| A美国世纪ETF信托AVUS |
| 16.62% | 16.26% | $5,577.4万 | 43.5万股 | $4,814.7万 | 43.3万股 | +2,411股+0.56% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 13.87% | 13.85% | $4,655.5万 | 104.9万股 | $4,100.5万 | 105.5万股 | -5,721股-0.54% | 减仓 |
| AAvantis·U SAVUV |
| 12.58% | 12.3% | $4,222.7万 | 33.8万股 | $3,642.2万 | 33.0万股 | +8,762股+2.66% | 加仓 |
 AVANTIS INTLNGG |
| 7.94% | 8.54% | $2,663.6万 | 29.9万股 | $2,528.8万 | 29.8万股 | +548股+0.18% | 加仓 |
 苹果AAPL |
| 6.9% | 6.9% | $2,315.3万 | 8.0万股 | $2,043.6万 | 8.1万股 | -511股-0.63% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 5.48% | 5.93% | $1,838.1万 | 17.8万股 | $1,755.1万 | 17.6万股 | +2,612股+1.49% | 加仓 |
| A美国世纪ETF信托DSPY |
| 4.33% | 4.47% | $1,454.9万 | 22.2万股 | $1,324.6万 | 22.1万股 | +937股+0.42% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.89% | 2.73% | $968.6万 | 10.0万股 | $809.7万 | 10.0万股 | -103股-0.10% | 减仓 |
| DDimensional维度ETF信托DFGP |
| 2.26% | 2.31% | $759.9万 | 14.0万股 | $684.5万 | 12.7万股 | +1.3万股+10.06% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.73% | 1.77% | $580.7万 | 8.3万股 | $525.4万 | 8.4万股 | -1,062股-1.26% | 减仓 |
 微软MSFT |
| 1.71% | 1.91% | $575.2万 | 1.5万股 | $564.4万 | 1.5万股 | +173股+1.13% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.2% | 1.19% | $403.6万 | 7.8万股 | $352.3万 | 7.8万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIV |
| 1.12% | 1.25% | $377.3万 | 7.0万股 | $369.5万 | 7.0万股 | -162股-0.23% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.06% | 0.93% | $355.1万 | 8.6万股 | $274.0万 | 7.0万股 | +1.6万股+22.39% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.98% | 0.97% | $329.8万 | 4,417股 | $287.3万 | 4,417股 | 00.00% | 持仓不变 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.87% | 0.99% | $292.9万 | 7.1万股 | $293.8万 | 7.1万股 | 00.00% | 持仓不变 |
| MMANAGER DIRECTED PORTFOLIOSVGSR |
| 0.79% | 0.8% | $263.5万 | 23.1万股 | $237.7万 | 23.0万股 | +1,387股+0.60% | 加仓 |
| A美国世纪ETF信托AVRE |
| 0.78% | 0.83% | $262.9万 | 5.5万股 | $244.3万 | 5.5万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.74% | 0.77% | $246.9万 | 6,673股 | $227.9万 | 7,104股 | -431股-6.07% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.69% | 0.78% | $232.2万 | 5.5万股 | $232.2万 | 5.5万股 | 00.00% | 持仓不变 |
| V先锋领航·MALVERN FDSVTIP |
| 0.68% | 0.73% | $227.6万 | 4.5万股 | $215.4万 | 4.3万股 | +2,200股+5.10% | 加仓 |
| IiShares安硕信托IXUS |
| 0.68% | 0.7% | $227.1万 | 2.4万股 | $206.1万 | 2.4万股 | -1股-0.00% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.66% | 0.69% | $222.2万 | 6.0万股 | $204.9万 | 6.0万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.64% | 0.66% | $216.0万 | 3.6万股 | $195.6万 | 3.6万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.55% | 0.44% | $185.8万 | 3,891股 | $131.5万 | 3,891股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.52% | 0.47% | $173.7万 | 4,861股 | $137.7万 | 4,790股 | +71股+1.48% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.5% | 0.54% | $169.2万 | 3,382股 | $161.2万 | 3,363股 | +19股+0.56% | 加仓 |
 亚马逊AMZN |
| 0.47% | 0.45% | $156.7万 | 6,575股 | $133.2万 | 6,395股 | +180股+2.81% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 0.46% | 0.52% | $154.8万 | 3.0万股 | $153.4万 | 3.0万股 | +237股+0.78% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.46% | 0.38% | $154.7万 | 5.3万股 | $113.2万 | 4.3万股 | +1.1万股+25.33% | 加仓 |
| V先锋领航全球基金VGT |
| 0.44% | 0.37% | $148.5万 | 1.2万股 | $108.4万 | 1,553股 | +1.1万股+700.00% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.43% | 0.42% | $145.4万 | 3.6万股 | $123.6万 | 3.6万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.39% | 0.4% | $132.2万 | 1.9万股 | $118.9万 | 1.9万股 | 00.00% | 持仓不变 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.36% | 0.37% | $120.8万 | 4.6万股 | $109.2万 | 4.6万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.36% | 0.17% | $119.6万 | 2,058股 | $50.8万 | 2,499股 | -441股-17.65% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.34% | — | $112.8万 | 3,192股 | $0 | 0股 | +3,192股 | 新买入 |
 摩根士丹利MS |
| 0.33% | 0.29% | $110.9万 | 5,307股 | $86.9万 | 5,283股 | +24股+0.45% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.31% | 0.3% | $103.1万 | 1.3万股 | $89.1万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托AIA |
| 0.3% | 0.26% | $101.8万 | 7,188股 | $76.3万 | 7,188股 | 00.00% | 持仓不变 |
 VisaV |
| 0.3% | 0.3% | $100.5万 | 2,928股 | $87.8万 | 2,906股 | +22股+0.76% | 加仓 |
 好市多COST |
| 0.27% | 0.33% | $91.0万 | 973股 | $96.4万 | 967股 | +6股+0.62% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.27% | 0.28% | $89.8万 | 2.4万股 | $82.4万 | 2.3万股 | +904股+3.90% | 加仓 |
 高盛GS |
| 0.26% | 0.25% | $88.9万 | 879股 | $73.9万 | 873股 | +6股+0.69% | 加仓 |
 摩根大通JPM |
| 0.26% | 0.26% | $88.5万 | 2,703股 | $78.2万 | 2,657股 | +46股+1.73% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 0.25% | 0.27% | $82.7万 | 1.2万股 | $80.7万 | 1.2万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DISV |
| 0.24% | 0.26% | $79.3万 | 2.0万股 | $77.9万 | 2.0万股 | 00.00% | 持仓不变 |
| VVICORVICR |
| 0.23% | 0.11% | $76.1万 | 2,003股 | $32.2万 | 2,002股 | +1股+0.05% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.22% | 0.11% | $74.9万 | 1.9万股 | $31.7万 | 9,373股 | +9,243股+98.61% | 加仓 |
 雪佛龙CVX |
| 0.19% | 0.27% | $64.5万 | 3,894股 | $80.0万 | 3,868股 | +26股+0.67% | 加仓 |
| Q高通QCOM |
| 0.19% | 0.19% | $63.7万 | 3,445股 | $57.7万 | 4,479股 | -1,034股-23.09% | 减仓 |
