| DDimensional维度ETF信托DFAC |
| 15.12% | 15.3% | $2,709.1万 | 84.0万股 | $2,635.6万 | 84.3万股 | -2,538股-0.30% | 减仓 |
 微软MSFT |
| 11.58% | 11.4% | $2,074.9万 | 4.6万股 | $1,963.4万 | 4.7万股 | -561股-1.19% | 减仓 |
| IiShares安硕信托AGG |
| 6.29% | 6.43% | $1,126.4万 | 11.6万股 | $1,107.8万 | 11.4万股 | +2,017股+1.77% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 5.56% | 5.37% | $996.5万 | 16.9万股 | $925.8万 | 16.6万股 | +3,564股+2.15% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 5.22% | 4.99% | $934.9万 | 24.9万股 | $858.9万 | 24.0万股 | +9,450股+3.94% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 5.02% | 5.14% | $900.1万 | 34.2万股 | $885.2万 | 33.3万股 | +8,934股+2.68% | 加仓 |
| V先锋领航全球基金MGV |
| 4.4% | 4.43% | $787.8万 | 6.6万股 | $762.4万 | 6.5万股 | +1,318股+2.02% | 加仓 |
 苹果AAPL |
| 4.33% | 3.6% | $774.8万 | 3.7万股 | $621.0万 | 3.7万股 | +4股+0.01% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 3.11% | 3.1% | $557.9万 | 17.4万股 | $533.6万 | 17.3万股 | +1,720股+1.00% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.89% | 2.98% | $516.9万 | 20.3万股 | $513.2万 | 20.2万股 | +891股+0.44% | 加仓 |
| V先锋领航指数基金VUG |
| 2.62% | 2.43% | $468.9万 | 1.3万股 | $419.0万 | 1.2万股 | +133股+1.07% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.24% | 2.28% | $400.8万 | 13.5万股 | $393.2万 | 13.2万股 | +3,493股+2.65% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.91% | 1.56% | $342.0万 | 1.9万股 | $269.2万 | 1.8万股 | +931股+5.26% | 加仓 |
| G高盛ETF信托GBIL |
| 1.62% | 1.74% | $290.4万 | 2.9万股 | $300.4万 | 3.0万股 | -1,067股-3.55% | 减仓 |
| DDimensional维度ETF信托DEHP |
| 1.62% | 1.57% | $289.6万 | 11.1万股 | $270.7万 | 10.8万股 | +2,995股+2.77% | 加仓 |
 宝洁PG |
| 1.49% | 1.47% | $267.0万 | 1.6万股 | $254.0万 | 1.6万股 | -150股-0.92% | 减仓 |
 埃森哲ACN |
| 1.47% | 1.66% | $262.8万 | 8,663股 | $286.3万 | 8,663股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.26% | 1.34% | $226.2万 | 5,560股 | $230.9万 | 5,560股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.06% | 1.04% | $189.5万 | 3,482股 | $178.6万 | 3,482股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 1.05% | 0.96% | $187.8万 | 3,381股 | $164.7万 | 3,381股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.9% | 0.91% | $161.4万 | 3.2万股 | $156.2万 | 3.1万股 | +1,035股+3.32% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.77% | 0.76% | $137.2万 | 2.3万股 | $131.1万 | 2.2万股 | +1,153股+5.32% | 加仓 |
| IiShares安硕·COREIJH |
| 0.71% | 0.73% | $126.5万 | 2.2万股 | $126.0万 | 2.1万股 | +315股+1.48% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.63% | 0.67% | $113.5万 | 2,122股 | $114.9万 | 2,122股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.63% | 0.62% | $112.0万 | 4,186股 | $106.3万 | 4,175股 | +11股+0.26% | 加仓 |
| IiShares安硕信托IVW |
| 0.62% | 0.57% | $110.2万 | 1.2万股 | $98.9万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.61% | 0.57% | $108.8万 | 2,270股 | $98.4万 | 2,261股 | +9股+0.40% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.6% | 0.6% | $106.7万 | 3.1万股 | $102.8万 | 3.1万股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.57% | 0.57% | $102.5万 | 4.0万股 | $97.5万 | 3.9万股 | +358股+0.91% | 加仓 |
 好市多COST |
| 0.56% | 0.48% | $99.6万 | 1,172股 | $82.6万 | 1,172股 | 00.00% | 持仓不变 |
 宣伟SHW |
| 0.52% | 0.6% | $93.9万 | 3,147股 | $103.8万 | 3,147股 | 00.00% | 持仓不变 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.5% | 0.5% | $89.8万 | 1.9万股 | $86.7万 | 1.9万股 | +629股+3.35% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.49% | 0.52% | $88.3万 | 6,941股 | $89.2万 | 6,941股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.47% | 0.48% | $84.8万 | 4,193股 | $82.0万 | 4,193股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.46% | 0.48% | $81.7万 | 1.1万股 | $82.7万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.44% | 0.4% | $79.6万 | 1,454股 | $68.3万 | 1,324股 | +130股+9.82% | 加仓 |
 谷歌AGOOGL |
| 0.44% | 0.38% | $79.4万 | 4,359股 | $65.6万 | 4,359股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.43% | 0.47% | $77.6万 | 5,308股 | $80.9万 | 5,308股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.41% | 0.38% | $72.8万 | 7,500股 | $65.6万 | 7,500股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.37% | 0.28% | $65.8万 | 2,100股 | $48.0万 | 1,500股 | +600股+40.00% | 加仓 |
 默沙东MRK |
| 0.36% | 0.39% | $64.7万 | 5,226股 | $66.7万 | 5,226股 | 00.00% | 持仓不变 |
 诺和诺德NVO |
| 0.36% | 0.32% | $63.9万 | 4,479股 | $55.5万 | 4,479股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.34% | 0.38% | $61.5万 | 1,395股 | $65.5万 | 1,395股 | 00.00% | 持仓不变 |
| WWisdomTree信托DLN |
| 0.34% | 0.34% | $60.8万 | 8,361股 | $58.2万 | 8,250股 | +111股+1.35% | 加仓 |
 应用材料AMAT |
| 0.32% | 0.29% | $57.1万 | 2,420股 | $49.2万 | 2,420股 | 00.00% | 持仓不变 |
 波音BA |
| 0.31% | 0.33% | $56.1万 | 3,084股 | $56.5万 | 3,084股 | 00.00% | 持仓不变 |
 WP CAREYWPC |
| 0.3% | 0.32% | $54.2万 | 9,851股 | $54.3万 | 9,851股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.3% | 0.29% | $54.2万 | 2,804股 | $50.4万 | 2,800股 | +4股+0.14% | 加仓 |
 霍尼韦尔HON |
| 0.28% | 0.26% | $49.7万 | 2,327股 | $45.6万 | 2,327股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSI |
| 0.28% | 0.29% | $49.6万 | 1.5万股 | $49.9万 | 1.5万股 | 00.00% | 持仓不变 |
