| AAvantis·U SAVUV |
| 21.36% | 20.07% | $5,559.2万 | 44.6万股 | $4,877.9万 | 41.5万股 | +3.1万股+7.35% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 14.76% | 14.58% | $3,840.9万 | 86.6万股 | $3,543.7万 | 84.2万股 | +2.4万股+2.84% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 10.13% | 10.48% | $2,636.4万 | 25.6万股 | $2,546.3万 | 23.6万股 | +2.0万股+8.37% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 7.32% | 7.62% | $1,905.8万 | 51.1万股 | $1,851.8万 | 48.8万股 | +2.4万股+4.90% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 4.61% | 4.51% | $1,200.9万 | 25.8万股 | $1,095.9万 | 24.4万股 | +1.4万股+5.57% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.81% | 3.94% | $992.7万 | 24.4万股 | $957.7万 | 24.8万股 | -3,765股-1.52% | 减仓 |
| A美国世纪ETF信托AVUS |
| 3.24% | 3.29% | $843.3万 | 6.6万股 | $799.4万 | 6.6万股 | -532股-0.80% | 减仓 |
| EEA SERIES TRUSTFRDM |
| 3.19% | 3.08% | $829.5万 | 11.4万股 | $748.8万 | 11.8万股 | -4,573股-3.86% | 减仓 |
| A美国世纪ETF信托AVRE |
| 3.15% | 3.14% | $820.1万 | 17.3万股 | $763.8万 | 15.9万股 | +1.4万股+8.69% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 2.58% | 2.58% | $671.5万 | 5.7万股 | $627.6万 | 5.4万股 | +3,425股+6.35% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 2.27% | 2.28% | $590.2万 | 13.1万股 | $553.3万 | 12.0万股 | +1.1万股+8.85% | 加仓 |
| G通用动力VTI |
| 2.18% | 2.22% | $566.4万 | 1.5万股 | $540.6万 | 1.5万股 | -116股-0.75% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 1.64% | 1.67% | $425.9万 | 8.2万股 | $406.4万 | 8.3万股 | -374股-0.45% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 1.39% | 1.35% | $363.0万 | 7.5万股 | $328.6万 | 6.8万股 | +7,209股+10.62% | 加仓 |
| DDimensional维度ETF信托DISV |
| 1.33% | 1.5% | $347.4万 | 8.7万股 | $364.7万 | 8.7万股 | -404股-0.46% | 减仓 |
 AVANTIS INTLNGG |
| 1.32% | 1.45% | $343.2万 | 3.8万股 | $351.4万 | 3.9万股 | -106股-0.27% | 减仓 |
 PIMCO·DYNAMIC INCOMEPDI |
| 1.27% | 1.38% | $331.5万 | 19.9万股 | $336.1万 | 19.3万股 | +5,275股+2.73% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.15% | 1.16% | $298.4万 | 3.1万股 | $281.1万 | 3.1万股 | -344股-1.10% | 减仓 |
| AALPHA ARCHITECT US QUANTITATIVE VALQVAL |
| 1.13% | 1.21% | $294.9万 | 5.3万股 | $293.0万 | 5.3万股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.11% | 1.23% | $289.6万 | 7.0万股 | $298.0万 | 7.1万股 | -1,204股-1.69% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.98% | 1.02% | $255.8万 | 6.6万股 | $247.1万 | 6.7万股 | -731股-1.10% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.98% | 0.98% | $255.5万 | 5.2万股 | $237.5万 | 5.0万股 | +2,235股+4.47% | 加仓 |
| EEA SERIES TRUSTAAUS |
| 0.88% | 0.9% | $229.7万 | 3.8万股 | $219.5万 | 3.9万股 | -113股-0.29% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.82% | 0.91% | $214.5万 | 4.0万股 | $220.7万 | 4.0万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.79% | 0.82% | $206.7万 | 3.0万股 | $199.8万 | 3.0万股 | -605股-2.01% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.76% | 0.82% | $197.2万 | 1.9万股 | $199.7万 | 2.2万股 | -2,996股-13.45% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.62% | 0.63% | $161.9万 | 3.4万股 | $152.3万 | 3.2万股 | +2,306股+7.30% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.41% | 0.44% | $107.4万 | 3.7万股 | $107.3万 | 3.7万股 | +28股+0.08% | 加仓 |
 苹果AAPL |
| 0.36% | 0.34% | $94.5万 | 3,267股 | $83.5万 | 3,091股 | +176股+5.69% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.36% | 0.36% | $94.2万 | 6,890股 | $87.8万 | 6,890股 | 00.00% | 持仓不变 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.36% | 0.37% | $94.1万 | 2.3万股 | $89.7万 | 2.1万股 | +1,294股+6.04% | 加仓 |
| IiShares安硕信托ITOT |
| 0.32% | 0.32% | $82.8万 | 5,041股 | $78.4万 | 5,041股 | 00.00% | 持仓不变 |
| EEA SERIES TRUSTAAEQ |
| 0.29% | 0.42% | $75.7万 | 1.4万股 | $102.4万 | 2.0万股 | -5,933股-29.42% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.27% | 0.27% | $69.9万 | 936股 | $66.5万 | 936股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.27% | 0.27% | $69.7万 | 8,511股 | $65.9万 | 8,511股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.25% | 0.25% | $65.1万 | 1.6万股 | $61.3万 | 1.6万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVSU |
| 0.25% | 0.26% | $64.4万 | 7,271股 | $62.1万 | 7,606股 | -335股-4.40% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.24% | 0.24% | $62.0万 | 2,550股 | $59.2万 | 2,550股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.24% | 0.23% | $61.8万 | 2,432股 | $56.7万 | 2,423股 | +9股+0.37% | 加仓 |
| IiShares安硕信托EFV |
| 0.18% | 0.22% | $46.8万 | 6,120股 | $53.9万 | 6,862股 | -742股-10.81% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.16% | 0.16% | $42.2万 | 1.2万股 | $38.9万 | 1.2万股 | 00.00% | 持仓不变 |
 特灵科技TT |
| 0.16% | — | $41.1万 | 837股 | $0 | 0股 | +837股 | 新买入 |
| AALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETFIVAL |
| 0.14% | 0.16% | $36.9万 | 1.1万股 | $38.6万 | 1.1万股 | -19股-0.18% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.13% | 0.13% | $34.9万 | 1,160股 | $32.0万 | 1,160股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.11% | 0.11% | $27.9万 | 3,266股 | $27.4万 | 3,266股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.11% | 0.11% | $27.7万 | 3,362股 | $25.9万 | 3,362股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.1% | 0.11% | $26.7万 | 3,190股 | $26.0万 | 3,190股 | 00.00% | 持仓不变 |
| EEA SERIES TRUSTAAUA |
| 0.1% | 0.1% | $25.6万 | 4,497股 | $24.2万 | 4,497股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.09% | — | $23.6万 | 1,237股 | $0 | 0股 | +1,237股 | 新买入 |
| SSPDR道富系列信托SPTM |
| 0.09% | 0.09% | $23.1万 | 2,545股 | $22.0万 | 2,545股 | 00.00% | 持仓不变 |
