| G通用动力VTI |
| 10.99% | 10.28% | $4,741.2万 | 12.8万股 | $3,897.1万 | 12.1万股 | +6,650股+5.47% | 加仓 |
| AAvantis·U SAVUV |
| 10.48% | 10.21% | $4,519.5万 | 36.2万股 | $3,870.1万 | 35.0万股 | +1.2万股+3.40% | 加仓 |
 AMER STATES WTRAWR |
| 7.77% | 7.61% | $3,348.9万 | 40.7万股 | $2,886.9万 | 37.9万股 | +2.8万股+7.26% | 加仓 |
 AVANTIS INTLNGG |
| 5.95% | 6.37% | $2,563.9万 | 28.7万股 | $2,414.5万 | 28.5万股 | +2,840股+1.00% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.44% | 5.72% | $2,344.3万 | 56.8万股 | $2,170.4万 | 55.7万股 | +1.1万股+2.01% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 4.16% | 4.5% | $1,793.7万 | 74.3万股 | $1,707.8万 | 70.4万股 | +3.9万股+5.60% | 加仓 |
| AALPHA ARCHITECT US QUANTITATIVE VALQVAL |
| 3.87% | 3.99% | $1,667.9万 | 30.1万股 | $1,513.9万 | 29.0万股 | +1.0万股+3.60% | 加仓 |
| AALPHA ARCHITECT U.S. QUANTITATIVE MQMOM |
| 3.74% | 3.62% | $1,614.1万 | 20.5万股 | $1,372.7万 | 20.1万股 | +4,056股+2.02% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 3.63% | 3.79% | $1,563.6万 | 37.0万股 | $1,438.2万 | 34.1万股 | +3.0万股+8.75% | 加仓 |
 苹果AAPL |
| 3.39% | 3.28% | $1,461.7万 | 5.1万股 | $1,243.7万 | 4.9万股 | +1,508股+3.08% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.36% | 3.27% | $1,448.7万 | 36.0万股 | $1,237.8万 | 36.6万股 | -5,299股-1.45% | 减仓 |
| PProShares信托SPXE |
| 2.6% | 2.55% | $1,123.2万 | 13.9万股 | $967.4万 | 13.9万股 | 00.00% | 持仓不变 |
| AALPHA ARCHITECT HIGH INFLATION & DEHIDE |
| 2.51% | 2.65% | $1,084.0万 | 45.3万股 | $1,004.3万 | 41.8万股 | +3.5万股+8.39% | 加仓 |
| IiShares安硕信托IVV |
| 2.38% | 2.31% | $1,027.4万 | 1.4万股 | $874.5万 | 1.3万股 | +332股+2.48% | 加仓 |
| RRETURN STACKED U.S. STOCKS & MANAGED FUTURESETFRSST |
| 1.74% | 1.68% | $751.7万 | 23.0万股 | $637.6万 | 22.5万股 | +4,481股+1.99% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.66% | 1.66% | $716.4万 | 10.2万股 | $630.6万 | 10.1万股 | +1,523股+1.51% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.4% | 1.49% | $602.4万 | 1.2万股 | $563.5万 | 1.2万股 | +279股+2.37% | 加仓 |
| DDimensional维度ETF信托DISV |
| 1.33% | 1.46% | $572.0万 | 14.3万股 | $553.9万 | 14.0万股 | +2,100股+1.50% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.29% | 1.14% | $554.8万 | 5.8万股 | $432.5万 | 5.4万股 | +3,821股+7.12% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.18% | 1.29% | $506.9万 | 6.1万股 | $487.9万 | 6.1万股 | +49股+0.08% | 加仓 |
| IiShares安硕信托GVI |
| 1.01% | 1.02% | $434.7万 | 4.1万股 | $387.2万 | 3.6万股 | +4,476股+12.31% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.97% | 0.74% | $420.0万 | 5,624股 | $280.9万 | 4,320股 | +1,304股+30.19% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.94% | 1.09% | $404.4万 | 4.9万股 | $413.5万 | 5.8万股 | -9,014股-15.51% | 减仓 |
| IiShares安硕信托IEFA |
