| DDimensional维度ETF信托DFAU |
| 11.74% | 11.36% | $1.09亿 | 210.5万股 | $9,334.4万 | 206.9万股 | +3.6万股+1.74% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 9.4% | 8.93% | $8,713.1万 | 105.5万股 | $7,337.0万 | 18.0万股 | +87.5万股+486.00% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 9.01% | 8.97% | $8,347.3万 | 215.2万股 | $7,370.4万 | 210.3万股 | +4.8万股+2.31% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 5.47% | 5.94% | $5,067.7万 | 61.3万股 | $4,882.8万 | 59.0万股 | +2.3万股+3.91% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 4.79% | 4.95% | $4,443.2万 | 107.7万股 | $4,067.6万 | 104.4万股 | +3.3万股+3.17% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 3.86% | 4.24% | $3,574.5万 | 61.4万股 | $3,486.7万 | 59.6万股 | +1.9万股+3.12% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.98% | 3.24% | $2,759.4万 | 46.8万股 | $2,664.6万 | 44.7万股 | +2.0万股+4.56% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.77% | 2.54% | $2,566.1万 | 63.8万股 | $2,086.1万 | 61.6万股 | +2.2万股+3.59% | 加仓 |
| V先锋领航指数基金VUG |
| 2.74% | 2.62% | $2,542.5万 | 29.5万股 | $2,148.7万 | 4.9万股 | +24.6万股+500.00% | 加仓 |
 苹果AAPL |
| 2.23% | 2.27% | $2,070.1万 | 7.2万股 | $1,862.3万 | 7.3万股 | -1,838股-2.50% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.14% | 2.11% | $1,982.7万 | 2.7万股 | $1,729.7万 | 2.7万股 | -46股-0.17% | 减仓 |
| V先锋领航指数基金VOO |
| 2.11% | 2.11% | $1,952.0万 | 2.8万股 | $1,735.1万 | 2.9万股 | -616股-2.12% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.68% | 1.14% | $1,557.2万 | 46.0万股 | $936.6万 | 32.2万股 | +13.9万股+43.12% | 加仓 |
 摩根大通JPM |
| 1.43% | 1.45% | $1,324.9万 | 4.0万股 | $1,189.1万 | 4.0万股 | +50股+0.12% | 加仓 |
 英伟达NVDA |
| 1.39% | 1.31% | $1,283.5万 | 6.4万股 | $1,076.2万 | 6.2万股 | +2,438股+3.95% | 加仓 |
 亚马逊AMZN |
| 1.14% | 1.14% | $1,060.2万 | 4.4万股 | $933.3万 | 4.5万股 | -330股-0.74% | 减仓 |
 博通AVGO |
| 1.14% | 1.09% | $1,053.8万 | 2.8万股 | $894.2万 | 2.9万股 | -994股-3.44% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.12% | 1.1% | $1,036.0万 | 23.4万股 | $907.5万 | 23.4万股 | +11股+0.00% | 加仓 |
 微软MSFT |
| 1% | 1.08% | $929.7万 | 2.5万股 | $884.0万 | 2.4万股 | +1,044股+4.37% | 加仓 |
| GGBANK FINL HLDGS INC COMGBFH |
| 0.97% | 0.96% | $895.0万 | 29.5万股 | $790.2万 | 29.5万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.91% | 0.89% | $841.1万 | 2.4万股 | $732.8万 | 2.5万股 | -1,947股-7.64% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.86% | 0.86% | $796.8万 | 9.7万股 | $705.3万 | 9.9万股 | -2,216股-2.23% | 减仓 |
 礼来LLY |
| 0.76% | 0.65% | $702.4万 | 5,856股 | $533.3万 | 5,798股 | +58股+1.00% | 加仓 |
 好市多COST |
