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ShankerValleau Wealth Advisors, Inc. Portfolio
$374.4M across 49 positions as of 2026-09-30, with 85% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $96.1M | 25.7% | 2,163,045 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $46.8M | 12.5% | 1,264,810 |
| ORCLOracle Corp | $38.9M | 10.4% | 283,412 |
| DIMENSIONAL ETF TRUST | $28.9M | 7.7% | 526,180 |
| VCSHVanguard Short-Term Corporate Bond ETF | $24.3M | 6.5% | 314,610 |
| DFIVDimensional International Value ETF | $19.5M | 5.2% | 349,961 |
| AVREAvantis Real Estate ETF | $17.6M | 4.7% | 396,972 |
| BNDXVanguard Total International Bond ETF | $17.4M | 4.7% | 372,232 |
| VANGUARD MALVERN FDS | $14.7M | 3.9% | 199,514 |
| DFATDimensional U.S. Targeted Value ETF | $13.6M | 3.6% | 205,195 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $9.7M | 2.6% | 196,242 |
| AVDEAvantis International Equity ETF | $8.1M | 2.2% | 89,386 |
| AMERICAN CENTY ETF TR | $7.8M | 2.1% | 86,643 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $5.8M | 1.5% | 133,004 |
| AAPLApple Inc | $3.5M | 0.9% | 10,505 |
| DUSBDimensional ETF Trust Dimensional Ultrashort Fixed Income ETF | $3.3M | 0.9% | 64,733 |
| DIMENSIONAL ETF TRUST | $3.1M | 0.8% | 77,069 |
| PGRProgressive Corp | $2.7M | 0.7% | 12,826 |
| MSFTMicrosoft Corp | $1.1M | 0.3% | 2,239 |
| PEPPepsiCo Inc | $1.1M | 0.3% | 8,329 |
| GOOGLAlphabet Inc | $701.9K | 0.2% | 2,040 |
| AMZNAmazon.com Inc | $637.3K | 0.2% | 2,558 |
| ABBVAbbVie Inc | $546.2K | 0.1% | 2,088 |
| XOMExxonmobil Holdings Corp | $530.9K | 0.1% | 3,262 |
| SHWSherwin-Williams Co | $514K | 0.1% | 1,590 |
| GOOGAlphabet Inc | $466.8K | 0.1% | 1,370 |
| ABTAbbott Laboratories | $457K | 0.1% | 4,624 |
| SPYState Street SPDR S&P 500 ETF Trust | $447.7K | 0.1% | 587 |
| NVDANVIDIA Corp | $436.2K | 0.1% | 1,910 |
| METAMeta Platforms Inc | $411.2K | 0.1% | 567 |
| LLYEli Lilly and Co | $398K | 0.1% | 344 |
| JNJJohnson & Johnson | $375.7K | 0.1% | 1,419 |
| IWFiShares Russell 1000 Growth ETF | $361.3K | 0.1% | 2,884 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $350.9K | 0.1% | 690 |
| MRKMerck & Co Inc | $349.8K | 0.1% | 2,407 |
| SBUXStarbucks Corp | $324.4K | 0.1% | 3,452 |
| AMATApplied Materials Inc | $307.3K | 0.1% | 601 |
| JPMJPMorgan Chase & Co | $274.9K | 0.1% | 831 |
| PGProcter & Gamble Co | $263.2K | 0.1% | 1,812 |
| VIGVanguard Div Appreciation ETF | $257.6K | 0.1% | 1,104 |
| VTVVanguard Value ETF | $248.7K | 0.1% | 1,151 |
| IBMInternational Business Machines Corp | $245.2K | 0.1% | 1,115 |
| TRANE TECHNOLOGIES PLC | $236.4K | 0.1% | 523 |
| KOCoca-Cola Co | $220.5K | 0.1% | 2,561 |
| NSCNorfolk Southern Corp | $212.3K | 0.1% | 687 |
| IWDiShares Russell 1000 Value ETF | $208.8K | 0.1% | 842 |
| VVisa Inc | $207K | 0.1% | 576 |
| UNPUnion Pacific Corp | $206K | 0.1% | 757 |
| WECWEC Energy Group Inc | $200.9K | 0.1% | 1,993 |
Quarter ending 2026-09-30.
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