| 0.9% | 0.96% | $389.4万 | 4.0万股 | $363.6万 | 4.0万股 | +154股+0.38% | 加仓 |
| TTidal·TRUST IIRSBT |
| 0.89% | 0.88% | $385.8万 | 20.3万股 | $331.8万 | 17.6万股 | +2.7万股+15.14% | 加仓 |
| DDimensional维度·USDFUV |
| 0.86% | 0.87% | $372.5万 | 6.8万股 | $328.1万 | 6.8万股 | 00.00% | 持仓不变 |
| EEA SERIES TRUSTBOXX |
| 0.86% | 0.94% | $369.9万 | 3.2万股 | $355.4万 | 3.1万股 | +1,025股+3.35% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.81% | 0.89% | $347.3万 | 3.4万股 | $338.2万 | 3.4万股 | -168股-0.50% | 减仓 |
 埃克森美孚XOM |
| 0.78% | 1.1% | $336.8万 | 2.5万股 | $418.8万 | 2.5万股 | -50股-0.20% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 0.77% | 0.76% | $331.9万 | 6.9万股 | $287.3万 | 6.0万股 | +8,723股+14.55% | 加仓 |
| PPERMIAN BASIN RTY TRPBT |
| 0.61% | 0.59% | $261.4万 | 10.4万股 | $224.7万 | 10.4万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.6% | 0.85% | $259.8万 | 1.6万股 | $322.2万 | 1.6万股 | +105股+0.67% | 加仓 |
 英特尔INTC |
| 0.58% | 0.2% | $248.5万 | 1.8万股 | $76.3万 | 1.7万股 | +517股+2.99% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.51% | 0.57% | $222.1万 | 4.1万股 | $217.0万 | 4.1万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.42% | 0.38% | $179.2万 | 5,474股 | $143.6万 | 4,883股 | +591股+12.10% | 加仓 |
 强生JNJ |
| 0.41% | 0.42% | $175.5万 | 6,911股 | $157.3万 | 6,437股 | +474股+7.36% | 加仓 |
 家得宝HD |
| 0.37% | 0.36% | $160.9万 | 4,562股 | $137.6万 | 4,185股 | +377股+9.01% | 加仓 |
 德文能源DVN |
| 0.37% | — | $159.3万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.37% | 0.36% | $158.4万 | 1.9万股 | $137.1万 | 1.9万股 | 00.00% | 持仓不变 |
 SABINE RTY TR UNIT BEN INTSBR |
| 0.37% | 0.43% | $157.8万 | 2.2万股 | $162.4万 | 2.2万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.35% | 0.32% | $151.7万 | 4,017股 | $121.6万 | 3,930股 | +87股+2.21% | 加仓 |
 礼来LLY |
| 0.33% | 0.29% | $142.1万 | 1,185股 | $109.3万 | 1,188股 | -3股-0.25% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.32% | 0.33% | $139.3万 | 1.7万股 | $124.9万 | 1.7万股 | 00.00% | 持仓不变 |
| WWESTERN MIDSTREAM PAR LPWES |
| 0.29% | 0.31% | $124.0万 | 2.8万股 | $116.6万 | 2.8万股 | 00.00% | 持仓不变 |
| HHELMERICH & PAYNEHP |
| 0.27% | 0.33% | $115.3万 | 3.5万股 | $126.9万 | 3.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.26% | 0.26% | $114.0万 | 1,660股 | $99.2万 | 1,660股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.26% | 0.24% | $113.2万 | 3,034股 | $89.1万 | 2,408股 | +626股+26.00% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 0.22% | 0.24% | $94.5万 | 1.8万股 | $92.5万 | 1.8万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.22% | 0.15% | $94.0万 | 4,699股 | $57.0万 | 3,267股 | +1,432股+43.83% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.22% | 0.19% | $93.7万 | 3.2万股 | $73.2万 | 2.8万股 | +4,797股+17.42% | 加仓 |
