| DDimensional维度ETF信托DFAC |
| 12.93% | 12.71% | $2,124.1万 | 47.9万股 | $1,884.8万 | 48.5万股 | -6,207股-1.28% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 9.46% | 10.39% | $1,554.8万 | 28.8万股 | $1,541.5万 | 29.2万股 | -4,251股-1.46% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 9.27% | 9.39% | $1,523.2万 | 21.8万股 | $1,392.3万 | 22.3万股 | -5,031股-2.26% | 减仓 |
| DDimensional维度·USDFUV |
| 7.15% | 7.15% | $1,174.4万 | 21.3万股 | $1,060.9万 | 21.9万股 | -5,436股-2.48% | 减仓 |
| EEA SERIES TRUSTBSVO |
| 6.22% | 6.42% | $1,021.8万 | 35.0万股 | $952.1万 | 37.5万股 | -2.5万股-6.72% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 5.53% | 5.39% | $909.2万 | 11.1万股 | $799.6万 | 11.3万股 | -1,810股-1.61% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 4.92% | 4.76% | $809.1万 | 9.8万股 | $706.0万 | 9.9万股 | -998股-1.01% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 4.33% | 4.43% | $711.1万 | 13.8万股 | $656.6万 | 14.6万股 | -7,945股-5.46% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 4.13% | 4.46% | $678.0万 | 18.2万股 | $660.9万 | 18.6万股 | -4,034股-2.17% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 3.76% | 3.89% | $617.4万 | 10.5万股 | $577.4万 | 9.7万股 | +7,719股+7.96% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 3.35% | 3.17% | $550.9万 | 19.0万股 | $469.7万 | 17.7万股 | +1.3万股+7.60% | 加仓 |
| DDimensional维度ETF信托DISV |
| 2.85% | 3.12% | $468.9万 | 11.7万股 | $463.3万 | 11.7万股 | -625股-0.53% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 2.35% | 2.21% | $385.8万 | 9.5万股 | $327.9万 | 9.5万股 | +44股+0.05% | 加仓 |
| AAvantis·U SAVUV |
| 2.34% | 2.36% | $384.3万 | 3.1万股 | $350.5万 | 3.2万股 | -918股-2.89% | 减仓 |
| IiShares安硕信托VLUE |
| 1.96% | 1.6% | $321.6万 | 1.6万股 | $237.2万 | 1.7万股 | -589股-3.53% | 减仓 |
 英伟达NVDA |
| 1.51% | 1.42% | $248.6万 | 1.2万股 | $210.6万 | 1.2万股 | +353股+2.92% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.19% | 1.27% | $195.4万 | 5.3万股 | $188.5万 | 5.5万股 | -2,453股-4.42% | 减仓 |
 苹果AAPL |
| 1.16% | 1.06% | $190.4万 | 6,580股 | $157.9万 | 6,221股 | +359股+5.77% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.1% | 1.15% | $181.0万 | 4.5万股 | $169.9万 | 5.0万股 | -5,137股-10.24% | 减仓 |
| IiShares安硕信托ITOT |
| 1.05% | 1.02% | $172.1万 | 1.0万股 | $150.9万 | 1.1万股 | -122股-1.15% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 1.01% | 0.93% | $165.7万 | 3.5万股 | $137.9万 | 2.9万股 | +5,912股+20.53% | 加仓 |
| IiShares安硕信托EFV |
| 0.86% | 0.93% | $141.0万 | 1.8万股 | $138.6万 | 1.9万股 | -217股-1.16% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.83% | 0.89% | $136.7万 | 3.9万股 | $131.4万 | 3.9万股 | 00.00% | 持仓不变 |
| V先锋领航·MALVERN FDSVTIP |
| 0.79% | 0.76% | $129.3万 | 2.6万股 | $112.6万 | 2.3万股 | +3,199股+14.19% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.75% | 0.78% | $122.4万 | 7,936股 | $115.7万 | 7,936股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVLU |
| 0.73% | 0.95% | $119.5万 | 2.9万股 | $140.6万 | 3.5万股 | -6,862股-19.36% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.58% | 0.6% | $94.6万 | 2.3万股 | $89.3万 | 2.3万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFNM |
| 0.5% | 0.46% | $81.5万 | 1.7万股 | $67.7万 | 1.4万股 | +2,738股+19.40% | 加仓 |
 亚马逊AMZN |
| 0.46% | 0.41% | $74.8万 | 3,140股 | $60.9万 | 2,924股 | +216股+7.39% | 加仓 |
 谷歌AGOOGL |
| 0.42% | 0.36% | $69.4万 | 1,942股 | $53.0万 | 1,844股 | +98股+5.31% | 加仓 |
 特斯拉TSLA |
| 0.41% | 0.39% | $66.8万 | 1,588股 | $58.4万 | 1,570股 | +18股+1.15% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.4% | 0.4% | $66.3万 | 7,755股 | $59.8万 | 7,755股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.38% | 0.45% | $62.9万 | 1.6万股 | $67.2万 | 1.9万股 | -2,954股-15.40% | 减仓 |
 微软MSFT |
| 0.38% | 0.48% | $62.2万 | 1,668股 | $71.4万 | 1,928股 | -260股-13.49% | 减仓 |
 台积电TSM |
| 0.35% | 0.26% | $57.6万 | 1,207股 | $38.8万 | 1,148股 | +59股+5.14% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.25% | $47.2万 | 1,336股 | $37.0万 | 1,290股 | +46股+3.57% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.29% | 0.28% | $46.9万 | 6,583股 | $42.2万 | 6,583股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.27% | 0.28% | $45.0万 | 1,374股 | $40.8万 | 1,387股 | -13股-0.94% | 减仓 |
| IiShares安硕信托IXUS |
| 0.25% | 0.28% | $40.9万 | 4,283股 | $41.6万 | 4,804股 | -521股-10.85% | 减仓 |
 美光科技MU |
| 0.24% | — | $39.9万 | 346股 | $0 | 0股 | +346股 | 新买入 |
 博通AVGO |
| 0.23% | 0.22% | $37.4万 | 989股 | $33.3万 | 1,075股 | -86股-8.00% | 减仓 |
 礼来LLY |
| 0.21% | 0.18% | $35.3万 | 294股 | $27.4万 | 298股 | -4股-1.34% | 减仓 |
| RRAMBUS DELRMBS |
| 0.21% | 0.15% | $34.3万 | 2,582股 | $22.2万 | 2,579股 | +3股+0.12% | 加仓 |
 Meta平台META |
| 0.21% | 0.24% | $33.8万 | 600股 | $36.3万 | 635股 | -35股-5.51% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.19% | 0.21% | $31.8万 | 3,090股 | $30.9万 | 3,090股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.18% | — | $30.4万 | 2,174股 | $0 | 0股 | +2,174股 | 新买入 |
| CCOMFORT SYS USAFIX |
| 0.18% | 0.14% | $29.7万 | 150股 | $21.0万 | 152股 | -2股-1.32% | 减仓 |
 强生JNJ |
| 0.17% | 0.21% | $27.1万 | 1,068股 | $31.0万 | 1,267股 | -199股-15.71% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.15% | 0.14% | $25.1万 | 501股 | $20.6万 | 430股 | +71股+16.51% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.15% | 0.15% | $24.8万 | 1,578股 | $21.8万 | 1,578股 | 00.00% | 持仓不变 |
