| DDimensional维度ETF信托DFAC |
| 22.27% | 21.58% | $1.26亿 | 283.8万股 | $1.10亿 | 283.1万股 | +7,166股+0.25% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 11.79% | 12.14% | $6,663.4万 | 180.9万股 | $6,190.4万 | 182.2万股 | -1.4万股-0.75% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 9.14% | 9.72% | $5,167.5万 | 68.3万股 | $4,955.9万 | 65.5万股 | +2.8万股+4.23% | 加仓 |
 苹果AAPL |
| 8.4% | 8.72% | $4,745.6万 | 16.4万股 | $4,446.7万 | 17.5万股 | -1.1万股-6.40% | 减仓 |
| V先锋领航债券指数基金BIV |
| 7.07% | 7.3% | $3,998.0万 | 52.1万股 | $3,720.0万 | 48.2万股 | +3.9万股+8.15% | 加仓 |
| RRBB FUND TRUSTEBI |
| 6.69% | 6.61% | $3,783.9万 | 58.3万股 | $3,370.9万 | 58.3万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 4.2% | 4.39% | $2,373.3万 | 30.5万股 | $2,239.8万 | 28.6万股 | +1.9万股+6.64% | 加仓 |
| AAvantis·U SAVUV |
| 3.61% | 3.55% | $2,040.7万 | 16.4万股 | $1,809.0万 | 16.4万股 | -187股-0.11% | 减仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 3.58% | 3.35% | $2,023.8万 | 58.5万股 | $1,709.2万 | 58.0万股 | +5,014股+0.87% | 加仓 |
| A美国世纪ETF信托AVRE |
| 2.91% | 2.93% | $1,646.9万 | 34.8万股 | $1,493.5万 | 33.9万股 | +8,310股+2.45% | 加仓 |
| C资本集团股息价值CCBG |
| 2.17% | 2.01% | $1,224.0万 | 24.8万股 | $1,023.3万 | 24.1万股 | +7,824股+3.25% | 加仓 |
| C资本集团成长ETFCGGR |
| 1.84% | 1.68% | $1,038.2万 | 22.0万股 | $857.9万 | 21.3万股 | +6,507股+3.05% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.79% | 1.72% | $1,009.5万 | 10.5万股 | $879.2万 | 10.9万股 | -4,483股-4.11% | 减仓 |
| DDimensional维度ETF信托DISV |
| 1.18% | 1.28% | $665.5万 | 16.6万股 | $654.1万 | 16.6万股 | -3股-0.00% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1% | 0.9% | $564.0万 | 1.6万股 | $460.6万 | 1.6万股 | -94股-0.59% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.99% | 1.04% | $560.7万 | 16.4万股 | $531.6万 | 16.5万股 | -688股-0.42% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.93% | 0.93% | $523.5万 | 12.5万股 | $474.0万 | 12.9万股 | -3,500股-2.71% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 0.91% | 0.87% | $515.2万 | 12.7万股 | $441.4万 | 12.8万股 | -995股-0.78% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.91% | 0.97% | $514.0万 | 6.2万股 | $495.4万 | 6.0万股 | +2,319股+3.87% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.65% | 0.66% | $366.3万 | 9.4万股 | $338.5万 | 9.7万股 | -2,173股-2.25% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.48% | 0.44% | $269.0万 | 5.8万股 | $226.8万 | 5.5万股 | +2,501股+4.53% | 加仓 |
 英伟达NVDA |
| 0.4% | 0.39% | $227.2万 | 1.1万股 | $199.0万 | 1.1万股 | -57股-0.50% | 减仓 |
 强生JNJ |
| 0.38% | 0.41% | $213.7万 | 8,413股 | $208.1万 | 8,513股 | -100股-1.17% | 减仓 |
 ShopifySHOP |
| 0.37% | 0.43% | $209.1万 | 1.8万股 | $217.3万 | 1.8万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.36% | 0.35% | $203.7万 | 2,966股 | $177.4万 | 2,969股 | -3股-0.10% | 减仓 |
 特斯拉TSLA |
| 0.34% | 0.33% | $191.7万 | 4,557股 | $169.5万 | 4,559股 | -2股-0.04% | 减仓 |
| V先锋领航全球基金VCEB |
| 0.29% | 0.31% | $164.4万 | 2.6万股 | $159.4万 | 2.5万股 | +817股+3.22% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.28% | 0.28% | $157.5万 | 3.3万股 | $144.0万 | 3.0万股 | +2,907股+9.67% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.22% | 0.22% | $122.2万 | 1.7万股 | $110.8万 | 1.8万股 | -258股-1.45% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.21% | 0.22% | $120.7万 | 2.7万股 | $111.3万 | 2.6万股 | +522股+1.99% | 加仓 |
 应用材料AMAT |
| 0.18% | 0.1% | $102.9万 | 1,423股 | $48.6万 | 1,423股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 0.18% | 0.17% | $100.5万 | 1.8万股 | $88.5万 | 1.8万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.16% | 0.17% | $91.4万 | 1,826股 | $87.5万 | 1,826股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.16% | 0.14% | $90.2万 | 3,785股 | $68.9万 | 3,309股 | +476股+14.39% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.16% | 0.16% | $89.6万 | 1.3万股 | $80.6万 | 1.3万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSB |
| 0.16% | 0.16% | $88.8万 | 1.7万股 | $81.0万 | 1.6万股 | +1,386股+8.85% | 加仓 |
 美光科技MU |
| 0.15% | 0.05% | $84.5万 | 732股 | $24.8万 | 733股 | -1股-0.14% | 减仓 |
| I景顺QQQ信托VOO |
| 0.15% | 0.13% | $83.8万 | 1,138股 | $65.6万 | 1,136股 | +2股+0.18% | 加仓 |
 科磊KLAC |
| 0.14% | 0.08% | $81.1万 | 2,687股 | $39.4万 | 268股 | +2,419股+902.61% | 加仓 |
 礼来LLY |
| 0.14% | 0.12% | $78.4万 | 654股 | $60.0万 | 652股 | +2股+0.31% | 加仓 |
| V先锋领航指数基金VV |
| 0.13% | 0.13% | $75.9万 | 2,208股 | $66.0万 | 2,208股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.12% | 0.05% | $69.4万 | 1,195股 | $24.3万 | 1,195股 | 00.00% | 持仓不变 |
 EVERSOURCE ENERGYES |
| 0.12% | 0.13% | $68.7万 | 9,502股 | $65.8万 | 9,499股 | +3股+0.03% | 加仓 |
 微软MSFT |
| 0.12% | 0.1% | $67.9万 | 1,820股 | $53.3万 | 1,441股 | +379股+26.30% | 加仓 |
| G通用动力VTI |
| 0.12% | 0.11% | $66.7万 | 1,802股 | $57.8万 | 1,802股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSE |
| 0.11% | 0.1% | $63.9万 | 1.3万股 | $52.4万 | 1.2万股 | +711股+5.75% | 加仓 |
 雪佛龙CVX |
| 0.11% | 0.16% | $60.5万 | 3,648股 | $79.6万 | 3,848股 | -200股-5.20% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.11% | 0.09% | $59.4万 | 1,495股 | $47.6万 | 1,497股 | -2股-0.13% | 减仓 |
 谷歌AGOOGL |
| 0.1% | 0.11% | $54.6万 | 1,528股 | $55.4万 | 1,926股 | -398股-20.66% | 减仓 |
 泛林集团LRCX |
| 0.09% | 0.05% | $51.3万 | 1,183股 | $25.1万 | 1,173股 | +10股+0.85% | 加仓 |
