| DDimensional维度ETF信托DFAC |
| 19.69% | 19.21% | $7,541.2万 | 170.0万股 | $6,417.5万 | 165.1万股 | +4.9万股+2.94% | 加仓 |
| EEA SERIES TRUSTBSVO |
| 9.25% | 9.28% | $3,541.8万 | 121.3万股 | $3,102.3万 | 122.3万股 | -9,462股-0.77% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 6.43% | 6.55% | $2,463.3万 | 30.1万股 | $2,187.2万 | 30.8万股 | -7,824股-2.54% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 5.68% | 5.85% | $2,176.3万 | 42.1万股 | $1,953.6万 | 43.3万股 | -1.2万股-2.76% | 减仓 |
| DDimensional维度·USDFUV |
| 5.52% | 5.71% | $2,115.4万 | 38.5万股 | $1,909.5万 | 39.4万股 | -9,482股-2.41% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 5.03% | 5.66% | $1,927.8万 | 35.7万股 | $1,890.9万 | 35.8万股 | -1,383股-0.39% | 减仓 |
| AAvantis·U SAVUV |
| 4.83% | 4.93% | $1,849.5万 | 14.8万股 | $1,648.1万 | 14.9万股 | -941股-0.63% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 4.07% | 4.35% | $1,560.3万 | 42.4万股 | $1,452.2万 | 42.8万股 | -3,970股-0.93% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 3.74% | 3.62% | $1,430.9万 | 34.3万股 | $1,210.6万 | 32.9万股 | +1.4万股+4.12% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.33% | 3.45% | $1,277.3万 | 31.0万股 | $1,154.0万 | 29.6万股 | +1.3万股+4.54% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 2.82% | 2.79% | $1,081.3万 | 31.7万股 | $932.2万 | 28.9万股 | +2.8万股+9.53% | 加仓 |
| IiShares安硕信托ITOT |
| 2.81% | 2.12% | $1,074.7万 | 6.5万股 | $707.1万 | 5.0万股 | +1.6万股+31.79% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.62% | 2.59% | $1,003.0万 | 24.9万股 | $866.0万 | 25.6万股 | -6,310股-2.47% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.22% | 2.25% | $851.5万 | 10.3万股 | $752.4万 | 10.6万股 | -2,371股-2.24% | 减仓 |
| DDimensional维度ETF信托DISV |
| 2.07% | 2.39% | $793.3万 | 19.8万股 | $797.0万 | 20.2万股 | -4,383股-2.17% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.98% | 1.99% | $759.7万 | 7.4万股 | $666.2万 | 6.7万股 | +7,010股+10.51% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.82% | 1.61% | $696.1万 | 11.8万股 | $538.7万 | 9.0万股 | +2.8万股+30.46% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.82% | 1.67% | $696.0万 | 17.1万股 | $556.6万 | 16.1万股 | +1.0万股+6.29% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.68% | 1.76% | $641.6万 | 9.2万股 | $588.9万 | 9.4万股 | -2,509股-2.66% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 1.44% | 1.35% | $553.4万 | 11.6万股 | $451.4万 | 9.4万股 | +2.2万股+22.91% | 加仓 |
| IiShares安硕信托IDEV |
| 1.05% | 1.05% | $402.1万 | 4.5万股 | $350.3万 | 4.2万股 | +3,256股+7.77% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.95% | 0.95% | $363.0万 | 12.5万股 | $316.8万 | 11.9万股 | +6,144股+5.16% | 加仓 |
 卡特彼勒CAT |
| 0.78% | 0.59% | $297.9万 | 2,797股 | $198.2万 | 2,798股 | -1股-0.04% | 减仓 |
| IiShares安硕信托VLUE |
| 0.67% | 0.55% | $255.7万 | 1.3万股 | $182.4万 | 1.3万股 | -29股-0.23% | 减仓 |
 微软MSFT |
| 0.58% | 0.64% | $222.9万 | 5,976股 | $213.8万 | 5,775股 | +201股+3.48% | 加仓 |
 苹果AAPL |
| 0.48% | 0.48% | $182.6万 | 6,310股 | $159.1万 | 6,270股 | +40股+0.64% | 加仓 |
 亚马逊AMZN |
| 0.47% | 0.47% | $179.0万 | 7,512股 | $158.2万 | 7,594股 | -82股-1.08% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.42% | 0.35% | $159.4万 | 3.2万股 | $116.4万 | 2.3万股 | +8,441股+36.24% | 加仓 |
| G通用动力VTI |
| 0.33% | 0.33% | $126.2万 | 3,410股 | $109.3万 | 3,406股 | +4股+0.12% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.32% | 0.33% | $121.8万 | 2.5万股 | $108.8万 | 2.3万股 | +2,496股+10.99% | 加仓 |
| A美国世纪ETF信托AVSC |
| 0.32% | 0.31% | $121.6万 | 1.7万股 | $103.3万 | 1.7万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.32% | 0.29% | $121.0万 | 3,387股 | $97.5万 | 3,392股 | -5股-0.15% | 减仓 |
 Meta平台META |
| 0.26% | 0.3% | $100.3万 | 1,780股 | $101.7万 | 1,777股 | +3股+0.17% | 加仓 |
 思科CSCO |
| 0.21% | 0.16% | $79.9万 | 6,806股 | $52.8万 | 6,808股 | -2股-0.03% | 减仓 |
 联合健康UNH |
| 0.18% | 0.13% | $69.1万 | 1,663股 | $45.0万 | 1,663股 | 00.00% | 持仓不变 |
 波音BA |
| 0.18% | 0.19% | $68.7万 | 3,174股 | $63.2万 | 3,174股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.17% | 0.18% | $66.9万 | 3,342股 | $60.2万 | 3,452股 | -110股-3.19% | 减仓 |
 美光科技MU |
| 0.17% | 0.07% | $65.0万 | 563股 | $24.2万 | 716股 | -153股-21.37% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.16% | 0.18% | $61.8万 | 1.6万股 | $60.5万 | 1.7万股 | -1,326股-7.68% | 减仓 |
| IiShares安硕信托EFV |
| 0.16% | 0.17% | $61.7万 | 8,060股 | $58.4万 | 7,854股 | +206股+2.62% | 加仓 |
 埃克森美孚XOM |
| 0.14% | 0.21% | $55.5万 | 4,056股 | $68.8万 | 4,054股 | +2股+0.05% | 加仓 |
 希捷STX |
| 0.14% | 0.07% | $54.3万 | 563股 | $22.1万 | 563股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.14% | 0.12% | $54.1万 | 451股 | $41.5万 | 451股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.14% | 0.17% | $52.9万 | 4,668股 | $58.1万 | 4,674股 | -6股-0.13% | 减仓 |
 强生JNJ |
| 0.13% | 0.17% | $48.6万 | 1,914股 | $56.6万 | 2,314股 | -400股-17.29% | 减仓 |
 应用材料AMAT |
| 0.12% | 0.07% | $47.8万 | 661股 | $22.6万 | 661股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.12% | 0.16% | $45.5万 | 1.9万股 | $53.0万 | 1.9万股 | +6股+0.03% | 加仓 |
 COMMERCE BANCSHARESCBSH |
| 0.11% | 0.11% | $43.5万 | 7,527股 | $37.0万 | 7,525股 | +2股+0.03% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.1% | 0.11% | $39.5万 | 3,087股 | $36.6万 | 3,296股 | -209股-6.34% | 减仓 |
 家得宝HD |
| 0.1% | 0.21% | $38.3万 | 1,086股 | $68.6万 | 2,085股 | -999股-47.91% | 减仓 |
