| DDimensional维度ETF信托DFAC |
| 25.73% | 25.19% | $3.13亿 | 706.5万股 | $2.66亿 | 683.8万股 | +22.7万股+3.32% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 19.63% | 19.86% | $2.39亿 | 649.1万股 | $2.09亿 | 616.7万股 | +32.4万股+5.26% | 加仓 |
| DDimensional维度·USDFUV |
| 4.62% | 4.66% | $5,624.6万 | 102.2万股 | $4,918.1万 | 101.5万股 | +7,596股+0.75% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 4.34% | 4.33% | $5,290.8万 | 75.7万股 | $4,569.5万 | 73.2万股 | +2.5万股+3.44% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 3.82% | 3.55% | $4,651.5万 | 56.7万股 | $3,741.8万 | 51.9万股 | +4.8万股+9.30% | 加仓 |
| IiShares安硕信托IVV |
| 3.45% | 3.4% | $4,196.6万 | 5.6万股 | $3,582.0万 | 5.5万股 | +1,200股+2.19% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 3.28% | 3.17% | $3,993.4万 | 76.2万股 | $3,345.9万 | 63.7万股 | +12.5万股+19.69% | 加仓 |
| DDimensional维度ETF信托DISV |
| 3.23% | 3.4% | $3,931.5万 | 98.0万股 | $3,589.6万 | 91.0万股 | +7.0万股+7.64% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.04% | 2.96% | $3,708.1万 | 91.2万股 | $3,117.6万 | 90.2万股 | +1.0万股+1.12% | 加仓 |
 苹果AAPL |
| 2.41% | 2.97% | $2,935.2万 | 10.1万股 | $3,131.4万 | 12.3万股 | -2.2万股-17.79% | 减仓 |
| CCUSHMAN AND WAKEFIELDCWK |
| 2.23% | — | $2,722.0万 | 203.3万股 | $0 | 0股 | +203.3万股 | 新买入 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.93% | 1.82% | $2,356.8万 | 28.6万股 | $1,919.2万 | 27.0万股 | +1.6万股+6.08% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.31% | 0.92% | $1,591.1万 | 27.3万股 | $975.0万 | 16.7万股 | +10.7万股+64.14% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.27% | 1.38% | $1,543.1万 | 37.4万股 | $1,457.5万 | 37.4万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 1.25% | 1.24% | $1,525.1万 | 4.1万股 | $1,310.8万 | 4.1万股 | +355股+0.87% | 加仓 |
 英伟达NVDA |
| 1.18% | 1.84% | $1,443.2万 | 7.2万股 | $1,938.2万 | 11.1万股 | -3.9万股-35.09% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.07% | 1.21% | $1,303.1万 | 24.1万股 | $1,273.2万 | 24.1万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFLV |
| 1.03% | 1% | $1,259.0万 | 31.8万股 | $1,054.3万 | 29.5万股 | +2.3万股+7.86% | 加仓 |
 谷歌AGOOGL |
| 0.85% | 1.32% | $1,039.9万 | 2.9万股 | $1,395.4万 | 4.9万股 | -1.9万股-40.04% | 减仓 |
| DDimensional维度ETF信托DFIP |
| 0.8% | 0.92% | $978.4万 | 23.7万股 | $973.6万 | 23.3万股 | +3,788股+1.62% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.65% | $851.1万 | 2.4万股 | $682.4万 | 2.4万股 | +300股+1.26% | 加仓 |
 金佰利KMB |
| 0.61% | 0.62% | $745.5万 | 6.7万股 | $656.2万 | 6.7万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.58% | 0.6% | $703.3万 | 2.9万股 | $635.3万 | 2.9万股 | -300股-1.03% | 减仓 |
 Meta平台META |
| 0.51% | 0.59% | $624.0万 | 1.1万股 | $626.7万 | 1.1万股 | +123股+1.12% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.5% | 0.55% | $606.4万 | 16.3万股 | $578.2万 | 16.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.45% | 0.45% | $542.4万 | 5.6万股 | $479.0万 | 5.4万股 | +2,238股+4.14% | 加仓 |
 微软MSFT |
| 0.44% | 0.54% | $530.5万 | 1.4万股 | $565.1万 | 1.5万股 | -1,045股-6.85% | 减仓 |
 亚马逊AMZN |
| 0.4% | 0.68% | $484.7万 | 2.0万股 | $716.6万 | 3.4万股 | -1.4万股-40.90% | 减仓 |
| LLIFE360LIF |
| 0.39% | 0.37% | $469.2万 | 8.5万股 | $391.6万 | 9.6万股 | -1.1万股-11.64% | 减仓 |
| V先锋领航指数基金VOO |
| 0.37% | 0.38% | $456.4万 | 6,645股 | $397.1万 | 6,645股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.36% | 0.4% | $436.0万 | 8,689股 | $424.7万 | 8,633股 | +56股+0.65% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.35% | 0.36% | $430.7万 | 5,753股 | $375.2万 | 5,753股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.34% | 0.34% | $412.2万 | 3.3万股 | $355.9万 | 8,347股 | +2.5万股+297.69% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.29% | 0.24% | $348.4万 | 6,963股 | $254.0万 | 5,301股 | +1,662股+31.35% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.26% | 0.27% | $319.4万 | 6,098股 | $283.1万 | 6,098股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.26% | 0.23% | $317.6万 | 3.9万股 | $244.5万 | 8,514股 | +3.1万股+362.96% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.23% | 0.19% | $282.4万 | 3.4万股 | $195.8万 | 2.7万股 | +7,572股+28.53% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.23% | 0.23% | $279.5万 | 3.3万股 | $244.6万 | 3.3万股 | +803股+2.47% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.21% | 0.21% | $261.8万 | 3.2万股 | $226.6万 | 3.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.21% | 0.22% | $257.4万 | 1.1万股 | $226.9万 | 1.1万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.19% | 0.15% | $233.2万 | 2,190股 | $153.0万 | 2,159股 | +31股+1.44% | 加仓 |
 WASTE MGMT DELWM |
| 0.17% | 0.22% | $210.8万 | 9,459股 | $227.9万 | 9,917股 | -458股-4.62% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.17% | 0.18% | $210.6万 | 5.4万股 | $190.2万 | 5.4万股 | -3股-0.01% | 减仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 0.17% | 0.17% | $202.0万 | 5.0万股 | $181.7万 | 5.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.16% | 0.16% | $196.7万 | 5,376股 | $170.9万 | 5,373股 | +3股+0.06% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.16% | 0.16% | $190.1万 | 5.5万股 | $166.6万 | 5.5万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.15% | 0.16% | $188.0万 | 4,471股 | $169.9万 | 4,571股 | -100股-2.19% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.14% | 0.15% | $172.3万 | 7,284股 | $158.7万 | 7,380股 | -96股-1.30% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.13% | 0.14% | $161.9万 | 2.3万股 | $145.6万 | 2.3万股 | +2股+0.01% | 加仓 |
| FFASTENAL COMFAST |
| 0.13% | 0.14% | $158.0万 | 3.3万股 | $152.6万 | 3.3万股 | 00.00% | 持仓不变 |
