| DDimensional维度·USDFUV |
| 3.96% | 3.54% | $896.3万 | 16.3万股 | $789.5万 | 16.3万股 | +10股+0.01% | 加仓 |
| A美国世纪ETF信托AVUS |
| 3.51% | 3.1% | $794.0万 | 6.2万股 | $691.4万 | 6.2万股 | -192股-0.31% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.18% | 2.92% | $720.0万 | 10.3万股 | $650.1万 | 10.4万股 | -1,101股-1.06% | 减仓 |
 AVANTIS INTLNGG |
| 2.9% | 2.78% | $655.2万 | 7.3万股 | $619.7万 | 7.3万股 | +410股+0.56% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.83% | 2.46% | $640.4万 | 14.4万股 | $548.6万 | 14.1万股 | +3,206股+2.27% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 2.5% | 2.39% | $565.2万 | 15.2万股 | $533.2万 | 15.0万股 | +1,610股+1.07% | 加仓 |
 英伟达NVDA |
| 2.49% | 2.56% | $563.0万 | 2.8万股 | $570.8万 | 3.3万股 | -4,592股-14.03% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.34% | 2.15% | $528.9万 | 6.5万股 | $478.0万 | 6.7万股 | -2,861股-4.24% | 减仓 |
 苹果AAPL |
| 2.05% | 1.18% | $463.5万 | 1.6万股 | $261.9万 | 1.0万股 | +5,698股+55.21% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.89% | 1.84% | $427.9万 | 4.2万股 | $410.9万 | 4.1万股 | +382股+0.93% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.84% | 1.84% | $415.4万 | 7.7万股 | $409.8万 | 7.8万股 | -732股-0.94% | 减仓 |
 谷歌AGOOGL |
| 1.47% | 1.29% | $332.5万 | 9,304股 | $288.4万 | 1.0万股 | -725股-7.23% | 减仓 |
 博通AVGO |
| 1.46% | 1.32% | $330.9万 | 8,760股 | $293.7万 | 9,489股 | -729股-7.68% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.44% | 1.2% | $325.1万 | 3.4万股 | $267.4万 | 3.3万股 | +508股+1.53% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 1.42% | 1.38% | $320.6万 | 9.2万股 | $306.5万 | 9.1万股 | +492股+0.54% | 加仓 |
 微软MSFT |
| 1.4% | 1.74% | $316.5万 | 8,486股 | $388.0万 | 1.0万股 | -1,995股-19.03% | 减仓 |
| AAvantis·U SAVUV |
| 1.23% | 1.09% | $278.5万 | 2.2万股 | $243.6万 | 2.2万股 | +270股+1.22% | 加仓 |
| IiShares安硕信托ICSH |
| 1.16% | 1.35% | $262.2万 | 5.2万股 | $301.4万 | 6.0万股 | -7,687股-12.91% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.12% | 1.04% | $252.5万 | 7,146股 | $231.0万 | 8,051股 | -905股-11.24% | 减仓 |
 亚马逊AMZN |
| 1.09% | 0.97% | $245.7万 | 1.0万股 | $215.3万 | 1.0万股 | -26股-0.25% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.08% | 0.94% | $245.1万 | 3.0万股 | $210.0万 | 3.0万股 | +245股+0.83% | 加仓 |
| IISHARES EMERGING MARKETS DIVIDEND ETFDVYE |
| 1.01% | 1.13% | $228.3万 | 7.1万股 | $251.7万 | 7.3万股 | -2,360股-3.22% | 减仓 |
 泛林集团LRCX |
| 0.98% | 0.51% | $222.3万 | 5,131股 | $113.1万 | 5,288股 | -157股-2.97% | 减仓 |
 Meta平台META |
| 0.92% | 0.97% | $208.3万 | 3,698股 | $216.9万 | 3,792股 | -94股-2.48% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 0.82% | 0.69% | $186.5万 | 4.6万股 | $153.8万 | 4.5万股 | +1,372股+3.08% | 加仓 |
