| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 28.5% | 26.95% | $1.27亿 | 155.5万股 | $1.09亿 | 153.1万股 | +2.4万股+1.59% | 加仓 |
| IiShares安硕信托IGIB |
| 10.03% | 10.7% | $4,484.9万 | 84.3万股 | $4,309.5万 | 81.0万股 | +3.4万股+4.17% | 加仓 |
| SSPDR道富指数基金SPDW |
| 7.47% | 7.38% | $3,340.4万 | 66.3万股 | $2,972.4万 | 65.1万股 | +1.2万股+1.81% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 6.31% | 6.81% | $2,823.1万 | 94.1万股 | $2,743.7万 | 91.2万股 | +2.8万股+3.10% | 加仓 |
| S道富SPTI |
| 5.75% | 6.16% | $2,570.6万 | 90.5万股 | $2,483.3万 | 86.6万股 | +3.9万股+4.50% | 加仓 |
| AAvantis·U SAVUV |
| 5.45% | 5.31% | $2,437.0万 | 19.5万股 | $2,137.7万 | 19.4万股 | +1,825股+0.94% | 加仓 |
| V先锋领航·TOTALBNDX |
| 5.38% | 5.68% | $2,403.9万 | 49.6万股 | $2,286.9万 | 47.6万股 | +2.0万股+4.29% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 4.34% | 4.18% | $1,940.1万 | 47.7万股 | $1,685.3万 | 48.8万股 | -1.0万股-2.13% | 减仓 |
| A美国世纪ETF信托AVUS |
| 3.79% | 3.72% | $1,693.4万 | 13.2万股 | $1,498.3万 | 13.5万股 | -2,553股-1.89% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.42% | 3.63% | $1,528.2万 | 14.8万股 | $1,462.7万 | 14.6万股 | +1,818股+1.24% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.61% | 2.58% | $1,165.6万 | 12.1万股 | $1,041.0万 | 11.7万股 | +3,509股+2.99% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 2.21% | 2.15% | $987.7万 | 18.8万股 | $866.7万 | 16.6万股 | +2.2万股+13.06% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.9% | 1.84% | $849.2万 | 8.8万股 | $741.6万 | 9.2万股 | -4,019股-4.37% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.35% | 1.44% | $605.3万 | 1.2万股 | $580.7万 | 1.2万股 | -22股-0.18% | 减仓 |
 AVANTIS INTLNGG |
| 1.01% | 1.08% | $453.3万 | 5.1万股 | $436.6万 | 5.1万股 | -645股-1.25% | 减仓 |
| IiShares安硕信托GVI |
| 0.75% | 0.79% | $335.7万 | 3.1万股 | $317.1万 | 3.0万股 | +1,323股+4.43% | 加仓 |
 苹果AAPL |
| 0.74% | 0.73% | $332.3万 | 1.1万股 | $295.9万 | 1.2万股 | -173股-1.48% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.58% | 0.55% | $259.7万 | 5.6万股 | $221.7万 | 5.4万股 | +1,737股+3.22% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.51% | 0.49% | $227.2万 | 2.5万股 | $197.8万 | 2.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托SUSB |
| 0.5% | 0.54% | $224.8万 | 9.0万股 | $216.1万 | 8.6万股 | +3,739股+4.34% | 加仓 |
 摩根大通JPM |
| 0.49% | 0.49% | $219.1万 | 6,694股 | $196.9万 | 6,694股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.43% | 0.47% | $190.2万 | 5,100股 | $187.9万 | 5,076股 | +24股+0.47% | 加仓 |
 美国合众银行USB |
| 0.32% | 0.32% | $143.1万 | 2.4万股 | $127.6万 | 2.5万股 | -837股-3.41% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.31% | 0.32% | $137.4万 | 3.5万股 | $130.8万 | 3.7万股 | -1,888股-5.06% | 减仓 |
| A美国世纪ETF信托AVRE |
| 0.31% | 0.31% | $137.4万 | 2.9万股 | $126.8万 | 2.9万股 | +194股+0.67% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.28% | 0.26% | $126.4万 | 3.1万股 | $106.4万 | 3.1万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.23% | 0.22% | $100.9万 | 5,043股 | $87.9万 | 5,037股 | +6股+0.12% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.22% | 0.21% | $97.2万 | 2,752股 | $84.7万 | 2,952股 | -200股-6.78% | 减仓 |
| DDimensional维度ETF信托DFSB |
| 0.2% | 0.22% | $90.1万 | 1.7万股 | $88.6万 | 1.7万股 | +162股+0.95% | 加仓 |
 埃克森美孚XOM |
| 0.2% | 0.29% | $89.3万 | 6,531股 | $115.7万 | 6,820股 | -289股-4.24% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.2% | 0.21% | $88.8万 | 1.1万股 | $85.5万 | 1.1万股 | +8股+0.07% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.2% | 0.2% | $88.6万 | 2.0万股 | $81.1万 | 1.9万股 | +525股+2.74% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.19% | 0.19% | $86.3万 | 7,823股 | $76.1万 | 7,823股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.17% | 0.17% | $76.5万 | 2,068股 | $67.0万 | 2,088股 | -20股-0.96% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.17% | 0.17% | $75.5万 | 3,190股 | $68.6万 | 3,190股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.17% | 0.18% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.15% | 0.14% | $65.5万 | 1,032股 | $58.1万 | 1,032股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.14% | 0.16% | $62.6万 | 1.1万股 | $63.2万 | 1.1万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.14% | 0.11% | $61.0万 | 2,558股 | $44.8万 | 2,150股 | +408股+18.98% | 加仓 |
 万事达MA |
| 0.13% | 0.14% | $58.6万 | 1,140股 | $57.0万 | 1,140股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSE |
| 0.13% | 0.12% | $56.4万 | 1.2万股 | $49.6万 | 1.2万股 | -167股-1.43% | 减仓 |
 Markel Group Inc.MKL |
| 0.12% | 0.12% | $55.1万 | 282股 | $48.6万 | 254股 | +28股+11.02% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.12% | 0.11% | $52.8万 | 1,758股 | $43.6万 | 1,758股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.11% | 0.12% | $48.4万 | 1,906股 | $47.3万 | 1,936股 | -30股-1.55% | 减仓 |
 甲骨文ORCL |
| 0.11% | 0.12% | $48.0万 | 3,278股 | $48.2万 | 3,278股 | 00.00% | 持仓不变 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.11% | 0.12% | $47.1万 | 1.8万股 | $50.1万 | 2.1万股 | -3,162股-14.94% | 减仓 |
 百事可乐PEP |
| 0.1% | 0.13% | $46.0万 | 3,400股 | $52.8万 | 3,400股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.09% | 0.07% | $41.7万 | 3,551股 | $27.6万 | 3,551股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.09% | 0.08% | $38.6万 | 524股 | $30.9万 | 536股 | -12股-2.24% | 减仓 |
| S道富SPIB |
| 0.09% | 0.1% | $38.6万 | 1.2万股 | $38.7万 | 1.2万股 | 00.00% | 持仓不变 |
