| 1 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 11.22% | -0.36% | — | |
| 2 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 7.59% | -0.15% | — | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 6.76% | +0.16% | — | |
| 4 | DFIC | Dimensional International Co | ETF-その他 | 6.02% | -0.07% | — | |
| 5 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 5.06% | -0.17% | — | |
| 6 | DISV | Dimensional International Sm | ETF-その他 | 5.00% | -0.17% | — | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 4.85% | -0.38% | — | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 4.77% | +0.22% | — | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.54% | -0.16% | — | |
| 10 | SUB | Ishares Short-term National | ETF-その他 | 4.45% | +0.01% | — | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 3.67% | +0.14% | — | |
| 12 | DFAT | Dimensional US Target Value | ETF-その他 | 2.35% | +0.03% | — | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.10% | -0.06% | — | |
| 14 | AAPL | Apple INC | 株式-IT | 1.77% | -0.15% | — | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.57% | +0.38% | — | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.39% | +0.10% | — | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.23% | +0.15% | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.16% | — | — | |
| 19 | BPRN | Princeton Bancorp INC | 株式-その他 | 1.00% | — | — | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.93% | — | — | |
| 21 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.92% | -0.51% | — | |
| 22 | REET | Ishares Global Reit ETF | ETF-その他 | 0.70% | — | — | |
| 23 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.68% | — | — | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.65% | — | — | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.63% | — | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.62% | -0.16% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.55% | -0.14% | — | |
| 28 | BGRN | Ishares Usd Green Bond ETF | ETF-その他 | 0.52% | — | — | |
| 29 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.47% | +0.01% | — | |
| 30 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.45% | — | — | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.45% | -0.04% | — | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.44% | -0.07% | — | |
| 33 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.42% | — | — | |
| 34 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.42% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | -0.02% | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.40% | +0.01% | — | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.36% | — | — | |
| 38 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.32% | — | — | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | — | |
| 40 | AVDE | Avantis International Equity | ETF-その他 | 0.28% | — | — | |
| 41 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.24% | — | — | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.24% | — | — | |
| 43 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 0.21% | — | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.20% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | +0.05% | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.19% | +0.02% | — | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.18% | — | — | |
| 48 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.18% | — | — | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.18% | — | — | |
| 50 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.18% | — | — | |