| DDimensional维度ETF信托DUSB |
| 17.63% | 18.25% | $1.87亿 | 367.9万股 | $1.80亿 | 355.3万股 | +12.6万股+3.54% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 13.09% | 13.62% | $1.39亿 | 290.4万股 | $1.34亿 | 280.8万股 | +9.6万股+3.42% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 8.31% | 8.38% | $8,810.1万 | 239.1万股 | $8,268.4万 | 243.4万股 | -4.3万股-1.75% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 8.07% | 8.25% | $8,551.2万 | 159.6万股 | $8,143.3万 | 155.3万股 | +4.3万股+2.77% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 7.82% | 7.39% | $8,288.7万 | 186.9万股 | $7,297.8万 | 187.8万股 | -9,459股-0.50% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 6.59% | 6.15% | $6,982.0万 | 167.3万股 | $6,073.6万 | 165.2万股 | +2.1万股+1.27% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 6% | 5.96% | $6,361.1万 | 186.4万股 | $5,887.4万 | 182.7万股 | +3.7万股+2.01% | 加仓 |
| DDimensional维度ETF信托DFIP |
| 4.23% | 4.48% | $4,478.4万 | 108.6万股 | $4,417.3万 | 105.9万股 | +2.7万股+2.53% | 加仓 |
| DDimensional维度·USDFUV |
| 3.63% | 3.49% | $3,845.9万 | 69.9万股 | $3,447.2万 | 71.1万股 | -1.2万股-1.72% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 3.43% | 3.6% | $3,636.2万 | 67.3万股 | $3,556.7万 | 67.4万股 | -753股-0.11% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.08% | 2.96% | $3,266.4万 | 46.7万股 | $2,920.2万 | 46.8万股 | -297股-0.06% | 减仓 |
| DDimensional维度ETF信托DISV |
| 2.64% | 2.75% | $2,799.0万 | 69.7万股 | $2,715.3万 | 68.8万股 | +9,025股+1.31% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.33% | 2.17% | $2,474.3万 | 30.1万股 | $2,137.2万 | 30.0万股 | +34股+0.01% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.73% | 1.69% | $1,829.1万 | 45.0万股 | $1,664.4万 | 48.2万股 | -3.2万股-6.58% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 1.51% | 1.47% | $1,599.1万 | 55.2万股 | $1,454.2万 | 54.7万股 | +4,883股+0.89% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 1.37% | 1.4% | $1,447.3万 | 41.3万股 | $1,386.0万 | 41.2万股 | +1,541股+0.37% | 加仓 |
| DDimensional维度ETF信托DFSB |
| 0.95% | 0.99% | $1,007.4万 | 19.3万股 | $977.7万 | 18.9万股 | +4,357股+2.31% | 加仓 |
 迪尔DE |
| 0.85% | 0.8% | $903.1万 | 1.4万股 | $792.2万 | 1.4万股 | +174股+1.24% | 加仓 |
 苹果AAPL |
| 0.85% | 0.82% | $901.0万 | 3.1万股 | $809.5万 | 3.2万股 | -757股-2.37% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.82% | 0.77% | $870.9万 | 18.7万股 | $759.1万 | 18.5万股 | +2,019股+1.09% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.79% | 0.78% | $835.2万 | 18.5万股 | $770.8万 | 18.2万股 | +3,388股+1.86% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.32% | $341.2万 | 6,819股 | $317.5万 | 6,625股 | +194股+2.93% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.27% | 0.05% | $290.9万 | 3.8万股 | $48.3万 | 6,384股 | +3.2万股+502.05% | 加仓 |
 英伟达NVDA |
| 0.18% | 0.16% | $195.1万 | 9,752股 | $160.0万 | 9,177股 | +575股+6.27% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.18% | 0.18% | $193.2万 | 8,163股 | $180.8万 | 8,408股 | -245股-2.91% | 减仓 |
 微软MSFT |
| 0.17% | 0.18% | $179.2万 | 4,803股 | $178.0万 | 4,809股 | -6股-0.12% | 减仓 |
 卡特彼勒CAT |
| 0.17% | 0.12% | $177.4万 | 1,666股 | $114.6万 | 1,618股 | +48股+2.97% | 加仓 |
| DDimensional维度ETF信托DFSE |
| 0.17% | 0.16% | $174.9万 | 3.6万股 | $154.1万 | 3.6万股 | -589股-1.62% | 减仓 |
 亚马逊AMZN |
| 0.15% | 0.15% | $164.2万 | 6,889股 | $143.2万 | 6,878股 | +11股+0.16% | 加仓 |
| V先锋领航·INSTL INDEX FDVGUS |
| 0.14% | 0.19% | $152.2万 | 2.0万股 | $183.3万 | 2.4万股 | -4,104股-16.94% | 减仓 |
 摩根大通JPM |
| 0.13% | 0.12% | $137.9万 | 4,214股 | $120.3万 | 4,091股 | +123股+3.01% | 加仓 |
 家得宝HD |
| 0.11% | 0.11% | $114.6万 | 3,248股 | $106.8万 | 3,248股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.11% | 0.1% | $112.4万 | 1,501股 | $98.0万 | 1,501股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.1% | 0.09% | $107.5万 | 3.2万股 | $91.2万 | 3.1万股 | +463股+1.48% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.1% | 0.09% | $106.0万 | 1,420股 | $92.3万 | 1,420股 | 00.00% | 持仓不变 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.1% | 0.11% | $103.0万 | 1.0万股 | $107.9万 | 1.1万股 | -495股-4.64% | 减仓 |
 甲骨文ORCL |
| 0.09% | 0.1% | $93.5万 | 6,377股 | $93.8万 | 6,376股 | +1股+0.02% | 加仓 |
 宝洁PG |
| 0.08% | 0.09% | $88.9万 | 6,063股 | $87.6万 | 6,063股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.07% | 0.08% | $78.1万 | 3,075股 | $75.3万 | 3,079股 | -4股-0.13% | 减仓 |
| V先锋领航指数基金VTV |
| 0.07% | 0.07% | $76.8万 | 3,523股 | $69.1万 | 3,523股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.07% | 0.07% | $71.1万 | 1,922股 | $65.5万 | 2,041股 | -119股-5.83% | 减仓 |
 沃尔玛WMT |
| 0.07% | 0.08% | $70.8万 | 6,251股 | $76.4万 | 6,151股 | +100股+1.63% | 加仓 |
| IiShares安硕信托IVW |
| 0.07% | 0.06% | $70.6万 | 5,136股 | $58.1万 | 5,136股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.07% | 0.05% | $69.3万 | 1,963股 | $53.7万 | 1,874股 | +89股+4.75% | 加仓 |
 礼来LLY |
| 0.06% | 0.05% | $67.2万 | 560股 | $51.5万 | 560股 | 00.00% | 持仓不变 |
 VisaV |
| 0.06% | 0.05% | $62.9万 | 1,834股 | $53.9万 | 1,784股 | +50股+2.80% | 加仓 |
 谷歌AGOOGL |
| 0.06% | 0.05% | $61.0万 | 1,707股 | $45.6万 | 1,587股 | +120股+7.56% | 加仓 |
 英特尔INTC |
| 0.05% | — | $58.0万 | 4,152股 | $0 | 0股 | +4,152股 | 新买入 |
| IIBMIBM |
| 0.05% | 0.05% | $55.4万 | 1,970股 | $47.8万 | 1,971股 | -1股-0.05% | 减仓 |
 TEREX NEWTEX |
| 0.05% | 0.04% | $49.7万 | 6,868股 | $40.6万 | 6,869股 | -1股-0.01% | 减仓 |
