| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 10.96% | 11.41% | $3,691.4万 | 89.5万股 | $3,345.1万 | 85.9万股 | +3.6万股+4.23% | 加仓 |
| IiShares安硕信托AOR |
| 9.46% | 9.26% | $3,187.5万 | 45.9万股 | $2,715.0万 | 42.2万股 | +3.7万股+8.71% | 加仓 |
 特灵科技TT |
| 6.48% | 6.33% | $2,182.6万 | 4.4万股 | $1,855.7万 | 4.5万股 | -91股-0.20% | 减仓 |
 苹果AAPL |
| 6.33% | 6.7% | $2,133.2万 | 7.4万股 | $1,964.2万 | 7.7万股 | -3,674股-4.75% | 减仓 |
 英伟达NVDA |
| 4.17% | 4.36% | $1,404.9万 | 7.0万股 | $1,276.9万 | 7.3万股 | -3,004股-4.10% | 减仓 |
 WELLS FARGO NEWWFC |
| 3.76% | 4.2% | $1,268.3万 | 15.3万股 | $1,229.9万 | 15.4万股 | -1,026股-0.66% | 减仓 |
| G通用动力VTI |
| 3.25% | 3.67% | $1,094.6万 | 3.0万股 | $1,075.5万 | 3.4万股 | -3,943股-11.76% | 减仓 |
| S嘉信·USSCHX |
| 3.08% | 2.93% | $1,039.4万 | 35.3万股 | $859.5万 | 33.5万股 | +1.8万股+5.36% | 加仓 |
 谷歌AGOOGL |
| 2.93% | 2.52% | $986.6万 | 2.8万股 | $738.3万 | 2.6万股 | +1,932股+7.52% | 加仓 |
| IiShares安硕信托IEUR |
| 2.65% | 2.72% | $893.6万 | 11.9万股 | $797.5万 | 11.3万股 | +5,386股+4.75% | 加仓 |
 美光科技MU |
| 2.39% | 0.84% | $805.4万 | 6,977股 | $245.6万 | 7,271股 | -294股-4.04% | 减仓 |
| V先锋领航债券指数基金BIV |
| 2.39% | 2.71% | $805.0万 | 10.5万股 | $794.0万 | 10.3万股 | +2,085股+2.03% | 加仓 |
| IiShares安硕信托AOA |
| 2.37% | 2.12% | $798.0万 | 8.2万股 | $622.4万 | 7.0万股 | +1.1万股+16.24% | 加仓 |
 微软MSFT |
| 2.01% | 2.09% | $678.7万 | 1.8万股 | $613.6万 | 1.7万股 | +1,620股+9.77% | 加仓 |
 亚马逊AMZN |
| 1.93% | 1.94% | $649.2万 | 2.7万股 | $569.5万 | 2.7万股 | -108股-0.39% | 减仓 |
| IiShares安硕信托IFRA |
| 1.74% | 1.63% | $586.6万 | 9.3万股 | $478.5万 | 8.4万股 | +9,391股+11.23% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.59% | 1.8% | $536.9万 | 6.9万股 | $528.3万 | 6.7万股 | +1,538股+2.28% | 加仓 |
 博通AVGO |
| 1.43% | 1.51% | $480.2万 | 1.3万股 | $441.3万 | 1.4万股 | -1,543股-10.82% | 减仓 |
 礼来LLY |
| 1.32% | 1.17% | $445.4万 | 3,713股 | $342.4万 | 3,722股 | -9股-0.24% | 减仓 |
 应用材料AMAT |
| 1.31% | 0.82% | $442.4万 | 6,119股 | $240.7万 | 7,043股 | -924股-13.12% | 减仓 |
 摩根大通JPM |
| 1.27% | 1.57% | $429.3万 | 1.3万股 | $459.2万 | 1.6万股 | -2,495股-15.98% | 减仓 |
| SSANDISK COMSNDK |
| 1.1% | 0.28% | $370.2万 | 1,628股 | $82.2万 | 1,294股 | +334股+25.81% | 加仓 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 1.07% | 1.24% | $359.0万 | 7.2万股 | $363.0万 | 7.7万股 | -4,672股-6.10% | 减仓 |
 Meta平台META |
| 1.04% | 1.51% | $352.1万 | 6,250股 | $441.6万 | 7,718股 | -1,468股-19.02% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.02% | 1.02% | $344.5万 | 4,613股 | $299.2万 | 4,600股 | +13股+0.28% | 加仓 |
