| 1 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 21.81% | -0.83% | — | |
| 2 | DFAI | Dimensional International Co | ETF-その他 | 16.44% | -0.30% | — | |
| 3 | DFNM | Dimensional National Muni Bd | ETF-その他 | 12.41% | — | — | |
| 4 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 10.91% | — | — | |
| 5 | AAPL | Apple INC | 株式-IT | 6.25% | -0.12% | — | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 5.67% | +0.28% | — | |
| 7 | DFIP | Dimensional Inflation-protec | ETF-その他 | 4.98% | — | — | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 4.38% | — | — | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.57% | -0.44% | — | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.15% | -0.08% | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.57% | -0.04% | — | |
| 12 | TCBK | Trico Bancshares | 株式-その他 | 1.38% | -0.08% | — | |
| 13 | BNDW | Vanguard Total World Bond Et | ETF-その他 | 1.32% | — | — | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.97% | -0.06% | — | |
| 15 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.94% | -0.02% | — | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.94% | -0.01% | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | -0.05% | — | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.57% | — | — | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.36% | -0.32% | — | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.22% | — | — | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | -0.04% | — | |
| 22 | FERG | Ferguson Enterprises Inc. | 株式-資本財 | 0.18% | — | — | |
| 23 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.14% | — | — | |