| AAvantis·U SAVUV |
| 11.99% | 11.35% | $3,070.5万 | 24.6万股 | $2,510.2万 | 22.7万股 | +1.9万股+8.31% | 加仓 |
| DDimensional维度·USDFUV |
| 11.93% | 12.24% | $3,055.0万 | 55.5万股 | $2,707.4万 | 55.9万股 | -3,332股-0.60% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 11.01% | 11.44% | $2,820.4万 | 40.3万股 | $2,529.4万 | 40.5万股 | -1,536股-0.38% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 10.48% | 9.89% | $2,682.6万 | 32.7万股 | $2,187.3万 | 30.8万股 | +1.9万股+6.14% | 加仓 |
| A美国世纪ETF信托AVLV |
| 8.84% | 8.42% | $2,263.9万 | 24.8万股 | $1,863.2万 | 23.1万股 | +1.7万股+7.39% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 7.3% | 8.06% | $1,868.4万 | 34.6万股 | $1,782.0万 | 33.8万股 | +8,251股+2.44% | 加仓 |
| DDimensional维度ETF信托DISV |
| 4.99% | 5.18% | $1,277.0万 | 31.8万股 | $1,144.7万 | 29.0万股 | +2.8万股+9.64% | 加仓 |
 苹果AAPL |
| 4.15% | 4.41% | $1,061.4万 | 3.7万股 | $974.3万 | 3.8万股 | -1,707股-4.45% | 减仓 |
| V先锋领航·TOTALBND |
| 3.77% | 3.75% | $964.1万 | 13.1万股 | $830.0万 | 11.3万股 | +1.9万股+16.52% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 3.54% | 3.4% | $905.9万 | 26.5万股 | $752.5万 | 23.4万股 | +3.2万股+13.66% | 加仓 |
| SSentinelone INC CLASS A CORP COMMONS |
| 2.96% | 2.6% | $756.9万 | 44.6万股 | $574.4万 | 44.6万股 | 00.00% | 持仓不变 |
| V先锋领航·MALVERN FDSVTIP |
| 2.61% | 2.82% | $667.4万 | 13.3万股 | $622.9万 | 12.5万股 | +8,162股+6.54% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.25% | 1.27% | $321.0万 | 6.2万股 | $280.2万 | 6.2万股 | 00.00% | 持仓不变 |
| MMANAGER DIRECTED PORTFOLIOSVGSR |
| 1.16% | 1.05% | $297.1万 | 26.1万股 | $232.6万 | 22.5万股 | +3.6万股+15.89% | 加仓 |
 微软MSFT |
| 0.95% | 1.03% | $243.6万 | 6,531股 | $228.5万 | 6,173股 | +358股+5.80% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.9% | 0.95% | $231.0万 | 6.0万股 | $210.4万 | 6.0万股 | -484股-0.81% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.83% | 0.79% | $213.6万 | 4.4万股 | $174.0万 | 3.6万股 | +7,896股+21.81% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.83% | 0.85% | $212.8万 | 7.3万股 | $188.5万 | 7.1万股 | +2,552股+3.60% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.83% | 0.82% | $211.9万 | 5.3万股 | $180.6万 | 5.3万股 | -638股-1.20% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 0.72% | 0.71% | $184.1万 | 4.5万股 | $156.6万 | 4.5万股 | -18股-0.04% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.65% | 0.71% | $165.4万 | 4.0万股 | $156.2万 | 4.0万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.5% | 0.52% | $128.4万 | 5,283股 | $114.7万 | 5,277股 | +6股+0.11% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.45% | 0.46% | $114.9万 | 2.5万股 | $101.5万 | 2.5万股 | -41股-0.17% | 减仓 |
| IiShares安硕信托IVV |
| 0.44% | 0.45% | $113.1万 | 1,510股 | $98.6万 | 1,510股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.38% | 0.48% | $97.1万 | 6,624股 | $105.7万 | 7,183股 | -559股-7.78% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.37% | 0.39% | $93.6万 | 1.9万股 | $85.7万 | 2.0万股 | -1,089股-5.38% | 减仓 |
 亚马逊AMZN |
| 0.36% | 0.4% | $92.4万 | 3,876股 | $88.6万 | 4,252股 | -376股-8.84% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.3% | 0.33% | $77.7万 | 1.7万股 | $73.2万 | 1.7万股 | -24股-0.14% | 减仓 |
| DDimensional维度ETF信托DFIP |
| 0.3% | 0.14% | $76.4万 | 1.9万股 | $31.4万 | 7,516股 | +1.1万股+146.41% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.29% | 0.32% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.27% | 0.35% | $70.3万 | 6,205股 | $77.1万 | 6,205股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.29% | $67.9万 | 1,357股 | $64.9万 | 1,355股 | +2股+0.15% | 加仓 |
 卡特彼勒CAT |
| 0.26% | 0.2% | $67.3万 | 632股 | $44.8万 | 632股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.25% | 0.17% | $64.3万 | 1,800股 | $37.4万 | 1,300股 | +500股+38.46% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.24% | 0.16% | $60.6万 | 1,714股 | $34.8万 | 1,214股 | +500股+41.19% | 加仓 |
 强生JNJ |
| 0.24% | 0.21% | $60.5万 | 2,383股 | $46.0万 | 1,883股 | +500股+26.55% | 加仓 |
 特斯拉TSLA |
| 0.22% | 0.22% | $55.5万 | 1,320股 | $49.1万 | 1,320股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVGE |
| 0.2% | 0.17% | $51.4万 | 5,184股 | $38.1万 | 4,325股 | +859股+19.86% | 加仓 |
 FICOFICO |
| 0.19% | 0.2% | $49.6万 | 415股 | $44.3万 | 415股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.19% | 0.21% | $48.7万 | 5,060股 | $45.9万 | 4,760股 | +300股+6.30% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.18% | 0.22% | $46.8万 | 2,805股 | $48.7万 | 2,805股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.17% | 0.21% | $43.5万 | 465股 | $46.3万 | 465股 | 00.00% | 持仓不变 |
 欧特克ADSK |
| 0.16% | 0.23% | $41.1万 | 2,115股 | $50.6万 | 2,115股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.16% | — | $40.3万 | 1,231股 | $0 | 0股 | +1,231股 | 新买入 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.15% | 0.15% | $39.6万 | 4,814股 | $34.2万 | 4,814股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.15% | — | $39.3万 | 1,040股 | $0 | 0股 | +1,040股 | 新买入 |
 CSX铁路CSX |
| 0.13% | 0.14% | $33.9万 | 7,140股 | $31.5万 | 7,681股 | -541股-7.04% | 减仓 |
| V先锋领航指数基金VOO |
| 0.12% | 0.12% | $30.1万 | 438股 | $26.1万 | 437股 | +1股+0.23% | 加仓 |
 帕兰提尔PLTR |
| 0.11% | 0.16% | $28.4万 | 2,435股 | $35.6万 | 2,435股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 0.11% | 0.12% | $27.9万 | 1,782股 | $25.8万 | 1,382股 | +400股+28.94% | 加仓 |
