ShankerValleau Wealth Advisors, Inc.

Est. AUM

$354.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$87.9M	2261881	24.77%	SOLE
2	ORACLE CORP	COM	$46.8M	318436	13.20%	SOLE
3	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$43.4M	1276502	12.22%	SOLE
4	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$27.9M	575666	7.86%	SOLE
5	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$22.8M	288155	6.44%	SOLE
6	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$19.2M	364439	5.42%	SOLE
7	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$16.4M	373644	4.64%	SOLE
8	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$16.2M	337619	4.57%	SOLE
9	VANGUARD MALVERN FDS	CORE BD ETF	$14.1M	182035	3.97%	SOLE
10	DIMENSIONAL ETF TRUST	US TARGETED VLU	$13.4M	215344	3.79%	SOLE
11	VANGUARD MALVERN FDS	STRM INFPROIDX	$9.1M	181791	2.56%	SOLE
12	AMERICAN CENTY ETF TR	INTL EQT ETF	$7.6M	89788	2.15%	SOLE
13	AMERICAN CENTY ETF TR	AVANTIS US LARG	$7.0M	90743	1.98%	SOLE
14	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$5.1M	128830	1.43%	SOLE
15	PROGRESSIVE CORP	COM	$2.8M	14250	0.80%	SOLE
16	APPLE INC	COM	$2.8M	10958	0.78%	SOLE
17	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$2.8M	80151	0.78%	SOLE
18	PEPSICO INC	COM	$1.3M	8329	0.36%	SOLE
19	NORTHERN TR CORP	COM	$672K	4816	0.19%	SOLE
20	MICROSOFT CORP	COM	$643K	1739	0.18%	SOLE
21	EXXON MOBIL CORP	COM	$634K	3742	0.18%	SOLE
22	ALPHABET INC	CAP STK CL A	$594K	2068	0.17%	SOLE
23	AMAZON COM INC	COM	$549K	2636	0.15%	SOLE
24	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$485K	9580	0.14%	SOLE
25	ALPHABET INC	CAP STK CL C	$423K	1478	0.12%	SOLE
26	STATE STR SPDR S&P 500 ETF T	TR UNIT	$381K	587	0.11%	SOLE
27	META PLATFORMS INC	CL A	$353K	617	0.10%	SOLE
28	NVIDIA CORPORATION	COM	$333K	1910	0.09%	SOLE
29	STARBUCKS CORP	COM	$329K	3679	0.09%	SOLE
30	STATE STR SPDR DOW JONES IND	UT SER 1	$319K	690	0.09%	SOLE
31	ELI LILLY & CO	COM	$316K	344	0.09%	SOLE
32	JOHNSON & JOHNSON	COM	$297K	1219	0.08%	SOLE
33	MERCK & CO INC	COM	$289K	2407	0.08%	SOLE
34	PROCTER & GAMBLE CO	COM	$261K	1812	0.07%	SOLE
35	INTERNATIONAL BUSINESS MACHS	COM	$250K	1035	0.07%	SOLE
36	JPMORGAN CHASE & CO	COM	$244K	831	0.07%	SOLE
37	WEC ENERGY GROUP INC	COM	$230K	1993	0.06%	SOLE
38	VANGUARD INDEX FDS	VALUE ETF	$225K	1151	0.06%	SOLE
39	TRANE TECHNOLOGIES PLC	SHS	$217K	523	0.06%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.