| DDimensional维度ETF信托DFAC |
| 38.28% | 39.46% | $7,316.0万 | 164.9万股 | $6,602.1万 | 169.9万股 | -5.0万股-2.93% | 减仓 |
| DDimensional维度·USDFUV |
| 7.76% | 7.54% | $1,483.7万 | 27.0万股 | $1,262.0万 | 26.0万股 | +9,277股+3.56% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 7.53% | 7.7% | $1,439.1万 | 20.6万股 | $1,287.9万 | 20.6万股 | -336股-0.16% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 6.74% | 7.03% | $1,288.2万 | 35.0万股 | $1,176.7万 | 34.6万股 | +3,292股+0.95% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 5.85% | 6.65% | $1,117.5万 | 20.7万股 | $1,112.3万 | 21.1万股 | -3,871股-1.84% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.19% | 5.33% | $991.5万 | 24.0万股 | $892.3万 | 22.9万股 | +1.1万股+4.95% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 4.33% | 4.26% | $826.8万 | 10.0万股 | $712.1万 | 10.0万股 | +296股+0.30% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 3.19% | 3.24% | $608.9万 | 11.8万股 | $541.4万 | 12.0万股 | -2,198股-1.83% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.01% | 2.83% | $575.0万 | 14.3万股 | $473.5万 | 14.0万股 | +3,143股+2.25% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.91% | 2.64% | $555.9万 | 6.8万股 | $442.3万 | 6.2万股 | +5,465股+8.76% | 加仓 |
| A美国世纪ETF信托AVUS |
| 2.81% | 2.06% | $536.5万 | 4.2万股 | $344.2万 | 3.1万股 | +1.1万股+35.31% | 加仓 |
| DDimensional维度ETF信托DISV |
| 1.51% | 1.65% | $287.9万 | 7.2万股 | $276.2万 | 7.0万股 | +1,710股+2.44% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.47% | 1.31% | $281.5万 | 10.8万股 | $218.8万 | 9.3万股 | +1.5万股+16.32% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.06% | 0.97% | $203.3万 | 4.9万股 | $162.3万 | 4.4万股 | +4,552股+10.31% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.86% | 0.85% | $163.4万 | 3,991股 | $142.3万 | 3,991股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFCF |
| 0.64% | 0.68% | $121.9万 | 2.9万股 | $113.0万 | 2.7万股 | +2,117股+7.91% | 加仓 |
| IiShares安硕信托SGOV |
| 0.63% | 0.17% | $119.5万 | 1.2万股 | $28.2万 | 2,806股 | +9,064股+323.02% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.57% | 0.53% | $108.0万 | 3,595股 | $89.2万 | 3,595股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.51% | 0.51% | $97.3万 | 1,383股 | $85.3万 | 1,383股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.46% | 0.49% | $87.7万 | 2.6万股 | $82.3万 | 2.6万股 | +164股+0.64% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 0.42% | 0.44% | $80.3万 | 2.3万股 | $73.4万 | 2.2万股 | +1,130股+5.18% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.41% | 0.37% | $79.2万 | 2.0万股 | $61.6万 | 1.8万股 | +2,841股+16.15% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.41% | 0.5% | $77.9万 | 1.0万股 | $83.4万 | 1.1万股 | -632股-5.94% | 减仓 |
AVANTIS INTLNGG |
| 0.38% | 0.25% | $72.6万 | 8,140股 | $42.5万 | 5,004股 | +3,136股+62.67% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.38% | 0.38% | $71.7万 | 1.8万股 | $64.1万 | 1.9万股 | -909股-4.90% | 减仓 |
| S嘉信策略信托SCHD |
| 0.31% | 0.34% | $59.3万 | 1.9万股 | $57.4万 | 1.9万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVLV |
| 0.3% | 0.29% | $56.8万 | 6,228股 | $47.8万 | 5,928股 | +300股+5.06% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.27% | — | $52.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| AAvantis·U SAVUV |
| 0.24% | 0.27% | $45.7万 | 3,664股 | $46.0万 | 4,163股 | -499股-11.99% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 0.24% | 0.24% | $45.6万 | 5,563股 | $40.0万 | 5,553股 | +10股+0.18% | 加仓 |
| A美国世纪ETF信托AVRE |
| 0.23% | 0.25% | $43.8万 | 9,250股 | $41.1万 | 9,326股 | -76股-0.81% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.18% | 0.18% | $35.3万 | 2,846股 | $30.3万 | 711股 | +2,135股+300.28% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.16% | — | $31.4万 | 6,580股 | $0 | 0股 | +6,580股 | 新买入 |
| V先锋领航·SMALLVBR |
| 0.15% | 0.15% | $28.2万 | 1,160股 | $25.2万 | 1,160股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BIV |
| 0.14% | 0.18% | $27.1万 | 3,535股 | $30.6万 | 3,970股 | -435股-10.96% | 减仓 |
| IiShares安硕·COREIJH |
| 0.13% | 0.13% | $24.9万 | 3,227股 | $21.8万 | 3,227股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.13% | — | $24.4万 | 327股 | $0 | 0股 | +327股 | 新买入 |
| IiShares安硕信托CMF |
| 0.13% | — | $24.2万 | 4,194股 | $0 | 0股 | +4,194股 | 新买入 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.12% | 0.13% | $23.5万 | 2,838股 | $21.5万 | 2,912股 | -74股-2.54% | 减仓 |