| DDimensional维度ETF信托DFAC |
| 47.46% | 46.03% | $8,309.7万 | 187.3万股 | $7,147.4万 | 183.9万股 | +3.4万股+1.85% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 22.68% | 24.12% | $3,970.1万 | 106.6万股 | $3,745.0万 | 105.4万股 | +1.1万股+1.09% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 12.13% | 11.67% | $2,123.0万 | 52.2万股 | $1,811.4万 | 52.4万股 | -1,885股-0.36% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 7.07% | 7.7% | $1,238.1万 | 15.7万股 | $1,195.8万 | 15.1万股 | +5,807股+3.85% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 5.8% | 5.92% | $1,014.9万 | 20.1万股 | $918.6万 | 18.4万股 | +1.7万股+8.98% | 加仓 |
 苹果AAPL |
| 0.49% | 0.48% | $85.5万 | 2,955股 | $74.8万 | 2,946股 | +9股+0.31% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.4% | 0.46% | $70.1万 | 8,480股 | $71.7万 | 8,665股 | -185股-2.14% | 减仓 |
 英伟达NVDA |
| 0.39% | 0.39% | $68.2万 | 3,410股 | $60.4万 | 3,461股 | -51股-1.47% | 减仓 |
| I景顺交易所交易基金IIBAB |
| 0.33% | 0.4% | $57.8万 | 2.2万股 | $62.7万 | 2.3万股 | -1,716股-7.38% | 减仓 |
 微软MSFT |
| 0.31% | 0.35% | $53.9万 | 1,444股 | $53.6万 | 1,449股 | -5股-0.35% | 减仓 |
 LAS VEGAS SANDS COMLVS |
| 0.27% | 0.35% | $46.9万 | 1.0万股 | $54.7万 | 1.0万股 | -1股-0.01% | 减仓 |
| IiShares安硕信托GVI |
| 0.24% | 0.27% | $42.1万 | 3,957股 | $42.1万 | 3,957股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.24% | 0.22% | $42.0万 | 1,176股 | $34.5万 | 1,200股 | -24股-2.00% | 减仓 |
| IiShares安硕信托IVV |
| 0.22% | 0.22% | $39.3万 | 525股 | $34.3万 | 525股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.22% | 0.25% | $38.7万 | 3,595股 | $38.2万 | 3,595股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.22% | 0.2% | $38.3万 | 1,605股 | $30.7万 | 1,474股 | +131股+8.89% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.19% | 0.19% | $33.9万 | 4,133股 | $29.3万 | 4,133股 | 00.00% | 持仓不变 |
 WESTERN ASSET MANAGED MUNS FD COMMMU |
| 0.18% | 0.19% | $30.7万 | 2.9万股 | $30.3万 | 2.9万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.17% | — | $30.4万 | 702股 | $0 | 0股 | +702股 | 新买入 |
 科磊KLAC |
| 0.16% | — | $28.7万 | 950股 | $0 | 0股 | +950股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.16% | 0.15% | $27.6万 | 370股 | $24.1万 | 370股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.16% | 0.15% | $27.6万 | 782股 | $22.8万 | 795股 | -13股-1.64% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.14% | 0.14% | $24.0万 | 2,130股 | $22.0万 | 2,130股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 0.13% | — | $22.3万 | 4,059股 | $0 | 0股 | +4,059股 | 新买入 |
 应用材料AMAT |
| 0.13% | — | $22.1万 | 306股 | $0 | 0股 | +306股 | 新买入 |
 美光科技MU |
| 0.13% | — | $22.0万 | 191股 | $0 | 0股 | +191股 | 新买入 |
