ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. reported 49 holdings worth US$374M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 16, 2026
ShankerValleau Wealth Advisors, Inc. reported 49 holdings worth US$374M as of Sep 30, 2026. Largest: Dimensional World ex U.S. Core Equity 2 ETF, Oracle Corporation and Dimensional US Marketwide Value ETF. Filed Oct 16, 2026 (Form 13F).
- Holdings
- 49
- Value as reported
- US$374M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Dimensional World ex U.S. Core Equity 2 ETF | 1.26M | US$46.8M | 12.5% |
| Oracle Corporation | 283K | US$38.9M | 10.4% |
| Dimensional US Marketwide Value ETF | 526K | US$28.9M | 7.7% |
| Vanguard Short-Term Corporate Bond ETF | 315K | US$24.3M | 6.5% |
| Dimensional International Value ETF | 350K | US$19.5M | 5.2% |
| Avantis Real Estate ETF | 397K | US$17.6M | 4.7% |
| Vanguard Total International Bond ETF | 372K | US$17.4M | 4.7% |
| Vanguard Core Bond ETF | 200K | US$14.7M | 3.9% |
| Vanguard Short-Term Inflation-Protected Securities ETF | 196K | US$9.66M | 2.6% |
| Avantis International Equity ETF | 89,386 | US$8.05M | 2.2% |
| Avantis U.S. Large Cap Equity ETF | 86,643 | US$7.82M | 2.1% |
| Dimensional International Small Cap Value ETF | 133K | US$5.76M | 1.5% |
| Apple Inc | 10,505 | US$3.5M | 0.93% |
| Dimensional Ultrashort Fixed Income ETF | 64,733 | US$3.27M | 0.87% |
| Dimensional Emerging Markets Core Equity 2 ETF | 77,069 | US$3.06M | 0.82% |
| Progressive Corporation (the) | 12,826 | US$2.66M | 0.71% |
| Alphabet Inc (google) Class C | 3,410 | US$1.17M | 0.31% |
| Microsoft Corp. | 2,239 | US$1.15M | 0.31% |
| Pepsico, Inc. | 8,329 | US$1.06M | 0.28% |
| Amazon.com, Inc. | 2,558 | US$637K | 0.17% |
| Abbvie Inc. | 2,088 | US$546K | 0.15% |
| Sherwin-williams Company (the) | 1,590 | US$514K | 0.14% |
| Abbott Laboratories | 4,624 | US$457K | 0.12% |
| State Street SPDR S&P 500 ETF | 587 | US$448K | 0.12% |
| Nvidia Corporation | 1,910 | US$436K | 0.12% |
| Meta Platforms, Inc. | 567 | US$411K | 0.11% |
| Eli Lilly And Company | 344 | US$398K | 0.11% |
| Johnson & Johnson | 1,419 | US$376K | 0.10% |
| iShares Russell 1000 Growth ETF | 2,884 | US$361K | 0.10% |
| State Street SPDR Dow Jones Industrial Average ETF Trust | 690 | US$351K | 0.09% |
| Merck & Company, Inc. | 2,407 | US$350K | 0.09% |
| Starbucks Corporation | 3,452 | US$324K | 0.09% |
| Applied Materials, Inc. | 601 | US$307K | 0.08% |
| Jp Morgan Chase & Co. | 831 | US$275K | 0.07% |
| Procter & Gamble Company (the) | 1,812 | US$263K | 0.07% |
| Vanguard Dividend Appreciation ETF | 1,104 | US$258K | 0.07% |
| Vanguard Morningstar Value ETF | 1,151 | US$249K | 0.07% |
| International Business Machines Corporation | 1,115 | US$245K | 0.07% |
| Coca-cola Company (the) | 2,561 | US$220K | 0.06% |
| Norfolk Southern Corporation | 687 | US$212K | 0.06% |
| iShares Russell 1000 Value ETF | 842 | US$209K | 0.06% |
| Visa Inc. | 576 | US$207K | 0.06% |
| Union Pacific Corporation | 757 | US$206K | 0.06% |
| Wec Energy Group, Inc. | 1,993 | US$201K | 0.05% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Northern Trust Corporation | 0 | US$0 | 0.00% |
Source
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