| DDimensional维度ETF信托DCOR |
| 13.26% | 12.3% | $3,322.8万 | 40.5万股 | $2,756.7万 | 38.2万股 | +2.3万股+5.98% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 12.83% | 13.21% | $3,215.2万 | 77.9万股 | $2,959.3万 | 76.0万股 | +2.0万股+2.62% | 加仓 |
| V先锋领航债券指数基金BIV |
| 12.09% | 11.43% | $3,029.2万 | 39.5万股 | $2,560.6万 | 33.2万股 | +6.3万股+19.04% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 10.33% | 10.53% | $2,587.9万 | 54.2万股 | $2,359.3万 | 49.3万股 | +4.9万股+9.99% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 8.42% | 8.35% | $2,109.2万 | 30.2万股 | $1,870.0万 | 29.9万股 | +2,302股+0.77% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 6.27% | 6.06% | $1,571.2万 | 39.1万股 | $1,358.3万 | 40.1万股 | -1.0万股-2.60% | 减仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 5.21% | 5.67% | $1,305.4万 | 15.8万股 | $1,270.9万 | 17.2万股 | -1.5万股-8.47% | 减仓 |
| A美国世纪ETF信托AVLV |
| 5.08% | 5.12% | $1,273.3万 | 14.0万股 | $1,147.1万 | 14.2万股 | -2,702股-1.90% | 减仓 |
| DDimensional维度ETF信托DISV |
| 4.64% | 5.13% | $1,164.0万 | 29.0万股 | $1,149.3万 | 29.1万股 | -1,353股-0.46% | 减仓 |
| G通用动力VTI |
| 3.01% | 3.05% | $755.3万 | 2.0万股 | $683.2万 | 2.1万股 | -883股-4.15% | 减仓 |
 苹果AAPL |
| 1.45% | 1.42% | $362.4万 | 1.3万股 | $317.8万 | 1.3万股 | +2股+0.02% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.05% | 1.1% | $263.6万 | 6.5万股 | $245.9万 | 7.1万股 | -6,307股-8.86% | 减仓 |
 摩根大通JPM |
| 0.92% | 0.88% | $229.5万 | 7,010股 | $197.6万 | 6,716股 | +294股+4.38% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.69% | 0.67% | $173.1万 | 1.4万股 | $149.4万 | 1.3万股 | +74股+0.55% | 加仓 |
 博通AVGO |
| 0.63% | 0.66% | $159.0万 | 4,208股 | $148.9万 | 4,811股 | -603股-12.53% | 减仓 |
 微软MSFT |
| 0.61% | 0.68% | $153.7万 | 4,122股 | $152.7万 | 4,126股 | -4股-0.10% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.59% | 0.63% | $148.1万 | 3.8万股 | $140.8万 | 4.0万股 | -1,991股-4.96% | 减仓 |
| IiShares安硕IEMG |
| 0.53% | 0.51% | $134.0万 | 1.6万股 | $114.5万 | 1.6万股 | -248股-1.51% | 减仓 |
 马拉松石油MPC |
| 0.53% | 0.63% | $133.5万 | 5,220股 | $140.2万 | 5,740股 | -520股-9.06% | 减仓 |
 强生JNJ |
| 0.5% | 0.54% | $124.6万 | 4,906股 | $120.2万 | 4,916股 | -10股-0.20% | 减仓 |
 伊顿ETN |
| 0.49% | 0.48% | $122.0万 | 2,862股 | $108.2万 | 3,026股 | -164股-5.42% | 减仓 |
 沃尔玛WMT |
| 0.45% | 0.57% | $112.0万 | 9,886股 | $128.3万 | 1.0万股 | -434股-4.21% | 减仓 |
 江森自控JCI |
| 0.43% | 0.44% | $106.7万 | 7,300股 | $97.8万 | 7,471股 | -171股-2.29% | 减仓 |
 家得宝HD |
