| DDimensional维度ETF信托DFAC |
| 37.29% | 36.37% | $1.33亿 | 299.1万股 | $1.19亿 | 305.5万股 | -6.4万股-2.09% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 23.95% | 24.92% | $8,521.7万 | 231.3万股 | $8,132.6万 | 239.4万股 | -8.1万股-3.38% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 22.35% | 22.92% | $7,952.6万 | 188.4万股 | $7,478.5万 | 177.1万股 | +11.3万股+6.36% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 3.71% | 3.52% | $1,320.0万 | 50.5万股 | $1,147.9万 | 48.5万股 | +1.9万股+3.96% | 加仓 |
| DDimensional维度ETF信托DFIP |
| 3.66% | 3.24% | $1,300.9万 | 31.5万股 | $1,058.6万 | 25.4万股 | +6.2万股+24.28% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 2.05% | 2.03% | $727.9万 | 15.1万股 | $663.0万 | 13.8万股 | +1.2万股+8.86% | 加仓 |
| N新纪元能源NEE |
| 0.8% | 0.92% | $283.3万 | 3.2万股 | $300.7万 | 3.2万股 | -102股-0.32% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 0.7% | 0.73% | $248.6万 | 4.9万股 | $237.3万 | 4.7万股 | +2,155股+4.61% | 加仓 |
| IiShares安硕信托AGG |
| 0.67% | 0.73% | $238.3万 | 2.4万股 | $239.0万 | 2.4万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEM |
| 0.54% | 0.51% | $192.1万 | 4.7万股 | $168.0万 | 4.9万股 | -1,348股-2.77% | 减仓 |
 谷歌AGOOGL |
| 0.36% | 0.33% | $128.3万 | 3,590股 | $107.4万 | 3,734股 | -144股-3.86% | 减仓 |
 苹果AAPL |
| 0.34% | 0.33% | $121.6万 | 4,204股 | $107.5万 | 4,237股 | -33股-0.78% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 0.29% | 0.29% | $103.7万 | 3.6万股 | $93.4万 | 3.5万股 | +662股+1.88% | 加仓 |
 亚马逊AMZN |
| 0.24% | 0.23% | $86.9万 | 3,644股 | $75.0万 | 3,600股 | +44股+1.22% | 加仓 |
 麦当劳MCD |
| 0.23% | 0.29% | $82.3万 | 3,045股 | $94.7万 | 3,047股 | -2股-0.07% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.21% | 0.22% | $75.1万 | 1,500股 | $71.9万 | 1,501股 | -1股-0.07% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.21% | 0.22% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.17% | 0.16% | $60.8万 | 3,041股 | $53.3万 | 3,058股 | -17股-0.56% | 减仓 |
 微软MSFT |
| 0.15% | 0.17% | $53.4万 | 1,432股 | $56.5万 | 1,526股 | -94股-6.16% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.14% | 0.13% | $50.6万 | 1.2万股 | $41.3万 | 1.1万股 | +1,676股+15.81% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.13% | 0.15% | $47.4万 | 9,930股 | $50.3万 | 1.1万股 | -583股-5.55% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.13% | 0.13% | $45.8万 | 1.2万股 | $43.7万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.12% | 0.1% | $41.5万 | 3,017股 | $34.1万 | 3,017股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.12% | — | $41.1万 | 1,204股 | $0 | 0股 | +1,204股 | 新买入 |
| SSPDR道富系列信托SPTM |
| 0.1% | 0.09% | $35.5万 | 3,906股 | $30.9万 | 3,906股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWV |
| 0.09% | 0.09% | $32.8万 | 769股 | $28.5万 | 769股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.09% | 0.1% | $32.6万 | 2,221股 | $31.4万 | 2,177股 | +44股+2.02% | 加仓 |
 强生JNJ |
| 0.09% | 0.09% | $31.8万 | 1,254股 | $30.7万 | 1,255股 | -1股-0.08% | 减仓 |
| V先锋领航指数基金VUG |
| 0.09% | 0.08% | $31.6万 | 3,672股 | $26.9万 | 616股 | +3,056股+496.10% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.09% | 0.08% | $31.3万 | 6,048股 | $27.3万 | 6,048股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.08% | 0.09% | $29.9万 | 2,779股 | $29.5万 | 2,779股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.08% | 0.08% | $29.3万 | 1,344股 | $24.6万 | 1,252股 | +92股+7.35% | 加仓 |
| V先锋领航指数基金VOO |
| 0.08% | 0.07% | $28.4万 | 413股 | $24.0万 | 401股 | +12股+2.99% | 加仓 |
 GE航空GE |
| 0.08% | 0.07% | $28.2万 | 755股 | $21.4万 | 754股 | +1股+0.13% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.08% | 0.08% | $28.1万 | 4,025股 | $25.1万 | 4,025股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCIQUAL |
| 0.07% | 0.07% | $25.8万 | 1,177股 | $22.6万 | 1,177股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.07% | 0.07% | $25.3万 | 683股 | $21.9万 | 683股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.07% | 0.07% | $25.2万 | 5,001股 | $22.8万 | 5,001股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.07% | — | $24.7万 | 210股 | $0 | 0股 | +210股 | 新买入 |
| SSPDR道富系列信托SDY |
| 0.07% | 0.09% | $24.4万 | 1,606股 | $28.3万 | 1,937股 | -331股-17.09% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.07% | 0.06% | $23.2万 | 3,263股 | $20.9万 | 3,263股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.06% | — | $21.5万 | 1,330股 | $0 | 0股 | +1,330股 | 新买入 |
