| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 16.55% | 20.09% | $4.26亿 | 519.9万股 | $4.34亿 | 612.6万股 | -92.7万股-15.14% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 7.45% | 5.22% | $1.92亿 | 233.0万股 | $1.13亿 | 158.6万股 | +74.3万股+46.85% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 7.26% | 7.51% | $1.87亿 | 452.8万股 | $1.62亿 | 416.7万股 | +36.1万股+8.67% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 7.24% | 5.19% | $1.86亿 | 471.4万股 | $1.12亿 | 314.4万股 | +157.0万股+49.94% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 6.75% | 6.62% | $1.74亿 | 363.7万股 | $1.43亿 | 299.1万股 | +64.6万股+21.60% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 6.29% | 6.34% | $1.62亿 | 383.3万股 | $1.37亿 | 324.8万股 | +58.6万股+18.03% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 4.81% | 5.06% | $1.24亿 | 308.0万股 | $1.09亿 | 322.9万股 | -14.9万股-4.62% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 3.68% | 3.55% | $9,476.8万 | 186.6万股 | $7,679.4万 | 151.4万股 | +35.2万股+23.24% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 3.07% | 2.25% | $7,900.7万 | 189.3万股 | $4,865.0万 | 132.3万股 | +57.0万股+43.06% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 2.48% | 2.13% | $6,373.8万 | 118.0万股 | $4,605.9万 | 87.3万股 | +30.7万股+35.21% | 加仓 |
| V先锋领航指数基金VUG |
| 2.43% | 2.46% | $6,249.7万 | 72.6万股 | $5,329.8万 | 12.2万股 | +60.4万股+494.58% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 2.36% | 2.32% | $6,084.8万 | 232.6万股 | $5,007.8万 | 211.7万股 | +20.9万股+9.85% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 2.23% | 1.74% | $5,728.7万 | 163.5万股 | $3,766.5万 | 111.9万股 | +51.7万股+46.19% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 2.1% | 0.24% | $5,410.8万 | 126.8万股 | $524.7万 | 14.7万股 | +112.1万股+764.75% | 加仓 |
 英伟达NVDA |
| 1.83% | 1.98% | $4,698.3万 | 23.5万股 | $4,279.6万 | 24.5万股 | -1.1万股-4.31% | 减仓 |
| G通用动力VTI |
| 1.76% | 1.77% | $4,519.1万 | 12.2万股 | $3,823.9万 | 11.9万股 | +2,928股+2.46% | 加仓 |
 苹果AAPL |
| 1.42% | 1.57% | $3,648.8万 | 12.6万股 | $3,389.2万 | 13.4万股 | -7,446股-5.58% | 减仓 |
| DDimensional维度·USDFUV |
| 0.7% | 1.29% | $1,796.1万 | 32.6万股 | $2,780.7万 | 57.4万股 | -24.7万股-43.10% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.68% | 0.79% | $1,758.7万 | 39.6万股 | $1,709.6万 | 44.0万股 | -4.3万股-9.88% | 减仓 |
 微软MSFT |
| 0.55% | 0.6% | $1,412.0万 | 3.8万股 | $1,295.8万 | 3.5万股 | +2,848股+8.14% | 加仓 |
| V先锋领航·TOTALBND |
| 0.49% | 0.63% | $1,260.7万 | 17.2万股 | $1,366.9万 | 18.6万股 | -1.4万股-7.48% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.49% | 0.55% | $1,257.3万 | 14.7万股 | $1,182.3万 | 15.3万股 | -6,255股-4.08% | 减仓 |
 博通AVGO |
| 0.48% | 0.44% | $1,229.7万 | 3.3万股 | $958.9万 | 3.1万股 | +1,572股+5.07% | 加仓 |
| IiShares安硕信托SGOV |
