斯利康AZN |
| 0.07% | — | $42.8万 | 6,350股 | $0 | 0股 | +6,350股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.07% | 0.08% | $39.9万 | 1,317股 | $40.4万 | 1,519股 | -202股-13.30% | 减仓 |
| IiShares安硕信托USMV |
| 0.07% | 0.07% | $39.0万 | 5,000股 | $36.2万 | 5,000股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.06% | 0.07% | $37.8万 | 2,412股 | $37.8万 | 2,425股 | -13股-0.54% | 减仓 |
| IiShares安硕信托IJJ |
| 0.06% | 0.06% | $36.2万 | 3,174股 | $32.0万 | 3,174股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.06% | 0.05% | $36.2万 | 1,044股 | $27.2万 | 901股 | +143股+15.87% | 加仓 |
 卡特彼勒CAT |
| 0.06% | 0.06% | $36.2万 | 1,223股 | $33.4万 | 1,223股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.06% | — | $35.6万 | 718股 | $0 | 0股 | +718股 | 新买入 |
