ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors as of March 31, 2026

Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 39 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 24.8 $88M 2.3M 38.86
Oracle Corporation (ORCL) 13.2 $47M 318k 147.11
Dimensional Etf Trust World Ex Us Core (DFAX) 12.2 $43M 1.3M 33.97
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.9 $28M 576k 48.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.4 $23M 288k 79.27
Dimensional Etf Trust Internatnal Val (DFIV) 5.4 $19M 364k 52.78
American Centy Etf Tr Real Estate Etf (AVRE) 4.6 $16M 374k 44.02
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.6 $16M 338k 48.05
Vanguard Malvern Fds Core Bd Etf (VCRB) 4.0 $14M 182k 77.38
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.8 $13M 215k 62.45
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.6 $9.1M 182k 49.95
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.1 $7.6M 90k 84.84
American Centy Etf Tr Avantis Us Larg (AVLC) 2.0 $7.0M 91k 77.55
Dimensional Etf Trust Intl Small Cap V (DISV) 1.4 $5.1M 129k 39.44
Progressive Corporation (PGR) 0.8 $2.8M 14k 198.24
Apple (AAPL) 0.8 $2.8M 11k 253.79
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.8 $2.8M 80k 34.55
Pepsi (PEP) 0.4 $1.3M 8.3k 155.29
Northern Trust Corporation (NTRS) 0.2 $672k 4.8k 139.57
Microsoft Corporation (MSFT) 0.2 $644k 1.7k 370.17
Exxon Mobil Corporation (XOM) 0.2 $635k 3.7k 169.66
Alphabet Cap Stk Cl A (GOOGL) 0.2 $595k 2.1k 287.56
Amazon (AMZN) 0.2 $549k 2.6k 208.27
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.1 $486k 9.6k 50.71
Alphabet Cap Stk Cl C (GOOG) 0.1 $424k 1.5k 286.86
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $382k 587.00 650.34
Meta Platforms Cl A (META) 0.1 $353k 617.00 572.13
NVIDIA Corporation (NVDA) 0.1 $333k 1.9k 174.40
Starbucks Corporation (SBUX) 0.1 $330k 3.7k 89.59
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $320k 690.00 463.19
Eli Lilly & Co. (LLY) 0.1 $316k 344.00 919.77
Johnson & Johnson (JNJ) 0.1 $298k 1.2k 244.44
Merck & Co (MRK) 0.1 $290k 2.4k 120.29
Procter & Gamble Company (PG) 0.1 $262k 1.8k 144.44
International Business Machines (IBM) 0.1 $251k 1.0k 242.39
JPMorgan Chase & Co. (JPM) 0.1 $244k 831.00 294.16
Wec Energy Group (WEC) 0.1 $231k 2.0k 115.77
Vanguard Index Fds Value Etf (VTV) 0.1 $226k 1.2k 196.20
Trane Technologies SHS (TT) 0.1 $218k 523.00 416.74