| DDimensional维度ETF信托DFAU |
| 17.18% | 16.47% | $3,781.4万 | 73.2万股 | $3,214.5万 | 71.2万股 | +1.9万股+2.68% | 加仓 |
 AVANTIS INTLNGG |
| 12.93% | 13.26% | $2,847.0万 | 31.9万股 | $2,587.1万 | 30.5万股 | +1.4万股+4.66% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 8.04% | 7.72% | $1,769.0万 | 24.3万股 | $1,505.7万 | 27.6万股 | -3.3万股-11.93% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 7.21% | 7.87% | $1,586.3万 | 32.8万股 | $1,536.7万 | 32.1万股 | +7,572股+2.36% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 6.16% | 6.26% | $1,355.9万 | 25.3万股 | $1,221.4万 | 23.3万股 | +2.0万股+8.65% | 加仓 |
| DDimensional维度ETF信托DFIP |
| 5.9% | 6.16% | $1,299.8万 | 31.5万股 | $1,202.1万 | 28.8万股 | +2.7万股+9.35% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 5.52% | 5.78% | $1,215.3万 | 28.8万股 | $1,128.1万 | 26.7万股 | +2.1万股+7.75% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 4.99% | 5.11% | $1,098.2万 | 23.0万股 | $998.0万 | 20.8万股 | +2.2万股+10.34% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 4.39% | 4.19% | $966.1万 | 11.8万股 | $818.4万 | 11.5万股 | +2,480股+2.15% | 加仓 |
| DDimensional维度ETF信托DISV |
| 4.32% | 4.6% | $950.1万 | 23.7万股 | $898.6万 | 22.8万股 | +8,913股+3.91% | 加仓 |
| AAvantis·U SAVUV |
| 4.14% | 4.14% | $911.5万 | 7.3万股 | $808.9万 | 7.3万股 | -164股-0.22% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 4.11% | 3.96% | $905.6万 | 11.0万股 | $772.1万 | 10.9万股 | +1,436股+1.32% | 加仓 |
| A美国世纪ETF信托AVLV |
| 4.02% | 3.95% | $884.4万 | 9.7万股 | $770.2万 | 9.6万股 | +1,419股+1.49% | 加仓 |
| A美国世纪ETF信托AVGE |
| 1.52% | 1.51% | $335.3万 | 3.4万股 | $295.1万 | 3.4万股 | +309股+0.92% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 1.5% | 1.47% | $329.7万 | 11.4万股 | $286.7万 | 10.8万股 | +5,911股+5.48% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.29% | 1.27% | $284.6万 | 3,812股 | $247.9万 | 3,811股 | +1股+0.03% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.13% | 0.44% | $248.6万 | 5.6万股 | $85.3万 | 2.2万股 | +3.4万股+155.36% | 加仓 |
| IiShares安硕信托IWV |
| 1.11% | 1.09% | $244.8万 | 5,741股 | $213.0万 | 5,746股 | -5股-0.09% | 减仓 |
| IiShares安硕信托GVI |
| 0.59% | 0.66% | $130.4万 | 1.2万股 | $128.6万 | 1.2万股 | -2股-0.02% | 减仓 |
 洛克希德马丁LMT |
| 0.51% | 0.68% | $113.0万 | 2,217股 | $133.1万 | 2,203股 | +14股+0.64% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.42% | 0.44% | $92.5万 | 8,905股 | $86.5万 | 8,905股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.33% | 0.32% | $72.4万 | 3,275股 | $62.1万 | 3,275股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVUS |
| 0.3% | 0.29% | $65.6万 | 5,123股 | $57.0万 | 5,123股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.29% | 0.29% | $64.9万 | 1,754股 | $56.3万 | 1,754股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.22% | 0.23% | $48.8万 | 1.3万股 | $44.0万 | 1.3万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DCOR |
| 0.22% | 0.22% | $47.6万 | 5,806股 | $42.7万 | 5,918股 | -112股-1.89% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.21% | 0.22% | $47.2万 | 1,872股 | $42.6万 | 2,347股 | -475股-20.24% | 减仓 |
 苹果AAPL |
| 0.21% | 0.21% | $46.9万 | 1,622股 | $41.2万 | 1,622股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.16% | 0.19% | $34.9万 | 4,901股 | $36.4万 | 5,681股 | -780股-13.73% | 减仓 |
 亚马逊AMZN |
| 0.15% | 0.15% | $33.1万 | 1,390股 | $28.9万 | 1,390股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.15% | 0.15% | $32.4万 | 440股 | $29.3万 | 508股 | -68股-13.39% | 减仓 |
| V先锋领航指数基金VOO |
| 0.15% | 0.15% | $32.3万 | 470股 | $29.3万 | 491股 | -21股-4.28% | 减仓 |
| IiShares安硕信托IVV |
| 0.15% | 0.15% | $32.1万 | 428股 | $29.7万 | 455股 | -27股-5.93% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.14% | 0.14% | $31.9万 | 2,176股 | $28.2万 | 2,200股 | -24股-1.09% | 减仓 |
| V先锋领航全球基金VCR |
| 0.12% | 0.13% | $27.0万 | 681股 | $24.5万 | 681股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.11% | 0.13% | $24.9万 | 667股 | $24.7万 | 666股 | +1股+0.15% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.09% | — | $20.9万 | 2,163股 | $0 | 0股 | +2,163股 | 新买入 |
