| DDimensional维度ETF信托DFAU |
| 17.77% | 16.21% | $5,728.5万 | 110.8万股 | $4,742.3万 | 105.1万股 | +5.7万股+5.44% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 15.73% | 15.46% | $5,068.2万 | 93.1万股 | $4,524.4万 | 83.8万股 | +9.3万股+11.05% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 15.31% | 15.68% | $4,934.4万 | 103.3万股 | $4,588.2万 | 95.8万股 | +7.5万股+7.84% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.88% | 5.69% | $1,893.9万 | 45.9万股 | $1,663.8万 | 42.7万股 | +3.2万股+7.51% | 加仓 |
 AVANTIS INTLNGG |
| 4.54% | 4.86% | $1,462.2万 | 16.4万股 | $1,421.1万 | 16.8万股 | -3,582股-2.14% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.33% | 3.02% | $1,072.9万 | 13.0万股 | $882.4万 | 12.4万股 | +6,250股+5.04% | 加仓 |
| A美国世纪ETF信托AVEM |
| 3.26% | 2.83% | $1,051.7万 | 10.9万股 | $827.9万 | 10.3万股 | +6,254股+6.09% | 加仓 |
| DDimensional维度ETF信托DFVX |
| 3.25% | 2.94% | $1,047.0万 | 12.7万股 | $860.1万 | 11.6万股 | +1.2万股+9.98% | 加仓 |
| A美国世纪ETF信托AVUS |
| 2.69% | 2.59% | $866.7万 | 6.8万股 | $758.8万 | 6.8万股 | -581股-0.85% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 2.44% | 2.3% | $785.5万 | 30.0万股 | $673.5万 | 28.5万股 | +1.5万股+5.43% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.13% | 2.02% | $685.0万 | 17.0万股 | $590.8万 | 17.4万股 | -4,127股-2.37% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.03% | 2.07% | $653.9万 | 6.3万股 | $607.1万 | 6.1万股 | +2,653股+4.36% | 加仓 |
| AAvantis·U SAVUV |
| 1.52% | 1.43% | $490.2万 | 3.9万股 | $417.6万 | 3.8万股 | +1,487股+3.93% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.49% | 1.5% | $478.8万 | 10.8万股 | $439.0万 | 11.3万股 | -5,035股-4.46% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.2% | 1.19% | $387.0万 | 5.5万股 | $348.3万 | 5.6万股 | -410股-0.74% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.02% | 0.97% | $327.8万 | 4.0万股 | $283.6万 | 4.0万股 | +1股+0.00% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.89% | 1.18% | $288.2万 | 6.8万股 | $344.4万 | 8.2万股 | -1.3万股-16.31% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.75% | 0.68% | $243.0万 | 6,879股 | $197.9万 | 6,900股 | -21股-0.30% | 减仓 |
| DDimensional维度·USDFUV |
| 0.72% | 0.7% | $230.8万 | 4.2万股 | $204.0万 | 4.2万股 | -143股-0.34% | 减仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.67% | 0.66% | $217.5万 | 2.4万股 | $194.1万 | 2.4万股 | -231股-0.95% | 减仓 |
| V先锋领航·MIDVO |
| 0.62% | 0.64% | $201.0万 | 2.5万股 | $188.5万 | 6,563股 | +1.8万股+280.21% | 加仓 |
| A美国世纪ETF信托AVGE |
| 0.6% | 0.56% | $195.0万 | 2.0万股 | $162.8万 | 1.9万股 | +1,174股+6.35% | 加仓 |
 苹果AAPL |
| 0.56% | 0.55% | $181.1万 | 6,259股 | $161.3万 | 6,357股 | -98股-1.54% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.54% | 0.51% | $172.5万 | 2,310股 | $149.3万 | 2,295股 | +15股+0.65% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.47% | 0.53% | $152.2万 | 3.8万股 | $154.5万 | 3.9万股 | -1,239股-3.16% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 0.44% | 0.49% | $142.0万 | 2.8万股 | $144.4万 | 2.8万股 | -521股-1.83% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.42% | 0.46% | $134.1万 | 1.7万股 | $135.3万 | 1.7万股 | -105股-0.62% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.4% | 0.4% | $128.3万 | 3.2万股 | $117.0万 | 3.3万股 | -321股-0.98% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.39% | 0.4% | $127.0万 | 3.4万股 | $116.6万 | 3.4万股 | +145股+0.42% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.39% | 0.39% | $126.2万 | 3.3万股 | $115.2万 | 3.3万股 | -327股-0.99% | 减仓 |
| A美国世纪ETF信托AVSC |
| 0.36% | 0.34% | $116.3万 | 1.6万股 | $98.8万 | 1.6万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.36% | 0.35% | $115.0万 | 1.2万股 | $101.5万 | 1.1万股 | +483股+4.22% | 加仓 |
| S嘉信·USSCHX |
| 0.35% | 0.34% | $113.6万 | 3.9万股 | $98.3万 | 3.8万股 | +280股+0.73% | 加仓 |
| DDimensional维度ETF信托DFSB |
| 0.34% | 0.37% | $110.0万 | 2.1万股 | $107.7万 | 2.1万股 | +294股+1.41% | 加仓 |
 ROYAL BK CDA COMRY |
| 0.34% | — | $109.5万 | 5,289股 | $0 | 0股 | +5,289股 | 新买入 |
| DDimensional维度ETF信托DFIV |
| 0.32% | 0.34% | $103.7万 | 1.9万股 | $100.6万 | 1.9万股 | +149股+0.78% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.29% | 0.27% | $94.0万 | 8,519股 | $77.9万 | 8,008股 | +511股+6.38% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.28% | 0.26% | $89.9万 | 6,797股 | $76.3万 | 6,797股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.28% | 0.38% | $88.9万 | 7,618股 | $111.5万 | 7,620股 | -2股-0.03% | 减仓 |
 微软MSFT |
| 0.27% | 0.29% | $86.1万 | 2,308股 | $84.4万 | 2,279股 | +29股+1.27% | 加仓 |
 TJXTJX |
| 0.27% | 0.31% | $85.6万 | 5,647股 | $90.4万 | 5,662股 | -15股-0.26% | 减仓 |
| G通用动力VTI |
| 0.25% | 0.24% | $81.4万 | 2,199股 | $70.5万 | 2,198股 | +1股+0.05% | 加仓 |
 思科CSCO |
| 0.25% | 0.18% | $80.0万 | 6,813股 | $52.9万 | 6,813股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.24% | 0.32% | $78.3万 | 1,537股 | $92.4万 | 1,529股 | +8股+0.52% | 加仓 |
 AMD超威AMD |
| 0.24% | 0.09% | $76.9万 | 1,324股 | $26.9万 | 1,324股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VCEB |
| 0.21% | 0.24% | $69.1万 | 1.1万股 | $69.2万 | 1.1万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.2% | 0.3% | $64.3万 | 9,007股 | $88.2万 | 9,174股 | -167股-1.82% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.2% | 0.23% | $63.0万 | 1.3万股 | $67.7万 | 1.4万股 | -1,087股-7.71% | 减仓 |
 Meta平台META |
| 0.19% | 0.21% | $60.6万 | 1,075股 | $62.0万 | 1,084股 | -9股-0.83% | 减仓 |
| SSPDR黄金信托GLD |
| 0.19% | 0.24% | $59.6万 | 1,619股 | $69.7万 | 1,619股 | 00.00% | 持仓不变 |
