| DDimensional维度ETF信托DFAC |
| 34.97% | 34.05% | $1.67亿 | 377.5万股 | $1.43亿 | 368.5万股 | +9.0万股+2.45% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 28.41% | 29.32% | $1.36亿 | 369.3万股 | $1.23亿 | 363.0万股 | +6.3万股+1.73% | 加仓 |
| DDimensional维度·USDFUV |
| 11.28% | 11.02% | $5,401.6万 | 98.2万股 | $4,634.7万 | 95.6万股 | +2.6万股+2.67% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 5.35% | 5.28% | $2,563.1万 | 36.7万股 | $2,221.3万 | 35.6万股 | +1.1万股+3.09% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 3.38% | 3.47% | $1,616.9万 | 19.3万股 | $1,461.1万 | 19.5万股 | -1,494股-0.77% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 2.74% | 2.75% | $1,314.0万 | 28.2万股 | $1,157.6万 | 28.2万股 | +81股+0.03% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 2.56% | 2.53% | $1,224.7万 | 14.8万股 | $1,065.9万 | 14.4万股 | +3,458股+2.39% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.72% | 1.22% | $824.9万 | 19.5万股 | $514.4万 | 12.2万股 | +7.4万股+60.40% | 加仓 |
| IiShares安硕信托IWV |
| 1.55% | 1.53% | $742.4万 | 1.7万股 | $643.9万 | 1.7万股 | +40股+0.23% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 1.05% | 1.11% | $501.4万 | 11.1万股 | $467.6万 | 11.0万股 | +888股+0.81% | 加仓 |
| IiShares安硕信托IVV |
| 1% | 1% | $480.9万 | 6,421股 | $422.0万 | 6,460股 | -39股-0.60% | 减仓 |
| V先锋领航指数基金VTV |
| 0.93% | 0.95% | $445.7万 | 2.0万股 | $401.0万 | 2.0万股 | +14股+0.07% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.86% | 0.86% | $409.5万 | 3.2万股 | $362.5万 | 3.3万股 | -634股-1.94% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.45% | 0.46% | $217.9万 | 4.5万股 | $192.0万 | 4.5万股 | -731股-1.61% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.44% | 0.44% | $211.3万 | 8,696股 | $187.0万 | 8,607股 | +89股+1.03% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.35% | 0.26% | $165.4万 | 3.4万股 | $111.4万 | 2.3万股 | +1.1万股+47.30% | 加仓 |
伯克希尔哈撒韦BRK.B |
| 0.28% | 0.31% | $131.8万 | 2,633股 | $132.2万 | 2,759股 | -126股-4.57% | 减仓 |
| G通用动力VTI |
| 0.2% | 0.19% | $95.5万 | 2,580股 | $82.0万 | 2,556股 | +24股+0.94% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.19% | 0.19% | $90.9万 | 1,217股 | $79.0万 | 1,214股 | +3股+0.25% | 加仓 |
| AAvantis·U SAVUV |
| 0.15% | 0.16% | $73.8万 | 5,916股 | $66.3万 | 6,005股 | -89股-1.48% | 减仓 |
苹果AAPL |
| 0.15% | 0.11% | $72.8万 | 2,516股 | $45.0万 | 1,772股 | +744股+41.99% | 加仓 |
礼来LLY |
| 0.13% | 0.11% | $61.7万 | 515股 | $46.7万 | 508股 | +7股+1.38% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.13% | 0.12% | $60.0万 | 1.2万股 | $52.4万 | 1.2万股 | 00.00% | 持仓不变 |
微软MSFT |
| 0.11% | 0.11% | $51.3万 | 1,376股 | $46.8万 | 1,264股 | +112股+8.86% | 加仓 |
埃克森美孚XOM |
| 0.1% | 0.15% | $50.1万 | 3,661股 | $61.4万 | 3,619股 | +42股+1.16% | 加仓 |
| IIBMIBM |
| 0.1% | 0.1% | $49.7万 | 1,768股 | $42.4万 | 1,751股 | +17股+0.97% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.1% | 0.06% | $48.4万 | 1,370股 | $25.8万 | 900股 | +470股+52.22% | 加仓 |
摩根大通JPM |
| 0.1% | 0.1% | $45.8万 | 1,400股 | $41.6万 | 1,415股 | -15股-1.06% | 减仓 |
雪佛龙CVX |
| 0.09% | 0.13% | $45.3万 | 2,731股 | $55.6万 | 2,688股 | +43股+1.60% | 加仓 |
谷歌AGOOGL |
| 0.09% | 0.08% | $44.4万 | 1,242股 | $32.8万 | 1,140股 | +102股+8.95% | 加仓 |
英伟达NVDA |
| 0.08% | 0.06% | $37.4万 | 1,871股 | $25.0万 | 1,433股 | +438股+30.57% | 加仓 |
特斯拉TSLA |
| 0.07% | 0.06% | $34.0万 | 808股 | $24.4万 | 657股 | +151股+22.98% | 加仓 |
EQUITY BANCSHARESEQBK |
| 0.07% | 0.07% | $33.0万 | 6,733股 | $29.8万 | 6,707股 | +26股+0.39% | 加仓 |
亚马逊AMZN |
| 0.07% | 0.05% | $32.7万 | 1,371股 | $20.0万 | 961股 | +410股+42.66% | 加仓 |
默沙东MRK |
| 0.07% | 0.07% | $32.5万 | 2,526股 | $29.9万 | 2,484股 | +42股+1.69% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.07% | 0.07% | $31.2万 | 8,045股 | $28.2万 | 8,045股 | 00.00% | 持仓不变 |
| CCAPITAL CONSERVATIVE ECGCV |
| 0.06% | 0.06% | $30.0万 | 9,136股 | $27.1万 | 9,096股 | +40股+0.44% | 加仓 |
壳牌SHEL |
| 0.06% | 0.08% | $27.1万 | 3,491股 | $32.1万 | 3,456股 | +35股+1.01% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.05% | 0.05% | $26.3万 | 1,070股 | $22.0万 | 1,055股 | +15股+1.42% | 加仓 |
| V先锋领航指数基金VV |
| 0.05% | 0.05% | $26.2万 | 761股 | $22.7万 | 759股 | +2股+0.26% | 加仓 |
强生JNJ |
| 0.05% | 0.06% | $25.4万 | 998股 | $23.7万 | 969股 | +29股+2.99% | 加仓 |
CAPITOL FED FINLCFFN |
| 0.05% | 0.05% | $22.9万 | 2.7万股 | $19.0万 | 2.7万股 | +283股+1.06% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.05% | — | $22.8万 | 759股 | $0 | 0股 | +759股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.05% | 0.05% | $22.7万 | 330股 | $20.3万 | 341股 | -11股-3.23% | 减仓 |
DANAHER DEL COMDHR |
| 0.05% | 0.05% | $22.6万 | 1,185股 | $22.3万 | 1,178股 | +7股+0.59% | 加仓 |
卡特彼勒CAT |
| 0.05% | — | $22.1万 | 208股 | $0 | 0股 | +208股 | 新买入 |
霍尼韦尔HON |
| 0.04% | — | $21.4万 | 958股 | $0 | 0股 | +958股 | 新买入 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.04% | — | $21.2万 | 957股 | $0 | 0股 | +957股 | 新买入 |
| OOUTDOOR HOLDING COMPOWW |
| 0.01% | 0.01% | $4.6万 | 2.0万股 | $4.1万 | 2.0万股 | 00.00% | 持仓不变 |