Holdings
ShankerValleau Wealth Advisors, Inc.
As of Sep 30, 2026, ShankerValleau Wealth Advisors, Inc. reported 44 positions worth US$264M. Largest: Dimensional World ex U.S. Core Equity 2 ETF, Oracle Corporation and Dimensional US Marketwide Value ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Dimensional World ex U.S. Core Equity 2 ETF | 1.26M | US$46.8M | new | Sep 30, 2026 |
| Oracle Corporation | 283K | US$38.9M | −33,013 | Sep 30, 2026 |
| Dimensional US Marketwide Value ETF | 526K | US$28.9M | new | Sep 30, 2026 |
| Vanguard Short-Term Corporate Bond ETF | 315K | US$24.3M | new | Sep 30, 2026 |
| Dimensional International Value ETF | 350K | US$19.5M | new | Sep 30, 2026 |
| Avantis Real Estate ETF | 397K | US$17.6M | new | Sep 30, 2026 |
| Vanguard Total International Bond ETF | 372K | US$17.4M | new | Sep 30, 2026 |
| Vanguard Core Bond ETF | 200K | US$14.7M | new | Sep 30, 2026 |
| Vanguard Short-Term Inflation-Protected Securities ETF | 196K | US$9.66M | new | Sep 30, 2026 |
| Avantis International Equity ETF | 89,386 | US$8.05M | new | Sep 30, 2026 |