| A美国世纪ETF信托AVEE |
| 0.82% | 0.75% | $186.0万 | 2.7万股 | $167.8万 | 2.6万股 | +381股+1.44% | 加仓 |
 VisaV |
| 0.8% | 0.72% | $180.1万 | 5,248股 | $160.5万 | 5,310股 | -62股-1.17% | 减仓 |
| SSSGA ACTIVE ETF TRWIP |
| 0.78% | 0.76% | $177.4万 | 4.5万股 | $168.2万 | 4.2万股 | +2,613股+6.17% | 加仓 |
| IiShares安硕信托EMB |
| 0.78% | 0.77% | $176.1万 | 1.8万股 | $171.5万 | 1.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托PFF |
| 0.67% | 0.68% | $152.0万 | 5.0万股 | $151.1万 | 5.0万股 | 00.00% | 持仓不变 |
| CCOMFORT SYS USAFIX |
| 0.67% | 0.56% | $151.0万 | 762股 | $124.7万 | 904股 | -142股-15.71% | 减仓 |
 美光科技MU |
| 0.66% | 0.33% | $148.6万 | 1,287股 | $73.1万 | 2,162股 | -875股-40.47% | 减仓 |
| S嘉信·USSCHX |
| 0.64% | 0.57% | $145.6万 | 4.9万股 | $126.9万 | 4.9万股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 0.64% | 0.35% | $143.9万 | 4,770股 | $78.0万 | 530股 | +4,240股+800.00% | 加仓 |
 台积电TSM |
| 0.64% | 0.43% | $143.8万 | 3,011股 | $95.4万 | 2,814股 | +197股+7.00% | 加仓 |
 艾伯维ABBV |
| 0.62% | 0.46% | $140.0万 | 5,565股 | $101.5万 | 4,667股 | +898股+19.24% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.62% | 0.62% | $139.6万 | 3.1万股 | $138.4万 | 3.1万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.58% | 0.52% | $132.0万 | 3,742股 | $115.1万 | 3,501股 | +241股+6.88% | 加仓 |
 WESTERN ASSET EMERGING MKTS DE COMEMD |
| 0.57% | 0.53% | $129.9万 | 12.1万股 | $118.8万 | 12.1万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.57% | 0.46% | $128.5万 | 3,927股 | $102.8万 | 3,495股 | +432股+12.36% | 加仓 |
| IiShares安硕信托AGG |
| 0.56% | 0.58% | $127.5万 | 1.3万股 | $129.0万 | 1.3万股 | -115股-0.88% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.55% | 0.46% | $124.2万 | 2,482股 | $103.4万 | 2,157股 | +325股+15.07% | 加仓 |
 帕兰提尔PLTR |
| 0.55% | 0.82% | $123.8万 | 1.1万股 | $183.1万 | 1.3万股 | -1,906股-15.23% | 减仓 |
 应用材料AMAT |
| 0.54% | 0.26% | $122.7万 | 1,697股 | $57.6万 | 1,685股 | +12股+0.71% | 加仓 |
 英特尔INTC |
| 0.53% | 0.26% | $120.5万 | 8,627股 | $57.4万 | 1.3万股 | -4,376股-33.65% | 减仓 |
 礼来LLY |
| 0.53% | 0.51% | $120.3万 | 1,003股 | $113.5万 | 1,234股 | -231股-18.72% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.53% | 0.49% | $120.3万 | 4.6万股 | $110.0万 | 4.7万股 | -541股-1.16% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.52% | — | $118.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| TTCW ETF TRUSTXB |
| 0.52% | 0.53% | $118.3万 | 3.0万股 | $118.5万 | 3.0万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.51% | 0.47% | $115.4万 | 3.0万股 | $104.2万 | 3.0万股 | 00.00% | 持仓不变 |
