ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 42 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Oracle Corporation (ORCL) 23.6 $92M 327k 281.24
Dimensional Etf Trust Us Core Equity 2 (DFAC) 22.4 $87M 2.3M 38.57
Dimensional Etf Trust World Ex Us Core (DFAX) 10.7 $42M 1.3M 31.38
Dimensional Etf Trust Us Mktwide Value (DFUV) 6.8 $26M 589k 44.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.5 $21M 267k 79.93
Dimensional Etf Trust Internatnal Val (DFIV) 4.6 $18M 388k 46.12
American Centy Etf Tr Real Estate Etf (AVRE) 4.1 $16M 358k 44.48
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.9 $15M 309k 49.46
Vanguard Malvern Fds Core Bd Etf (VCRB) 3.4 $13M 167k 78.41
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.2 $12M 213k 58.21
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.2 $8.5M 167k 50.63
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.9 $7.3M 92k 78.90
American Centy Etf Tr Avantis Us Larg (AVLC) 1.6 $6.3M 83k 76.51
Dimensional Etf Trust Intl Small Cap V (DISV) 1.2 $4.6M 129k 35.69
Progressive Corporation (PGR) 0.9 $3.5M 14k 246.95
Apple (AAPL) 0.7 $2.8M 11k 254.63
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $2.7M 83k 32.07
Pepsi (PEP) 0.3 $1.2M 8.3k 140.44
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $920k 6.3k 145.65
Microsoft Corporation (MSFT) 0.2 $910k 1.8k 517.95
Ishares Tr Core Msci Total (IXUS) 0.2 $677k 8.2k 82.58
Northern Trust Corporation (NTRS) 0.2 $648k 4.8k 134.60
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.2 $608k 12k 50.78
Amazon (AMZN) 0.1 $582k 2.7k 219.57
Alphabet Cap Stk Cl A (GOOGL) 0.1 $497k 2.0k 243.10
Meta Platforms Cl A (META) 0.1 $453k 617.00 734.38
Exxon Mobil Corporation (XOM) 0.1 $422k 3.7k 112.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $391k 587.00 666.18
NVIDIA Corporation (NVDA) 0.1 $356k 1.9k 186.58
Alphabet Cap Stk Cl C (GOOG) 0.1 $350k 1.4k 243.55
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $320k 690.00 463.74
Starbucks Corporation (SBUX) 0.1 $311k 3.7k 84.60
International Business Machines (IBM) 0.1 $292k 1.0k 282.16
Procter & Gamble Company (PG) 0.1 $283k 1.8k 153.65
Eli Lilly & Co. (LLY) 0.1 $264k 346.00 763.00
JPMorgan Chase & Co. (JPM) 0.1 $262k 831.00 315.43
Wec Energy Group (WEC) 0.1 $228k 2.0k 114.59
Johnson & Johnson (JNJ) 0.1 $226k 1.2k 185.42
Trane Technologies SHS (TT) 0.1 $221k 523.00 421.96
Vanguard Index Fds Value Etf (VTV) 0.1 $218k 1.2k 186.49
Merck & Co (MRK) 0.1 $202k 2.4k 83.93
Amcor Ord (AMCR) 0.0 $129k 16k 8.18