| DDimensional维度ETF信托DFAC |
| 16.17% | 15.93% | $7,308.2万 | 164.7万股 | $6,345.2万 | 163.3万股 | +1.5万股+0.90% | 加仓 |
| DDimensional维度·USDFUV |
| 8.54% | 8.66% | $3,862.0万 | 70.2万股 | $3,447.6万 | 71.1万股 | -9,372股-1.32% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 6.93% | 7.12% | $3,133.3万 | 74.2万股 | $2,837.1万 | 67.2万股 | +7.0万股+10.46% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 6.24% | 6% | $2,819.5万 | 34.2万股 | $2,391.1万 | 33.6万股 | +6,256股+1.86% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 5.13% | 5.34% | $2,320.2万 | 33.2万股 | $2,126.8万 | 34.1万股 | -8,636股-2.54% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 4.28% | 4.41% | $1,936.4万 | 40.6万股 | $1,756.1万 | 36.7万股 | +3.9万股+10.57% | 加仓 |
| V先锋领航债券指数基金BSV |
| 3.93% | 4.31% | $1,776.9万 | 22.8万股 | $1,718.6万 | 21.9万股 | +8,890股+4.06% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 3.02% | 3.43% | $1,367.2万 | 36.7万股 | $1,364.4万 | 38.4万股 | -1.7万股-4.44% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 2.72% | 2.89% | $1,228.0万 | 35.1万股 | $1,149.2万 | 34.1万股 | +9,262股+2.71% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.58% | 2.52% | $1,164.2万 | 14.2万股 | $1,003.2万 | 14.1万股 | +606股+0.43% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 2.57% | 2.9% | $1,161.7万 | 21.5万股 | $1,153.2万 | 21.8万股 | -3,446股-1.58% | 减仓 |
| G通用动力VTI |
| 2.19% | 0.73% | $988.6万 | 2.7万股 | $289.0万 | 2.7万股 | -86股-0.32% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.03% | 2.09% | $918.4万 | 15.6万股 | $831.8万 | 14.0万股 | +1.6万股+11.47% | 加仓 |
| AAvantis·U SAVUV |
| 1.93% | 1.75% | $874.6万 | 7.0万股 | $695.1万 | 6.3万股 | +7,183股+11.42% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.93% | 1.69% | $873.2万 | 21.2万股 | $674.4万 | 17.3万股 | +3.9万股+22.30% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.89% | 1.96% | $852.9万 | 11.1万股 | $781.4万 | 10.1万股 | +9,949股+9.83% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.87% | 2.06% | $845.4万 | 20.8万股 | $820.0万 | 23.7万股 | -2.9万股-12.35% | 减仓 |
| A美国世纪ETF信托AVLV |
| 1.43% | 0.97% | $645.7万 | 7.1万股 | $386.4万 | 4.8万股 | +2.3万股+47.70% | 加仓 |
| IiShares安硕信托AGG |
| 1.41% | 1.66% | $639.2万 | 6.5万股 | $662.8万 | 6.7万股 | -2,186股-3.27% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.23% | 1.29% | $558.3万 | 15.2万股 | $514.8万 | 15.2万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVUS |
| 1.23% | 1.04% | $555.1万 | 4.3万股 | $416.0万 | 3.7万股 | +5,924股+15.83% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 1.22% | 0.63% | $552.6万 | 10.9万股 | $250.3万 | 4.9万股 | +5.9万股+120.46% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 1.13% | 1.23% | $512.5万 | 10.6万股 | $488.2万 | 10.2万股 | +4,169股+4.09% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.03% | 1.02% | $467.6万 | 6,261股 | $407.2万 | 6,261股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.02% | 0.98% | $460.7万 | 11.5万股 | $391.2万 | 11.6万股 | -979股-0.85% | 减仓 |
| DDimensional维度ETF信托DISV |
| 1.01% | 1.12% | $455.8万 | 11.4万股 | $447.6万 | 11.3万股 | +90股+0.08% | 加仓 |
| V先锋领航指数基金VNQ |
| 1% | 0.95% | $452.5万 | 4.7万股 | $380.2万 | 4.3万股 | +4,060股+9.47% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.96% | 0.85% | $436.1万 | 4.5万股 | $336.6万 | 4.2万股 | +3,420股+8.19% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.93% | 1.06% | $418.7万 | 7.2万股 | $421.9万 | 7.2万股 | -132股-0.18% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.7% | 0.72% | $318.3万 | 12.2万股 | $286.5万 | 12.1万股 | +549股+0.45% | 加仓 |
| IiShares安硕信托EFV |
| 0.66% | 0.59% | $297.7万 | 3.8万股 | $235.7万 | 3.1万股 | +6,958股+22.09% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.65% | 0.67% | $292.2万 | 2.8万股 | $266.6万 | 2.7万股 | +1,658股+6.21% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.64% | 1.01% | $291.0万 | 3.2万股 | $402.2万 | 4.4万股 | -1.2万股-27.65% | 减仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 0.58% | 0.48% | $262.8万 | 5.6万股 | $191.2万 | 4.1万股 | +1.6万股+38.14% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.51% | 0.61% | $231.1万 | 2.8万股 | $243.5万 | 2.9万股 | -1,352股-4.58% | 减仓 |
| V先锋领航指数基金VB |
| 0.46% | 0.46% | $209.3万 | 6,906股 | $182.5万 | 6,969股 | -63股-0.90% | 减仓 |
| V先锋领航指数基金VTV |
| 0.46% | 0.46% | $207.7万 | 9,530股 | $184.5万 | 9,403股 | +127股+1.35% | 加仓 |
 苹果AAPL |
| 0.46% | 0.54% | $206.7万 | 7,145股 | $216.7万 | 8,539股 | -1,394股-16.33% | 减仓 |
| A美国世纪ETF信托AVSC |
| 0.43% | 0.43% | $195.5万 | 2.7万股 | $171.5万 | 2.8万股 | -881股-3.20% | 减仓 |
 AVANTIS INTLNGG |
| 0.41% | 0.44% | $184.1万 | 2.1万股 | $175.1万 | 2.1万股 | 00.00% | 持仓不变 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.36% | 0.25% | $163.4万 | 3.9万股 | $101.3万 | 2.4万股 | +1.5万股+61.82% | 加仓 |
| IiShares安硕IEMG |
| 0.34% | 0.33% | $153.0万 | 1.8万股 | $130.5万 | 1.9万股 | -233股-1.25% | 减仓 |
 谷歌AGOOGL |
| 0.33% | 0.37% | $150.9万 | 4,223股 | $149.3万 | 5,191股 | -968股-18.65% | 减仓 |
| V先锋领航·TOTALBND |
| 0.33% | 0.34% | $147.8万 | 2.0万股 | $136.5万 | 1.9万股 | +1,599股+8.62% | 加仓 |
 微软MSFT |
| 0.32% | 0.38% | $144.3万 | 3,867股 | $151.9万 | 4,103股 | -236股-5.75% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.26% | 0.29% | $115.8万 | 1.5万股 | $116.1万 | 1.5万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.25% | 0.36% | $113.1万 | 4,744股 | $143.2万 | 6,877股 | -2,133股-31.02% | 减仓 |
| IiShares安硕信托CMF |
| 0.24% | 0.27% | $110.2万 | 1.9万股 | $108.8万 | 1.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.19% | 0.19% | $87.9万 | 3,975股 | $75.4万 | 3,975股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.19% | 0.24% | $87.2万 | 2,663股 | $93.7万 | 3,187股 | -524股-16.44% | 减仓 |
