| DDimensional维度ETF信托DFAC |
| 19.23% | 18.7% | $1.20亿 | 271.0万股 | $1.06亿 | 274.0万股 | -3.0万股-1.09% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 12.76% | 13.07% | $7,977.9万 | 193.4万股 | $7,440.3万 | 191.0万股 | +2.4万股+1.27% | 加仓 |
| PPIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDCORP |
| 8.71% | 9.02% | $5,443.3万 | 56.2万股 | $5,133.8万 | 53.0万股 | +3.1万股+5.92% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 8.55% | 7.88% | $5,345.7万 | 132.9万股 | $4,488.0万 | 132.5万股 | +3,977股+0.30% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 7.7% | 8.4% | $4,815.3万 | 100.8万股 | $4,780.6万 | 99.8万股 | +9,986股+1.00% | 加仓 |
 微软MSFT |
| 6.75% | 7.45% | $4,217.9万 | 11.3万股 | $4,242.8万 | 11.5万股 | -1,542股-1.35% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 6.1% | 5.93% | $3,811.0万 | 145.7万股 | $3,376.7万 | 142.8万股 | +2.9万股+2.03% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 4.51% | 4.35% | $2,820.8万 | 58.4万股 | $2,475.3万 | 51.6万股 | +6.7万股+13.01% | 加仓 |
 亚马逊AMZN |
| 1.71% | 1.8% | $1,072.2万 | 4.5万股 | $1,022.2万 | 4.9万股 | -4,094股-8.34% | 减仓 |
 英伟达NVDA |
| 1.46% | 1.46% | $913.1万 | 4.6万股 | $828.9万 | 4.8万股 | -1,898股-3.99% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.17% | 1.12% | $730.5万 | 2.1万股 | $637.8万 | 2.2万股 | -1,558股-7.01% | 减仓 |
 好市多COST |
| 1.08% | 1.34% | $674.5万 | 7,210股 | $762.1万 | 7,649股 | -439股-5.74% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 1.02% | 0.93% | $638.9万 | 14.2万股 | $530.5万 | 12.5万股 | +1.7万股+13.23% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 1.02% | 0.93% | $636.9万 | 13.7万股 | $528.5万 | 12.9万股 | +7,981股+6.21% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.89% | 0.91% | $554.6万 | 15.1万股 | $516.3万 | 15.2万股 | -1,460股-0.96% | 减仓 |
 苹果AAPL |
| 0.81% | 0.78% | $503.4万 | 1.7万股 | $444.1万 | 1.7万股 | -100股-0.57% | 减仓 |
 泛林集团LRCX |
| 0.69% | 0.41% | $429.2万 | 9,905股 | $235.6万 | 1.1万股 | -1,120股-10.16% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.62% | 0.68% | $385.8万 | 7.7万股 | $387.6万 | 7.8万股 | -794股-1.02% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.61% | 0.53% | $383.9万 | 7.9万股 | $301.0万 | 7.1万股 | +7,500股+10.56% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.57% | 0.45% | $354.7万 | 4.3万股 | $256.1万 | 3.6万股 | +7,171股+19.86% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.56% | 0.5% | $352.8万 | 9.1万股 | $283.0万 | 8.1万股 | +1.0万股+12.60% | 加仓 |
| IiShares安硕信托IVV |
| 0.56% | 0.6% | $348.3万 | 4,651股 | $341.5万 | 5,228股 | -577股-11.04% | 减仓 |
 博通AVGO |
| 0.52% | 0.45% | $325.6万 | 8,620股 | $253.7万 | 8,198股 | +422股+5.15% | 加仓 |
| DDimensional维度ETF信托DFSB |
