| DDimensional维度ETF信托DFIV |
| 26.99% | 29.45% | $6,664.2万 | 123.4万股 | $6,560.2万 | 124.3万股 | -9,279股-0.75% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 18.47% | 17.8% | $4,559.0万 | 55.4万股 | $3,965.4万 | 55.7万股 | -3,814股-0.68% | 减仓 |
| DDimensional维度·USDFUV |
| 16.62% | 16.33% | $4,102.6万 | 74.6万股 | $3,637.2万 | 75.1万股 | -4,781股-0.64% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 14.24% | 13.73% | $3,515.6万 | 42.9万股 | $3,057.4万 | 43.1万股 | -2,128股-0.49% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 3.28% | 3.12% | $808.9万 | 6.5万股 | $694.4万 | 1.6万股 | +4.9万股+300.00% | 加仓 |
 苹果AAPL |
| 3.26% | 3.05% | $804.6万 | 2.8万股 | $678.7万 | 2.7万股 | +1,063股+3.98% | 加仓 |
 亚马逊AMZN |
| 1.89% | 1.83% | $466.4万 | 2.0万股 | $407.8万 | 2.0万股 | -13股-0.07% | 减仓 |
| IiShares安硕信托IWD |
| 1.86% | 1.82% | $458.9万 | 1.9万股 | $404.5万 | 1.9万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 1.52% | 1.61% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.04% | 1.37% | $257.6万 | 6,906股 | $305.0万 | 8,239股 | -1,333股-16.18% | 减仓 |
 美光科技MU |
| 0.78% | 0.35% | $192.7万 | 1,669股 | $77.2万 | 2,286股 | -617股-26.99% | 减仓 |
| IiShares安硕信托EFV |
| 0.68% | 0.73% | $168.3万 | 2.2万股 | $162.7万 | 2.2万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVLV |
| 0.66% | 0.65% | $163.8万 | 1.8万股 | $144.8万 | 1.8万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVSC |
| 0.66% | 0.62% | $163.4万 | 2.2万股 | $138.8万 | 2.2万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.65% | 0.66% | $161.5万 | 4,518股 | $146.9万 | 5,108股 | -590股-11.55% | 减仓 |
 PRIMERICAPRI |
| 0.56% | 0.55% | $138.0万 | 4,857股 | $121.7万 | 4,857股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.5% | 0.51% | $124.6万 | 6,226股 | $113.6万 | 6,515股 | -289股-4.44% | 减仓 |
| AAvantis·INTERNATIONAL SMALL CAP EQUITY ETFAVDS |
| 0.44% | 0.47% | $109.4万 | 1.5万股 | $104.5万 | 1.5万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVLC |
| 0.43% | 0.42% | $107.3万 | 1.2万股 | $92.5万 | 1.2万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.4% | 0.55% | $99.5万 | 6,003股 | $122.0万 | 5,899股 | +104股+1.76% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.39% | 0.36% | $95.6万 | 9,908股 | $79.8万 | 9,908股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.36% | 0.19% | $89.9万 | 1,243股 | $42.5万 | 1,243股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.31% | $84.3万 | 2,386股 | $68.1万 | 2,376股 | +10股+0.42% | 加仓 |
 摩根大通JPM |
| 0.34% | 0.34% | $83.6万 | 2,553股 | $75.1万 | 2,553股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSD |
| 0.31% | 0.27% | $77.7万 | 1.6万股 | $60.5万 | 1.3万股 | +3,649股+28.89% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.27% | 0.35% | $66.1万 | 4,617股 | $77.2万 | 6,117股 | -1,500股-24.52% | 减仓 |
| V先锋领航指数基金VOO |
| 0.25% | 0.22% | $61.4万 | 834股 | $49.4万 | 856股 | -22股-2.57% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.23% | 0.22% | $56.4万 | 1.1万股 | $48.8万 | 1.1万股 | +94股+0.87% | 加仓 |
 AMGEN COMAMGN |
| 0.2% | 0.21% | $48.7万 | 1,346股 | $47.4万 | 1,346股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.17% | 0.16% | $43.1万 | 1,140股 | $35.4万 | 1,145股 | -5股-0.44% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.16% | 0.17% | $40.5万 | 9,830股 | $38.9万 | 9,980股 | -150股-1.50% | 减仓 |
 MCKESSON COMMCK |
| 0.16% | 0.2% | $39.5万 | 523股 | $45.3万 | 523股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.16% | 0.15% | $38.7万 | 8,726股 | $33.9万 | 8,726股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFLV |
| 0.15% | 0.11% | $35.9万 | 9,067股 | $24.4万 | 6,821股 | +2,246股+32.93% | 加仓 |
 希捷STX |
| 0.15% | — | $35.8万 | 371股 | $0 | 0股 | +371股 | 新买入 |
 NORFOLK SOUTHN COMNSC |
| 0.14% | 0.14% | $34.6万 | 1,100股 | $31.6万 | 1,100股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.14% | 0.1% | $33.3万 | 9,768股 | $23.3万 | 7,232股 | +2,536股+35.07% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.13% | 0.09% | $31.5万 | 7,546股 | $20.5万 | 5,573股 | +1,973股+35.40% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.13% | 0.13% | $31.0万 | 620股 | $29.7万 | 620股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.12% | 0.13% | $29.9万 | 531股 | $29.3万 | 511股 | +20股+3.91% | 加仓 |
| WWisdomTree信托DLN |
| 0.11% | 0.12% | $28.1万 | 2,917股 | $25.9万 | 2,903股 | +14股+0.48% | 加仓 |
 GE航空GE |
| 0.11% | 0.09% | $27.1万 | 725股 | $20.6万 | 725股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.1% | 0.11% | $25.3万 | 2,633股 | $25.4万 | 2,633股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.09% | 0.1% | $23.1万 | 1,576股 | $23.2万 | 1,576股 | 00.00% | 持仓不变 |
| IISHARES FUTURE AI & TECHETFARTY |
| 0.09% | — | $22.2万 | 2,910股 | $0 | 0股 | +2,910股 | 新买入 |
| DDimensional维度ETF信托DFSU |
| 0.09% | — | $22.1万 | 4,743股 | $0 | 0股 | +4,743股 | 新买入 |
 SEMPRA COMSRE |
| 0.09% | 0.1% | $21.6万 | 2,332股 | $22.7万 | 2,332股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIS |
| 0.09% | — | $21.3万 | 6,070股 | $0 | 0股 | +6,070股 | 新买入 |
