| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 10.39% | 13.97% | $6,468.6万 | 92.5万股 | $5,697.6万 | 91.2万股 | +1.3万股+1.43% | 加仓 |
| DDimensional维度·USDFUV |
| 9.4% | 12.18% | $5,848.1万 | 106.3万股 | $4,966.5万 | 102.5万股 | +3.8万股+3.73% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 7.46% | 5.23% | $4,641.9万 | 97.2万股 | $2,134.8万 | 44.6万股 | +52.6万股+118.04% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 7.28% | 9.94% | $4,533.4万 | 83.9万股 | $4,055.9万 | 76.8万股 | +7.1万股+9.21% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 7.1% | 9.11% | $4,420.2万 | 53.9万股 | $3,717.6万 | 52.4万股 | +1.5万股+2.90% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 5.71% | 6.26% | $3,553.1万 | 80.1万股 | $2,554.8万 | 65.7万股 | +14.4万股+21.83% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 4.03% | 5.04% | $2,509.1万 | 30.5万股 | $2,054.8万 | 28.9万股 | +1.6万股+5.49% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 2.58% | 2.72% | $1,603.8万 | 41.3万股 | $1,109.1万 | 31.7万股 | +9.7万股+30.62% | 加仓 |
| DDimensional维度ETF信托DISV |
| 2.37% | 3.12% | $1,475.0万 | 36.8万股 | $1,273.4万 | 32.3万股 | +4.5万股+13.84% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 2.33% | — | $1,449.8万 | 27.1万股 | $0 | 0股 | +27.1万股 | 新买入 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.26% | 2.29% | $1,407.2万 | 35.0万股 | $933.5万 | 27.6万股 | +7.4万股+26.93% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 2.05% | 0.08% | $1,276.0万 | 30.2万股 | $31.4万 | 7,448股 | +29.5万股+3,958.63% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.76% | 2.49% | $1,096.5万 | 21.2万股 | $1,016.7万 | 22.5万股 | -1.3万股-5.86% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.34% | 1.36% | $834.7万 | 20.0万股 | $554.7万 | 15.1万股 | +4.9万股+32.56% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.33% | 1.57% | $827.3万 | 20.1万股 | $640.8万 | 16.4万股 | +3.6万股+21.94% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.29% | 1.31% | $805.8万 | 19.8万股 | $535.5万 | 15.5万股 | +4.3万股+27.93% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 1.24% | 1.84% | $769.3万 | 15.1万股 | $751.8万 | 14.8万股 | +3,225股+2.18% | 加仓 |
| IiShares安硕信托IVV |
| 1.2% | 0.13% | $745.6万 | 9,956股 | $51.4万 | 787股 | +9,169股+1,165.06% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 1.1% | 1.27% | $687.3万 | 23.7万股 | $516.4万 | 19.4万股 | +4.3万股+22.10% | 加仓 |
| G通用动力VTI |
| 1.02% | 0.24% | $632.0万 | 1.7万股 | $99.8万 | 3,112股 | +1.4万股+448.81% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.99% | 1.02% | $617.5万 | 7.9万股 | $418.0万 | 5.3万股 | +2.6万股+48.68% | 加仓 |
| IiShares安硕信托IEFA |
| 0.92% | — | $572.7万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
| DDimensional维度ETF信托DFIC |
| 0.92% | 1.17% | $571.3万 | 15.3万股 | $476.7万 | 13.4万股 | +1.9万股+14.29% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.88% | 0.59% | $547.2万 | 5.3万股 | $240.3万 | 2.4万股 | +2.9万股+120.68% | 加仓 |
| EEA SERIES TRUSTBSVO |
| 0.8% | 1.16% | $500.2万 | 17.1万股 | $471.9万 | 18.6万股 | -1.5万股-7.87% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.74% | 0.79% | $457.7万 | 13.1万股 | $324.2万 | 9.6万股 | +3.4万股+35.70% | 加仓 |
| AAvantis·U SAVUV |
| 0.73% | 0.6% | $456.7万 | 3.7万股 | $243.7万 | 2.2万股 | +1.5万股+65.94% | 加仓 |
| S嘉信·USSCHX |
| 0.64% | — | $395.8万 | 13.4万股 | $0 | 0股 | +13.4万股 | 新买入 |
 苹果AAPL |
| 0.59% | 0.27% | $367.4万 | 1.3万股 | $110.9万 | 4,372股 | +8,326股+190.44% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.57% | 0.83% | $357.2万 | 9.7万股 | $336.8万 | 9.9万股 | -2,165股-2.18% | 减仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.54% | 0.65% | $339.2万 | 4.1万股 | $265.2万 | 3.6万股 | +5,027股+13.99% | 加仓 |
| DDimensional维度ETF信托DGCB |
| 0.54% | — | $338.6万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
| V先锋领航国际股票指数基金VEU |
| 0.53% | — | $327.6万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.52% | 0.53% | $326.7万 | 4,757股 | $218.0万 | 3,648股 | +1,109股+30.40% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.52% | 0.25% | $325.8万 | 8.2万股 | $103.3万 | 2.9万股 | +5.3万股+184.85% | 加仓 |
 礼来LLY |
| 0.48% | 0.43% | $301.4万 | 2,513股 | $177.0万 | 1,924股 | +589股+30.61% | 加仓 |
 微软MSFT |
| 0.47% | 0.47% | $294.5万 | 7,895股 | $193.3万 | 5,221股 | +2,674股+51.22% | 加仓 |
| IiShares安硕信托ITOT |
| 0.46% | 0.6% | $289.3万 | 1.8万股 | $246.0万 | 1.7万股 | +342股+1.98% | 加仓 |
| S嘉信策略信托SCHF |
| 0.46% | — | $285.4万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
| V先锋领航·MALVERN FDSVTIP |
| 0.45% | 0.47% | $281.6万 | 5.6万股 | $193.3万 | 3.9万股 | +1.7万股+44.89% | 加仓 |
| IiShares安硕信托REET |
| 0.45% | — | $277.3万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.4% | 0.49% | $249.3万 | 7.3万股 | $198.7万 | 6.2万股 | +1.1万股+18.44% | 加仓 |
| IiShares安硕信托GVI |
| 0.39% | 0.37% | $242.3万 | 2.3万股 | $149.8万 | 1.4万股 | +8,686股+61.75% | 加仓 |
| IiShares安硕·COREIJR |
| 0.37% | — | $232.7万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| J骏利亨德森JAAA |
| 0.34% | 0.59% | $213.7万 | 4.2万股 | $239.1万 | 4.7万股 | -5,133股-10.81% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.31% | 0.45% | $193.2万 | 3.3万股 | $183.6万 | 3.1万股 | +1,923股+6.24% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 0.3% | 0.37% | $184.7万 | 3.4万股 | $150.6万 | 2.8万股 | +6,019股+21.58% | 加仓 |
 英伟达NVDA |
| 0.29% | 0.27% | $180.3万 | 9,012股 | $109.4万 | 6,271股 | +2,741股+43.71% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.27% | — | $165.6万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| A美国世纪ETF信托AVLV |
| 0.26% | 0.22% | $164.3万 | 1.8万股 | $90.7万 | 1.1万股 | +6,768股+60.17% | 加仓 |
