13F HOLDINGS REPORT
ShankerValleau Wealth Advisors, Inc.
Quarter ended Q3 2025 · Filed October 9, 2025 · Accession 0001903273-25-000005
Total Value
$389.6M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ORACLE CORP | ORCL-PD | 326,903 | $91.9M | 23.60% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 2,261,087 | $87.2M | 22.39% |
| 3 | DIMENSIONAL ETF TRUST | 25434V880 | 1,326,522 | $41.6M | 10.68% |
| 4 | DIMENSIONAL ETF TRUST | 25434V724 | 588,752 | $26.3M | 6.75% |
| 5 | VANGUARD SCOTTSDALE FDS | 92206C409 | 266,976 | $21.3M | 5.48% |
| 6 | DIMENSIONAL ETF TRUST | 25434V807 | 387,794 | $17.9M | 4.59% |
| 7 | AMERICAN CENTY ETF TR | 025072356 | 358,277 | $15.9M | 4.09% |
| 8 | VANGUARD CHARLOTTE FDS | 92203J407 | 309,077 | $15.3M | 3.92% |
| 9 | VANGUARD MALVERN FDS | 922020748 | 167,149 | $13.1M | 3.36% |
| 10 | DIMENSIONAL ETF TRUST | 25434V609 | 213,374 | $12.4M | 3.19% |
| 11 | VANGUARD MALVERN FDS | 922020805 | 166,945 | $8.5M | 2.17% |
| 12 | AMERICAN CENTY ETF TR | 025072703 | 92,278 | $7.3M | 1.87% |
| 13 | AMERICAN CENTY ETF TR | 025072158 | 82,468 | $6.3M | 1.62% |
| 14 | DIMENSIONAL ETF TRUST | 25434V781 | 129,057 | $4.6M | 1.18% |
| 15 | PROGRESSIVE CORP | 743315103 | 14,250 | $3.5M | 0.90% |
| 16 | APPLE INC | AAPL | 10,810 | $2.8M | 0.71% |
| 17 | DIMENSIONAL ETF TRUST | 25434V732 | 83,023 | $2.7M | 0.68% |
| 18 | PEPSICO INC | PEP | 8,329 | $1.2M | 0.30% |
| 19 | ISHARES TR | 464287150 | 6,316 | $919,925 | 0.24% |
| 20 | MICROSOFT CORP | MSFT | 1,757 | $910,038 | 0.23% |
| 21 | ISHARES TR | 46432F834 | 8,195 | $676,743 | 0.17% |
| 22 | NORTHERN TR CORP | NTRSO | 4,816 | $648,234 | 0.17% |
| 23 | DIMENSIONAL ETF TRUST | 25434V591 | 11,968 | $607,738 | 0.16% |
| 24 | AMAZON COM INC | AMZN | 2,652 | $582,300 | 0.15% |
| 25 | ALPHABET INC | GOOG | 2,046 | $497,383 | 0.13% |
| 26 | META PLATFORMS INC | META | 617 | $453,112 | 0.12% |
| 27 | EXXON MOBIL CORP | XOM | 3,742 | $421,911 | 0.11% |
| 28 | SPDR S&P 500 ETF TR | SPY | 587 | $391,048 | 0.10% |
| 29 | NVIDIA CORPORATION | NVDA | 1,910 | $356,368 | 0.09% |
| 30 | ALPHABET INC | GOOG | 1,438 | $350,225 | 0.09% |
| 31 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 690 | $319,981 | 0.08% |
| 32 | STARBUCKS CORP | SBUX | 3,679 | $311,243 | 0.08% |
| 33 | INTERNATIONAL BUSINESS MACHS | INTR | 1,035 | $292,036 | 0.07% |
| 34 | PROCTER AND GAMBLE CO | 742718109 | 1,841 | $282,870 | 0.07% |
| 35 | ELI LILLY & CO | LLY | 346 | $263,998 | 0.07% |
| 36 | JPMORGAN CHASE & CO. | VYLD | 831 | $262,122 | 0.07% |
| 37 | WEC ENERGY GROUP INC | WEC | 1,993 | $228,378 | 0.06% |
| 38 | JOHNSON & JOHNSON | JNJ | 1,219 | $226,027 | 0.06% |
| 39 | TRANE TECHNOLOGIES PLC | TT | 523 | $220,685 | 0.06% |
| 40 | VANGUARD INDEX FDS | 922908744 | 1,168 | $217,820 | 0.06% |
| 41 | MERCK & CO INC | MRK | 2,407 | $202,020 | 0.05% |
| 42 | AMCOR PLC | AMCCF | 15,769 | $128,990 | 0.03% |