| DDimensional维度ETF信托DFAC |
| 35.8% | 34.53% | $9,656.6万 | 217.7万股 | $8,511.7万 | 219.0万股 | -1.3万股-0.61% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 17.64% | 18.18% | $4,759.2万 | 127.7万股 | $4,481.2万 | 126.1万股 | +1.6万股+1.27% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 9.35% | 9.3% | $2,521.6万 | 87.0万股 | $2,292.0万 | 86.2万股 | +8,099股+0.94% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 8.96% | 9.26% | $2,416.8万 | 45.1万股 | $2,281.3万 | 43.5万股 | +1.6万股+3.68% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 8.57% | 8.99% | $2,311.0万 | 54.7万股 | $2,215.8万 | 52.5万股 | +2.3万股+4.32% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 7.49% | 7.89% | $2,021.8万 | 42.3万股 | $1,945.5万 | 40.6万股 | +1.7万股+4.21% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 6.74% | 6.46% | $1,817.9万 | 44.7万股 | $1,592.5万 | 46.1万股 | -1.4万股-2.95% | 减仓 |
 万豪MAR |
| 1.17% | 1.13% | $314.7万 | 8,492股 | $277.7万 | 8,491股 | +1股+0.01% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.94% | 0.89% | $253.4万 | 4.9万股 | $219.0万 | 4.9万股 | +487股+1.00% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.78% | 0.96% | $209.1万 | 4.3万股 | $236.7万 | 4.9万股 | -6,122股-12.40% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.29% | 0.3% | $77.8万 | 1,555股 | $74.3万 | 1,551股 | +4股+0.26% | 加仓 |
 微软MSFT |
| 0.29% | 0.31% | $77.4万 | 2,074股 | $76.8万 | 2,074股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.28% | 0.27% | $75.3万 | 2,601股 | $67.5万 | 2,660股 | -59股-2.22% | 减仓 |
| DDimensional维度ETF信托DFSB |
| 0.26% | 0.1% | $70.0万 | 1.3万股 | $25.2万 | 4,869股 | +8,558股+175.77% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.24% | 0.23% | $63.8万 | 1.6万股 | $57.6万 | 1.6万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.2% | 0.24% | $54.9万 | 4,845股 | $60.1万 | 4,836股 | +9股+0.19% | 加仓 |
| IiShares安硕信托IVV |
| 0.17% | 0.16% | $45.2万 | 603股 | $40.4万 | 619股 | -16股-2.58% | 减仓 |
 CINCINNATI FINL COMCINF |
| 0.12% | 0.11% | $31.1万 | 1,682股 | $26.4万 | 1,680股 | +2股+0.12% | 加仓 |
 艾伯维ABBV |
| 0.11% | 0.11% | $30.2万 | 1,202股 | $26.1万 | 1,200股 | +2股+0.17% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.1% | 0.11% | $27.8万 | 5,501股 | $26.9万 | 5,389股 | +112股+2.08% | 加仓 |
| V先锋领航指数基金VOO |
| 0.1% | 0.1% | $27.6万 | 402股 | $23.6万 | 395股 | +7股+1.77% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.1% | 0.1% | $25.8万 | 3,120股 | $25.8万 | 3,120股 | 00.00% | 持仓不变 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.09% | 0.09% | $23.4万 | 8,948股 | $21.2万 | 8,948股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.08% | — | $21.9万 | 903股 | $0 | 0股 | +903股 | 新买入 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.08% | — | $21.3万 | 1,079股 | $0 | 0股 | +1,079股 | 新买入 |
 PALO ALTOPANW |
| 0.08% | — | $20.5万 | 601股 | $0 | 0股 | +601股 | 新买入 |
