| DDimensional维度ETF信托DFAC |
| 23.21% | 23.28% | $5,395.9万 | 121.6万股 | $4,766.8万 | 122.7万股 | -1.0万股-0.84% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 11.74% | 11.88% | $2,729.0万 | 39.0万股 | $2,432.5万 | 39.0万股 | +907股+0.23% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 7.09% | 7.42% | $1,648.9万 | 44.8万股 | $1,519.7万 | 44.7万股 | +217股+0.05% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 6.03% | 6.73% | $1,402.0万 | 26.0万股 | $1,379.0万 | 26.1万股 | -1,734股-0.66% | 减仓 |
| DDimensional维度·USDFUV |
| 5.96% | 6.11% | $1,385.3万 | 25.2万股 | $1,251.5万 | 25.8万股 | -6,430股-2.49% | 减仓 |
| EEA SERIES TRUSTBSVO |
| 4.12% | 4.14% | $958.8万 | 32.8万股 | $848.4万 | 33.4万股 | -5,927股-1.77% | 减仓 |
 摩根大通JPM |
| 3.96% | 4.04% | $921.3万 | 2.8万股 | $827.6万 | 2.8万股 | +13股+0.05% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 3.82% | 3.72% | $888.7万 | 10.8万股 | $760.7万 | 10.7万股 | +1,177股+1.10% | 加仓 |
 英伟达NVDA |
| 2.18% | 1.82% | $505.8万 | 2.5万股 | $372.3万 | 2.1万股 | +3,932股+18.42% | 加仓 |
| AAvantis·U SAVUV |
| 2.08% | 1.88% | $482.8万 | 3.9万股 | $384.7万 | 3.5万股 | +3,868股+11.11% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.59% | 1.64% | $369.8万 | 3.6万股 | $336.4万 | 3.4万股 | +2,197股+6.52% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.47% | 1.42% | $341.4万 | 5.8万股 | $290.7万 | 4.9万股 | +9,072股+18.58% | 加仓 |
| IiShares安硕信托ITOT |
| 1.43% | 1.43% | $331.7万 | 2.0万股 | $292.6万 | 2.1万股 | -352股-1.71% | 减仓 |
| I景顺QQQ信托QQQ |
| 1.41% | 1.25% | $327.0万 | 4,441股 | $256.1万 | 4,438股 | +3股+0.07% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.3% | 1.4% | $303.2万 | 7.4万股 | $286.5万 | 7.4万股 | -36股-0.05% | 减仓 |
| IiShares安硕信托IDEV |
| 1.18% | 1.27% | $275.3万 | 3.1万股 | $260.9万 | 3.1万股 | -281股-0.90% | 减仓 |
 埃克森美孚XOM |
| 1.01% | 1.43% | $234.0万 | 1.7万股 | $291.8万 | 1.7万股 | -84股-0.49% | 减仓 |
 苹果AAPL |
| 0.99% | 1.12% | $229.1万 | 7,917股 | $228.9万 | 9,018股 | -1,101股-12.21% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.83% | 0.56% | $192.1万 | 1.5万股 | $113.8万 | 1.0万股 | +4,757股+46.46% | 加仓 |
| IiShares安硕IEMG |
| 0.77% | 0.76% | $178.8万 | 2.2万股 | $154.9万 | 2.2万股 | -629股-2.83% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.76% | 0.77% | $177.7万 | 2.2万股 | $156.8万 | 2.2万股 | -458股-2.08% | 减仓 |
 亚马逊AMZN |
| 0.71% | 0.49% | $165.7万 | 6,951股 | $99.8万 | 4,791股 | +2,160股+45.08% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.68% | 0.71% | $158.1万 | 3.1万股 | $145.6万 | 3.2万股 | -1,681股-5.21% | 减仓 |
 宝洁PG |
| 0.64% | 0.72% | $148.9万 | 1.0万股 | $146.6万 | 1.0万股 | +9股+0.09% | 加仓 |
 PALO ALTOPANW |
| 0.59% | 0.31% | $136.4万 | 4,000股 | $64.2万 | 4,003股 | -3股-0.07% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.53% | 0.57% | $122.1万 | 2,440股 | $116.9万 | 2,440股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.5% | 0.51% | $116.0万 | 2.9万股 | $103.8万 | 3.1万股 | -1,804股-5.89% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.49% | — | $114.7万 | 3,245股 | $0 | 0股 | +3,245股 | 新买入 |
 辉瑞PFE |
| 0.49% | 0.64% | $113.9万 | 4.7万股 | $131.3万 | 4.7万股 | +531股+1.14% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.43% | 0.42% | $100.8万 | 2.5万股 | $85.1万 | 2.5万股 | +175股+0.71% | 加仓 |
 微软MSFT |
| 0.43% | 0.48% | $99.1万 | 2,655股 | $98.3万 | 2,655股 | 00.00% | 持仓不变 |
 达登饭店DRI |
| 0.43% | 0.46% | $98.9万 | 4,800股 | $94.1万 | 4,800股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.4% | 0.35% | $94.1万 | 2,518股 | $71.4万 | 2,516股 | +2股+0.08% | 加仓 |
 高盛GS |
| 0.4% | 0.38% | $92.7万 | 916股 | $77.2万 | 912股 | +4股+0.44% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.39% | 0.32% | $91.7万 | 9,506股 | $64.5万 | 8,009股 | +1,497股+18.69% | 加仓 |
 马拉松石油MPC |
| 0.39% | 0.43% | $91.5万 | 3,579股 | $87.4万 | 3,579股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.35% | 0.38% | $80.9万 | 3,184股 | $77.8万 | 3,184股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.34% | 0.36% | $80.1万 | 2.1万股 | $73.0万 | 2.1万股 | -192股-0.92% | 减仓 |
| G通用动力GD |
| 0.34% | 0.32% | $80.0万 | 2,161股 | $66.5万 | 2,073股 | +88股+4.25% | 加仓 |
| IiShares安硕信托IVLU |
| 0.34% | 0.31% | $80.0万 | 1.9万股 | $63.0万 | 1.6万股 | +3,254股+20.51% | 加仓 |
 GE VernovaGEV |
| 0.32% | 0.27% | $74.7万 | 636股 | $54.6万 | 626股 | +10股+1.60% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.31% | 0.33% | $71.4万 | 8,643股 | $68.4万 | 8,595股 | +48股+0.56% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.31% | 0.3% | $71.1万 | 1.7万股 | $62.3万 | 1.7万股 | +90股+0.53% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.3% | 0.31% | $69.6万 | 2,941股 | $63.2万 | 2,941股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.29% | 0.31% | $67.9万 | 3,439股 | $63.4万 | 3,438股 | +1股+0.03% | 加仓 |
 HALLIBURTON COMHAL |
| 0.29% | 0.37% | $66.7万 | 2.0万股 | $76.6万 | 2.0万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.28% | 0.27% | $65.9万 | 5,518股 | $54.9万 | 787股 | +4,731股+601.14% | 加仓 |
 沃尔玛WMT |
| 0.28% | 0.34% | $64.0万 | 5,650股 | $70.2万 | 5,649股 | +1股+0.02% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.26% | 0.26% | $61.5万 | 4,956股 | $52.8万 | 1,239股 | +3,717股+300.00% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.24% | 0.26% | $56.8万 | 1.7万股 | $53.0万 | 1.6万股 | +188股+1.14% | 加仓 |
