| DDimensional维度ETF信托DFAU |
| 18.03% | 17.58% | $4,961.9万 | 96.0万股 | $4,337.4万 | 96.1万股 | -1,356股-0.14% | 减仓 |
| AAvantis·U SAVUV |
| 12.92% | 12.94% | $3,555.0万 | 28.5万股 | $3,192.2万 | 28.9万股 | -4,011股-1.39% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 12.19% | 12.49% | $3,354.6万 | 81.3万股 | $3,081.4万 | 79.1万股 | +2.2万股+2.82% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 10.43% | 10.82% | $2,870.9万 | 60.1万股 | $2,670.4万 | 55.8万股 | +4.3万股+7.80% | 加仓 |
| A美国世纪ETF信托AVEM |
| 6.2% | 6.02% | $1,705.2万 | 17.7万股 | $1,485.2万 | 18.4万股 | -7,592股-4.12% | 减仓 |
| A美国世纪ETF信托AVLV |
| 6.09% | 6.13% | $1,675.8万 | 18.4万股 | $1,511.9万 | 18.8万股 | -3,826股-2.04% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 6.08% | 6.47% | $1,672.1万 | 16.2万股 | $1,596.0万 | 16.0万股 | +2,443股+1.53% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.56% | 2.67% | $704.6万 | 10.1万股 | $658.1万 | 10.5万股 | -4,580股-4.35% | 减仓 |
| A美国世纪ETF信托AVUS |
| 2.34% | 2.23% | $643.9万 | 5.0万股 | $550.5万 | 5.0万股 | +759股+1.53% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.16% | 2.07% | $595.0万 | 13.4万股 | $510.1万 | 13.1万股 | +2,876股+2.19% | 加仓 |
| A美国世纪ETF信托AVRE |
| 1.69% | 1.68% | $464.0万 | 9.8万股 | $414.7万 | 9.4万股 | +3,724股+3.95% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.62% | 1.77% | $446.2万 | 8.3万股 | $435.9万 | 8.3万股 | +7股+0.01% | 加仓 |
 AVANTIS INTLNGG |
| 1.56% | 1.5% | $429.7万 | 4.8万股 | $369.3万 | 4.4万股 | +4,647股+10.68% | 加仓 |
| IiShares安硕信托IVLU |
| 1.04% | 1.1% | $284.9万 | 6.8万股 | $271.1万 | 6.8万股 | -199股-0.29% | 减仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 0.91% | 0.99% | $250.7万 | 5.2万股 | $243.1万 | 5.2万股 | -820股-1.56% | 减仓 |
| DDimensional维度·USDFUV |
| 0.8% | 0.85% | $219.9万 | 4.0万股 | $210.6万 | 4.3万股 | -3,479股-8.01% | 减仓 |
| IiShares安硕信托ISVL |
| 0.78% | 0.83% | $215.2万 | 4.3万股 | $205.3万 | 4.3万股 | +81股+0.19% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.76% | 0.67% | $208.1万 | 5.2万股 | $165.8万 | 4.9万股 | +2,787股+5.69% | 加仓 |
| S嘉信策略信托SCHE |
| 0.76% | 0.77% | $207.8万 | 5.7万股 | $190.0万 | 5.8万股 | -363股-0.63% | 减仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 0.65% | 1.01% | $178.8万 | 3.8万股 | $250.0万 | 5.3万股 | -1.5万股-28.10% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.64% | 0.64% | $174.9万 | 4.5万股 | $158.0万 | 4.5万股 | -8股-0.02% | 减仓 |
| IiShares安硕信托SGOV |
| 0.62% | — | $170.3万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.49% | 0.47% | $133.8万 | 1.6万股 | $115.8万 | 1.6万股 | -7股-0.04% | 减仓 |
 苹果AAPL |
