ShankerValleau Wealth Advisors, Inc.
40 holdingsFiling period: 2026-03-31Current AUM: $378.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.26M | $87.9M | $100.6M | 26.58% | +36.3K | 2026-03-31 |
| 2 | ORCL | ORACLE CORP | 318.4K | $46.8M | $41.4M | 10.92% | -7,300 | 2026-03-31 |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 1.28M | $43.4M | $46.6M | 12.31% | -40,639 | 2026-03-31 |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 575.7K | $27.9M | $32.0M | 8.45% | -5,188 | 2026-03-31 |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 288.2K | $22.8M | $22.7M | 5.98% | +5.9K | 2026-03-31 |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 364.4K | $19.2M | $20.9M | 5.51% | -14,657 | 2026-03-31 |
| 7 | AVRE | AMERICAN CENTY ETF TR | 373.6K | $16.4M | $18.2M | 4.81% | -10,415 | 2026-03-31 |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | 337.6K | $16.2M | $16.1M | 4.26% | +10.5K | 2026-03-31 |
| 9 | VCRB | VANGUARD MALVERN FDS | 182.0K | $14.1M | $13.8M | 3.65% | +2.6K | 2026-03-31 |
| 10 | DFAT | DIMENSIONAL ETF TRUST | 215.3K | $13.4M | $15.2M | 4.02% | +2.5K | 2026-03-31 |
| 11 | VTIP | VANGUARD MALVERN FDS | 181.8K | $9.1M | $9.0M | 2.38% | +4.1K | 2026-03-31 |
| 12 | AVDE | AMERICAN CENTY ETF TR | 89.8K | $7.6M | $8.2M | 2.16% | -2,297 | 2026-03-31 |
| 13 | AVLC | AMERICAN CENTY ETF TR | 90.7K | $7.0M | $8.1M | 2.14% | +8.5K | 2026-03-31 |
| 14 | DISV | DIMENSIONAL ETF TRUST | 128.8K | $5.1M | $5.5M | 1.44% | -1,282 | 2026-03-31 |
| 15 | PGR | PROGRESSIVE CORP | 14.3K | $2.8M | $3.0M | 0.80% | -- | 2026-03-31 |
| 16 | AAPL | APPLE INC | 11.0K | $2.8M | $3.4M | 0.89% | -- | 2026-03-31 |
| 17 | DFEM | DIMENSIONAL ETF TRUST | 80.2K | $2.8M | $3.0M | 0.80% | -3,516 | 2026-03-31 |
| 18 | PEP | PEPSICO INC | 8.3K | $1.3M | $1.2M | 0.31% | -- | 2026-03-31 |
| 19 | NTRS | NORTHERN TR CORP | 4.8K | $672K | $877K | 0.23% | -- | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 1.7K | $643K | $807K | 0.21% | -- | 2026-03-31 |
| 21 | XOM | EXXON MOBIL CORP | 3.7K | $634K | $581K | 0.15% | -- | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 3.7K | $634K | $581K | 0.15% | -- | 2026-03-31 |
| 23 | GOOGL | ALPHABET INC | 2.1K | $594K | $736K | 0.19% | -18 | 2026-03-31 |
| 24 | AMZN | AMAZON COM INC | 2.6K | $549K | $716K | 0.19% | -- | 2026-03-31 |
| 25 | DUSB | DIMENSIONAL ETF TRUST | 9.6K | $485K | $485K | 0.13% | +70 | 2026-03-31 |
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