| DDimensional维度ETF信托DFAC |
| 9.57% | 9.52% | $4,124.8万 | 93.0万股 | $3,626.2万 | 93.3万股 | -3,304股-0.35% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 8.5% | 7.97% | $3,662.4万 | 70.9万股 | $3,034.3万 | 67.2万股 | +3.6万股+5.36% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 7.9% | 8.53% | $3,406.7万 | 63.6万股 | $3,248.3万 | 61.9万股 | +1.6万股+2.64% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 5.65% | 6.25% | $2,435.8万 | 41.3万股 | $2,381.8万 | 40.0万股 | +1.3万股+3.26% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 5.19% | 5.09% | $2,237.5万 | 55.1万股 | $1,939.7万 | 56.1万股 | -1.1万股-1.93% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 4.99% | 5.42% | $2,151.8万 | 57.8万股 | $2,063.5万 | 58.1万股 | -3,274股-0.56% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 4.43% | 4.5% | $1,907.8万 | 46.3万股 | $1,713.9万 | 44.0万股 | +2.3万股+5.14% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 4.16% | 4.24% | $1,792.2万 | 61.9万股 | $1,616.5万 | 60.8万股 | +1.0万股+1.72% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.33% | 3.76% | $1,433.9万 | 13.9万股 | $1,431.9万 | 14.3万股 | -4,239股-2.96% | 减仓 |
| AAvantis·U SAVUV |
| 3.3% | 3.51% | $1,424.2万 | 11.4万股 | $1,335.8万 | 12.1万股 | -6,759股-5.59% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 3.28% | 3.27% | $1,412.2万 | 17.2万股 | $1,244.3万 | 17.5万股 | -3,141股-1.79% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 2.9% | 3.11% | $1,248.9万 | 32.2万股 | $1,184.0万 | 33.8万股 | -1.6万股-4.72% | 减仓 |
| S道富MDYV |
| 2.43% | 2.61% | $1,048.0万 | 11.0万股 | $995.5万 | 11.7万股 | -6,428股-5.50% | 减仓 |
 苹果AAPL |
| 2.18% | 2.09% | $938.2万 | 3.2万股 | $795.9万 | 3.1万股 | +1,062股+3.39% | 加仓 |
| DDimensional维度ETF信托DISV |
| 2.08% | 2.37% | $894.9万 | 22.3万股 | $903.5万 | 22.9万股 | -6,068股-2.65% | 减仓 |
| IiShares安硕信托GVI |
| 1.64% | 1.86% | $706.0万 | 6.6万股 | $708.9万 | 6.7万股 | -1,183股-1.77% | 减仓 |
 帕兰提尔PLTR |
| 1.51% | 2.13% | $650.3万 | 5.6万股 | $812.5万 | 5.6万股 | +200股+0.36% | 加仓 |
| IiShares安硕信托GVI |
| 1.22% | 1.36% | $524.1万 | 4.9万股 | $517.3万 | 4.9万股 | +652股+1.34% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 1.18% | 1.29% | $508.8万 | 10.0万股 | $490.7万 | 9.8万股 | +2,296股+2.34% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.13% | 1.18% | $484.9万 | 6.9万股 | $448.2万 | 7.2万股 | -2,393股-3.33% | 减仓 |
| I景顺QQQ信托VOO |
| 0.95% | 0.09% | $408.3万 | 5,544股 | $33.0万 | 571股 | +4,973股+870.93% | 加仓 |
| G通用动力VTI |
| 0.87% | 0.41% | $374.5万 | 1.0万股 | $155.3万 | 4,840股 | +5,281股+109.11% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.78% | 0.88% | $337.8万 | 6.7万股 | $335.0万 | 6.7万股 | +187股+0.28% | 加仓 |
| IiShares安硕信托IGIB |
| 0.63% | 0.72% | $270.2万 | 5.1万股 | $272.9万 | 5.1万股 | -461股-0.90% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.62% | 0.66% | $269.2万 | 3.8万股 | $249.8万 | 3.9万股 | -1,193股-3.06% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.62% | 0.61% | $266.7万 | 2.1万股 | $231.5万 | 2.1万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.6% | 0.29% | $258.0万 | 1.3万股 | $111.7万 | 6,407股 | +6,485股+101.22% | 加仓 |
 强生JNJ |
| 0.59% | 0.68% | $254.5万 | 1.0万股 | $260.5万 | 1.1万股 | -634股-5.95% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.57% | 0.55% | $247.7万 | 2.6万股 | $209.6万 | 2.6万股 | -345股-1.33% | 减仓 |
 AVANTIS INTLNGG |
| 0.53% | 0.57% | $227.4万 | 2.5万股 | $216.3万 | 2.5万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.49% | 0.34% | $212.3万 | 5,690股 | $129.7万 | 3,504股 | +2,186股+62.39% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.44% | — | $188.8万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| IiShares安硕·S&PIVE |
| 0.38% | 0.4% | $162.7万 | 7,164股 | $151.3万 | 7,164股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.36% | 0.19% | $156.8万 | 4,389股 | $73.0万 | 2,540股 | +1,849股+72.80% | 加仓 |
| S道富XLI |
| 0.34% | — | $146.1万 | 7,889股 | $0 | 0股 | +7,889股 | 新买入 |
| PPRINCETON BANCORP INC COMBPRN |
| 0.33% | 0.35% | $143.2万 | 3.8万股 | $131.8万 | 3.9万股 | -1,300股-3.33% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.33% | 0.32% | $140.4万 | 2,806股 | $120.6万 | 2,517股 | +289股+11.48% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.31% | 0.48% | $134.9万 | 1.3万股 | $181.5万 | 1.9万股 | -5,854股-30.85% | 减仓 |
| IiShares安硕信托IVW |
| 0.31% | 0.28% | $131.9万 | 9,588股 | $108.4万 | 9,588股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDU |
| 0.3% | 0.32% | $129.4万 | 5.6万股 | $120.6万 | 5.2万股 | +3,760股+7.21% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.27% | 0.27% | $116.2万 | 1.1万股 | $102.9万 | 1.1万股 | -227股-2.09% | 减仓 |
| IiShares安硕·COREIJH |
| 0.26% | 0.27% | $112.9万 | 1.5万股 | $102.2万 | 1.5万股 | -500股-3.30% | 减仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 0.26% | 0.28% | $111.9万 | 2.2万股 | $105.8万 | 2.1万股 | +1,267股+6.05% | 加仓 |
| V先锋领航·TOTALBND |
| 0.24% | 0.27% | $103.5万 | 1.4万股 | $103.8万 | 1.4万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.24% | 0.16% | $102.2万 | 4,286股 | $60.5万 | 2,907股 | +1,379股+47.44% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.23% | 0.25% | $100.9万 | 9,715股 | $94.4万 | 9,715股 | 00.00% | 持仓不变 |
| IISHARES USD GREEN BOND ETFBGRN |
| 0.23% | 0.34% | $100.9万 | 2.1万股 | $129.1万 | 2.7万股 | -5,946股-21.86% | 减仓 |
| IiShares安硕信托STIP |
| 0.21% | 0.24% | $91.3万 | 8,934股 | $92.1万 | 8,904股 | +30股+0.34% | 加仓 |
 应用材料AMAT |
| 0.21% | 0.05% | $89.2万 | 1,234股 | $18.1万 | 531股 | +703股+132.39% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.2% | 0.15% | $84.5万 | 1,131股 | $58.6万 | 901股 | +230股+25.53% | 加仓 |
