ShankerValleau Wealth Advisors, Inc.
SKOKIE IL · SEC CIK 0001903273
$3.80亿2026Q2 申报市值
40持仓数
86.8%前十大占比 · 第一大 25.7%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VCSH 加仓+$129.19万
BNDX 加仓+$91.24万
VCRB 加仓+$83.08万
AVRE 加仓+$49.84万
VTIP 加仓+$34.54万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$286.57万
DFUV 减仓-$173.96万
DIMENSIONAL ETF 减仓-$42.06万
ORCL 减仓-$29.47万
AVLC 减仓-$18.62万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $20.81万 | 0.05% | 2,561 | 2,561 | — | $20.81万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $23.27万 | 0.06% | 1,993 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $25.08万 | 0.07% | 1,151 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $25.69万 | 0.07% | 523 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $26.57万 | 0.07% | 1,812 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $27.20万 | 0.07% | 831 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.11万 | 0.08% | 1,035 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $30.33万 | 0.08% | 5,973 | -3,607 | -37.7% | -$18.32万 | 减仓 |
| MRK | MERCK & CO INC | $30.93万 | 0.08% | 2,407 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $30.96万 | 0.08% | 1,219 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $31.94万 | 0.08% | 567 | -50 | -8.1% | -$2.82万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $36.04万 | 0.09% | 690 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $37.60万 | 0.10% | 3,679 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $38.22万 | 0.10% | 1,910 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $41.26万 | 0.11% | 344 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.84万 | 0.12% | 587 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $49.68万 | 0.13% | 1,406 | -72 | -4.9% | -$2.54万 | 减仓 |
| — | EXXON MOBIL CORP | $51.16万 | 0.13% | 3,742 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $61.92万 | 0.16% | 2,598 | -38 | -1.4% | -$9,057 | 减仓 |
| MSFT | MICROSOFT CORP | $64.87万 | 0.17% | 1,739 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $72.90万 | 0.19% | 2,040 | -28 | -1.4% | -$1.00万 | 减仓 |
| NTRS | NORTHERN TR CORP | $83.72万 | 0.22% | 4,816 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $112.77万 | 0.30% | 8,329 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $306.49万 | 0.81% | 10,592 | -366 | -3.3% | -$10.59万 | 减仓 |
| PGR | PROGRESSIVE CORP | $311.29万 | 0.82% | 14,250 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $313.11万 | 0.82% | 77,045 | -3,106 | -3.9% | -$12.62万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $530.47万 | 1.40% | 132,189 | 3,359 | 2.6% | $13.48万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $797.70万 | 2.10% | 88,673 | -2,070 | -2.3% | -$18.62万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $805.60万 | 2.12% | 90,314 | 526 | 0.6% | $4.69万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $947.67万 | 2.50% | 188,667 | 6,876 | 3.8% | $34.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,463.20万 | 3.85% | 209,327 | -6,017 | -2.8% | -$42.06万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $1,488.98万 | 3.92% | 192,792 | 10,757 | 5.9% | $83.08万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,726.32万 | 4.55% | 356,458 | 18,839 | 5.6% | $91.24万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,820.17万 | 4.80% | 384,164 | 10,520 | 2.8% | $49.84万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,969.19万 | 5.19% | 364,529 | 90 | 0.0% | $4,862 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,406.48万 | 6.34% | 304,502 | 16,347 | 5.7% | $129.19万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,992.78万 | 7.88% | 544,043 | -31,623 | -5.5% | -$173.96万 | 减仓 |
| ORCL | ORACLE CORP | $4,637.21万 | 12.22% | 316,425 | -2,011 | -0.6% | -$29.47万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,697.43万 | 12.38% | 1,275,089 | -1,413 | -0.1% | -$5.21万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $9,747.13万 | 25.68% | 2,197,279 | -64,602 | -2.9% | -$286.57万 | 减仓 |