ShankerValleau Wealth Advisors, Inc. 13F 持仓 · 2026年Q2
ShankerValleau Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 40 只证券，申报市值合计 3.80 亿美元。前几大持仓：DFAC（25.68%）、DFAX（12.38%）、ORCL（12.22%）。本季前 25 大持仓中：增持 8 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $97.5M | 25.68% | 2.2M | 减持 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $47.0M | 12.38% | 1.3M | 减持 |
| 3 | ORCL | ORACLE CORP | $46.4M | 12.22% | 316,425 | 减持 |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $29.9M | 7.88% | 544,043 | 减持 |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $24.1M | 6.34% | 304,502 | 增持 |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $19.7M | 5.19% | 364,529 | 增持 |
| 7 | AVRE | AMERICAN CENTY ETF TR | $18.2M | 4.80% | 384,164 | 增持 |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $17.3M | 4.55% | 356,458 | 增持 |
| 9 | VCRB | VANGUARD MALVERN FDS | $14.9M | 3.92% | 192,792 | 增持 |
| 10 | DFAT | DIMENSIONAL ETF TRUST | $14.6M | 3.85% | 209,327 | 减持 |
| 11 | VTIP | VANGUARD MALVERN FDS | $9.5M | 2.50% | 188,667 | 增持 |
| 12 | AVDE | AMERICAN CENTY ETF TR | $8.1M | 2.12% | 90,314 | 增持 |
| 13 | AVLC | AMERICAN CENTY ETF TR | $8.0M | 2.10% | 88,673 | 减持 |
| 14 | DISV | DIMENSIONAL ETF TRUST | $5.3M | 1.40% | 132,189 | 增持 |
| 15 | DFEM | DIMENSIONAL ETF TRUST | $3.1M | 0.82% | 77,045 | 减持 |
| 16 | PGR | PROGRESSIVE CORP | $3.1M | 0.82% | 14,250 | 持平 |
| 17 | AAPL | APPLE INC | $3.1M | 0.81% | 10,592 | 减持 |
| 18 | PEP | PEPSICO INC | $1.1M | 0.30% | 8,329 | 持平 |
| 19 | NTRS | NORTHERN TR CORP | $837,213 | 0.22% | 4,816 | 持平 |
| 20 | GOOGL | ALPHABET INC | $729,035 | 0.19% | 2,040 | 减持 |
| 21 | MSFT | MICROSOFT CORP | $648,682 | 0.17% | 1,739 | 持平 |
| 22 | AMZN | AMAZON COM INC | $619,207 | 0.16% | 2,598 | 减持 |
| 23 | GOOG | ALPHABET INC | $496,782 | 0.13% | 1,406 | 减持 |
| 24 | XOM | EXXON MOBIL CORP | $511,606 | 0.13% | 3,742 | 持平 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $438,354 | 0.12% | 587 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR