| DDimensional维度ETF信托DFAU |
| 39.76% | 38.62% | $1.48亿 | 286.4万股 | $1.30亿 | 287.1万股 | -6,464股-0.23% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 15.37% | 16.64% | $5,725.0万 | 153.7万股 | $5,580.5万 | 157.1万股 | -3.4万股-2.17% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 10.42% | 10.3% | $3,880.9万 | 95.5万股 | $3,453.3万 | 100.0万股 | -4.5万股-4.46% | 减仓 |
| A美国世纪ETF信托AVLV |
| 4.92% | — | $1,833.4万 | 20.1万股 | $0 | 0股 | +20.1万股 | 新买入 |
| IiShares安硕信托IVV |
| 4.27% | 4.12% | $1,591.2万 | 2.1万股 | $1,382.5万 | 2.1万股 | +83股+0.39% | 加仓 |
| A美国世纪ETF信托AVUQ |
| 4.1% | — | $1,527.4万 | 23.1万股 | $0 | 0股 | +23.1万股 | 新买入 |
| DDimensional维度·USDFUV |
| 1.98% | 6.78% | $737.7万 | 13.4万股 | $2,274.3万 | 46.9万股 | -33.5万股-71.43% | 减仓 |
| AAvantis·U SAVUV |
| 1.88% | — | $700.2万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.83% | 6.19% | $680.1万 | 16.3万股 | $2,076.1万 | 56.5万股 | -40.2万股-71.14% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.81% | 1.97% | $675.3万 | 8.2万股 | $660.1万 | 8.0万股 | +2,306股+2.88% | 加仓 |
| PPIMCO太平洋投资管理ETFBILZ |
| 1.76% | 1.91% | $656.6万 | 6.5万股 | $642.1万 | 6.4万股 | +1,462股+2.30% | 加仓 |
| IiShares安硕信托AGG |
| 1.71% | 1.84% | $638.5万 | 12.6万股 | $617.5万 | 12.3万股 | +2,778股+2.25% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 1.69% | 1.83% | $627.8万 | 13.1万股 | $613.0万 | 12.8万股 | +3,462股+2.70% | 加仓 |
 苹果AAPL |
| 0.67% | 0.64% | $247.9万 | 8,569股 | $215.6万 | 8,494股 | +75股+0.88% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.62% | 2.11% | $231.6万 | 2.8万股 | $708.7万 | 10.0万股 | -7.2万股-71.77% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.48% | 0.53% | $178.7万 | 3.5万股 | $176.3万 | 3.5万股 | +457股+1.32% | 加仓 |
 英伟达NVDA |
| 0.45% | 0.44% | $169.4万 | 8,464股 | $146.7万 | 8,414股 | +50股+0.59% | 加仓 |
| IiShares安硕信托IEFA |
| 0.45% | 0.47% | $167.7万 | 1.7万股 | $158.7万 | 1.8万股 | -169股-0.96% | 减仓 |
| V先锋领航指数基金VOO |
| 0.44% | 0.43% | $163.6万 | 2,382股 | $142.9万 | 2,392股 | -10股-0.42% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 0.41% | 0.45% | $153.8万 | 3.0万股 | $149.5万 | 3.0万股 | +438股+1.46% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.38% | 0.35% | $141.8万 | 4,014股 | $117.7万 | 4,103股 | -89股-2.17% | 减仓 |
 微软MSFT |
| 0.34% | 0.39% | $127.7万 | 3,424股 | $129.4万 | 3,497股 | -73股-2.09% | 减仓 |
| IiShares安硕·COREIJH |
