ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors as of June 30, 2026

Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 40 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 25.7 $98M 2.2M 44.36
Dimensional Etf Trust World Ex Us Core (DFAX) 12.4 $47M 1.3M 36.84
Oracle Corporation (ORCL) 12.2 $46M 316k 146.55
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.9 $30M 544k 55.01
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.3 $24M 305k 79.03
Dimensional Etf Trust Internatnal Val (DFIV) 5.2 $20M 365k 54.02
American Centy Etf Tr Real Estate Etf (AVRE) 4.8 $18M 384k 47.38
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.5 $17M 357k 48.43
Vanguard Malvern Fds Core Bd Etf (VCRB) 3.9 $15M 193k 77.23
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.9 $15M 209k 69.90
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.5 $9.5M 189k 50.23
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.1 $8.1M 90k 89.20
American Centy Etf Tr Avantis Us Larg (AVLC) 2.1 $8.0M 89k 89.96
Dimensional Etf Trust Intl Small Cap V (DISV) 1.4 $5.3M 132k 40.13
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.8 $3.1M 77k 40.64
Progressive Corporation (PGR) 0.8 $3.1M 14k 218.45
Apple (AAPL) 0.8 $3.1M 11k 289.36
Pepsi (PEP) 0.3 $1.1M 8.3k 135.40
Northern Trust Corporation (NTRS) 0.2 $837k 4.8k 173.84
Alphabet Cap Stk Cl A (GOOGL) 0.2 $729k 2.0k 357.37
Microsoft Corporation (MSFT) 0.2 $649k 1.7k 373.02
Amazon (AMZN) 0.2 $619k 2.6k 238.34
Exxon Mobil Corporation (XOM) 0.1 $512k 3.7k 136.72
Alphabet Cap Stk Cl C (GOOG) 0.1 $497k 1.4k 353.33
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $438k 587.00 746.77
Eli Lilly & Co. (LLY) 0.1 $413k 344.00 1199.43
NVIDIA Corporation (NVDA) 0.1 $382k 1.9k 200.09
Starbucks Corporation (SBUX) 0.1 $376k 3.7k 102.19
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $360k 690.00 522.39
Meta Platforms Cl A (META) 0.1 $319k 567.00 563.29
Johnson & Johnson (JNJ) 0.1 $310k 1.2k 253.97
Merck & Co (MRK) 0.1 $309k 2.4k 128.50
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 0.1 $303k 6.0k 50.78
International Business Machines (IBM) 0.1 $291k 1.0k 281.21
JPMorgan Chase & Co. (JPM) 0.1 $272k 831.00 327.33
Procter & Gamble Company (PG) 0.1 $266k 1.8k 146.64
Trane Technologies SHS (TT) 0.1 $257k 523.00 491.16
Vanguard Index Fds Value Etf (VTV) 0.1 $251k 1.2k 217.93
Wec Energy Group (WEC) 0.1 $233k 2.0k 116.77
Coca-Cola Company (KO) 0.1 $208k 2.6k 81.27