| DDimensional维度ETF信托DFAU |
| 14.41% | 13.33% | $3,801.4万 | 73.5万股 | $3,220.5万 | 71.4万股 | +2.2万股+3.03% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 8.69% | 9.14% | $2,290.9万 | 54.3万股 | $2,206.8万 | 52.3万股 | +2.0万股+3.83% | 加仓 |
| DDimensional维度ETF信托DFIP |
| 7.24% | 7.39% | $1,909.0万 | 46.3万股 | $1,785.3万 | 42.8万股 | +3.5万股+8.14% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 6.05% | 6.08% | $1,594.4万 | 41.1万股 | $1,469.5万 | 41.9万股 | -8,329股-1.99% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 5.2% | 4.96% | $1,372.4万 | 33.8万股 | $1,199.3万 | 34.7万股 | -9,419股-2.71% | 减仓 |
| A美国世纪ETF信托AVRE |
| 5.1% | 5.27% | $1,344.0万 | 28.4万股 | $1,272.3万 | 28.9万股 | -5,350股-1.85% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 4.9% | 4.63% | $1,292.1万 | 15.8万股 | $1,118.2万 | 15.8万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIC |
| 4.8% | 5.05% | $1,266.0万 | 34.0万股 | $1,219.9万 | 34.3万股 | -3,550股-1.03% | 减仓 |
| AAvantis·U SAVUV |
| 4.57% | 4.27% | $1,206.2万 | 9.7万股 | $1,030.4万 | 9.3万股 | +3,409股+3.65% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 4.44% | 4.73% | $1,171.2万 | 23.2万股 | $1,142.4万 | 22.9万股 | +2,567股+1.12% | 加仓 |
| DDimensional维度ETF信托DISV |
| 4.2% | 4.64% | $1,107.9万 | 27.6万股 | $1,121.8万 | 28.4万股 | -8,339股-2.93% | 减仓 |
 AVANTIS INTLNGG |
| 3.82% | 3.81% | $1,006.6万 | 11.3万股 | $920.0万 | 10.8万股 | +4,409股+4.07% | 加仓 |
| V先锋领航·TOTALBNDX |
| 3.17% | 3.23% | $834.9万 | 17.2万股 | $780.1万 | 16.2万股 | +1.0万股+6.19% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.98% | 3.01% | $786.3万 | 7.6万股 | $727.5万 | 7.3万股 | +3,450股+4.74% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.78% | 2.57% | $732.1万 | 7.6万股 | $620.9万 | 7.7万股 | -1,182股-1.53% | 减仓 |
| V先锋领航市政债券基金VCRM |
| 2.16% | 2.21% | $570.8万 | 7.5万股 | $534.3万 | 7.1万股 | +3,621股+5.09% | 加仓 |
| A美国世纪ETF信托AVUS |
| 2.06% | 1.9% | $544.6万 | 4.3万股 | $457.8万 | 4.1万股 | +1,344股+3.26% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.94% | 1.9% | $512.2万 | 7.3万股 | $458.9万 | 7.3万股 | -217股-0.30% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 1.83% | 1.53% | $481.4万 | 16.6万股 | $369.6万 | 13.9万股 | +2.7万股+19.51% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.65% | 1.56% | $435.3万 | 5.3万股 | $376.0万 | 5.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 1.01% | 1.1% | $265.6万 | 2.5万股 | $266.1万 | 2.5万股 | -388股-1.55% | 减仓 |
 AMD超威AMD |
| 0.77% | 0.3% | $203.3万 | 3,500股 | $71.8万 | 3,530股 | -30股-0.85% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.76% | 0.86% | $201.6万 | 2.6万股 | $207.0万 | 2.7万股 | -541股-2.02% | 减仓 |
| S嘉信·USSCHP |
| 0.72% | 0.79% | $190.8万 | 7.2万股 | $191.6万 | 7.2万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.54% | 0.53% | $142.6万 | 4.9万股 | $127.1万 | 5.1万股 | -1,395股-2.76% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.53% | 1.15% | $138.5万 | 3.1万股 | $278.8万 | 7.2万股 | -4.1万股-56.48% | 减仓 |
| G通用动力VTI |
| 0.41% | 0.38% | $106.9万 | 2,888股 | $92.9万 | 2,896股 | -8股-0.28% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.4% | 0.42% | $104.6万 | 2.1万股 | $101.6万 | 2.0万股 | +496股+2.44% | 加仓 |
| IiShares安硕信托AGG |
| 0.29% | 0.32% | $77.1万 | 1.5万股 | $76.3万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.27% | 0.3% | $72.0万 | 9,245股 | $72.5万 | 9,245股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFNM |
| 0.26% | 0.3% | $69.6万 | 1.4万股 | $71.5万 | 1.5万股 | -517股-3.47% | 减仓 |
 Vulcan材料VMC |
| 0.24% | 0.24% | $62.1万 | 2,105股 | $57.3万 | 2,105股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.23% | 0.45% | $61.6万 | 1.7万股 | $109.7万 | 3.2万股 | -1.6万股-48.17% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.21% | 0.24% | $55.8万 | 9,594股 | $56.9万 | 9,714股 | -120股-1.24% | 减仓 |
| IiShares安硕信托SHV |
| 0.18% | 0.2% | $46.6万 | 4,222股 | $47.3万 | 4,285股 | -63股-1.47% | 减仓 |
| DDimensional维度·USDFUV |
| 0.17% | 0.17% | $45.7万 | 8,307股 | $40.3万 | 8,307股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFGX |
| 0.17% | 0.18% | $43.9万 | 8,200股 | $43.0万 | 8,200股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.13% | 0.13% | $34.9万 | 1,015股 | $30.3万 | 1,015股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.12% | 0.12% | $32.9万 | 3,823股 | $27.8万 | 637股 | +3,186股+500.16% | 加仓 |
 亚马逊AMZN |
| 0.12% | 0.11% | $30.6万 | 1,285股 | $26.8万 | 1,285股 | 00.00% | 持仓不变 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.11% | 0.12% | $27.8万 | 5,485股 | $27.9万 | 5,485股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSU |
| 0.1% | 0.1% | $27.0万 | 5,800股 | $23.8万 | 5,800股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托DSPY |
| 0.1% | 0.1% | $26.1万 | 3,977股 | $23.9万 | 3,977股 | 00.00% | 持仓不变 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.1% | 0.09% | $26.0万 | 6,238股 | $22.9万 | 6,238股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.08% | 0.12% | $21.6万 | 3,030股 | $29.1万 | 3,030股 | 00.00% | 持仓不变 |