| 0.3% | 0.3% | $111.5万 | 1.4万股 | $100.3万 | 1.5万股 | -390股-2.63% | 减仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.27% | 0.29% | $101.9万 | 1.9万股 | $98.6万 | 1.9万股 | +475股+2.51% | 加仓 |
 亚马逊AMZN |
| 0.24% | 0.24% | $90.1万 | 3,782股 | $81.2万 | 3,898股 | -116股-2.98% | 减仓 |
 艾伯维ABBV |
| 0.23% | 0.21% | $86.0万 | 3,417股 | $70.9万 | 3,258股 | +159股+4.88% | 加仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 0.2% | 0.22% | $75.4万 | 1.5万股 | $74.2万 | 1.5万股 | +223股+1.52% | 加仓 |
 AVANTIS INTLNGG |
| 0.19% | — | $70.2万 | 7,867股 | $0 | 0股 | +7,867股 | 新买入 |
 埃克森美孚XOM |
| 0.18% | 0.26% | $66.5万 | 4,865股 | $88.5万 | 5,215股 | -350股-6.71% | 减仓 |
 CRANECR |
| 0.16% | 0.14% | $60.4万 | 2,707股 | $46.3万 | 2,705股 | +2股+0.07% | 加仓 |
| IiShares安硕·COREIJR |
| 0.16% | 0.15% | $60.0万 | 4,045股 | $51.8万 | 4,168股 | -123股-2.95% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.14% | — | $53.8万 | 9,542股 | $0 | 0股 | +9,542股 | 新买入 |
| A美国世纪ETF信托AVUS |
| 0.14% | — | $51.9万 | 4,049股 | $0 | 0股 | +4,049股 | 新买入 |
 罗克韦尔自动化ROK |
| 0.14% | 0.11% | $50.5万 | 1,020股 | $36.5万 | 1,016股 | +4股+0.39% | 加仓 |
 威瑞森VZ |
| 0.13% | 0.16% | $47.2万 | 1.1万股 | $54.0万 | 1.1万股 | +403股+3.75% | 加仓 |
 礼来LLY |
| 0.12% | 0.11% | $46.3万 | 386股 | $36.6万 | 398股 | -12股-3.02% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.12% | — | $44.9万 | 4,657股 | $0 | 0股 | +4,657股 | 新买入 |
 谷歌AGOOGL |
| 0.11% | 0.11% | $42.1万 | 1,178股 | $35.3万 | 1,226股 | -48股-3.92% | 减仓 |
 特斯拉TSLA |
| 0.11% | 0.11% | $39.4万 | 936股 | $36.5万 | 981股 | -45股-4.59% | 减仓 |
 雪佛龙CVX |
| 0.1% | 0.16% | $39.0万 | 2,352股 | $54.1万 | 2,614股 | -262股-10.02% | 减仓 |
| IIBMIBM |
| 0.1% | 0.1% | $38.7万 | 1,376股 | $32.8万 | 1,353股 | +23股+1.70% | 加仓 |
 雷神技术RTX |
| 0.09% | 0.11% | $35.4万 | 1,864股 | $36.5万 | 1,891股 | -27股-1.43% | 减仓 |
 迪士尼DIS |
| 0.09% | 0.11% | $33.9万 | 3,521股 | $35.3万 | 3,661股 | -140股-3.82% | 减仓 |
 宝洁PG |
| 0.09% | 0.1% | $33.5万 | 2,285股 | $33.1万 | 2,289股 | -4股-0.17% | 减仓 |
 NETFLIXNFLX |
| 0.08% | 0.13% | $31.6万 | 4,432股 | $43.5万 | 4,521股 | -89股-1.97% | 减仓 |
 GSK SPONSORED ADRGSK |
| 0.08% | 0.09% | $29.8万 | 5,692股 | $31.4万 | 5,692股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.08% | — | $29.6万 | 510股 | $0 | 0股 | +510股 | 新买入 |
| IiShares安硕IEMG |
| 0.08% | 0.09% | $29.5万 | 3,556股 | $29.8万 | 4,278股 | -722股-16.88% | 减仓 |
 强生JNJ |
| 0.07% | 0.08% | $25.3万 | 998股 | $25.2万 | 1,030股 | -32股-3.11% | 减仓 |
 Meta平台META |
| 0.06% | 0.08% | $23.6万 | 419股 | $27.6万 | 483股 | -64股-13.25% | 减仓 |
