| DDimensional维度ETF信托DFAC |
| 32.49% | 31.56% | $1.16亿 | 260.6万股 | $1.01亿 | 259.6万股 | +1.0万股+0.39% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 13.66% | 14.16% | $4,858.3万 | 130.4万股 | $4,523.8万 | 127.3万股 | +3.1万股+2.41% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 12.32% | 13.59% | $4,384.9万 | 55.5万股 | $4,343.4万 | 54.8万股 | +6,910股+1.26% | 加仓 |
| V先锋领航·TOTALBND |
| 9.12% | 10.02% | $3,243.4万 | 44.2万股 | $3,202.3万 | 43.5万股 | +6,956股+1.60% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 7.3% | 7.09% | $2,595.7万 | 63.9万股 | $2,265.2万 | 65.6万股 | -1.7万股-2.58% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 5.6% | 5.34% | $1,994.0万 | 37.2万股 | $1,706.0万 | 32.5万股 | +4.7万股+14.39% | 加仓 |
| V先锋领航债券指数基金BSV |
| 3.57% | 3.96% | $1,270.1万 | 16.3万股 | $1,265.1万 | 16.1万股 | +1,670股+1.04% | 加仓 |
| A美国世纪ETF信托AVUS |
| 1.73% | 1.8% | $613.7万 | 4.8万股 | $575.3万 | 5.2万股 | -3,824股-7.39% | 减仓 |
 英伟达NVDA |
| 1.29% | 1.2% | $457.6万 | 2.3万股 | $384.2万 | 2.2万股 | +842股+3.82% | 加仓 |
 苹果AAPL |
| 1.19% | 1.11% | $423.3万 | 1.5万股 | $354.5万 | 1.4万股 | +662股+4.74% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.94% | 0.97% | $334.6万 | 6.6万股 | $310.9万 | 6.2万股 | +3,833股+6.15% | 加仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.72% | 0.75% | $257.1万 | 2.5万股 | $239.3万 | 2.4万股 | +1,715股+7.25% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.7% | 0.47% | $248.8万 | 2.6万股 | $150.8万 | 1.9万股 | +7,081股+37.85% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.65% | 0.67% | $230.8万 | 5.6万股 | $212.9万 | 5.5万股 | +1,300股+2.38% | 加仓 |
 亚马逊AMZN |
| 0.55% | 0.48% | $195.8万 | 8,214股 | $154.5万 | 7,417股 | +797股+10.75% | 加仓 |
 AVANTIS INTLNGG |
| 0.46% | 0.51% | $163.1万 | 1.8万股 | $163.7万 | 1.9万股 | -1,011股-5.24% | 减仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 0.44% | 0.49% | $157.1万 | 3.4万股 | $157.9万 | 3.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.39% | 0.39% | $137.8万 | 3,694股 | $123.9万 | 3,348股 | +346股+10.33% | 加仓 |
 谷歌AGOOGL |
| 0.38% | 0.33% | $136.6万 | 3,821股 | $104.3万 | 3,626股 | +195股+5.38% | 加仓 |
| IiShares安硕信托IVW |
| 0.38% | 0.34% | $133.9万 | 9,739股 | $110.2万 | 9,739股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSU |
| 0.32% | 0.31% | $114.0万 | 2.4万股 | $99.5万 | 2.4万股 | +222股+0.92% | 加仓 |
 礼来LLY |
| 0.31% | 0.25% | $111.2万 | 927股 | $80.4万 | 874股 | +53股+6.06% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.25% | 0.23% | $89.1万 | 2.2万股 | $75.0万 | 2.2万股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 0.25% | — | $88.3万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.24% | 0.27% | $86.7万 | 2.1万股 | $87.1万 | 2.1万股 | -26股-0.12% | 减仓 |
 Meta平台META |
| 0.24% | 0.26% | $85.5万 | 1,518股 | $82.2万 | 1,437股 | +81股+5.64% | 加仓 |
 美光科技MU |
| 0.23% | 0.09% | $80.2万 | 695股 | $29.2万 | 864股 | -169股-19.56% | 减仓 |
| IiShares安硕信托ITOT |
| 0.21% | 0.19% | $75.0万 | 4,565股 | $59.4万 | 4,167股 | +398股+9.55% | 加仓 |
| A美国世纪ETF信托AVGE |
| 0.21% | 0.21% | $73.4万 | 7,410股 | $67.7万 | 7,695股 | -285股-3.70% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.19% | 0.16% | $68.5万 | 1,938股 | $51.3万 | 1,790股 | +148股+8.27% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.17% | 0.19% | $61.1万 | 1.3万股 | $60.9万 | 1.3万股 | +76股+0.60% | 加仓 |
 摩根大通JPM |
| 0.17% | 0.15% | $59.2万 | 1,810股 | $48.7万 | 1,657股 | +153股+9.23% | 加仓 |
| V先锋领航指数基金VV |
| 0.17% | 0.16% | $59.0万 | 1,715股 | $52.6万 | 1,760股 | -45股-2.56% | 减仓 |
 博通AVGO |
| 0.16% | 0.14% | $57.6万 | 1,524股 | $44.4万 | 1,433股 | +91股+6.35% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.14% | 0.14% | $49.9万 | 668股 | $43.4万 | 668股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | 0.13% | $49.8万 | 996股 | $41.6万 | 869股 | +127股+14.61% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.13% | 0.12% | $47.2万 | 9,741股 | $39.7万 | 8,270股 | +1,471股+17.79% | 加仓 |
 埃克森美孚XOM |
| 0.11% | 0.14% | $40.3万 | 2,949股 | $46.0万 | 2,711股 | +238股+8.78% | 加仓 |
 英特尔INTC |
| 0.1% | — | $37.4万 | 2,675股 | $0 | 0股 | +2,675股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.1% | 0.12% | $37.1万 | 1,567股 | $37.0万 | 1,720股 | -153股-8.90% | 减仓 |
 高盛GS |
| 0.1% | — | $35.3万 | 349股 | $0 | 0股 | +349股 | 新买入 |
| DDimensional维度ETF信托DFSI |
| 0.09% | 0.1% | $33.3万 | 7,384股 | $31.3万 | 7,384股 | 00.00% | 持仓不变 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.09% | 0.12% | $33.1万 | 4,371股 | $36.8万 | 4,871股 | -500股-10.26% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 0.09% | 0.1% | $33.0万 | 6,495股 | $32.9万 | 6,495股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.09% | 0.1% | $32.2万 | 3,900股 | $32.1万 | 3,874股 | +26股+0.67% | 加仓 |
| IiShares安硕信托IVV |
| 0.09% | 0.09% | $32.1万 | 428股 | $28.0万 | 428股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.09% | — | $30.7万 | 288股 | $0 | 0股 | +288股 | 新买入 |
 VisaV |
| 0.09% | 0.07% | $30.3万 | 882股 | $23.1万 | 765股 | +117股+15.29% | 加仓 |
 沃尔玛WMT |
| 0.08% | 0.09% | $28.6万 | 2,528股 | $30.2万 | 2,430股 | +98股+4.03% | 加仓 |
| V先锋领航全球基金VCEB |
| 0.08% | 0.09% | $28.6万 | 4,556股 | $28.4万 | 4,525股 | +31股+0.69% | 加仓 |
