| S嘉信·USSCHX |
| 36.1% | 34.32% | $678.1万 | 23.0万股 | $386.7万 | 15.1万股 | +8.0万股+52.79% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 21.19% | 33.37% | $397.9万 | 9.6万股 | $375.8万 | 9.6万股 | 00.00% | 持仓不变 |
| LLAZARD INTERNATIONAL DYNAMIC EQUITY ETFIDEQ |
| 18.95% | — | $355.9万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
| DDimensional维度ETF信托DISV |
| 9.11% | 14.93% | $171.1万 | 4.3万股 | $168.2万 | 4.3万股 | 00.00% | 持仓不变 |
| W富国银行WFC |
| 3.79% | 6.31% | $71.2万 | 615股 | $71.0万 | 615股 | 00.00% | 持仓不变 |
| AAvantis·U SAVUV |
| 3.45% | — | $64.9万 | 5,200股 | $0 | 0股 | +5,200股 | 新买入 |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 3.17% | 5.02% | $59.6万 | 475股 | $56.6万 | 475股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 2.26% | 3.28% | $42.5万 | 569股 | $37.0万 | 569股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 1.98% | 2.76% | $37.2万 | 542股 | $31.1万 | 521股 | +21股+4.03% | 加仓 |
