| DDimensional维度ETF信托DFAC |
| 13.97% | 13.67% | $4,591.5万 | 103.5万股 | $3,896.6万 | 100.3万股 | +3.2万股+3.22% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 7.09% | 7.62% | $2,330.0万 | 28.4万股 | $2,171.4万 | 30.1万股 | -1.7万股-5.65% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 4.39% | 4.57% | $1,442.3万 | 38.7万股 | $1,303.6万 | 36.7万股 | +2.0万股+5.50% | 加仓 |
| S道富SPYM |
| 2.83% | 2.52% | $930.6万 | 10.6万股 | $717.0万 | 9.4万股 | +1.2万股+13.05% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 2.44% | 2.65% | $803.7万 | 16.8万股 | $756.0万 | 15.8万股 | +1.0万股+6.61% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 2.41% | 2.29% | $792.5万 | 20.4万股 | $653.5万 | 18.7万股 | +1.8万股+9.54% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 2.32% | 0.14% | $762.8万 | 4.9万股 | $38.7万 | 2,799股 | +4.6万股+1,636.30% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.22% | 2.36% | $730.8万 | 19.8万股 | $673.8万 | 19.8万股 | +21股+0.01% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 2.15% | 2.01% | $707.9万 | 17.4万股 | $572.1万 | 16.6万股 | +8,586股+5.18% | 加仓 |
 苹果AAPL |
| 2.02% | 2% | $665.5万 | 2.3万股 | $569.3万 | 2.2万股 | +570股+2.54% | 加仓 |
 卡特彼勒CAT |
| 2.02% | 1.54% | $663.4万 | 6,230股 | $438.8万 | 6,194股 | +36股+0.58% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.9% | 1.92% | $625.6万 | 7.6万股 | $548.2万 | 7.7万股 | -961股-1.24% | 减仓 |
 英伟达NVDA |
| 1.78% | 1.74% | $584.0万 | 2.9万股 | $496.6万 | 2.8万股 | +708股+2.49% | 加仓 |
| DDimensional维度ETF信托DGCB |
| 1.74% | 1.92% | $571.5万 | 10.5万股 | $545.9万 | 10.1万股 | +3,683股+3.65% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.73% | 1.89% | $569.3万 | 13.5万股 | $539.7万 | 12.8万股 | +7,043股+5.51% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 1.72% | 1.86% | $566.8万 | 10.6万股 | $531.0万 | 10.1万股 | +4,513股+4.46% | 加仓 |
| B贝莱德ETF信托CORO |
| 1.44% | 1.42% | $473.3万 | 12.9万股 | $406.1万 | 12.6万股 | +3,007股+2.38% | 加仓 |
| IiShares安硕信托ICSH |
| 1.38% | — | $453.3万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.27% | 1.32% | $418.9万 | 6.0万股 | $377.1万 | 6.0万股 | -456股-0.76% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 1.23% | 1.26% | $405.1万 | 7.8万股 | $359.5万 | 8.0万股 | -1,303股-1.64% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.12% | 0.9% | $368.9万 | 8.8万股 | $257.8万 | 7.0万股 | +1.8万股+26.09% | 加仓 |
| V先锋领航指数基金VOO |
| 1.1% | 0.69% | $360.7万 | 5,252股 | $195.4万 | 3,269股 | +1,983股+60.66% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.08% | 1.06% | $354.1万 | 5.2万股 | $301.2万 | 5.2万股 | +302股+0.58% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.07% | 1.14% | $351.9万 | 8.5万股 | $323.9万 | 8.3万股 | +2,164股+2.60% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 1% | 1.07% | $329.6万 | 8.3万股 | $305.8万 | 8.6万股 | -2,276股-2.66% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.99% | 1.02% | $326.3万 | 1.4万股 | $291.6万 | 1.4万股 | +559股+4.05% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.98% | 4.57% | $322.7万 | 6.4万股 | $1,303.4万 | 25.9万股 | -19.5万股-75.24% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.98% | 0.98% | $322.0万 | 3.9万股 | $279.6万 | 3.9万股 | -210股-0.53% | 减仓 |
 亚马逊AMZN |
| 0.86% | 0.84% | $282.2万 | 1.2万股 | $239.1万 | 1.1万股 | +360股+3.14% | 加仓 |
| IiShares安硕信托GVI |
| 0.85% | 0.85% | $279.5万 | 2.6万股 | $242.5万 | 2.3万股 | +3,126股+13.68% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.8% | 0.68% | $263.1万 | 7,447股 | $193.4万 | 6,742股 | +705股+10.46% | 加仓 |
| VVanEck Russia ETFBBH |
| 0.8% | 0.92% | $262.1万 | 2.5万股 | $260.9万 | 2.7万股 | -1,762股-6.53% | 减仓 |
 谷歌AGOOGL |
| 0.76% | 0.68% | $248.8万 | 6,961股 | $193.1万 | 6,714股 | +247股+3.68% | 加仓 |
| IiShares安硕信托IVW |
| 0.72% | 0.62% | $235.6万 | 1.7万股 | $177.0万 | 1.6万股 | +1,488股+9.51% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.66% | 0.61% | $215.5万 | 5.1万股 | $173.0万 | 4.8万股 | +2,149股+4.44% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.64% | 0.48% | $209.5万 | 1.8万股 | $136.7万 | 1.4万股 | +3,643股+26.09% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.62% | 0.54% | $204.8万 | 3.9万股 | $153.9万 | 4.7万股 | -7,868股-16.84% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL |
| 0.58% | 0.55% | $189.6万 | 3.9万股 | $156.1万 | 3.4万股 | +4,895股+14.42% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.57% | 0.61% | $187.4万 | 3.5万股 | $174.2万 | 3.3万股 | +1,688股+5.11% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 0.56% | 0.45% | $184.3万 | 3.4万股 | $127.2万 | 2.4万股 | +1.0万股+43.66% | 加仓 |
| I景顺QQQ信托VOO |
| 0.56% | 0.58% | $183.5万 | 2,492股 | $164.0万 | 2,841股 | -349股-12.28% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 0.51% | 0.54% | $168.2万 | 5.8万股 | $154.3万 | 5.8万股 | +5股+0.01% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.49% | 0.51% | $162.2万 | 4.0万股 | $144.0万 | 4.3万股 | -2,205股-5.18% | 减仓 |
 微软MSFT |
| 0.47% | 0.55% | $153.1万 | 4,105股 | $157.2万 | 4,247股 | -142股-3.34% | 减仓 |
 礼来LLY |
| 0.44% | 0.38% | $145.9万 | 1,216股 | $107.9万 | 1,173股 | +43股+3.67% | 加仓 |
| IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ |
| 0.43% | 0.5% | $140.1万 | 6.1万股 | $143.0万 | 6.2万股 | -671股-1.09% | 减仓 |
 应用材料AMAT |
| 0.42% | 0.22% | $137.4万 | 1,900股 | $63.8万 | 1,867股 | +33股+1.77% | 加仓 |
| IInnovator ETF信托PMAR |
| 0.42% | 0.45% | $136.7万 | 2.9万股 | $127.7万 | 2.9万股 | 00.00% | 持仓不变 |
| IInnovator ETF信托PAPR |
| 0.41% | 0.34% | $133.6万 | 3.2万股 | $95.8万 | 2.4万股 | +7,592股+31.55% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.4% | 0.42% | $132.2万 | 5.1万股 | $120.6万 | 5.1万股 | -460股-0.90% | 减仓 |
