The Analysis of ShankerValleau Wealth Advisors, Inc.'s Holdings
Currently, ShankerValleau Wealth Advisors, Inc. holds 41 types of securities in its portfolio with a total value $369.0M. In the most recent quarter, they have increased their positions in VCSH (+15.3K shares, valued at $1.2M), AVRE (+25.8K shares, valued at $1.1M), VCRB (+12.3K shares, valued at $959.7K); decreased their positions in DFAC (-35.5K shares, valued at $1.4M), DFIV (-8.7K shares, valued at $434.0K), DFUV (-7.9K shares, valued at $368.0K); initiated new positions in V (+576 shares, valued at $202.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST2.2M shares-1.57%2025-12-312026-01-06
ORCL ORACLE CORP325.7K shares-0.36%2025-12-312026-01-06 DFAX DIMENSIONAL ETF TRUST1.3M shares-0.71%2025-12-312026-01-06 DFUV DIMENSIONAL ETF TRUST580.9K shares-1.34%2025-12-312026-01-06 VCSH VANGUARD SCOTTSDALE FDS282.2K shares5.72%2025-12-312026-01-06 DFIV DIMENSIONAL ETF TRUST379.1K shares-2.24%2025-12-312026-01-06 AVRE AMERICAN CENTY ETF TR384.1K shares7.20%2025-12-312026-01-06 BNDX VANGUARD CHARLOTTE FDS327.1K shares5.82%2025-12-312026-01-06 VCRB VANGUARD MALVERN FDS179.5K shares7.37%2025-12-312026-01-06 DFAT DIMENSIONAL ETF TRUST212.9K shares-0.24%2025-12-312026-01-06 VTIP VANGUARD MALVERN FDS177.7K shares6.43%2025-12-312026-01-06 AVDE AMERICAN CENTY ETF TR92.1K shares-0.21%2025-12-312026-01-06 AVLC AMERICAN CENTY ETF TR82.3K shares-0.26%2025-12-312026-01-06 DISV DIMENSIONAL ETF TRUST130.1K shares0.82%2025-12-312026-01-06 PGR PROGRESSIVE CORP14.3K shares0.00%2025-12-312026-01-06 AAPL APPLE INC11.0K shares1.37%2025-12-312026-01-06 DFEM DIMENSIONAL ETF TRUST83.7K shares0.78%2025-12-312026-01-06 PEP PEPSICO INC8.3K shares0.00%2025-12-312026-01-06 MSFT MICROSOFT CORP1.7K shares-1.02%2025-12-312026-01-06 NTRS NORTHERN TR CORP4.8K shares0.00%2025-12-312026-01-06 ALPHABET INC ALPHABET INC2.1K shares1.96%2025-12-312026-01-06 AMZN AMAZON COM INC2.6K shares-0.60%2025-12-312026-01-06 DUSB DIMENSIONAL ETF TRUST9.5K shares-20.54%2025-12-312026-01-06 ALPHABET INC ALPHABET INC1.5K shares2.78%2025-12-312026-01-06 XOM EXXON MOBIL CORP3.7K shares0.00%2025-12-312026-01-06 META META PLATFORMS INC617 shares0.00%2025-12-312026-01-06 SPY SPDR S&P 500 ETF TR587 shares0.00%2025-12-312026-01-06 LLY ELI LILLY & CO344 shares-0.58%2025-12-312026-01-06 NVDA NVIDIA CORPORATION1.9K shares0.00%2025-12-312026-01-06 DIA SPDR DOW JONES INDL AVERAGE690 shares0.00%2025-12-312026-01-06 SBUX STARBUCKS CORP3.7K shares0.00%2025-12-312026-01-06 IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.00%2025-12-312026-01-06 JPM JPMORGAN CHASE & CO.831 shares0.00%2025-12-312026-01-06 PG PROCTER AND GAMBLE CO1.8K shares-1.58%2025-12-312026-01-06 JNJ JOHNSON & JOHNSON1.2K shares0.00%2025-12-312026-01-06 VTV VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-06 TT TRANE TECHNOLOGIES PLC523 shares0.00%2025-12-312026-01-06 V VISA INC576 sharesnew addition2025-12-312026-01-06 AMCR AMCOR PLC15.8K shares0.00%2025-12-312026-01-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available