| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 6.71% | 6.65% | $1,385.6万 | 16.9万股 | $1,216.5万 | 17.2万股 | -2,449股-1.43% | 减仓 |
| S道富SPYM |
| 5.94% | 4.56% | $1,227.6万 | 14.0万股 | $833.0万 | 10.9万股 | +3.1万股+28.36% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 5.1% | 5.02% | $1,052.3万 | 23.7万股 | $917.9万 | 23.6万股 | +992股+0.42% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 4.7% | 4.89% | $969.7万 | 23.5万股 | $893.5万 | 22.9万股 | +5,752股+2.51% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 3.63% | 3.93% | $748.9万 | 10股 | $718.1万 | 10股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFCF |
| 3.58% | 4.02% | $739.7万 | 17.5万股 | $735.0万 | 17.4万股 | +1,140股+0.65% | 加仓 |
| IiShares安硕信托ITOT |
| 3.31% | 3.33% | $683.4万 | 4.2万股 | $609.2万 | 4.3万股 | -1,164股-2.72% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.03% | 2.92% | $625.0万 | 15.5万股 | $534.0万 | 15.8万股 | -2,271股-1.44% | 减仓 |
 苹果AAPL |
| 2.92% | 2.9% | $602.3万 | 2.1万股 | $530.2万 | 2.1万股 | -78股-0.37% | 减仓 |
| V先锋领航指数基金VUG |
| 2.47% | 2.34% | $509.3万 | 5.9万股 | $428.1万 | 9,802股 | +4.9万股+503.13% | 加仓 |
 英伟达NVDA |
| 2.18% | 2.1% | $451.1万 | 2.3万股 | $383.1万 | 2.2万股 | +579股+2.64% | 加仓 |
| IiShares安硕信托IVW |
| 1.54% | 1.35% | $318.3万 | 2.3万股 | $246.6万 | 2.2万股 | +1,345股+6.17% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.48% | 1.92% | $306.1万 | 5.8万股 | $350.7万 | 5.7万股 | +380股+0.66% | 加仓 |
 微软MSFT |
| 1.47% | 1.6% | $304.3万 | 8,158股 | $293.4万 | 7,925股 | +233股+2.94% | 加仓 |
| IISHARES U.S. TECH INDEPENDENCE FOCUSED ETFIETC |
| 1.47% | 1.35% | $304.1万 | 2.8万股 | $246.3万 | 2.8万股 | +458股+1.64% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.46% | 1.42% | $302.3万 | 4.4万股 | $259.6万 | 4.5万股 | -169股-0.38% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.32% | 1.26% | $273.1万 | 3.3万股 | $231.3万 | 3.3万股 | +649股+2.00% | 加仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 1.3% | 1.27% | $269.5万 | 2.0万股 | $233.0万 | 2.0万股 | +115股+0.58% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.3% | 1.55% | $268.9万 | 1.2万股 | $283.0万 | 1.3万股 | -1,560股-11.64% | 减仓 |
 亚马逊AMZN |
| 1.25% | 1.22% | $258.4万 | 1.1万股 | $223.5万 | 1.1万股 | +107股+1.00% | 加仓 |
 摩根大通JPM |
| 1.15% | 1.16% | $237.7万 | 7,261股 | $212.9万 | 7,237股 | +24股+0.33% | 加仓 |
| IiShares安硕信托IUSB |
| 1.1% | 0.85% | $227.5万 | 4.9万股 | $155.6万 | 3.4万股 | +1.6万股+46.32% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.08% | 1.06% | $223.2万 | 2,989股 | $194.4万 | 2,989股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 1% | 0.77% | $206.2万 | 2.7万股 | $141.2万 | 2.1万股 | +6,469股+31.37% | 加仓 |
 谷歌AGOOGL |
| 0.97% | 0.87% | $200.2万 | 5,602股 | $159.0万 | 5,529股 | +73股+1.32% | 加仓 |
| B贝莱德ETF信托CORO |
| 0.94% | 0.87% | $193.2万 | 5.3万股 | $158.2万 | 4.9万股 | +3,581股+7.28% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.88% | 0.99% | $182.4万 | 3.8万股 | $180.6万 | 3.8万股 | +477股+1.26% | 加仓 |
 特斯拉TSLA |
| 0.82% | 0.76% | $168.9万 | 4,016股 | $139.9万 | 3,762股 | +254股+6.75% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.81% | 0.91% | $166.6万 | 7.2万股 | $165.8万 | 7.1万股 | +633股+0.89% | 加仓 |
 美光科技MU |
| 0.78% | 0.25% | $161.8万 | 1,402股 | $46.0万 | 1,361股 | +41股+3.01% | 加仓 |
 博通AVGO |
| 0.78% | 0.71% | $161.0万 | 4,263股 | $130.3万 | 4,210股 | +53股+1.26% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.77% | 0.65% | $158.2万 | 3.0万股 | $119.7万 | 3.6万股 | -6,305股-17.36% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.72% | 0.76% | $148.8万 | 4.0万股 | $138.2万 | 3.9万股 | +1,031股+2.65% | 加仓 |
 埃克森美孚XOM |
| 0.71% | 0.99% | $146.6万 | 1.1万股 | $181.5万 | 1.1万股 | +27股+0.25% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.67% | 0.68% | $138.7万 | 4.1万股 | $124.2万 | 3.9万股 | +2,089股+5.42% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.66% | 0.66% | $137.1万 | 1.5万股 | $121.2万 | 1.5万股 | -225股-1.47% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.66% | 0.59% | $136.0万 | 3,850股 | $108.5万 | 3,782股 | +68股+1.80% | 加仓 |
| FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI |
| 0.66% | 0.72% | $135.4万 | 7.0万股 | $131.8万 | 6.9万股 | +811股+1.17% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.65% | 0.62% | $133.9万 | 4.6万股 | $113.8万 | 4.3万股 | +3,384股+7.90% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.64% | 0.7% | $133.0万 | 2,657股 | $128.2万 | 2,675股 | -18股-0.67% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.63% | 0.69% | $130.6万 | 2.4万股 | $126.9万 | 2.4万股 | +128股+0.53% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.63% | 0.62% | $129.2万 | 7,996股 | $113.1万 | 1.0万股 | -2,089股-20.71% | 减仓 |
 Meta平台META |
| 0.62% | 0.71% | $127.9万 | 2,271股 | $130.3万 | 2,278股 | -7股-0.31% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.61% | 0.62% | $125.7万 | 5,311股 | $114.2万 | 5,311股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.58% | 0.56% | $120.0万 | 3,281股 | $101.9万 | 3,204股 | +77股+2.40% | 加仓 |
| V先锋领航债券指数基金BLV |
| 0.58% | 0.68% | $119.1万 | 1.7万股 | $124.8万 | 1.8万股 | -873股-4.81% | 减仓 |
| J摩根大通交易所交易基金JGRO |
| 0.54% | 0.52% | $111.3万 | 1.1万股 | $95.6万 | 1.1万股 | -21股-0.19% | 减仓 |
| B贝莱德ETF信托BLCR |
| 0.52% | 0.42% | $108.1万 | 2.1万股 | $76.1万 | 1.9万股 | +2,926股+15.78% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 0.5% | 0.51% | $102.8万 | 1.3万股 | $92.4万 | 1.3万股 | +69股+0.54% | 加仓 |
| V先锋领航指数基金VTV |
| 0.47% | 0.53% | $97.6万 | 4,479股 | $97.6万 | 4,976股 | -497股-9.99% | 减仓 |
