| DDimensional维度ETF信托DFAC |
| 23.87% | 22.92% | $1.02亿 | 229.4万股 | $8,899.5万 | 229.0万股 | +3,639股+0.16% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 13.46% | 13.81% | $5,736.2万 | 105.3万股 | $5,361.4万 | 99.3万股 | +6.0万股+6.07% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 12.82% | 13.53% | $5,467.2万 | 114.5万股 | $5,253.9万 | 109.7万股 | +4.8万股+4.34% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 5.05% | 4.93% | $2,154.0万 | 26.3万股 | $1,912.4万 | 27.0万股 | -6,820股-2.53% | 减仓 |
| DDimensional维度·USDFUV |
| 4.2% | 4.11% | $1,791.9万 | 32.6万股 | $1,597.2万 | 33.0万股 | -3,837股-1.16% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 4.17% | 4.2% | $1,778.8万 | 47.7万股 | $1,630.2万 | 45.9万股 | +1.9万股+4.05% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 4.02% | 4.12% | $1,715.1万 | 46.6万股 | $1,601.2万 | 47.1万股 | -5,799股-1.23% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 3.55% | 3.91% | $1,514.0万 | 28.0万股 | $1,517.0万 | 28.7万股 | -7,155股-2.49% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.49% | 3.48% | $1,486.9万 | 21.3万股 | $1,352.3万 | 21.7万股 | -3,809股-1.76% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 2.88% | 2.69% | $1,227.2万 | 30.2万股 | $1,045.8万 | 30.3万股 | -729股-0.24% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 2.37% | 2.39% | $1,009.8万 | 25.5万股 | $929.2万 | 26.0万股 | -4,816股-1.85% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.1% | 2% | $895.2万 | 10.9万股 | $778.3万 | 10.9万股 | -704股-0.64% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 1.96% | 1.97% | $833.6万 | 16.4万股 | $765.8万 | 15.1万股 | +1.3万股+8.70% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 1.36% | 1.31% | $578.9万 | 20.0万股 | $507.6万 | 19.1万股 | +8,862股+4.64% | 加仓 |
 苹果AAPL |
| 1.24% | 1.2% | $526.8万 | 1.8万股 | $465.2万 | 1.8万股 | -123股-0.67% | 减仓 |
| A美国世纪ETF信托AVUS |
| 1.06% | 1.02% | $453.3万 | 3.5万股 | $395.9万 | 3.6万股 | -221股-0.62% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.06% | 1.03% | $452.2万 | 17.3万股 | $399.9万 | 16.9万股 | +3,760股+2.22% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.01% | 1.11% | $430.2万 | 10.2万股 | $429.3万 | 10.2万股 | +252股+0.25% | 加仓 |
| A美国世纪ETF信托AVLV |
| 1.01% | 0.98% | $428.8万 | 4.7万股 | $379.3万 | 4.7万股 | -36股-0.08% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.98% | 1.25% | $418.1万 | 8.6万股 | $487.1万 | 10.1万股 | -1.5万股-14.84% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.96% | 1.02% | $407.7万 | 10.2万股 | $397.9万 | 10.1万股 | +701股+0.69% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.66% | 0.65% | $282.1万 | 7.3万股 | $254.0万 | 7.2万股 | +241股+0.33% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 0.6% | 0.62% | $255.2万 | 7.3万股 | $240.6万 | 7.1万股 | +1,394股+1.95% | 加仓 |
| A美国世纪ETF信托AVNV |
| 0.55% | 0.58% | $235.3万 | 2.9万股 | $223.6万 | 2.9万股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.54% | 0.25% | $229.3万 | 2.8万股 | $98.6万 | 1.3万股 | +1.4万股+107.28% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.36% | 0.33% | $151.9万 | 1.6万股 | $127.5万 | 1.6万股 | -78股-0.49% | 减仓 |
| A美国世纪ETF信托AVSC |
| 0.34% | 0.32% | $145.4万 | 2.0万股 | $123.5万 | 2.0万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.33% | 0.33% | $141.9万 | 1.9万股 | $129.5万 | 1.8万股 | +1,746股+9.93% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.24% | 0.23% | $102.6万 | 1,374股 | $89.4万 | 1,374股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.22% | 0.22% | $92.4万 | 9,579股 | $84.7万 | 9,544股 | +35股+0.37% | 加仓 |
 谷歌AGOOGL |
| 0.21% | 0.19% | $90.1万 | 2,522股 | $72.5万 | 2,522股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.18% | $85.3万 | 2,415股 | $68.4万 | 2,385股 | +30股+1.26% | 加仓 |
| IISHARES EURO INVESTMENT GRADE CORPORATE BD USD ETFEUIG |
| 0.2% | 0.21% | $85.3万 | 1.7万股 | $81.7万 | 1.7万股 | +402股+2.43% | 加仓 |
 家得宝HD |
| 0.2% | 0.2% | $84.7万 | 2,402股 | $78.9万 | 2,400股 | +2股+0.08% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.18% | 0.18% | $78.4万 | 1.7万股 | $71.8万 | 1.7万股 | -647股-3.70% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.17% | 0.18% | $71.2万 | 6,914股 | $69.0万 | 6,914股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.17% | 0.19% | $70.4万 | 1,887股 | $72.4万 | 1,956股 | -69股-3.53% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.14% | 0.14% | $57.8万 | 8,119股 | $52.5万 | 8,191股 | -72股-0.88% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 0.12% | 0.2% | $51.1万 | 1.0万股 | $78.5万 | 1.6万股 | -5,502股-34.90% | 减仓 |
| AAvantis·INTERNATIONAL SMALL CAP EQUITY ETFAVDS |
| 0.12% | 0.13% | $50.9万 | 6,766股 | $48.6万 | 6,766股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.12% | 0.14% | $49.6万 | 8,518股 | $53.2万 | 9,083股 | -565股-6.22% | 减仓 |
 摩根大通JPM |
| 0.11% | 0.11% | $48.9万 | 1,492股 | $43.9万 | 1,492股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.11% | 0.11% | $48.8万 | 1.2万股 | $43.2万 | 1.3万股 | -601股-4.71% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.11% | 0.12% | $45.2万 | 5,798股 | $47.4万 | 6,043股 | -245股-4.05% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.1% | 0.1% | $44.7万 | 8,641股 | $39.0万 | 8,651股 | -10股-0.12% | 减仓 |
 AVANTIS INTLNGG |
| 0.1% | 0.11% | $43.9万 | 4,916股 | $43.0万 | 5,064股 | -148股-2.92% | 减仓 |
 马拉松石油MPC |
| 0.1% | 0.12% | $43.8万 | 1,714股 | $46.2万 | 1,892股 | -178股-9.41% | 减仓 |
| G通用动力VTI |
| 0.1% | 0.1% | $43.1万 | 1,164股 | $37.5万 | 1,168股 | -4股-0.34% | 减仓 |
 卡特彼勒CAT |
| 0.1% | 0.07% | $40.9万 | 384股 | $27.2万 | 384股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.09% | 0.13% | $39.3万 | 2,874股 | $48.8万 | 2,874股 | 00.00% | 持仓不变 |