 GE航空GE |
| 0.99% | 1.05% | $334.1万 | 8,939股 | $308.8万 | 1.1万股 | -1,942股-17.85% | 减仓 |
 泛林集团LRCX |
| 0.95% | 0.54% | $319.3万 | 7,368股 | $159.3万 | 7,458股 | -90股-1.21% | 减仓 |
 GE VernovaGEV |
| 0.93% | 1.01% | $313.1万 | 2,665股 | $295.0万 | 3,380股 | -715股-21.15% | 减仓 |
 AMD超威AMD |
| 0.89% | 0.36% | $300.3万 | 5,170股 | $106.7万 | 5,243股 | -73股-1.39% | 减仓 |
 沃尔玛WMT |
| 0.88% | 1.09% | $296.1万 | 2.6万股 | $321.0万 | 2.6万股 | +313股+1.21% | 加仓 |
| S嘉信·USSCHA |
| 0.86% | 0.79% | $289.6万 | 8.0万股 | $233.1万 | 8.0万股 | +10股+0.01% | 加仓 |
 卡特彼勒CAT |
| 0.76% | 0.4% | $256.2万 | 2,406股 | $118.5万 | 1,672股 | +734股+43.90% | 加仓 |
| C花旗集团C |
| 0.72% | 0.68% | $243.4万 | 1.7万股 | $199.6万 | 1.8万股 | -212股-1.20% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.67% | — | $225.7万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 强生JNJ |
| 0.66% | 0.49% | $223.3万 | 8,793股 | $142.3万 | 5,820股 | +2,973股+51.08% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.65% | 0.6% | $220.6万 | 6,243股 | $176.6万 | 6,155股 | +88股+1.43% | 加仓 |
 QUANTA SVCSPWR |
| 0.56% | 0.5% | $189.2万 | 2,628股 | $147.6万 | 2,688股 | -60股-2.23% | 减仓 |
 联合健康UNH |
| 0.54% | 0.23% | $182.3万 | 4,385股 | $68.1万 | 2,517股 | +1,868股+74.22% | 加仓 |
 好市多COST |
| 0.52% | 0.63% | $174.5万 | 1,866股 | $183.3万 | 1,840股 | +26股+1.41% | 加仓 |
 艾伯维ABBV |
| 0.46% | 0.22% | $154.7万 | 6,149股 | $65.4万 | 3,008股 | +3,141股+104.42% | 加仓 |
 林德LIN |
| 0.44% | 0.49% | $147.7万 | 2,845股 | $143.2万 | 2,889股 | -44股-1.52% | 减仓 |
| BBANK OF AMERBAC |
| 0.42% | 0.17% | $142.0万 | 2.5万股 | $48.5万 | 9,958股 | +1.5万股+150.31% | 加仓 |
| IiShares安硕信托AOK |
| 0.39% | 0.5% | $132.0万 | 3.2万股 | $145.4万 | 3.6万股 | -4,623股-12.68% | 减仓 |
 雪佛龙CVX |
| 0.38% | 0.53% | $129.0万 | 7,780股 | $155.5万 | 7,517股 | +263股+3.50% | 加仓 |
 VisaV |
| 0.34% | 0.34% | $113.5万 | 3,309股 | $100.0万 | 3,307股 | +2股+0.06% | 加仓 |
 优步UBER |
| 0.34% | 0.23% | $113.0万 | 1.6万股 | $67.1万 | 9,330股 | +6,327股+67.81% | 加仓 |
| IiShares安硕信托SHV |
| 0.33% | 0.34% | $110.0万 | 9,972股 | $100.7万 | 9,125股 | +847股+9.28% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.31% | 0.32% | $105.7万 | 1.7万股 | $94.1万 | 1.7万股 | +246股+1.45% | 加仓 |
| PPimco Active Bond ETFBOND |
| 0.31% | 0.36% | $105.6万 | 1.1万股 | $105.7万 | 1.1万股 | 00.00% | 持仓不变 |
| AAMERICAN AIRLINESAAL |
| 0.31% | 0.21% | $103.0万 | 5.7万股 | $60.8万 | 5.7万股 | +432股+0.76% | 加仓 |
