| DDimensional维度ETF信托DFSD |
| 13.49% | 7.33% | $4,684.0万 | 98.1万股 | $2,186.7万 | 45.7万股 | +52.4万股+114.78% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 7.82% | 7.77% | $2,716.5万 | 67.6万股 | $2,315.8万 | 68.4万股 | -8,357股-1.22% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 6.67% | 9.96% | $2,314.6万 | 50.9万股 | $2,969.1万 | 65.1万股 | -14.2万股-21.82% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 6.63% | — | $2,301.1万 | 39.5万股 | $0 | 0股 | +39.5万股 | 新买入 |
| DDimensional维度ETF信托DFAC |
| 5.79% | 0.19% | $2,011.6万 | 45.3万股 | $57.4万 | 1.5万股 | +43.9万股+2,971.67% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.67% | 5.89% | $1,968.1万 | 47.7万股 | $1,755.9万 | 45.1万股 | +2.6万股+5.86% | 加仓 |
| V先锋领航指数基金VUG |
| 5.49% | 2.84% | $1,907.1万 | 22.1万股 | $846.5万 | 1.9万股 | +20.2万股+1,042.40% | 加仓 |
| IiShares黄金信托IAU |
| 5.24% | 7% | $1,819.3万 | 24.1万股 | $2,088.0万 | 23.7万股 | +4,085股+1.72% | 加仓 |
| V先锋领航·MIDVO |
| 4% | 4.42% | $1,387.9万 | 17.2万股 | $1,316.6万 | 4.6万股 | +12.6万股+275.75% | 加仓 |
| I景顺·S&PIDMO |
| 3.07% | 0.93% | $1,066.7万 | 17.7万股 | $275.9万 | 5.0万股 | +12.7万股+251.64% | 加仓 |
 卡特彼勒CAT |
| 2.9% | 2.43% | $1,008.0万 | 9,466股 | $725.7万 | 1.0万股 | -778股-7.59% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 2.8% | 3.37% | $973.5万 | 13股 | $1,005.4万 | 14股 | -1股-7.14% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 2.34% | — | $811.2万 | 20.5万股 | $0 | 0股 | +20.5万股 | 新买入 |
| S嘉信策略信托SCHD |
| 1.86% | 0.3% | $644.7万 | 20.3万股 | $90.5万 | 3.0万股 | +17.4万股+588.95% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.75% | 2.25% | $608.1万 | 7.4万股 | $670.1万 | 9.4万股 | -2.0万股-21.61% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.49% | 3.99% | $515.7万 | 12.4万股 | $1,190.9万 | 32.4万股 | -20.0万股-61.86% | 减仓 |
 苹果AAPL |
| 1.32% | 1.33% | $460.0万 | 1.6万股 | $396.8万 | 1.6万股 | +262股+1.68% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.28% | 1.42% | $443.9万 | 1.9万股 | $424.0万 | 2.0万股 | -954股-4.84% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.27% | 1.03% | $440.0万 | 2.3万股 | $307.5万 | 2.3万股 | -44股-0.19% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.1% | 2.98% | $380.6万 | 11.2万股 | $887.4万 | 27.5万股 | -16.4万股-59.51% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.91% | 0.83% | $316.7万 | 6,329股 | $247.6万 | 5,167股 | +1,162股+22.49% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.79% | 2.48% | $273.7万 | 3.3万股 | $740.4万 | 10.4万股 | -7.1万股-68.01% | 减仓 |
 麦当劳MCD |
| 0.78% | 1.05% | $269.5万 | 9,970股 | $311.7万 | 1.0万股 | -60股-0.60% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 0.75% | 2.68% | $261.5万 | 3.2万股 | $797.7万 | 11.1万股 | -7.9万股-71.18% | 减仓 |
 摩根大通JPM |
| 0.71% | 0.73% | $247.5万 | 7,561股 | $217.8万 | 7,403股 | +158股+2.13% | 加仓 |
 强生JNJ |
| 0.59% | 0.66% | $206.5万 | 8,131股 | $196.5万 | 8,040股 | +91股+1.13% | 加仓 |
 微软MSFT |
| 0.5% | 0.58% | $175.0万 | 4,692股 | $173.0万 | 4,673股 | +19股+0.41% | 加仓 |
 艺康ECL |
| 0.47% | 0.53% | $164.9万 | 5,920股 | $157.5万 | 5,920股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.47% | 0.42% | $163.4万 | 4,571股 | $125.7万 | 4,371股 | +200股+4.58% | 加仓 |
| V先锋领航·MALVERN FDSVGVT |
| 0.47% | 5.22% | $161.8万 | 2.2万股 | $1,557.7万 | 20.6万股 | -18.4万股-89.56% | 减仓 |
| IiShares安硕信托TIP |
| 0.46% | 0.54% | $160.4万 | 1.5万股 | $161.8万 | 1.5万股 | 00.00% | 持仓不变 |
| AAMERICAN CENTURY FOCUSED LARGE CAP VALUE ETFFLV |
| 0.45% | 3.27% | $157.4万 | 1.9万股 | $976.1万 | 12.7万股 | -10.8万股-84.79% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.39% | 0.42% | $135.7万 | 3,709股 | $124.1万 | 3,901股 | -192股-4.92% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.38% | 0.48% | $131.6万 | 8,325股 | $144.0万 | 9,723股 | -1,398股-14.38% | 减仓 |
 亚马逊AMZN |
| 0.37% | 0.36% | $127.0万 | 5,327股 | $106.8万 | 5,127股 | +200股+3.90% | 加仓 |
| V先锋领航指数基金VB |
| 0.36% | 0.36% | $124.8万 | 4,117股 | $107.8万 | 4,117股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.35% | 0.36% | $120.8万 | 6,037股 | $106.6万 | 6,111股 | -74股-1.21% | 减仓 |
| C资本集团股息价值CCBG |
| 0.33% | 0.33% | $114.8万 | 2.3万股 | $99.1万 | 2.3万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.32% | 0.38% | $110.3万 | 2.8万股 | $112.8万 | 3.2万股 | -3,730股-11.59% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.31% | 0.31% | $107.5万 | 4,365股 | $91.0万 | 4,375股 | -10股-0.23% | 减仓 |
 DANAHER DEL COMDHR |
| 0.31% | 0.39% | $106.3万 | 5,581股 | $114.9万 | 6,062股 | -481股-7.93% | 减仓 |
| DDimensional维度ETF信托DFIP |
| 0.3% | 2.06% | $102.9万 | 2.5万股 | $615.2万 | 14.7万股 | -12.3万股-83.09% | 减仓 |
 雷神技术RTX |
| 0.29% | 0.34% | $99.0万 | 5,218股 | $100.1万 | 5,188股 | +30股+0.58% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.27% | $98.1万 | 2,776股 | $79.6万 | 2,776股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.24% | 0.31% | $82.4万 | 9,386股 | $92.1万 | 9,911股 | -525股-5.30% | 减仓 |
| AALPS ETF信托AMLP |
| 0.23% | 0.27% | $80.0万 | 1.5万股 | $81.2万 | 1.5万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.21% | 0.24% | $74.3万 | 996股 | $71.6万 | 1,100股 | -104股-9.45% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.21% | 0.25% | $74.0万 | 1.1万股 | $74.6万 | 1.2万股 | -1,356股-11.35% | 减仓 |
 宝洁PG |
| 0.21% | 0.24% | $71.9万 | 4,905股 | $70.8万 | 4,905股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.2% | 0.2% | $70.5万 | 1,904股 | $61.1万 | 1,904股 | 00.00% | 持仓不变 |
