| DDimensional维度ETF信托DFAC |
| 60.48% | 59.32% | $1.68亿 | 378.4万股 | $1.43亿 | 367.6万股 | +10.8万股+2.93% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 15.72% | 16.37% | $4,363.6万 | 118.4万股 | $3,942.4万 | 116.1万股 | +2.4万股+2.06% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 7.03% | 7.68% | $1,952.5万 | 40.9万股 | $1,849.2万 | 38.6万股 | +2.3万股+5.87% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 4.64% | 4.78% | $1,288.8万 | 25.4万股 | $1,151.7万 | 22.7万股 | +2.7万股+11.75% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 4.16% | 4.06% | $1,155.7万 | 44.2万股 | $977.3万 | 41.3万股 | +2.9万股+6.90% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.67% | 1.33% | $463.6万 | 11.0万股 | $319.6万 | 7.6万股 | +3.4万股+45.10% | 加仓 |
| GGLACIER BANCORP NEWGBCI |
| 1.5% | 1.5% | $416.8万 | 8.1万股 | $361.0万 | 8.1万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.97% | 1.11% | $269.9万 | 7,235股 | $267.2万 | 7,219股 | +16股+0.22% | 加仓 |
| DDimensional维度ETF信托DFIP |
| 0.81% | 0.94% | $223.7万 | 5.4万股 | $225.5万 | 5.4万股 | +174股+0.32% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 0.63% | 0.63% | $174.3万 | 2.1万股 | $152.8万 | 2.1万股 | +68股+0.32% | 加仓 |
| F富达Covington信托FDVV |
| 0.46% | 0.42% | $127.0万 | 2.1万股 | $101.8万 | 1.8万股 | +2,633股+14.29% | 加仓 |
 REVVITYRVTY |
| 0.46% | 0.41% | $126.5万 | 1.1万股 | $99.6万 | 1.1万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.46% | 0.46% | $126.3万 | 1.5万股 | $111.6万 | 1.6万股 | -327股-2.08% | 减仓 |
 卡特彼勒CAT |
| 0.41% | 0.31% | $113.5万 | 1,066股 | $75.4万 | 1,064股 | +2股+0.19% | 加仓 |
 甲骨文ORCL |
| 0.22% | 0.25% | $61.3万 | 4,183股 | $61.4万 | 4,172股 | +11股+0.26% | 加仓 |
 NUVEEN PREFERRED INCOMEJPC |
| 0.14% | 0.16% | $39.5万 | 5.0万股 | $37.8万 | 5.0万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.13% | 0.15% | $35.1万 | 1,115股 | $36.5万 | 1,112股 | +3股+0.27% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.11% | 0.11% | $29.8万 | 1,647股 | $27.0万 | 1,632股 | +15股+0.92% | 加仓 |
