| DDimensional维度ETF信托DFAC |
| 34.63% | 33.82% | $8,309.6万 | 187.3万股 | $7,185.8万 | 184.9万股 | +2.4万股+1.30% | 加仓 |
 AVANTIS INTLNGG |
| 11.1% | 10.73% | $2,664.3万 | 29.9万股 | $2,280.5万 | 26.9万股 | +3.0万股+11.12% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 6.85% | 7.29% | $1,643.1万 | 44.6万股 | $1,549.7万 | 45.6万股 | -1.0万股-2.23% | 减仓 |
| A美国世纪ETF信托AVUS |
| 6.58% | 6.78% | $1,578.7万 | 12.3万股 | $1,441.3万 | 13.0万股 | -6,379股-4.92% | 减仓 |
| A美国世纪ETF信托AVEM |
| 6.36% | 5.86% | $1,525.9万 | 15.8万股 | $1,244.6万 | 15.4万股 | +3,684股+2.39% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 4.47% | 4.6% | $1,072.4万 | 19.7万股 | $976.4万 | 18.1万股 | +1.6万股+8.88% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 3.35% | 3.33% | $803.3万 | 10.4万股 | $707.7万 | 9.1万股 | +1.3万股+13.73% | 加仓 |
| IiShares安硕信托ITOT |
| 3.27% | 3.27% | $783.5万 | 4.8万股 | $694.4万 | 4.9万股 | -1,061股-2.18% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 3.15% | 3.62% | $756.2万 | 20.3万股 | $769.6万 | 21.7万股 | -1.4万股-6.30% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.08% | 3.05% | $738.0万 | 9.3万股 | $647.2万 | 8.2万股 | +1.2万股+14.37% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 2.39% | 2.27% | $572.7万 | 21.9万股 | $483.0万 | 20.4万股 | +1.5万股+7.19% | 加仓 |
| IiShares安硕IEMG |
| 2.19% | 2.14% | $526.0万 | 6.3万股 | $453.7万 | 6.5万股 | -1,558股-2.40% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 2.09% | 1.96% | $500.4万 | 9.9万股 | $416.5万 | 8.3万股 | +1.5万股+18.50% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.64% | 1.78% | $392.9万 | 9.7万股 | $378.0万 | 10.9万股 | -1.3万股-11.63% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 0.82% | 0.83% | $197.3万 | 2.4万股 | $175.3万 | 2.4万股 | -257股-1.06% | 减仓 |
| G通用动力VTI |
| 0.82% | 0.76% | $197.1万 | 5,325股 | $160.7万 | 5,009股 | +316股+6.31% | 加仓 |
| IiShares安硕信托GVI |
| 0.72% | 0.8% | $173.3万 | 1.6万股 | $170.9万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.59% | 0.42% | $141.2万 | 2.7万股 | $89.1万 | 1.7万股 | +9,996股+58.99% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.51% | 0.51% | $121.6万 | 1.7万股 | $109.1万 | 1.7万股 | -69股-0.39% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.49% | 0.54% | $117.2万 | 2.5万股 | $115.4万 | 2.4万股 | +446股+1.84% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.44% | 0.51% | $106.2万 | 2.6万股 | $107.4万 | 2.6万股 | -217股-0.84% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.43% | 0.38% | $104.3万 | 2.3万股 | $81.1万 | 1.9万股 | +3,987股+20.84% | 加仓 |
| IiShares安硕信托AGG |
| 0.25% | 0.29% | $60.2万 | 1.2万股 | $62.6万 | 1.3万股 | -602股-4.82% | 减仓 |
 微软MSFT |
| 0.24% | 0.33% | $58.1万 | 1,558股 | $69.9万 | 1,890股 | -332股-17.57% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.22% | 0.18% | $52.3万 | 1.1万股 | $37.5万 | 8,850股 | +1,843股+20.82% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.22% | 0.14% | $52.1万 | 1.1万股 | $29.4万 | 7,148股 | +4,025股+56.31% | 加仓 |
| IiShares安硕信托STIP |
| 0.21% | 0.15% | $49.9万 | 4,883股 | $31.7万 | 3,068股 | +1,815股+59.16% | 加仓 |
| IiShares安硕信托IEFA |
| 0.21% | 0.22% | $49.5万 | 5,124股 | $46.7万 | 5,156股 | -32股-0.62% | 减仓 |
| DDimensional维度ETF信托DFSB |
| 0.2% | 0.17% | $48.0万 | 9,214股 | $36.1万 | 6,984股 | +2,230股+31.93% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.2% | 0.2% | $47.4万 | 1,951股 | $42.3万 | 1,945股 | +6股+0.31% | 加仓 |
| IiShares安硕信托IVV |
| 0.17% | 0.17% | $40.7万 | 543股 | $35.5万 | 543股 | 00.00% | 持仓不变 |
| AAvantis·U SAVUV |
| 0.16% | 0.16% | $37.3万 | 2,992股 | $33.1万 | 2,992股 | 00.00% | 持仓不变 |
 FIFTH THIRD BANCORP COMFITB |
| 0.15% | 0.14% | $36.8万 | 6,585股 | $29.3万 | 6,225股 | +360股+5.78% | 加仓 |
| V先锋领航指数基金VOO |
| 0.15% | 0.13% | $36.1万 | 490股 | $28.3万 | 490股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.15% | 0.13% | $35.6万 | 334股 | $27.7万 | 391股 | -57股-14.58% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 0.14% | 0.05% | $33.5万 | 6,605股 | $10.3万 | 2,025股 | +4,580股+226.17% | 加仓 |
 康宁GLW |
| 0.13% | — | $30.1万 | 1,180股 | $0 | 0股 | +1,180股 | 新买入 |
 科磊KLAC |
| 0.12% | — | $29.8万 | 987股 | $0 | 0股 | +987股 | 新买入 |
 CencoraCOR |
| 0.12% | 0.15% | $28.4万 | 1,003股 | $31.4万 | 1,000股 | +3股+0.30% | 加仓 |
 伊顿ETN |
| 0.12% | 0.11% | $28.4万 | 666股 | $23.6万 | 660股 | +6股+0.91% | 加仓 |
 苹果AAPL |
| 0.11% | 0.1% | $26.7万 | 922股 | $20.8万 | 818股 | +104股+12.71% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 0.11% | 0.13% | $26.6万 | 4,954股 | $26.6万 | 5,067股 | -113股-2.23% | 减仓 |
| IiShares安硕信托SUSB |
| 0.11% | 0.12% | $26.1万 | 1.0万股 | $26.0万 | 1.0万股 | +62股+0.60% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.11% | 0.12% | $25.4万 | 975股 | $25.1万 | 1,015股 | -40股-3.94% | 减仓 |
 沃尔玛WMT |
| 0.1% | 0.13% | $24.4万 | 2,150股 | $27.0万 | 2,173股 | -23股-1.06% | 减仓 |
 思科CSCO |
| 0.1% | 0.1% | $23.3万 | 1,985股 | $22.0万 | 2,840股 | -855股-30.11% | 减仓 |
| A美国世纪ETF信托AVSD |
| 0.09% | 0.1% | $22.4万 | 2,800股 | $20.6万 | 2,800股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.08% | 0.11% | $20.1万 | 790股 | $22.5万 | 922股 | -132股-14.32% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.08% | 0.09% | $20.0万 | 3,985股 | $20.1万 | 4,019股 | -34股-0.85% | 减仓 |
