| DDimensional维度ETF信托DFAC |
| 18.81% | 18.28% | $5,113.7万 | 115.3万股 | $4,417.8万 | 113.7万股 | +1.6万股+1.40% | 加仓 |
| DDimensional维度ETF信托DXUV |
| 8.01% | 8.04% | $2,177.0万 | 32.7万股 | $1,944.5万 | 32.8万股 | -272股-0.08% | 减仓 |
| A美国世纪ETF信托AVUS |
| 7.99% | 7.78% | $2,172.1万 | 17.0万股 | $1,880.7万 | 16.9万股 | +429股+0.25% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 6.3% | 6.7% | $1,711.7万 | 46.5万股 | $1,619.0万 | 47.7万股 | -1.2万股-2.51% | 减仓 |
| A美国世纪ETF信托DXIV |
| 5.2% | 5.67% | $1,412.8万 | 20.2万股 | $1,371.0万 | 20.3万股 | -1,180股-0.58% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 4.15% | 4.11% | $1,127.2万 | 30.3万股 | $993.4万 | 28.0万股 | +2.3万股+8.20% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 4.12% | 4.06% | $1,120.4万 | 21.7万股 | $981.1万 | 21.7万股 | -677股-0.31% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 3.34% | 3.33% | $909.1万 | 11.1万股 | $804.5万 | 11.3万股 | -2,497股-2.20% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 3.13% | 3.16% | $851.1万 | 17.8万股 | $763.1万 | 15.9万股 | +1.9万股+11.84% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.65% | 2.72% | $721.4万 | 10.3万股 | $657.5万 | 10.5万股 | -2,089股-1.98% | 减仓 |
 AVANTIS INTLNGG |
| 2.53% | 2.68% | $688.9万 | 7.7万股 | $647.8万 | 7.6万股 | +876股+1.15% | 加仓 |
| A美国世纪ETF信托AVGE |
| 2.26% | 2.26% | $615.1万 | 6.2万股 | $545.7万 | 6.2万股 | +73股+0.12% | 加仓 |
| DDimensional维度·USDFUV |
| 2.1% | 2.12% | $570.6万 | 10.4万股 | $512.2万 | 10.6万股 | -1,964股-1.86% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.92% | 2.04% | $523.2万 | 12.7万股 | $493.5万 | 12.7万股 | +179股+0.14% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.86% | 1.85% | $505.5万 | 6.1万股 | $446.1万 | 6.3万股 | -1,319股-2.10% | 减仓 |
 苹果AAPL |
| 1.72% | 1.71% | $466.6万 | 1.6万股 | $413.8万 | 1.6万股 | -176股-1.08% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 1.7% | 1.39% | $462.5万 | 5.6万股 | $336.3万 | 4.7万股 | +9,759股+20.92% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.6% | 1.77% | $435.4万 | 8.1万股 | $428.3万 | 8.1万股 | -540股-0.67% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.25% | 1.19% | $338.8万 | 8.4万股 | $288.0万 | 8.5万股 | -786股-0.92% | 减仓 |
| G通用动力VTI |
| 1.2% | 1.17% | $325.9万 | 8,806股 | $282.5万 | 8,806股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DUSB |
| 1.13% | 1.31% | $307.3万 | 6.1万股 | $315.6万 | 6.2万股 | -1,725股-2.77% | 减仓 |
| AAvantis·U SAVUV |
| 1.07% | 1.07% | $291.6万 | 2.3万股 | $258.2万 | 2.3万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.06% | 1.01% | $287.1万 | 1.4万股 | $243.5万 | 1.4万股 | +388股+2.78% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.93% | 0.87% | $253.6万 | 2.6万股 | $211.3万 | 2.6万股 | +65股+0.25% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.93% | 0.92% | $252.0万 | 9.6万股 | $223.1万 | 9.4万股 | +2,008股+2.13% | 加仓 |
 AMGEN COMAMGN |
| 0.88% | 0.94% | $239.3万 | 6,610股 | $226.4万 | 6,434股 | +176股+2.74% | 加仓 |
 万豪MAR |
| 0.76% | 0.76% | $207.7万 | 5,603股 | $183.2万 | 5,602股 | +1股+0.02% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.74% | 0.64% | $200.4万 | 4.9万股 | $154.7万 | 4.5万股 | +4,523股+10.10% | 加仓 |
| IiShares安硕信托IVV |
| 0.59% | 0.58% | $159.4万 | 2,128股 | $139.0万 | 2,128股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIP |
| 0.54% | 0.55% | $147.5万 | 3.6万股 | $131.8万 | 3.2万股 | +4,167股+13.19% | 加仓 |
| V先锋领航指数基金VOO |
| 0.53% | 0.47% | $143.4万 | 1,947股 | $112.4万 | 1,947股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.48% | 0.17% | $131.0万 | 1,135股 | $41.4万 | 1,227股 | -92股-7.50% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.48% | 0.53% | $130.1万 | 1.3万股 | $128.4万 | 1.3万股 | -238股-1.85% | 减仓 |
 雪佛龙CVX |
| 0.47% | 0.67% | $129.1万 | 7,787股 | $161.1万 | 7,787股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.4% | 0.4% | $108.1万 | 2.8万股 | $96.8万 | 2.8万股 | +253股+0.92% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.38% | 0.37% | $103.8万 | 1.3万股 | $90.5万 | 1.2万股 | +279股+2.28% | 加仓 |
| A美国世纪ETF信托AVSU |
| 0.38% | 0.35% | $102.5万 | 1.2万股 | $85.6万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.36% | 0.36% | $98.4万 | 1.2万股 | $87.6万 | 3,050股 | +9,163股+300.43% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.35% | 0.46% | $94.9万 | 1.9万股 | $110.6万 | 2.2万股 | -3,256股-14.71% | 减仓 |
 谷歌AGOOGL |
| 0.35% | 0.31% | $94.2万 | 2,636股 | $75.8万 | 2,636股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.32% | 0.37% | $87.8万 | 1.1万股 | $90.4万 | 1.2万股 | -260股-2.25% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.26% | $77.2万 | 2,186股 | $61.7万 | 2,152股 | +34股+1.58% | 加仓 |
 泛林集团LRCX |
| 0.28% | 0.16% | $76.1万 | 1,757股 | $37.6万 | 1,760股 | -3股-0.17% | 减仓 |
| S嘉信策略信托SCHF |
| 0.27% | 0.27% | $74.1万 | 2.7万股 | $66.2万 | 2.7万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.25% | 0.28% | $68.3万 | 1,830股 | $68.0万 | 1,836股 | -6股-0.33% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.25% | 0.26% | $66.8万 | 1,334股 | $63.9万 | 1,334股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.21% | 0.24% | $57.9万 | 6,272股 | $58.9万 | 6,269股 | +3股+0.05% | 加仓 |
 AMER STATES WTRAWR |
| 0.21% | 0.22% | $57.4万 | 6,967股 | $53.1万 | 6,967股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.2% | 0.2% | $54.3万 | 2,276股 | $47.8万 | 2,296股 | -20股-0.87% | 减仓 |
 特斯拉TSLA |
| 0.2% | 0.2% | $53.6万 | 1,274股 | $47.4万 | 1,274股 | 00.00% | 持仓不变 |
