| DDimensional维度ETF信托DFAC |
| 18.25% | 17.2% | $6,776.7万 | 152.5万股 | $6,085.9万 | 144.2万股 | +8.3万股+5.76% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 14.65% | 14.39% | $5,441.9万 | 149.2万股 | $5,091.7万 | 140.2万股 | +9.1万股+6.47% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 14.06% | 14.43% | $5,223.1万 | 125.4万股 | $5,106.8万 | 120.4万股 | +5.0万股+4.19% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 3.71% | 3.22% | $1,379.6万 | 26.4万股 | $1,140.9万 | 21.6万股 | +4.8万股+22.24% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 3.3% | 3.7% | $1,224.3万 | 25.6万股 | $1,308.4万 | 27.1万股 | -1.5万股-5.65% | 减仓 |
| IiShares安硕信托IVV |
| 2.87% | 3% | $1,064.2万 | 1.4万股 | $1,062.8万 | 1.5万股 | -664股-4.48% | 减仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 2.52% | 2.44% | $937.1万 | 11.3万股 | $861.7万 | 10.8万股 | +4,854股+4.48% | 加仓 |
| DDimensional维度·USDFUV |
| 2.43% | 2.43% | $902.7万 | 16.4万股 | $859.8万 | 16.8万股 | -4,456股-2.65% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 2.25% | 1.93% | $834.3万 | 21.1万股 | $683.8万 | 18.4万股 | +2.7万股+14.79% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.74% | 1.66% | $647.1万 | 15.6万股 | $588.4万 | 15.0万股 | +6,000股+4.00% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.26% | 1.1% | $466.6万 | 17.3万股 | $387.6万 | 15.2万股 | +2.0万股+13.30% | 加仓 |
| G通用动力VTI |
| 1.25% | 1.25% | $464.4万 | 1.3万股 | $441.9万 | 1.3万股 | +18股+0.14% | 加仓 |
 苹果AAPL |
| 1.19% | 1.08% | $441.6万 | 1.3万股 | $383.5万 | 1.4万股 | -673股-4.76% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 1.08% | 1.02% | $401.9万 | 4.9万股 | $360.0万 | 4.6万股 | +2,799股+6.09% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 1.02% | 1.04% | $377.5万 | 7.4万股 | $366.9万 | 7.2万股 | +2,145股+2.97% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.85% | 0.9% | $316.5万 | 6.3万股 | $319.6万 | 6.3万股 | +40股+0.06% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.83% | 0.85% | $310.0万 | 3.8万股 | $301.0万 | 3.9万股 | -957股-2.45% | 减仓 |
| IiShares黄金信托IAU |
| 0.83% | 1.27% | $309.1万 | 4.0万股 | $449.6万 | 5.1万股 | -1.0万股-20.57% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.77% | 0.81% | $286.6万 | 5.1万股 | $285.1万 | 5.3万股 | -1,418股-2.69% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.73% | 0.73% | $269.9万 | 3.8万股 | $259.2万 | 3.9万股 | -703股-1.80% | 减仓 |
 微软MSFT |
| 0.69% | 0.77% | $257.6万 | 6,477股 | $272.8万 | 6,424股 | +53股+0.83% | 加仓 |
 泛林集团LRCX |
| 0.69% | 0.67% | $254.5万 | 7,903股 | $235.6万 | 8,800股 | -897股-10.19% | 减仓 |
| V先锋领航指数基金VOO |
| 0.67% | 0.66% | $248.0万 | 3,606股 | $231.8万 | 3,532股 | +74股+2.10% | 加仓 |
 LOWES COS COMLOW |
| 0.64% | 0.8% | $238.7万 | 1.2万股 | $284.2万 | 1.2万股 | +103股+0.89% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.64% | 0.72% | $238.7万 | 6,895股 | $256.4万 | 7,489股 | -594股-7.93% | 减仓 |
 英伟达NVDA |
| 0.6% | 0.65% | $223.6万 | 1.1万股 | $229.6万 | 1.1万股 | -241股-2.19% | 减仓 |
 帕兰提尔PLTR |
| 0.6% | 0.68% | $223.5万 | 1.7万股 | $241.3万 | 1.7万股 | -12股-0.07% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.6% | 0.61% | $221.7万 | 2.6万股 | $214.8万 | 2.6万股 | +206股+0.79% | 加仓 |
| IiShares安硕信托AGG |
| 0.53% | 0.42% | $198.0万 | 2.0万股 | $147.6万 | 1.5万股 | +5,441股+36.72% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.51% | 0.45% | $189.5万 | 5.0万股 | $157.7万 | 4.3万股 | +7,873股+18.51% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.46% | 0.44% | $171.0万 | 4.4万股 | $156.7万 | 4.1万股 | +3,633股+8.95% | 加仓 |
| IiShares安硕·COREIJR |
| 0.46% | 0.49% | $170.9万 | 1.2万股 | $172.5万 | 1.3万股 | -994股-7.86% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.46% | 0.59% | $170.8万 | 1.8万股 | $208.8万 | 2.3万股 | -5,112股-22.14% | 减仓 |
| IiShares安硕·COREIJH |
| 0.44% | 0.47% | $163.8万 | 2.2万股 | $167.6万 | 2.3万股 | -1,384股-6.01% | 减仓 |
| V先锋领航指数基金VTV |
| 0.42% | 0.41% | $155.7万 | 7,120股 | $144.9万 | 7,120股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.39% | 0.46% | $143.0万 | 6,723股 | $161.8万 | 8,008股 | -1,285股-16.05% | 减仓 |
 AMER STATES WTRAWR |
| 0.36% | 0.38% | $135.1万 | 1.6万股 | $134.7万 | 1.7万股 | -120股-0.72% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.33% | 0.16% | $123.6万 | 2.6万股 | $56.2万 | 1.2万股 | +1.4万股+123.19% | 加仓 |
 摩根大通JPM |
| 0.31% | 0.29% | $116.4万 | 3,372股 | $104.0万 | 3,372股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.3% | 0.36% | $112.2万 | 1,500股 | $126.6万 | 1,773股 | -273股-15.40% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.28% | 0.28% | $104.1万 | 8,128股 | $97.5万 | 8,047股 | +81股+1.01% | 加仓 |
 康明斯CMI |
| 0.28% | 0.31% | $102.8万 | 1,556股 | $110.6万 | 1,674股 | -118股-7.05% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.27% | 0.27% | $101.7万 | 2.7万股 | $94.6万 | 2.5万股 | +1,540股+6.16% | 加仓 |
 艾伯维ABBV |
| 0.27% | 0.22% | $101.5万 | 3,965股 | $78.4万 | 3,946股 | +19股+0.48% | 加仓 |
| IiShares安硕信托STIP |
| 0.27% | 0.31% | $101.2万 | 9,987股 | $108.6万 | 1.0万股 | -455股-4.36% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.27% | 0.24% | $99.7万 | 2.4万股 | $85.6万 | 2.1万股 | +2,977股+14.17% | 加仓 |
 ALTRIAMO |
| 0.26% | 0.25% | $97.6万 | 1.3万股 | $87.3万 | 1.3万股 | +319股+2.44% | 加仓 |
 Meta平台META |
| 0.26% | 0.3% | $95.4万 | 1,482股 | $105.2万 | 1,559股 | -77股-4.94% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.25% | 0.26% | $94.6万 | 7,800股 | $93.4万 | 1,950股 | +5,850股+300.00% | 加仓 |
| IiShares安硕信托IEI |
| 0.25% | 0.28% | $94.1万 | 8,078股 | $98.5万 | 8,303股 | -225股-2.71% | 减仓 |
