| DDimensional维度ETF信托DFAC |
| 26.29% | 25.33% | $7,877.3万 | 177.6万股 | $7,128.7万 | 168.1万股 | +9.5万股+5.64% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 19.71% | 20.1% | $5,906.4万 | 160.3万股 | $5,658.9万 | 154.4万股 | +5.9万股+3.81% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 5.75% | 5.66% | $1,722.0万 | 42.4万股 | $1,594.2万 | 41.0万股 | +1.4万股+3.34% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 5.7% | 5.53% | $1,707.9万 | 46.0万股 | $1,557.4万 | 41.6万股 | +4.4万股+10.49% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 4.95% | 5.03% | $1,482.5万 | 35.1万股 | $1,416.1万 | 33.5万股 | +1.6万股+4.76% | 加仓 |
 AVANTIS INTLNGG |
| 4.27% | 4.71% | $1,279.0万 | 14.3万股 | $1,325.6万 | 14.8万股 | -4,459股-3.02% | 减仓 |
| A美国世纪ETF信托AVUS |
| 3.52% | 3.58% | $1,054.6万 | 8.2万股 | $1,006.5万 | 8.2万股 | -92股-0.11% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 3.36% | 3.48% | $1,007.3万 | 6.4万股 | $979.8万 | 6.5万股 | -617股-0.95% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 3.28% | 3.33% | $981.9万 | 19.3万股 | $936.5万 | 18.5万股 | +8,858股+4.80% | 加仓 |
| DDimensional维度ETF信托DISV |
| 3.1% | 3.38% | $929.4万 | 23.2万股 | $951.7万 | 23.0万股 | +1,088股+0.47% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.07% | 2.1% | $621.1万 | 6.4万股 | $591.6万 | 6.5万股 | -1,102股-1.68% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.74% | 1.83% | $521.6万 | 6.1万股 | $513.7万 | 6.2万股 | -832股-1.35% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 1.64% | 1.66% | $492.6万 | 12.7万股 | $467.7万 | 12.4万股 | +2,727股+2.20% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.21% | 1.27% | $363.4万 | 8.8万股 | $358.8万 | 8.7万股 | +683股+0.78% | 加仓 |
 苹果AAPL |
| 1.21% | 1.16% | $362.4万 | 1.3万股 | $326.0万 | 1.2万股 | +510股+4.24% | 加仓 |
| G通用动力VTI |
| 1.2% | 1.23% | $360.8万 | 9,751股 | $345.8万 | 9,764股 | -13股-0.13% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.09% | 1.12% | $325.9万 | 8.1万股 | $314.8万 | 8.3万股 | -1,529股-1.85% | 减仓 |
| IiShares安硕信托IVV |
| 0.86% | 0.89% | $258.4万 | 3,451股 | $249.1万 | 3,450股 | +1股+0.03% | 加仓 |
| V先锋领航指数基金VOO |
| 0.58% | 0.61% | $173.5万 | 2,526股 | $171.7万 | 2,599股 | -73股-2.81% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.57% | 0.61% | $170.9万 | 3.3万股 | $171.3万 | 3.5万股 | -1,472股-4.26% | 减仓 |
 英伟达NVDA |
| 0.52% | 0.43% | $156.6万 | 7,825股 | $120.8万 | 6,051股 | +1,774股+29.32% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 0.38% | 0.4% | $114.6万 | 1.4万股 | $111.3万 | 1.4万股 | -147股-1.04% | 减仓 |
 思科CSCO |
| 0.37% | 0.31% | $109.6万 | 9,333股 | $87.5万 | 9,564股 | -231股-2.42% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.36% | 0.38% | $108.6万 | 5,496股 | $106.5万 | 5,470股 | +26股+0.48% | 加仓 |
 亚马逊AMZN |
| 0.3% | 0.32% | $91.4万 | 3,833股 | $89.5万 | 3,376股 | +457股+13.54% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.3% | 0.31% | $90.7万 | 1.3万股 | $87.2万 | 1.3万股 | +7股+0.05% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.3% | 0.36% | $90.3万 | 1.9万股 | $100.2万 | 2.1万股 | -1,995股-9.54% | 减仓 |
| TTEMPUS AITEM |
| 0.27% | 0.28% | $82.2万 | 1.4万股 | $78.6万 | 1.4万股 | +18股+0.13% | 加仓 |
 特斯拉TSLA |
| 0.27% | 0.26% | $82.0万 | 1,950股 | $72.8万 | 1,908股 | +42股+2.20% | 加仓 |
 微软MSFT |
| 0.27% | 0.26% | $81.8万 | 2,193股 | $73.5万 | 1,803股 | +390股+21.63% | 加仓 |
| V先锋领航·MIDVO |
| 0.26% | 0.28% | $78.3万 | 9,721股 | $79.3万 | 1.0万股 | -542股-5.28% | 减仓 |
| DDimensional维度ETF信托DXUV |
| 0.26% | 0.27% | $77.2万 | 1.2万股 | $74.6万 | 1.2万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.24% | 0.28% | $73.3万 | 2,075股 | $78.0万 | 2,041股 | +34股+1.67% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.2% | 0.2% | $60.3万 | 7,319股 | $56.5万 | 7,309股 | +10股+0.14% | 加仓 |
| IIBMIBM |
| 0.2% | 0.18% | $59.2万 | 2,105股 | $49.8万 | 2,156股 | -51股-2.37% | 减仓 |
| AAvantis·U SAVUV |
| 0.2% | 0.22% | $58.6万 | 4,696股 | $61.5万 | 5,122股 | -426股-8.32% | 减仓 |
 艾伯维ABBV |
| 0.19% | 0.08% | $56.3万 | 2,239股 | $21.1万 | 1,000股 | +1,239股+123.90% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.18% | 0.19% | $52.6万 | 9,752股 | $53.7万 | 9,741股 | +11股+0.11% | 加仓 |
 强生JNJ |
| 0.17% | 0.15% | $50.1万 | 1,972股 | $42.1万 | 1,832股 | +140股+7.64% | 加仓 |
| IiShares安硕信托ITOT |
| 0.15% | 0.15% | $43.8万 | 2,666股 | $41.9万 | 2,666股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.14% | 0.13% | $41.2万 | 1,091股 | $37.1万 | 888股 | +203股+22.86% | 加仓 |
 礼来LLY |
| 0.14% | 0.1% | $41.0万 | 342股 | $27.3万 | 292股 | +50股+17.12% | 加仓 |
| DDIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETFDEXC |
| 0.13% | 0.12% | $38.9万 | 4,711股 | $35.0万 | 4,689股 | +22股+0.47% | 加仓 |
 福泰制药VRTX |
| 0.13% | 0.12% | $37.8万 | 760股 | $32.5万 | 760股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.12% | 0.14% | $37.2万 | 2,940股 | $38.1万 | 2,939股 | +1股+0.03% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.12% | 0.13% | $36.2万 | 3,512股 | $37.7万 | 3,555股 | -43股-1.21% | 减仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.11% | 0.11% | $32.6万 | 4,356股 | $30.3万 | 4,331股 | +25股+0.58% | 加仓 |
| V先锋领航指数基金VUG |
| 0.1% | 0.1% | $30.2万 | 3,510股 | $29.2万 | 3,510股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.1% | 0.12% | $29.9万 | 2,639股 | $32.6万 | 2,468股 | +171股+6.93% | 加仓 |
 VisaV |
| 0.1% | 0.09% | $29.2万 | 851股 | $24.8万 | 751股 | +100股+13.32% | 加仓 |
