13F HOLDINGS REPORT
ShankerValleau Wealth Advisors, Inc.
Quarter ended Q4 2025 · Filed January 6, 2026 · Accession 0001903273-26-000001
Total Value
$369.0M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,225,592 | $88.1M | 23.88% |
| 2 | ORACLE CORP | ORCL-PD | 325,736 | $63.5M | 17.21% |
| 3 | DIMENSIONAL ETF TRUST | 25434V880 | 1,317,141 | $43.1M | 11.68% |
| 4 | DIMENSIONAL ETF TRUST | 25434V724 | 580,854 | $27.1M | 7.33% |
| 5 | VANGUARD SCOTTSDALE FDS | 92206C409 | 282,239 | $22.5M | 6.10% |
| 6 | DIMENSIONAL ETF TRUST | 25434V807 | 379,096 | $18.9M | 5.13% |
| 7 | AMERICAN CENTY ETF TR | 025072356 | 384,059 | $16.7M | 4.53% |
| 8 | VANGUARD CHARLOTTE FDS | 92203J407 | 327,072 | $15.8M | 4.28% |
| 9 | VANGUARD MALVERN FDS | 922020748 | 179,469 | $14.0M | 3.79% |
| 10 | DIMENSIONAL ETF TRUST | 25434V609 | 212,859 | $12.7M | 3.43% |
| 11 | VANGUARD MALVERN FDS | 922020805 | 177,672 | $8.8M | 2.38% |
| 12 | AMERICAN CENTY ETF TR | 025072703 | 92,085 | $7.6M | 2.05% |
| 13 | AMERICAN CENTY ETF TR | 025072158 | 82,257 | $6.5M | 1.75% |
| 14 | DIMENSIONAL ETF TRUST | 25434V781 | 130,112 | $4.9M | 1.34% |
| 15 | PROGRESSIVE CORP | 743315103 | 14,250 | $3.2M | 0.88% |
| 16 | APPLE INC | AAPL | 10,958 | $3.0M | 0.81% |
| 17 | DIMENSIONAL ETF TRUST | 25434V732 | 83,667 | $2.8M | 0.75% |
| 18 | PEPSICO INC | PEP | 8,329 | $1.2M | 0.32% |
| 19 | MICROSOFT CORP | MSFT | 1,739 | $841,015 | 0.23% |
| 20 | NORTHERN TR CORP | NTRSO | 4,816 | $657,817 | 0.18% |
| 21 | ALPHABET INC | GOOG | 2,086 | $652,918 | 0.18% |
| 22 | AMAZON COM INC | AMZN | 2,636 | $608,442 | 0.16% |
| 23 | DIMENSIONAL ETF TRUST | 25434V591 | 9,510 | $481,682 | 0.13% |
| 24 | ALPHABET INC | GOOG | 1,478 | $463,796 | 0.13% |
| 25 | EXXON MOBIL CORP | XOM | 3,742 | $450,312 | 0.12% |
| 26 | META PLATFORMS INC | META | 617 | $407,276 | 0.11% |
| 27 | SPDR S&P 500 ETF TR | SPY | 587 | $400,287 | 0.11% |
| 28 | ELI LILLY & CO | LLY | 344 | $369,690 | 0.10% |
| 29 | NVIDIA CORPORATION | NVDA | 1,910 | $356,215 | 0.10% |
| 30 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 690 | $331,593 | 0.09% |
| 31 | STARBUCKS CORP | SBUX | 3,679 | $309,809 | 0.08% |
| 32 | INTERNATIONAL BUSINESS MACHS | INTR | 1,035 | $306,577 | 0.08% |
| 33 | JPMORGAN CHASE & CO. | VYLD | 831 | $267,765 | 0.07% |
| 34 | PROCTER AND GAMBLE CO | 742718109 | 1,812 | $259,678 | 0.07% |
| 35 | MERCK & CO INC | MRK | 2,407 | $253,361 | 0.07% |
| 36 | JOHNSON & JOHNSON | JNJ | 1,219 | $252,272 | 0.07% |
| 37 | VANGUARD INDEX FDS | 922908744 | 1,168 | $223,076 | 0.06% |
| 38 | WEC ENERGY GROUP INC | WEC | 1,993 | $210,182 | 0.06% |
| 39 | TRANE TECHNOLOGIES PLC | TT | 523 | $203,552 | 0.06% |
| 40 | VISA INC | V | 576 | $202,009 | 0.05% |
| 41 | AMCOR PLC | AMCCF | 15,769 | $131,513 | 0.04% |