| 0.76% | 0.9% | $702.1万 | 7,505股 | $742.4万 | 7,451股 | +54股+0.72% | 加仓 |
 泛林集团LRCX |
| 0.75% | 0.35% | $696.4万 | 1.6万股 | $290.2万 | 1.4万股 | +2,491股+18.34% | 加仓 |
| G通用动力VTI |
| 0.71% | 0.7% | $660.5万 | 1.8万股 | $573.0万 | 1.8万股 | -12股-0.07% | 减仓 |
| IiShares安硕信托IVV |
| 0.68% | 0.67% | $626.1万 | 8,360股 | $551.7万 | 8,446股 | -86股-1.02% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.64% | 0.65% | $591.6万 | 6.9万股 | $536.2万 | 7.0万股 | -334股-0.48% | 减仓 |
 埃克森美孚XOM |
| 0.55% | 0.68% | $512.1万 | 3.7万股 | $562.4万 | 3.3万股 | +4,312股+13.01% | 加仓 |
 Meta平台META |
| 0.46% | 0.53% | $429.5万 | 7,625股 | $433.0万 | 7,569股 | +56股+0.74% | 加仓 |
 雷神技术RTX |
| 0.44% | 0.5% | $411.6万 | 2.2万股 | $410.3万 | 2.1万股 | +423股+1.99% | 加仓 |
| IiShares安硕信托IEUR |
| 0.41% | 0.43% | $380.8万 | 5.1万股 | $356.0万 | 5.1万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.41% | 0.39% | $375.6万 | 1.1万股 | $321.4万 | 1.1万股 | +480股+4.52% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.39% | 0.39% | $364.4万 | 9.9万股 | $324.3万 | 9.5万股 | +3,424股+3.59% | 加仓 |
 美光科技MU |
| 0.37% | 0.17% | $345.0万 | 2,989股 | $138.3万 | 4,093股 | -1,104股-26.97% | 减仓 |
 可口可乐KO |
| 0.34% | 0.35% | $310.8万 | 3.8万股 | $291.6万 | 3.8万股 | -102股-0.27% | 减仓 |
| S道富SPYM |
| 0.33% | 0.33% | $310.3万 | 3.5万股 | $270.3万 | 3.5万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.33% | 0.24% | $301.7万 | 2.6万股 | $201.1万 | 2.6万股 | -237股-0.91% | 减仓 |
| IiShares安硕信托AGG |
| 0.32% | 0.36% | $300.0万 | 3.0万股 | $298.2万 | 3.0万股 | +269股+0.90% | 加仓 |
 艾伯维ABBV |
| 0.32% | 0.3% | $297.3万 | 1.2万股 | $250.1万 | 1.1万股 | +316股+2.75% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.32% | 0.31% | $292.4万 | 7,791股 | $255.3万 | 9,189股 | -1,398股-15.21% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.31% | 0.31% | $287.1万 | 1.2万股 | $256.8万 | 1.2万股 | -3股-0.03% | 减仓 |
 AMD超威AMD |
| 0.29% | 0.18% | $269.0万 | 4,630股 | $146.2万 | 7,187股 | -2,557股-35.58% | 减仓 |
 VisaV |
| 0.29% | 0.28% | $267.3万 | 7,790股 | $229.7万 | 7,600股 | +190股+2.50% | 加仓 |
 ADPADP |
| 0.28% | 0.29% | $263.0万 | 1.2万股 | $238.6万 | 1.2万股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 0.28% | 0.32% | $262.7万 | 2,732股 | $263.4万 | 2,739股 | -7股-0.26% | 减仓 |
 强生JNJ |
| 0.27% | 0.28% | $246.7万 | 9,713股 | $232.5万 | 9,513股 | +200股+2.10% | 加仓 |
 CSX铁路CSX |
| 0.26% | 0.25% | $241.7万 | 5.1万股 | $207.9万 | 5.1万股 | +207股+0.41% | 加仓 |
| N新纪元能源NEE |
| 0.26% | 0.31% | $238.0万 | 2.7万股 | $251.9万 | 2.7万股 | 00.00% | 持仓不变 |
 福特F |
| 0.25% | 0.24% | $235.9万 | 17.0万股 | $195.9万 | 17.0万股 | 00.00% | 持仓不变 |
