| DDimensional维度ETF信托DFAC |
| 36.29% | 34.72% | $7,600.4万 | 171.3万股 | $6,621.4万 | 170.4万股 | +9,437股+0.55% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 16.2% | 16.1% | $3,392.1万 | 92.1万股 | $3,069.7万 | 90.4万股 | +1.7万股+1.89% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 8.83% | 9.48% | $1,850.1万 | 34.2万股 | $1,807.6万 | 34.2万股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 3.24% | 3.38% | $677.9万 | 12.3万股 | $644.8万 | 13.3万股 | -9,821股-7.38% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.74% | 2.69% | $574.0万 | 8.2万股 | $512.8万 | 8.2万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 2.5% | 2.63% | $523.8万 | 1.0万股 | $501.6万 | 1.0万股 | 00.00% | 持仓不变 |
 DocuSignDOCU |
| 2.41% | 2.82% | $503.8万 | 11.3万股 | $537.8万 | 11.3万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEM |
| 1.83% | 1.51% | $383.1万 | 9.4万股 | $288.8万 | 8.4万股 | +1.1万股+12.78% | 加仓 |
 亚马逊AMZN |
| 1.64% | 1.59% | $342.7万 | 1.4万股 | $303.1万 | 1.5万股 | -172股-1.18% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.47% | 1.52% | $307.2万 | 7.4万股 | $290.1万 | 7.4万股 | +6股+0.01% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.35% | 1.52% | $283.0万 | 3.5万股 | $289.9万 | 4.1万股 | -6,344股-15.52% | 减仓 |
| IiShares安硕信托IVV |
| 1.27% | 1.26% | $266.9万 | 3,564股 | $240.4万 | 3,680股 | -116股-3.15% | 减仓 |
| S嘉信·USSCHX |
| 1.09% | 1.04% | $227.6万 | 7.7万股 | $198.3万 | 7.7万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.92% | 0.88% | $193.3万 | 2.3万股 | $167.0万 | 2.3万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFNM |
| 0.92% | 1.11% | $192.3万 | 4.0万股 | $211.4万 | 4.4万股 | -4,325股-9.80% | 减仓 |
 特斯拉TSLA |
| 0.91% | 0.88% | $190.2万 | 4,521股 | $168.4万 | 4,531股 | -10股-0.22% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.8% | 0.64% | $168.4万 | 4.2万股 | $122.1万 | 3.1万股 | +1.1万股+35.53% | 加仓 |
 钢铁动力STLD |
| 0.8% | 0.69% | $167.3万 | 7,291股 | $131.2万 | 7,291股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIP |
| 0.78% | 0.93% | $163.6万 | 4.0万股 | $177.5万 | 4.3万股 | -2,893股-6.80% | 减仓 |
| SSPDR黄金信托GLD |
| 0.75% | 0.97% | $157.6万 | 4,278股 | $184.1万 | 4,278股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFCF |
| 0.69% | 0.76% | $143.5万 | 3.4万股 | $144.1万 | 3.4万股 | -146股-0.43% | 减仓 |
| S嘉信·USSCHA |
| 0.68% | 0.61% | $143.4万 | 4.0万股 | $115.5万 | 4.0万股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.65% | 0.6% | $136.6万 | 3.4万股 | $115.0万 | 3.4万股 | +9股+0.03% | 加仓 |
| S嘉信策略信托SCHM |
| 0.64% | 0.59% | $133.7万 | 3.6万股 | $112.3万 | 3.6万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.62% | 0.56% | $130.0万 | 3.4万股 | $106.7万 | 3.0万股 | +3,042股+9.99% | 加仓 |
 英伟达NVDA |
| 0.62% | 0.64% | $129.5万 | 6,471股 | $121.2万 | 6,950股 | -479股-6.89% | 减仓 |
| S嘉信策略信托SCHD |
| 0.6% | 0.64% | $126.6万 | 4.0万股 | $122.4万 | 4.0万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.51% | 0.46% | $107.3万 | 3,037股 | $87.6万 | 3,055股 | -18股-0.59% | 减仓 |
| DDimensional维度ETF信托DFGP |
| 0.49% | 0.49% | $103.3万 | 1.9万股 | $92.7万 | 1.7万股 | +1,803股+10.50% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.46% | 0.51% | $96.7万 | 4.2万股 | $97.0万 | 4.2万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFGR |
| 0.39% | 0.35% | $80.7万 | 2.8万股 | $66.0万 | 2.5万股 | +3,030股+12.21% | 加仓 |
| V先锋领航指数基金VOO |
| 0.38% | 0.36% | $78.9万 | 1,149股 | $68.5万 | 1,147股 | +2股+0.17% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.36% | 0.38% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.34% | 0.37% | $71.3万 | 2,465股 | $70.5万 | 2,776股 | -311股-11.20% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.33% | 0.32% | $69.2万 | 1.7万股 | $60.9万 | 1.7万股 | 00.00% | 持仓不变 |
 C3.ai Inc Ordinary Shares - Class AAI |
| 0.31% | 0.3% | $64.4万 | 7.1万股 | $56.6万 | 6.7万股 | +3,550股+5.28% | 加仓 |
 HUMANA COMHUM |
| 0.3% | 0.14% | $63.1万 | 1,587股 | $27.5万 | 1,587股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.27% | 0.26% | $57.4万 | 1,552股 | $49.7万 | 1,550股 | +2股+0.13% | 加仓 |
 AFFIRM COM CL AAFRM |
| 0.27% | 0.17% | $57.1万 | 7,000股 | $32.1万 | 7,000股 | 00.00% | 持仓不变 |
| S嘉信·USSCHP |
| 0.27% | 0.3% | $56.4万 | 2.1万股 | $56.7万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.25% | 0.23% | $52.7万 | 3,830股 | $43.3万 | 3,830股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.22% | 0.22% | $45.5万 | 1,389股 | $41.3万 | 1,403股 | -14股-1.00% | 减仓 |
 迪尔DE |
| 0.21% | 0.2% | $43.9万 | 692股 | $39.0万 | 692股 | 00.00% | 持仓不变 |
 穆迪MCO |
| 0.21% | 0.22% | $43.7万 | 964股 | $42.1万 | 964股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIS |
| 0.2% | — | $42.9万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 甲骨文ORCL |
| 0.2% | 0.2% | $42.3万 | 2,885股 | $38.1万 | 2,589股 | +296股+11.43% | 加仓 |
 ADOBE COMADBE |
| 0.2% | 0.26% | $41.3万 | 2,016股 | $49.1万 | 2,018股 | -2股-0.10% | 减仓 |
 万豪MAR |
| 0.19% | 0.19% | $40.8万 | 1,102股 | $36.1万 | 1,104股 | -2股-0.18% | 减仓 |
| I景顺QQQ信托VOO |
| 0.18% | 0.16% | $38.1万 | 518股 | $29.9万 | 518股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.18% | 0.17% | $36.9万 | 1.3万股 | $33.0万 | 1.3万股 | 00.00% | 持仓不变 |