| 0.47% | 0.41% | $1,199.0万 | 11.9万股 | $885.1万 | 8.8万股 | +3.1万股+35.44% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.44% | 0.45% | $1,139.6万 | 16.0万股 | $964.2万 | 15.0万股 | +9,479股+6.30% | 加仓 |
| V先锋领航指数基金VOO |
| 0.43% | 0.46% | $1,118.6万 | 1.6万股 | $1,002.4万 | 1.7万股 | -489股-2.91% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.43% | 0.84% | $1,116.2万 | 28.8万股 | $1,826.5万 | 52.1万股 | -23.4万股-44.80% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.39% | 0.46% | $1,006.7万 | 19.5万股 | $991.6万 | 22.0万股 | -2.5万股-11.38% | 减仓 |
 亚马逊AMZN |
| 0.39% | 0.36% | $1,000.2万 | 4.2万股 | $773.6万 | 3.7万股 | +4,823股+12.98% | 加仓 |
 谷歌AGOOGL |
| 0.38% | 0.39% | $966.9万 | 2.7万股 | $840.5万 | 2.9万股 | -2,171股-7.43% | 减仓 |
 特斯拉TSLA |
| 0.36% | 0.36% | $936.8万 | 2.2万股 | $776.8万 | 2.1万股 | +1,378股+6.60% | 加仓 |
| V先锋领航指数基金VTV |
| 0.34% | 0.3% | $879.8万 | 4.0万股 | $655.9万 | 3.3万股 | +6,938股+20.75% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.33% | 0.32% | $861.8万 | 11.1万股 | $696.6万 | 8.9万股 | +2.2万股+24.51% | 加仓 |
| V先锋领航指数基金VB |
| 0.33% | 0.31% | $861.1万 | 2.8万股 | $676.6万 | 2.6万股 | +2,574股+9.96% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.31% | $688.9万 | 1.4万股 | $665.4万 | 1.4万股 | -117股-0.84% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.23% | 0.22% | $604.8万 | 13.0万股 | $468.9万 | 11.4万股 | +1.6万股+13.66% | 加仓 |
| I景顺QQQ信托VOO |
| 0.23% | 0.22% | $603.9万 | 8,200股 | $482.2万 | 8,355股 | -155股-1.86% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.23% | 0.23% | $601.7万 | 10.1万股 | $490.7万 | 9.1万股 | +1.0万股+11.04% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.22% | 0.22% | $574.9万 | 1.6万股 | $466.3万 | 1.6万股 | +16股+0.10% | 加仓 |
 卡特彼勒CAT |
| 0.21% | 0.16% | $551.6万 | 5,180股 | $351.6万 | 4,963股 | +217股+4.37% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.2% | 0.17% | $518.5万 | 10.7万股 | $367.1万 | 7.7万股 | +3.1万股+40.04% | 加仓 |
 Meta平台META |
| 0.19% | 0.23% | $501.7万 | 8,907股 | $506.1万 | 8,847股 | +60股+0.68% | 加仓 |
| IiShares安硕信托GVI |
| 0.19% | 0.17% | $495.4万 | 4.7万股 | $376.2万 | 3.5万股 | +1.1万股+31.72% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.18% | 0.15% | $468.4万 | 9.4万股 | $332.2万 | 6.7万股 | +2.7万股+41.01% | 加仓 |
 美光科技MU |
| 0.18% | 0.05% | $452.3万 | 3,918股 | $118.5万 | 3,508股 | +410股+11.69% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 0.16% | <0.01% | $409.3万 | 7.5万股 | $5.6万 | 1,034股 | +7.4万股+7,168.86% | 加仓 |
 家得宝HD |
| 0.15% | 0.15% | $385.7万 | 1.1万股 | $320.2万 | 9,735股 | +1,201股+12.34% | 加仓 |
 AMD超威AMD |
| 0.15% | 0.07% | $383.1万 | 6,595股 | $159.4万 | 7,834股 | -1,239股-15.82% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.13% | 0.15% | $338.6万 | 9.1万股 | $324.7万 | 9.1万股 | -504股-0.55% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.13% | 0.13% | $327.2万 | 4,382股 | $291.4万 | 4,481股 | -99股-2.21% | 减仓 |
