| DDimensional维度ETF信托DFAC |
| 13.11% | 12.8% | $9,884.9万 | 222.8万股 | $8,487.4万 | 218.4万股 | +4.4万股+2.03% | 加仓 |
| A美国世纪ETF信托AVUS |
| 10.93% | 10.66% | $8,242.5万 | 64.4万股 | $7,068.7万 | 63.6万股 | +7,752股+1.22% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 6.06% | 5.94% | $4,567.2万 | 88.4万股 | $3,940.1万 | 87.3万股 | +1.0万股+1.18% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.21% | 5.48% | $3,930.0万 | 95.3万股 | $3,631.7万 | 93.2万股 | +2.1万股+2.21% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 4.99% | 4.86% | $3,764.9万 | 45.9万股 | $3,220.5万 | 45.4万股 | +5,303股+1.17% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 4.99% | 5.16% | $3,758.9万 | 100.9万股 | $3,424.4万 | 96.4万股 | +4.5万股+4.67% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 4.92% | 4.61% | $3,707.2万 | 45.2万股 | $3,055.6万 | 42.4万股 | +2.8万股+6.67% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 4.35% | 4.64% | $3,280.0万 | 64.6万股 | $3,079.9万 | 60.7万股 | +3.9万股+6.35% | 加仓 |
| A美国世纪ETF信托AVEM |
| 4.25% | 3.89% | $3,204.3万 | 33.2万股 | $2,579.6万 | 32.0万股 | +1.2万股+3.73% | 加仓 |
 AVANTIS INTLNGG |
| 3.93% | 4.23% | $2,963.6万 | 33.2万股 | $2,805.8万 | 33.1万股 | +1,531股+0.46% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 3.35% | 3.5% | $2,524.1万 | 52.9万股 | $2,318.3万 | 48.4万股 | +4.4万股+9.17% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.34% | 2.15% | $1,763.3万 | 43.9万股 | $1,426.4万 | 42.1万股 | +1.7万股+4.10% | 加仓 |
 苹果AAPL |
| 1.54% | 1.54% | $1,158.4万 | 4.0万股 | $1,020.8万 | 4.0万股 | -190股-0.47% | 减仓 |
| IiShares安硕信托IVV |
| 1.53% | 1.59% | $1,155.0万 | 1.5万股 | $1,054.9万 | 1.6万股 | -727股-4.50% | 减仓 |
| V先锋领航指数基金VV |
| 1.48% | 1.48% | $1,112.5万 | 3.2万股 | $983.0万 | 3.3万股 | -545股-1.66% | 减仓 |
| IiShares安硕信托IEFA |
| 1.43% | 1.59% | $1,079.9万 | 11.2万股 | $1,052.7万 | 11.6万股 | -4,462股-3.84% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 1.41% | 1.45% | $1,060.8万 | 25.1万股 | $960.8万 | 22.8万股 | +2.4万股+10.43% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.38% | 1.3% | $1,037.7万 | 25.5万股 | $860.5万 | 24.9万股 | +6,280股+2.52% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.12% | 1.15% | $845.2万 | 22.9万股 | $761.6万 | 22.4万股 | +5,225股+2.33% | 加仓 |
 微软MSFT |
| 0.77% | 0.88% | $579.6万 | 1.6万股 | $580.4万 | 1.6万股 | -142股-0.91% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.69% | 0.7% | $521.6万 | 7.5万股 | $465.8万 | 7.5万股 | +29股+0.04% | 加仓 |
| AAvantis·U SAVUV |
| 0.68% | 0.68% | $510.0万 | 4.1万股 | $448.4万 | 4.1万股 | +291股+0.72% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.67% | 0.62% | $506.5万 | 6.2万股 | $409.0万 | 5.8万股 | +4,006股+6.97% | 加仓 |
| G通用动力VTI |
| 0.64% | 0.63% | $483.6万 | 1.3万股 | $419.6万 | 1.3万股 | -12股-0.09% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.62% | 0.61% | $464.9万 | 6,226股 | $402.4万 | 6,188股 | +38股+0.61% | 加仓 |
 谷歌AGOOGL |
| 0.58% | 0.53% | $436.4万 | 1.2万股 | $352.7万 | 1.2万股 | -55股-0.45% | 减仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.56% | 0.55% | $423.3万 | 5.1万股 | $362.7万 | 4.9万股 | +1,973股+4.01% | 加仓 |
 泛林集团LRCX |
| 0.54% | 0.3% | $409.0万 | 9,439股 | $201.6万 | 9,437股 | +2股+0.02% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.48% | 0.55% | $363.7万 | 8.8万股 | $362.9万 | 8.7万股 | +472股+0.54% | 加仓 |
| IiShares安硕信托ITOT |
| 0.47% | 0.47% | $356.6万 | 2.2万股 | $308.6万 | 2.2万股 | +46股+0.21% | 加仓 |
| A美国世纪ETF信托AVGE |
| 0.42% | 0.4% | $319.6万 | 3.2万股 | $265.7万 | 3.0万股 | +2,060股+6.82% | 加仓 |
| IiShares安硕信托AGG |
| 0.41% | 0.5% | $310.2万 | 3.1万股 | $333.7万 | 3.4万股 | -2,272股-6.76% | 减仓 |
| IiShares安硕信托REET |
| 0.4% | 0.42% | $303.5万 | 11.0万股 | $275.8万 | 11.0万股 | +229股+0.21% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.38% | 0.35% | $284.0万 | 8,037股 | $230.4万 | 8,031股 | +6股+0.07% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.37% | $256.5万 | 5,125股 | $244.9万 | 5,110股 | +15股+0.29% | 加仓 |
 好市多COST |
| 0.33% | 0.4% | $249.2万 | 2,664股 | $265.4万 | 2,664股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.32% | 0.32% | $241.4万 | 1.5万股 | $210.5万 | 1.5万股 | +158股+1.04% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.31% | 0.32% | $234.1万 | 6.0万股 | $211.8万 | 6.0万股 | -118股-0.20% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.31% | 0.36% | $230.0万 | 2.8万股 | $238.7万 | 2.9万股 | -1,017股-3.53% | 减仓 |
 摩根大通JPM |
| 0.3% | 0.31% | $229.0万 | 6,997股 | $205.8万 | 6,996股 | +1股+0.01% | 加仓 |
 VisaV |
| 0.3% | 0.3% | $228.3万 | 6,654股 | $200.6万 | 6,637股 | +17股+0.26% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.3% | 0.3% | $228.1万 | 2.5万股 | $201.0万 | 2.5万股 | +79股+0.32% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.3% | 0.31% | $224.5万 | 9,489股 | $204.0万 | 9,484股 | +5股+0.05% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.29% | 0.31% | $219.4万 | 5.5万股 | $208.0万 | 5.8万股 | -2,746股-4.72% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.29% | 0.28% | $216.2万 | 5,280股 | $188.2万 | 5,278股 | +2股+0.04% | 加仓 |
| IiShares安硕IEMG |
| 0.28% | 0.3% | $213.2万 | 2.6万股 | $200.6万 | 2.9万股 | -3,025股-10.52% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.27% | 0.29% | $206.8万 | 6.1万股 | $194.9万 | 6.1万股 | +98股+0.16% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.27% | 0.27% | $203.4万 | 7.0万股 | $179.1万 | 6.7万股 | +2,850股+4.23% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.26% | 0.26% | $193.6万 | 7,969股 | $173.0万 | 7,962股 | +7股+0.09% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.25% | 0.28% | $187.8万 | 2.4万股 | $188.0万 | 2.4万股 | +127股+0.53% | 加仓 |