| 0.44% | 0.46% | $120.9万 | 4,179股 | $113.2万 | 4,460股 | -281股-6.30% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.31% | 0.4% | $85.1万 | 1.6万股 | $97.5万 | 2.1万股 | -4,344股-20.90% | 减仓 |
 亚马逊AMZN |
| 0.24% | 0.22% | $67.4万 | 2,826股 | $54.5万 | 2,618股 | +208股+7.94% | 加仓 |
| IiShares安硕信托IVV |
| 0.23% | 0.19% | $64.5万 | 861股 | $46.4万 | 711股 | +150股+21.10% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.2% | 0.21% | $55.8万 | 2.4万股 | $51.8万 | 2.4万股 | -501股-2.08% | 减仓 |
 英伟达NVDA |
| 0.2% | 0.2% | $55.3万 | 2,764股 | $49.4万 | 2,833股 | -69股-2.44% | 减仓 |
 微软MSFT |
| 0.2% | 0.21% | $54.5万 | 1,462股 | $52.1万 | 1,408股 | +54股+3.84% | 加仓 |
 谷歌AGOOGL |
| 0.2% | 0.14% | $54.3万 | 1,520股 | $35.6万 | 1,238股 | +282股+22.78% | 加仓 |
| I景顺交易所交易基金信托XSVM |
| 0.19% | 0.21% | $53.1万 | 7,625股 | $50.7万 | 8,407股 | -782股-9.30% | 减仓 |
 SMARTSTOP SELF STORAG REIT INC COMMON STOCKSMA |
| 0.19% | 0.2% | $51.6万 | 1.6万股 | $48.2万 | 1.6万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.16% | 0.03% | $43.3万 | 375股 | $7.9万 | 232股 | +143股+61.64% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.15% | 0.16% | $42.1万 | 841股 | $40.5万 | 845股 | -4股-0.47% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.15% | 0.14% | $40.1万 | 1.0万股 | $35.3万 | 9,880股 | +259股+2.62% | 加仓 |
| SSPDR行业精选信托XLRE |
| 0.14% | 0.14% | $38.5万 | 8,735股 | $35.7万 | 8,735股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.14% | 0.22% | $37.3万 | 2,728股 | $54.1万 | 3,187股 | -459股-14.40% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.13% | 0.12% | $35.8万 | 1,014股 | $29.5万 | 1,029股 | -15股-1.46% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.12% | 0.12% | $34.3万 | 4,167股 | $29.8万 | 4,188股 | -21股-0.50% | 减仓 |
| IiShares安硕信托IUSV |
| 0.12% | 0.13% | $33.8万 | 3,066股 | $32.8万 | 3,209股 | -143股-4.46% | 减仓 |
| IiShares安硕·COREIJR |
| 0.1% | 0.1% | $28.5万 | 1,919股 | $23.9万 | 1,919股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.1% | 0.09% | $28.1万 | 745股 | $21.8万 | 705股 | +40股+5.67% | 加仓 |
| G通用动力VTI |
| 0.1% | 0.1% | $28.1万 | 760股 | $24.4万 | 760股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.1% | 0.05% | $27.3万 | 630股 | $12.6万 | 589股 | +41股+6.96% | 加仓 |
 摩根大通JPM |
| 0.09% | 0.08% | $25.8万 | 787股 | $20.7万 | 704股 | +83股+11.79% | 加仓 |
| IiShares安硕信托HDV |
| 0.09% | 0.09% | $23.4万 | 8,544股 | $23.2万 | 1,709股 | +6,835股+399.94% | 加仓 |
 Meta平台META |
| 0.08% | 0.09% | $22.6万 | 402股 | $21.0万 | 368股 | +34股+9.24% | 加仓 |
| IiShares安硕信托DGRO |
| 0.08% | 0.08% | $20.7万 | 2,729股 | $19.2万 | 2,729股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DISV |
| 0.07% | 0.02% | $20.6万 | 5,128股 | $5.6万 | 1,416股 | +3,712股+262.15% | 加仓 |
