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ShankerValleau Wealth Advisors, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $374,430,160
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $96,147,350
- DIMENSIONAL ETF TRUST · WORLD EX US CORE · 25434V880 · shares: $46,823,266
- ORACLE CORP · COM · 68389X105 · shares: $38,912,468
- DIMENSIONAL ETF TRUST · US MKTWIDE VALUE · 25434V724 · shares: $28,939,900
- VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD · 92206C409 · shares: $24,303,584
- DIMENSIONAL ETF TRUST · INTERNATNAL VAL · 25434V807 · shares: $19,548,821
- AMERICAN CENTY ETF TR · REAL ESTATE ETF · 025072356 · shares: $17,605,708
- VANGUARD CHARLOTTE FDS · TOTAL INT BD ETF · 92203J407 · shares: $17,446,490
- VANGUARD MALVERN FDS · CORE BD ETF · 922020748 · shares: $14,688,221
- DIMENSIONAL ETF TRUST · US TARGETED VLU · 25434V609 · shares: $13,633,156
Reported holdings
49 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 2,163,045 shares | $96,147,350 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 1,264,810 shares | $46,823,266 |
| ORACLE CORP | COM | 68389X105 | — | 283,412 shares | $38,912,468 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 526,180 shares | $28,939,900 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 314,610 shares | $24,303,584 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 349,961 shares | $19,548,821 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | — | 396,972 shares | $17,605,708 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 372,232 shares | $17,446,490 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | — | 199,514 shares | $14,688,221 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 205,195 shares | $13,633,156 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 196,242 shares | $9,659,031 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 89,386 shares | $8,054,572 |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | 025072158 | — | 86,643 shares | $7,821,264 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 133,004 shares | $5,757,743 |
| APPLE INC | COM | 037833100 | — | 10,505 shares | $3,498,375 |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | 25434V591 | — | 64,733 shares | $3,268,367 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 77,069 shares | $3,061,181 |
| PROGRESSIVE CORP | COM | 743315103 | — | 12,826 shares | $2,658,958 |
| MICROSOFT CORP | COM | 594918104 | — | 2,239 shares | $1,148,383 |
| PEPSICO INC | COM | 713448108 | — | 8,329 shares | $1,055,451 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 2,040 shares | $701,923 |
| AMAZON COM INC | COM | 023135106 | — | 2,558 shares | $637,326 |
| ABBVIE INC | COM | 00287Y109 | — | 2,088 shares | $546,200 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 3,262 shares | $530,891 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 1,590 shares | $513,999 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,370 shares | $466,814 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 4,624 shares | $456,990 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 587 shares | $447,664 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,910 shares | $436,206 |
| META PLATFORMS INC | CL A | 30303M102 | — | 567 shares | $411,177 |
| ELI LILLY & CO | COM | 532457108 | — | 344 shares | $398,036 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,419 shares | $375,666 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 2,884 shares | $361,250 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 690 shares | $350,900 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,407 shares | $349,761 |
| STARBUCKS CORP | COM | 855244109 | — | 3,452 shares | $324,350 |
| APPLIED MATLS INC | COM | 038222105 | — | 601 shares | $307,339 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 831 shares | $274,920 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 1,812 shares | $263,247 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 1,104 shares | $257,574 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 1,151 shares | $248,708 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,115 shares | $245,222 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 523 shares | $236,386 |
| COCA COLA CO | COM | 191216100 | — | 2,561 shares | $220,451 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 687 shares | $212,283 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 842 shares | $208,757 |
| VISA INC | COM CL A | 92826C839 | — | 576 shares | $206,974 |
| UNION PAC CORP | COM | 907818108 | — | 757 shares | $206,002 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 1,993 shares | $200,855 |