ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors as of March 31, 2025

Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 41 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 24.5 $75M 2.3M 32.99
Oracle Corporation (ORCL) 15.1 $46M 332k 139.81
Dimensional Etf Trust World Ex Us Core (DFAX) 12.2 $38M 1.4M 26.20
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.8 $24M 582k 41.21
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.3 $19M 246k 78.94
Dimensional Etf Trust Internatnal Val (DFIV) 5.5 $17M 430k 39.36
American Centy Etf Tr Real Estate Etf (AVRE) 4.6 $14M 331k 43.01
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.5 $14M 285k 48.82
Vanguard Malvern Fds Core Bd Etf (VCRB) 3.8 $12M 151k 77.43
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.6 $11M 215k 51.49
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.5 $7.8M 156k 49.90
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.0 $6.3M 95k 66.27
Progressive Corporation (PGR) 1.4 $4.2M 15k 283.01
Dimensional Etf Trust Intl Small Cap V (DISV) 1.3 $4.0M 137k 29.12
Apple (AAPL) 0.8 $2.4M 11k 222.13
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $2.2M 84k 26.46
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.6 $1.9M 38k 50.73
Pepsi (PEP) 0.4 $1.3M 8.5k 149.94
Microsoft Corporation (MSFT) 0.2 $660k 1.8k 375.39
Amazon (AMZN) 0.2 $505k 2.7k 190.26
Northern Trust Corporation (NTRS) 0.2 $475k 4.8k 98.65
Exxon Mobil Corporation (XOM) 0.1 $445k 3.7k 118.93
Starbucks Corporation (SBUX) 0.1 $361k 3.7k 98.09
Meta Platforms Cl A (META) 0.1 $356k 617.00 576.36
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $348k 6.2k 56.28
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $341k 1.2k 274.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $332k 593.00 559.39
Alphabet Cap Stk Cl A (GOOGL) 0.1 $316k 2.0k 154.64
Procter & Gamble Company (PG) 0.1 $314k 1.8k 170.42
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $290k 690.00 419.88
International Business Machines (IBM) 0.1 $257k 1.0k 248.66
Eli Lilly & Co. (LLY) 0.1 $255k 309.00 825.91
Alphabet Cap Stk Cl C (GOOG) 0.1 $225k 1.4k 156.23
Wec Energy Group (WEC) 0.1 $217k 2.0k 108.98
Merck & Co (MRK) 0.1 $216k 2.4k 89.76
NVIDIA Corporation (NVDA) 0.1 $207k 1.9k 108.38
JPMorgan Chase & Co. (JPM) 0.1 $204k 831.00 245.30
Johnson & Johnson (JNJ) 0.1 $202k 1.2k 165.84
Visa Com Cl A (V) 0.1 $202k 576.00 350.46
Vanguard Index Fds Value Etf (VTV) 0.1 $202k 1.2k 172.74
Amcor Ord (AMCR) 0.0 $153k 16k 9.70