| 0.37% | 0.39% | $93.8万 | 2,659股 | $87.5万 | 2,661股 | -2股-0.08% | 减仓 |
 CHUBB LIMITEDCB |
| 0.37% | 0.4% | $91.9万 | 2,696股 | $89.1万 | 2,734股 | -38股-1.39% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.36% | 0.43% | $90.9万 | 2,189股 | $96.9万 | 2,234股 | -45股-2.01% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.34% | $79.6万 | 1,591股 | $76.2万 | 1,591股 | 00.00% | 持仓不变 |
 康明斯CMI |
| 0.31% | 0.26% | $78.5万 | 1,100股 | $59.1万 | 1,098股 | +2股+0.18% | 加仓 |
 艾伯维ABBV |
| 0.31% | 0.3% | $76.8万 | 3,052股 | $67.4万 | 3,099股 | -47股-1.52% | 减仓 |
 达登饭店DRI |
| 0.29% | 0.31% | $72.2万 | 3,507股 | $68.4万 | 3,489股 | +18股+0.52% | 加仓 |
 联合太平洋铁路UNP |
| 0.29% | 0.27% | $71.8万 | 2,641股 | $61.6万 | 2,537股 | +104股+4.10% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.28% | 0.27% | $70.5万 | 1,774股 | $60.7万 | 1,907股 | -133股-6.97% | 减仓 |
| N新纪元能源NEE |
| 0.28% | 0.33% | $70.3万 | 8,010股 | $74.5万 | 8,016股 | -6股-0.07% | 减仓 |
 亚马逊AMZN |
| 0.28% | 0.27% | $69.4万 | 2,912股 | $61.5万 | 2,953股 | -41股-1.39% | 减仓 |
 威瑞森VZ |
| 0.27% | 0.35% | $67.1万 | 1.6万股 | $79.1万 | 1.6万股 | +76股+0.48% | 加仓 |
 芝加哥商品交易所CME |
| 0.26% | 0.39% | $66.3万 | 3,003股 | $88.0万 | 2,981股 | +22股+0.74% | 加仓 |
 Meta平台META |
| 0.26% | 0.3% | $64.9万 | 1,152股 | $66.2万 | 1,157股 | -5股-0.43% | 减仓 |
 AMD超威AMD |
| 0.26% | 0.12% | $64.8万 | 1,116股 | $27.2万 | 1,337股 | -221股-16.53% | 减仓 |
 礼来LLY |
| 0.25% | 0.22% | $63.8万 | 532股 | $48.9万 | 532股 | 00.00% | 持仓不变 |
 REALTY INCOME COMO |
| 0.25% | 0.28% | $63.7万 | 1.0万股 | $62.1万 | 1.0万股 | +135股+1.33% | 加仓 |
 空气化工APD |
| 0.25% | 0.27% | $62.8万 | 2,143股 | $60.8万 | 2,092股 | +51股+2.44% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.24% | 0.24% | $59.8万 | 6,998股 | $54.9万 | 7,118股 | -120股-1.69% | 减仓 |
 英伟达NVDA |
| 0.23% | 0.31% | $57.7万 | 2,884股 | $69.1万 | 3,962股 | -1,078股-27.21% | 减仓 |
 康宁GLW |
| 0.21% | 0.18% | $53.2万 | 2,083股 | $40.4万 | 2,972股 | -889股-29.91% | 减仓 |
 BROWN & BROWN COMBRO |
| 0.21% | 0.24% | $53.1万 | 8,273股 | $53.9万 | 8,273股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.2% | — | $51.2万 | 443股 | $0 | 0股 | +443股 | 新买入 |
 GE VernovaGEV |
| 0.2% | 0.18% | $50.8万 | 433股 | $39.5万 | 453股 | -20股-4.42% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.18% | $50.6万 | 1,432股 | $41.1万 | 1,432股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.2% | 0.23% | $50.5万 | 5,251股 | $51.3万 | 5,321股 | -70股-1.32% | 减仓 |
 SERVICE INTLSCI |
| 0.2% | — | $50.1万 | 6,597股 | $0 | 0股 | +6,597股 | 新买入 |
