Holdings of ShankerValleau Wealth Advisors, Inc.
35 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 89 % of the equity sleeve
Sector breakdown
- Technology 16.5 %
- Financials 1.2 %
- Consumer staples 0.5 %
- Communication 0.4 %
- Health care 0.3 %
- Consumer discretionary 0.3 %
- Energy 0.2 %
- Utilities 0.1 %
- Unattributed 80.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 35 | 308M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Dimensional ETF Trust | 2,261,881 | 87.9M $ | |
| 2 | Oracle Corp | 318,436 | 46.8M $ | |
| 3 | DFA Dimensional US Marketwide Value ETF | 575,666 | 27.9M $ | |
| 4 | VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF | 288,155 | 22.8M $ | |
| 5 | Dimensional International Value ETF | 364,439 | 19.2M $ | |
| 6 | Avantis Real Estate ETF | 373,644 | 16.4M $ | |
| 7 | Vanguard Charlotte Funds | 337,619 | 16.2M $ | |
| 8 | Vanguard Core Bond ETF | 182,035 | 14.1M $ | |
| 9 | Dimensional U S Targeted Value ETF | 215,344 | 13.4M $ | |
| 10 | Vanguard Malvern Funds | 181,791 | 9.1M $ | |
| 11 | Avantis International Equity ETF | 89,788 | 7.6M $ | |
| 12 | Avantis US Large Cap Equity ETF | 90,743 | 7M $ | |
| 13 | Dimensional International Smal | 128,830 | 5.1M $ | |
| 14 | Progressive Corp/The | 14,250 | 2.8M $ | |
| 15 | Apple Inc | 10,958 | 2.8M $ | |
| 16 | PepsiCo Inc | 8,329 | 1.3M $ | |
| 17 | Northern Trust Corp | 4,816 | 672.2K $ | |
| 18 | Microsoft Corp | 1,739 | 643.7K $ | |
| 19 | Exxon Mobil Corp | 3,742 | 634.9K $ | |
| 20 | Alphabet Inc | 2,068 | 594.7K $ | |
| 21 | Amazon.com Inc | 2,636 | 549K $ | |
| 22 | Alphabet Inc | 1,478 | 424K $ | |
| 23 | State Street SPDR S&P 500 ETF Trust | 587 | 381.8K $ | |
| 24 | Meta Platforms Inc | 617 | 353K $ | |
| 25 | NVIDIA Corp | 1,910 | 333.1K $ | |
| 26 | Starbucks Corp | 3,679 | 329.6K $ | |
| 27 | State Street Spdr Dow Jones Industrial Average Etf Trust | 690 | 319.6K $ | |
| 28 | Eli Lilly & Co | 344 | 316.4K $ | |
| 29 | Johnson & Johnson | 1,219 | 298K $ | |
| 30 | Merck & Co Inc | 2,407 | 289.5K $ | |
| 31 | Procter & Gamble Co/The | 1,812 | 261.7K $ | |
| 32 | International Business Machines Corp. | 1,035 | 250.9K $ | |
| 33 | JPMorgan Chase & Co | 831 | 244.4K $ | |
| 34 | WEC Energy Group Inc | 1,993 | 230.7K $ | |
| 35 | Vanguard Value ETF | 1,151 | 225.8K $ | |