| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 20.69% | 20.97% | $8,969.7万 | 243.5万股 | $7,306.9万 | 215.1万股 | +28.4万股+13.19% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 18.01% | 18.11% | $7,805.6万 | 176.0万股 | $6,310.8万 | 162.4万股 | +13.6万股+8.35% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 14.56% | 16.66% | $6,311.2万 | 149.5万股 | $5,804.8万 | 137.5万股 | +12.0万股+8.75% | 加仓 |
| AAvantis·U SAVUV |
| 8.71% | 9.51% | $3,777.1万 | 30.3万股 | $3,312.8万 | 30.0万股 | +2,867股+0.96% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 7% | 6.85% | $3,034.8万 | 104.8万股 | $2,388.5万 | 89.9万股 | +14.9万股+16.57% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 5.83% | 6.67% | $2,526.2万 | 95.3万股 | $2,322.9万 | 88.7万股 | +6.6万股+7.44% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 5.78% | 5.76% | $2,506.8万 | 62.3万股 | $2,007.5万 | 59.3万股 | +3.1万股+5.15% | 加仓 |
 苹果AAPL |
| 1.73% | 1.66% | $748.7万 | 2.6万股 | $577.6万 | 2.3万股 | +3,114股+13.68% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 1.67% | 1.83% | $724.9万 | 13.4万股 | $638.7万 | 13.4万股 | -215股-0.16% | 减仓 |
 英伟达NVDA |
| 0.77% | 0.79% | $332.4万 | 1.7万股 | $276.1万 | 1.6万股 | +781股+4.93% | 加仓 |
 亚马逊AMZN |
| 0.69% | 0.53% | $300.5万 | 1.3万股 | $185.2万 | 8,890股 | +3,716股+41.80% | 加仓 |
| IiShares安硕信托IGM |
| 0.53% | 0.01% | $227.7万 | 1.4万股 | $3.0万 | 252股 | +1.4万股+5,422.62% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.5% | 0.56% | $216.7万 | 4.8万股 | $196.9万 | 4.6万股 | +1,606股+3.46% | 加仓 |
 谷歌AGOOGL |
| 0.49% | 0.19% | $210.7万 | 5,896股 | $67.2万 | 2,336股 | +3,560股+152.40% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.48% | — | $206.9万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 微软MSFT |
| 0.47% | 0.44% | $204.8万 | 5,490股 | $154.6万 | 4,178股 | +1,312股+31.40% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.46% | 0.5% | $199.5万 | 4.3万股 | $174.9万 | 4.3万股 | +216股+0.51% | 加仓 |
| DDimensional维度ETF信托DFSB |
| 0.41% | 0.4% | $178.4万 | 3.4万股 | $137.8万 | 2.7万股 | +7,611股+28.58% | 加仓 |
| G通用动力VTI |
| 0.41% | 0.44% | $177.0万 | 4,783股 | $155.0万 | 4,830股 | -47股-0.97% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.35% | 0.41% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| IiShares安硕信托CMF |
| 0.34% | 0.42% | $147.3万 | 2.6万股 | $145.3万 | 2.6万股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.28% | 0.34% | $119.7万 | 1.2万股 | $120.0万 | 1.2万股 | -59股-0.49% | 减仓 |
 雷神技术RTX |
| 0.27% | 0.35% | $119.0万 | 6,271股 | $120.4万 | 6,240股 | +31股+0.50% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.26% | 0.27% | $111.7万 | 1.2万股 | $94.8万 | 1.2万股 | -187股-1.59% | 减仓 |
| Q高通QCOM |
| 0.2% | 0.18% | $86.6万 | 4,684股 | $62.7万 | 4,871股 | -187股-3.84% | 减仓 |
 应用材料AMAT |
| 0.19% | — | $83.2万 | 1,151股 | $0 | 0股 | +1,151股 | 新买入 |
 博通AVGO |
| 0.18% | 0.05% | $78.2万 | 2,071股 | $16.3万 | 528股 | +1,543股+292.23% | 加仓 |
 通用动力GD |
| 0.17% | <0.01% | $74.3万 | 2,097股 | $1,373 | 4股 | +2,093股+52,325.00% | 加仓 |
| DDimensional维度ETF信托DFSE |
| 0.17% | 0.18% | $74.0万 | 1.5万股 | $64.2万 | 1.5万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.17% | 0.2% | $71.9万 | 1,437股 | $70.0万 | 1,461股 | -24股-1.64% | 减仓 |
| A美国世纪ETF信托AVGE |
| 0.16% | 0.17% | $70.2万 | 7,083股 | $60.1万 | 6,825股 | +258股+3.78% | 加仓 |
 埃克森美孚XOM |
| 0.16% | 0.18% | $67.4万 | 4,930股 | $63.1万 | 3,719股 | +1,211股+32.56% | 加仓 |
 特斯拉TSLA |
| 0.15% | 0.13% | $63.7万 | 1,514股 | $46.0万 | 1,238股 | +276股+22.29% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.14% | <0.01% | $62.7万 | 1.2万股 | $1,827 | 37股 | +1.2万股+31,489.19% | 加仓 |
 礼来LLY |
| 0.14% | 0.01% | $62.4万 | 520股 | $4.8万 | 52股 | +468股+900.00% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.14% | 0.16% | $62.2万 | 833股 | $54.4万 | 837股 | -4股-0.48% | 减仓 |
 沃尔玛WMT |
| 0.14% | 0.1% | $61.9万 | 5,461股 | $33.3万 | 2,677股 | +2,784股+104.00% | 加仓 |
| A美国世纪ETF信托DSPY |
| 0.14% | — | $59.0万 | 8,997股 | $0 | 0股 | +8,997股 | 新买入 |
| IiShares安硕信托EFV |
| 0.13% | — | $58.1万 | 7,590股 | $0 | 0股 | +7,590股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.13% | 0.13% | $55.7万 | 4,484股 | $46.0万 | 1,078股 | +3,406股+315.96% | 加仓 |
| C花旗集团C |
| 0.13% | 0.01% | $54.8万 | 3,918股 | $4.0万 | 355股 | +3,563股+1,003.66% | 加仓 |
 美光科技MU |
| 0.12% | 0.04% | $52.6万 | 456股 | $13.2万 | 390股 | +66股+16.92% | 加仓 |
 好市多COST |
| 0.12% | 0.16% | $52.3万 | 559股 | $57.0万 | 572股 | -13股-2.27% | 减仓 |
 Meta平台META |
| 0.12% | 0.04% | $51.4万 | 913股 | $13.2万 | 230股 | +683股+296.96% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.12% | 0.16% | $50.6万 | 4,003股 | $54.6万 | 3,916股 | +87股+2.22% | 加仓 |
 卡特彼勒CAT |
| 0.1% | 0.06% | $44.1万 | 414股 | $19.8万 | 279股 | +135股+48.39% | 加仓 |
 QUANTA SVCSPWR |
| 0.1% | — | $43.3万 | 601股 | $0 | 0股 | +601股 | 新买入 |
 家得宝HD |
| 0.1% | 0.11% | $42.5万 | 1,204股 | $38.0万 | 1,154股 | +50股+4.33% | 加仓 |
 万事达MA |
| 0.09% | 0.01% | $39.6万 | 771股 | $3.6万 | 72股 | +699股+970.83% | 加仓 |
| I景顺QQQ信托VOO |
| 0.09% | 0.07% | $38.9万 | 528股 | $24.7万 | 428股 | +100股+23.36% | 加仓 |
