ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 41 positions in its portfolio as reported in the December 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) 23.9 $88M 2.2M 39.59
Oracle Corporation (ORCL) 17.2 $64M 326k 194.91
Dimensional Etf Trust World Ex Us Core (DFAX) 11.7 $43M 1.3M 32.73
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.3 $27M 581k 46.59
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.1 $23M 282k 79.73
Dimensional Etf Trust Internatnal Val (DFIV) 5.1 $19M 379k 49.90
American Centy Etf Tr Real Estate Etf (AVRE) 4.5 $17M 384k 43.53
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.3 $16M 327k 48.32
Vanguard Malvern Fds Core Bd Etf (VCRB) 3.8 $14M 180k 77.89
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.4 $13M 213k 59.54
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.4 $8.8M 178k 49.46
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.1 $7.6M 92k 82.32
American Centy Etf Tr Avantis Us Larg (AVLC) 1.8 $6.5M 82k 78.62
Dimensional Etf Trust Intl Small Cap V (DISV) 1.3 $4.9M 130k 38.00
Progressive Corporation (PGR) 0.9 $3.2M 14k 227.72
Apple (AAPL) 0.8 $3.0M 11k 271.86
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.8 $2.8M 84k 33.08
Pepsi (PEP) 0.3 $1.2M 8.3k 143.52
Microsoft Corporation (MSFT) 0.2 $841k 1.7k 483.62
Northern Trust Corporation (NTRS) 0.2 $658k 4.8k 136.59
Alphabet Cap Stk Cl A (GOOGL) 0.2 $653k 2.1k 313.00
Amazon (AMZN) 0.2 $608k 2.6k 230.82
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.1 $482k 9.5k 50.65
Alphabet Cap Stk Cl C (GOOG) 0.1 $464k 1.5k 313.80
Exxon Mobil Corporation (XOM) 0.1 $450k 3.7k 120.34
Meta Platforms Cl A (META) 0.1 $407k 617.00 660.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $400k 587.00 681.92
Eli Lilly & Co. (LLY) 0.1 $370k 344.00 1074.68
NVIDIA Corporation (NVDA) 0.1 $356k 1.9k 186.50
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $332k 690.00 480.57
Starbucks Corporation (SBUX) 0.1 $310k 3.7k 84.21
International Business Machines (IBM) 0.1 $307k 1.0k 296.21
JPMorgan Chase & Co. (JPM) 0.1 $268k 831.00 322.22
Procter & Gamble Company (PG) 0.1 $260k 1.8k 143.31
Merck & Co (MRK) 0.1 $253k 2.4k 105.26
Johnson & Johnson (JNJ) 0.1 $252k 1.2k 206.95
Vanguard Index Fds Value Etf (VTV) 0.1 $223k 1.2k 190.99
Wec Energy Group (WEC) 0.1 $210k 2.0k 105.46
Trane Technologies SHS (TT) 0.1 $204k 523.00 389.20
Visa Com Cl A (V) 0.1 $202k 576.00 350.71
Amcor Ord (AMCR) 0.0 $132k 16k 8.34