| DDimensional维度ETF信托DFAC |
| 12.95% | 11.92% | $1.67亿 | 376.2万股 | $1.49亿 | 383.6万股 | -7.4万股-1.92% | 减仓 |
| G通用动力VTI |
| 12.73% | 12.28% | $1.64亿 | 44.4万股 | $1.54亿 | 47.9万股 | -3.5万股-7.33% | 减仓 |
 Meta平台META |
| 7.87% | 8.35% | $1.01亿 | 18.0万股 | $1.04亿 | 18.2万股 | -2,201股-1.21% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 3.17% | 3.04% | $4,089.2万 | 111.0万股 | $3,807.0万 | 112.1万股 | -1.1万股-0.95% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.87% | 2.69% | $3,700.2万 | 51.9万股 | $3,365.0万 | 52.5万股 | -5,811股-1.11% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.86% | 2.58% | $3,691.5万 | 4.9万股 | $3,231.4万 | 5.0万股 | -255股-0.51% | 减仓 |
| DDimensional维度·USDFUV |
| 2.7% | 2.49% | $3,477.1万 | 63.2万股 | $3,107.9万 | 64.1万股 | -9,264股-1.44% | 减仓 |
 苹果AAPL |
| 2.37% | 2.2% | $3,060.2万 | 10.6万股 | $2,754.9万 | 10.9万股 | -2,790股-2.57% | 减仓 |
 AVANTIS INTLNGG |
| 2.29% | 2.19% | $2,947.8万 | 33.0万股 | $2,733.2万 | 32.2万股 | +8,311股+2.58% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.28% | 1.04% | $2,935.1万 | 8.3万股 | $1,299.6万 | 4.5万股 | +3.8万股+83.35% | 加仓 |
| A美国世纪ETF信托AVUS |
| 1.95% | 1.74% | $2,516.8万 | 19.6万股 | $2,170.5万 | 19.5万股 | +1,278股+0.65% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.67% | 1.58% | $2,152.8万 | 30.8万股 | $1,981.1万 | 31.7万股 | -9,248股-2.92% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.59% | 1.41% | $2,047.3万 | 23.9万股 | $1,761.5万 | 22.8万股 | +1.1万股+4.83% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.52% | 1.39% | $1,953.9万 | 23.8万股 | $1,738.0万 | 24.5万股 | -6,640股-2.71% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 1.41% | 1.17% | $1,820.5万 | 44.8万股 | $1,462.3万 | 42.3万股 | +2.5万股+5.84% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 1.19% | 0.91% | $1,528.4万 | 41.0万股 | $1,142.4万 | 32.2万股 | +8.9万股+27.57% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.18% | 1.01% | $1,515.6万 | 15.7万股 | $1,260.6万 | 15.6万股 | +627股+0.40% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 1.16% | 1.08% | $1,498.3万 | 38.6万股 | $1,356.4万 | 38.7万股 | -844股-0.22% | 减仓 |
| DDimensional维度ETF信托DISV |
| 1.15% | 1.1% | $1,481.8万 | 36.9万股 | $1,369.3万 | 34.7万股 | +2.2万股+6.36% | 加仓 |
| V先锋领航指数基金VUG |
| 1% | 0.79% | $1,293.0万 | 15.0万股 | $988.4万 | 2.3万股 | +12.7万股+563.34% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.97% | 1% | $1,250.5万 | 23.1万股 | $1,249.0万 | 23.7万股 | -5,169股-2.18% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.94% | 0.88% | $1,212.9万 | 20.3万股 | $1,102.4万 | 20.4万股 | -761股-0.37% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.92% | 0.92% | $1,186.4万 | 12.3万股 | $1,148.3万 | 12.9万股 | -6,425股-4.96% | 减仓 |
| OOKLOOKLO |
| 0.91% | 0.89% | $1,168.7万 | 22.3万股 | $1,107.6万 | 22.3万股 | -10股-0.00% | 减仓 |
 谷歌AGOOGL |
| 0.9% | 0.74% | $1,161.0万 | 3.2万股 | $925.7万 | 3.2万股 | +296股+0.92% | 加仓 |
 亚马逊AMZN |
| 0.79% | 0.72% | $1,023.4万 | 4.3万股 | $900.7万 | 4.3万股 | -309股-0.71% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.79% | 0.84% | $1,022.5万 | 4.2万股 | $1,044.4万 | 4.8万股 | -5,994股-12.47% | 减仓 |
 英伟达NVDA |
| 0.72% | 0.7% | $929.0万 | 4.6万股 | $876.4万 | 5.0万股 | -3,821股-7.60% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.71% | 0.85% | $921.2万 | 18.2万股 | $1,056.9万 | 21.2万股 | -3.0万股-14.03% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.71% | 0.65% | $920.1万 | 22.0万股 | $815.4万 | 22.2万股 | -1,315股-0.59% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.7% | 0.6% | $904.6万 | 11.0万股 | $747.9万 | 10.5万股 | +4,716股+4.49% | 加仓 |
 微软MSFT |
| 0.69% | 0.71% | $890.1万 | 2.4万股 | $884.4万 | 2.4万股 | -30股-0.13% | 减仓 |
| IiShares安硕信托IVV |
| 0.62% | 0.57% | $800.5万 | 1.1万股 | $711.1万 | 1.1万股 | -198股-1.82% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.6% | 0.54% | $770.5万 | 26.6万股 | $672.4万 | 26.8万股 | -1,818股-0.68% | 减仓 |
| V先锋领航指数基金VTV |
| 0.57% | 0.65% | $730.7万 | 3.4万股 | $818.5万 | 4.2万股 | -8,188股-19.63% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.57% | 0.56% | $729.0万 | 7.0万股 | $701.9万 | 7.2万股 | -2,089股-2.89% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.56% | 0.56% | $720.9万 | 1.4万股 | $705.0万 | 1.5万股 | -306股-2.08% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.51% | 0.47% | $651.3万 | 6.3万股 | $589.7万 | 5.9万股 | +4,145股+7.02% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.46% | 0.42% | $593.1万 | 6.5万股 | $528.9万 | 6.6万股 | -578股-0.88% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.45% | 0.49% | $584.9万 | 11.6万股 | $606.5万 | 12.1万股 | -4,960股-4.09% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 0.43% | 0.41% | $552.7万 | 6.2万股 | $511.1万 | 6.2万股 | +421股+0.68% | 加仓 |
 AMD超威AMD |
| 0.43% | 0.17% | $548.7万 | 9,445股 | $211.8万 | 1.0万股 | -964股-9.26% | 减仓 |
| A美国世纪ETF信托AVSC |
| 0.42% | 0.32% | $539.8万 | 7.4万股 | $397.1万 | 6.4万股 | +9,856股+15.46% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.39% | 0.37% | $505.5万 | 2.1万股 | $461.3万 | 2.1万股 | -87股-0.41% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.38% | 0.37% | $496.2万 | 8.5万股 | $468.5万 | 8.0万股 | +5,217股+6.52% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 0.37% | 0.32% | $476.4万 | 4.1万股 | $402.5万 | 4.1万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 0.36% | 0.4% | $468.3万 | 5.9万股 | $501.5万 | 6.3万股 | -4,008股-6.34% | 减仓 |
 美光科技MU |
| 0.36% | 0.09% | $460.6万 | 3,991股 | $107.9万 | 3,193股 | +798股+24.99% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.35% | 0.34% | $449.3万 | 6股 | $430.9万 | 6股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPTM |
| 0.33% | 0.3% | $431.1万 | 4.7万股 | $374.3万 | 4.7万股 | +133股+0.28% | 加仓 |
