| 1 | DFAU | Dimensional US Core Equity M | ETF-その他 | 11.17% | +0.11% | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 8.03% | — | — | |
| 3 | AAPL | Apple INC | 株式-IT | 7.20% | -0.10% | — | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-その他 | 5.81% | -0.60% | — | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.35% | +0.42% | — | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 4.46% | +0.25% | — | |
| 7 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 3.94% | -0.22% | — | |
| 8 | DFAI | Dimensional International Co | ETF-その他 | 3.44% | -0.10% | — | |
| 9 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 3.24% | +1.97% | — | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-その他 | 3.15% | -0.08% | — | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.84% | +0.03% | — | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 2.77% | -0.48% | — | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 2.61% | -0.08% | — | |
| 14 | FIXD | First Trust Smith Opportunis | ETF-その他 | 2.51% | — | — | |
| 15 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 2.45% | — | — | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 2.09% | +0.06% | — | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.06% | — | — | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.04% | +0.11% | — | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.87% | +0.21% | — | |
| 20 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.34% | +0.03% | — | |
| 21 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 1.32% | +0.01% | — | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 1.19% | +0.01% | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | — | — | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.09% | +0.12% | — | |
| 25 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.01% | -0.14% | — | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.97% | — | — | |
| 27 | SMOT | Vaneck Morningstar Smid Moat | ETF-その他 | 0.85% | — | — | |
| 28 | TFC | Truist Financial CORP | 株式-金融 | 0.70% | — | — | |
| 29 | DUK | Duke Energy CORP | 株式-公益事業 | 0.64% | — | — | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.59% | +0.01% | — | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.58% | -0.12% | — | |
| 32 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.55% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | +0.11% | — | |
| 34 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.51% | +0.06% | — | |
| 35 | FTHY | First Trust Hi Yld Opp 2027 | 株式-その他 | 0.46% | — | — | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.44% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.43% | — | — | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | — | — | |
| 39 | DFAT | Dimensional US Target Value | ETF-その他 | 0.39% | — | — | |
| 40 | AIQ | Global X Art Intel & Tech | ETF-テック型 | 0.38% | +0.07% | — | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.38% | -0.20% | EXIT | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.37% | — | — | |
| 43 | DCRE | Dbl Comm Real Est Debt | ETF-その他 | 0.34% | — | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.34% | — | — | |
| 45 | CRM | Salesforce INC | 株式-IT | 0.33% | — | — | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.33% | — | — | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.32% | — | — | |
| 48 | GE | General Electric | 株式-資本財 | 0.32% | +0.06% | — | |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.31% | -0.17% | — | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.31% | — | — | |