| 0.52% | 0.57% | $324.0万 | 6.2万股 | $324.9万 | 6.3万股 | -630股-1.00% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.51% | 0.52% | $318.9万 | 2.5万股 | $297.0万 | 2.7万股 | -1,811股-6.78% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.5% | 0.46% | $312.2万 | 7.8万股 | $263.6万 | 6.7万股 | +1.1万股+16.40% | 加仓 |
 甲骨文ORCL |
| 0.45% | 0.59% | $282.5万 | 1.9万股 | $337.6万 | 2.3万股 | -3,673股-16.01% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.42% | 0.37% | $262.1万 | 6.3万股 | $209.6万 | 5.7万股 | +5,780股+10.13% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.4% | 0.32% | $251.8万 | 7.4万股 | $179.4万 | 5.6万股 | +1.8万股+32.53% | 加仓 |
 ROBLOX CL ARBLX |
| 0.4% | 0.47% | $248.7万 | 4.6万股 | $268.9万 | 4.8万股 | -1,816股-3.82% | 减仓 |
 谷歌AGOOGL |
| 0.37% | 0.32% | $232.0万 | 6,493股 | $180.4万 | 6,274股 | +219股+3.49% | 加仓 |
 AVANTIS INTLNGG |
| 0.36% | 0.39% | $227.5万 | 2.6万股 | $224.4万 | 2.6万股 | -950股-3.59% | 减仓 |
 Meta平台META |
| 0.32% | 0.36% | $199.0万 | 3,533股 | $204.8万 | 3,579股 | -46股-1.29% | 减仓 |
 帕卡PCAR |
| 0.3% | 0.32% | $188.1万 | 1.6万股 | $181.6万 | 1.6万股 | -68股-0.43% | 减仓 |
| DDimensional维度·USDFUV |
| 0.26% | 0.24% | $164.3万 | 3.0万股 | $134.3万 | 2.8万股 | +2,160股+7.79% | 加仓 |
 应用材料AMAT |
| 0.26% | 0.14% | $164.0万 | 2,268股 | $82.1万 | 2,401股 | -133股-5.54% | 减仓 |
| G通用动力VTI |
| 0.25% | 0.24% | $155.9万 | 4,212股 | $136.6万 | 4,258股 | -46股-1.08% | 减仓 |
 特斯拉TSLA |
| 0.25% | 0.31% | $153.3万 | 3,646股 | $176.0万 | 4,734股 | -1,088股-22.98% | 减仓 |
 艾伯维ABBV |
| 0.24% | 0.23% | $150.5万 | 5,980股 | $130.4万 | 5,996股 | -16股-0.27% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.22% | 0.2% | $136.5万 | 1.4万股 | $113.5万 | 1.4万股 | +55股+0.39% | 加仓 |
| V先锋领航指数基金VOO |
| 0.21% | 0.2% | $128.3万 | 1,869股 | $111.5万 | 1,866股 | +3股+0.16% | 加仓 |
 PORCHPRCH |
| 0.19% | 0.11% | $121.7万 | 8.1万股 | $61.6万 | 8.6万股 | -5,000股-5.82% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.19% | 0.17% | $119.7万 | 1.7万股 | $96.6万 | 1.5万股 | +1,732股+11.49% | 加仓 |
| V先锋领航全球基金VGT |
| 0.17% | 0.15% | $108.4万 | 9,066股 | $85.3万 | 1,222股 | +7,844股+641.90% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.17% | 0.21% | $106.1万 | 1,421股 | $118.4万 | 1,821股 | -400股-21.97% | 减仓 |
 DANAHER DEL COMDHR |
| 0.17% | 0.18% | $104.7万 | 5,496股 | $104.4万 | 5,505股 | -9股-0.16% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.16% | 0.16% | $100.6万 | 2,010股 | $93.4万 | 1,950股 | +60股+3.08% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.16% | 0.12% | $99.3万 | 6,147股 | $68.9万 | 6,147股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.14% | 0.07% | $89.3万 | 1,536股 | $41.7万 | 2,050股 | -514股-25.07% | 减仓 |
 VisaV |
| 0.14% | 0.13% | $86.8万 | 2,529股 | $74.2万 | 2,455股 | +74股+3.01% | 加仓 |
