ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors as of June 30, 2025

Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 40 positions in its portfolio as reported in the June 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) 23.5 $83M 2.3M 35.84
Oracle Corporation (ORCL) 20.4 $72M 328k 218.63
Dimensional Etf Trust World Ex Us Core (DFAX) 11.1 $39M 1.3M 29.37
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.1 $25M 588k 42.28
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.7 $20M 252k 79.50
Dimensional Etf Trust Internatnal Val (DFIV) 4.7 $17M 387k 42.83
American Centy Etf Tr Real Estate Etf (AVRE) 4.3 $15M 338k 44.16
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.1 $14M 289k 49.51
Vanguard Malvern Fds Core Bd Etf (VCRB) 3.5 $12M 157k 77.58
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.4 $12M 220k 53.96
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.3 $8.0M 159k 50.27
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.9 $6.8M 92k 74.01
American Centy Etf Tr Avantis Us Larg (AVLC) 1.7 $5.8M 82k 71.04
Dimensional Etf Trust Intl Small Cap V (DISV) 1.2 $4.2M 128k 32.91
Progressive Corporation (PGR) 1.1 $4.0M 15k 266.86
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $2.5M 83k 29.68
Apple (AAPL) 0.6 $2.2M 11k 205.17
Pepsi (PEP) 0.3 $1.1M 8.3k 132.04
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.2 $876k 17k 50.75
Microsoft Corporation (MSFT) 0.2 $874k 1.8k 497.41
Northern Trust Corporation (NTRS) 0.2 $611k 4.8k 126.79
Amazon (AMZN) 0.2 $582k 2.7k 219.39
Meta Platforms Cl A (META) 0.1 $455k 617.00 738.09
Exxon Mobil Corporation (XOM) 0.1 $403k 3.7k 107.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $366k 593.00 617.85
Alphabet Cap Stk Cl A (GOOGL) 0.1 $361k 2.0k 176.23
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $345k 6.2k 55.74
Starbucks Corporation (SBUX) 0.1 $337k 3.7k 91.63
International Business Machines (IBM) 0.1 $305k 1.0k 294.78
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $304k 690.00 440.65
NVIDIA Corporation (NVDA) 0.1 $302k 1.9k 157.99
Procter & Gamble Company (PG) 0.1 $293k 1.8k 159.32
Alphabet Cap Stk Cl C (GOOG) 0.1 $255k 1.4k 177.39
JPMorgan Chase & Co. (JPM) 0.1 $241k 831.00 289.91
Eli Lilly & Co. (LLY) 0.1 $241k 309.00 779.53
Trane Technologies SHS (TT) 0.1 $230k 525.00 437.41
Wec Energy Group (WEC) 0.1 $208k 2.0k 104.20
Vanguard Index Fds Value Etf (VTV) 0.1 $206k 1.2k 176.74
Visa Com Cl A (V) 0.1 $205k 576.00 355.05
Amcor Ord (AMCR) 0.0 $145k 16k 9.19