ShankerValleau Wealth Advisors, Inc.
SKOKIE IL · SEC CIK 0001903273
$3.55亿2026Q1 申报市值
39持仓数
86.9%前十大占比 · 第一大 24.8%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DIMENSIONAL ETF 加仓+$141.02万
AVLC 加仓+$65.81万
BNDX 加仓+$50.68万
VCSH 加仓+$46.90万
VTIP 加仓+$20.57万
2026Q1 卖出最多 按季末市值估算
DFAX 减仓-$138.05万
ORCL 减仓-$107.39万
DFIV 减仓-$77.36万
AVRE 减仓-$45.85万
DFUV 减仓-$25.14万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $0 | 0.00% | 0 | -576 | -100.0% | -$20.20万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -3,154 | -100.0% | -$13.15万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $21.80万 | 0.06% | 523 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $22.58万 | 0.06% | 1,151 | -17 | -1.5% | -$3,335 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $23.07万 | 0.07% | 1,993 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $24.44万 | 0.07% | 831 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.09万 | 0.07% | 1,035 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $26.17万 | 0.07% | 1,812 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $28.95万 | 0.08% | 2,407 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $29.80万 | 0.08% | 1,219 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $31.64万 | 0.09% | 344 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $31.96万 | 0.09% | 690 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $32.96万 | 0.09% | 3,679 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $33.31万 | 0.09% | 1,910 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $35.30万 | 0.10% | 617 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.17万 | 0.11% | 587 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $42.40万 | 0.12% | 1,478 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $48.58万 | 0.14% | 9,580 | 70 | 0.7% | $3,550 | 加仓 |
| AMZN | AMAZON COM INC | $54.90万 | 0.15% | 2,636 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $59.47万 | 0.17% | 2,068 | -18 | -0.9% | -$5,176 | 减仓 |
| — | EXXON MOBIL CORP | $63.49万 | 0.18% | 3,742 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $64.37万 | 0.18% | 1,739 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $67.22万 | 0.19% | 4,816 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $129.34万 | 0.36% | 8,329 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $276.92万 | 0.78% | 80,151 | -3,516 | -4.2% | -$12.15万 | 减仓 |
| AAPL | APPLE INC | $278.10万 | 0.78% | 10,958 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $282.49万 | 0.80% | 14,250 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $508.11万 | 1.43% | 128,830 | -1,282 | -1.0% | -$5.06万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $703.71万 | 1.98% | 90,743 | 8,486 | 10.3% | $65.81万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $761.76万 | 2.15% | 89,788 | -2,297 | -2.5% | -$19.49万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $908.05万 | 2.56% | 181,791 | 4,119 | 2.3% | $20.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,344.82万 | 3.79% | 215,344 | 2,485 | 1.2% | $15.52万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,408.59万 | 3.97% | 182,035 | 2,566 | 1.4% | $19.86万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,622.26万 | 4.57% | 337,619 | 10,547 | 3.2% | $50.68万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,644.78万 | 4.64% | 373,644 | -10,415 | -2.7% | -$45.85万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,923.51万 | 5.42% | 364,439 | -14,657 | -3.9% | -$77.36万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,284.20万 | 6.44% | 288,155 | 5,916 | 2.1% | $46.90万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,789.68万 | 7.86% | 575,666 | -5,188 | -0.9% | -$25.14万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,336.28万 | 12.22% | 1,276,502 | -40,639 | -3.1% | -$138.05万 | 减仓 |
| ORCL | ORACLE CORP | $4,684.51万 | 13.20% | 318,436 | -7,300 | -2.2% | -$107.39万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $8,789.67万 | 24.77% | 2,261,881 | 36,289 | 1.6% | $141.02万 | 加仓 |