| G通用动力VTI |
| 11.01% | 10.63% | $4,428.9万 | 12.0万股 | $3,873.0万 | 12.1万股 | -1,040股-0.86% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 6.96% | 6.53% | $2,799.4万 | 67.1万股 | $2,378.8万 | 64.7万股 | +2.4万股+3.67% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 6.54% | 7% | $2,629.7万 | 62.3万股 | $2,548.1万 | 60.4万股 | +1.9万股+3.23% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 6.34% | 6.24% | $2,551.7万 | 36.5万股 | $2,274.6万 | 36.4万股 | +824股+0.23% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 6.3% | 6.89% | $2,534.8万 | 49.9万股 | $2,510.4万 | 49.5万股 | +4,116股+0.83% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.05% | 5.01% | $2,030.4万 | 28.5万股 | $1,825.9万 | 28.5万股 | +30股+0.01% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 4.84% | 4.54% | $1,945.7万 | 48.4万股 | $1,652.8万 | 48.8万股 | -4,231股-0.87% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 4.65% | 4.95% | $1,868.7万 | 39.1万股 | $1,803.6万 | 37.7万股 | +1.5万股+3.89% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 3.76% | 3.73% | $1,514.0万 | 38.3万股 | $1,357.3万 | 38.0万股 | +2,823股+0.74% | 加仓 |
| DDimensional维度·USDFUV |
| 3.76% | 3.79% | $1,514.0万 | 27.5万股 | $1,381.3万 | 28.5万股 | -9,819股-3.44% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.73% | 3.62% | $1,501.6万 | 18.2万股 | $1,318.9万 | 18.5万股 | -3,048股-1.64% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.85% | 2.95% | $1,145.7万 | 19.2万股 | $1,075.0万 | 19.9万股 | -6,941股-3.49% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 2.77% | 2.68% | $1,112.6万 | 25.1万股 | $975.9万 | 25.1万股 | -310股-0.12% | 减仓 |
 哈勃HUBB |
| 2.35% | 2.44% | $946.5万 | 1.8万股 | $887.7万 | 1.8万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 1.92% | 1.99% | $772.5万 | 3.2万股 | $726.4万 | 3.3万股 | -1,641股-4.91% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.56% | 1.68% | $629.0万 | 11.6万股 | $613.3万 | 11.6万股 | +227股+0.20% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 1.49% | 1.6% | $601.4万 | 11.2万股 | $582.3万 | 11.1万股 | +1,181股+1.06% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.36% | 1.41% | $549.0万 | 6.4万股 | $513.3万 | 6.7万股 | -2,350股-3.53% | 减仓 |
| DDimensional维度ETF信托DISV |
| 1.18% | 1.27% | $475.1万 | 11.8万股 | $462.2万 | 11.7万股 | +1,186股+1.01% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.99% | 0.95% | $399.5万 | 4.9万股 | $346.7万 | 4.9万股 | -141股-0.29% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.88% | 0.93% | $353.9万 | 10.1万股 | $337.6万 | 10.0万股 | +755股+0.75% | 加仓 |
 苹果AAPL |
| 0.83% | 0.8% | $335.1万 | 1.2万股 | $293.1万 | 1.2万股 | +30股+0.26% | 加仓 |
 麦当劳MCD |
| 0.82% | 1.04% | $329.4万 | 1.2万股 | $378.8万 | 1.2万股 | -1股-0.01% | 减仓 |
| IiShares安硕信托EFV |
| 0.79% | 0.84% | $315.8万 | 4.1万股 | $304.2万 | 4.1万股 | +342股+0.84% | 加仓 |
| IiShares安硕信托IUSV |
| 0.72% | 0.73% | $289.2万 | 2.6万股 | $267.5万 | 2.6万股 | +96股+0.37% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.71% | 0.72% | $284.9万 | 9.8万股 | $263.6万 | 9.9万股 | -836股-0.84% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.68% | 0.78% | $273.2万 | 2.8万股 | $285.7万 | 3.2万股 | -3,886股-12.06% | 减仓 |
 摩根大通JPM |
| 0.59% | 0.58% | $236.6万 | 7,228股 | $212.6万 | 7,228股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.54% | 0.35% | $218.4万 | 2,916股 | $127.2万 | 1,947股 | +969股+49.77% | 加仓 |
 卡特彼勒CAT |
| 0.53% | 0.38% | $214.6万 | 2,015股 | $137.7万 | 1,943股 | +72股+3.71% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.5% | 0.5% | $199.8万 | 2.4万股 | $183.5万 | 2.5万股 | -730股-2.94% | 减仓 |
 埃克森美孚XOM |
| 0.47% | 0.55% | $190.5万 | 1.4万股 | $199.0万 | 1.2万股 | +2,204股+18.79% | 加仓 |
 微软MSFT |
| 0.43% | 0.47% | $174.9万 | 4,689股 | $171.4万 | 4,629股 | +60股+1.30% | 加仓 |
 美国运通AXP |
| 0.43% | 0.43% | $173.7万 | 5,134股 | $155.3万 | 5,134股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.41% | 0.26% | $163.2万 | 1.1万股 | $95.5万 | 6,610股 | +4,520股+68.38% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.41% | 0.4% | $163.2万 | 3.2万股 | $145.7万 | 3.2万股 | +460股+1.44% | 加仓 |
 强生JNJ |
| 0.39% | 0.42% | $157.7万 | 6,208股 | $151.7万 | 6,208股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.35% | 0.33% | $140.2万 | 1.6万股 | $118.4万 | 2,711股 | +1.4万股+500.33% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.33% | 0.37% | $133.7万 | 2.8万股 | $133.9万 | 2.8万股 | -282股-1.01% | 减仓 |
 英伟达NVDA |
| 0.3% | 0.35% | $120.0万 | 5,998股 | $125.9万 | 7,217股 | -1,219股-16.89% | 减仓 |
 百事可乐PEP |
| 0.29% | 0.37% | $115.4万 | 8,524股 | $135.1万 | 8,700股 | -176股-2.02% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.28% | 0.26% | $114.5万 | 2.8万股 | $93.8万 | 2.4万股 | +3,681股+15.30% | 加仓 |
 宣伟SHW |
| 0.28% | 0.29% | $114.0万 | 3,311股 | $106.1万 | 3,311股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.28% | 0.24% | $112.8万 | 7,139股 | $88.4万 | 5,967股 | +1,172股+19.64% | 加仓 |
 迪尔DE |
| 0.27% | 0.26% | $107.5万 | 1,695股 | $93.6万 | 1,661股 | +34股+2.05% | 加仓 |
 谷歌AGOOGL |
| 0.25% | 0.24% | $100.5万 | 2,813股 | $88.1万 | 3,064股 | -251股-8.19% | 减仓 |
| GGORMAN RUPP CO EQUITY CLASS EQUITYGRC |
| 0.22% | 0.16% | $86.6万 | 9,435股 | $58.6万 | 9,435股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DGCB |
| 0.21% | 0.23% | $83.2万 | 1.5万股 | $82.3万 | 1.5万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFGP |
| 0.21% | 0.23% | $83.1万 | 1.5万股 | $82.4万 | 1.5万股 | 00.00% | 持仓不变 |
| SSCHWAB HIGH YIELD BOND ETFSCYB |
| 0.2% | 0.22% | $82.4万 | 3.1万股 | $81.9万 | 3.1万股 | 00.00% | 持仓不变 |
