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The Analysis of ShankerValleau Wealth Advisors, Inc.'s Holdings & P&L

Currently, ShankerValleau Wealth Advisors, Inc. holds 39 types of securities in its portfolio with a total value $354.8M. In the most recent quarter, they have increased their positions in DFAC (+36.3K shares, valued at $1.4M), AVLC (+8.5K shares, valued at $658.1K), BNDX (+10.5K shares, valued at $506.8K); decreased their positions in DFAX (-40.6K shares, valued at $1.4M), ORCL (-7.3K shares, valued at $1.1M), DFIV (-14.7K shares, valued at $773.6K).

1M P&L

+12.9M+3.42%

3M P&L

+21.8M+5.90%

HY P&L

+31.0M+8.59%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A294.4M

83.3%

2Software - Infrastructure47.5M

13.4%

3Insurance - Property & Casualty2.8M

0.8%

Top Industries by Stock Count

1N/A18 stocks

51.4%

2Drug Manufacturers - General2 stocks

5.7%

3Software - Infrastructure2 stocks

5.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.3M shares1.63%2026-03-312026-04-15

ORCL ORACLE CORP318.4K shares-2.24%2026-03-312026-04-15

DFAX DIMENSIONAL ETF TRUST1.3M shares-3.09%2026-03-312026-04-15

DFUV DIMENSIONAL ETF TRUST575.7K shares-0.89%2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS288.2K shares2.10%2026-03-312026-04-15

DFIV DIMENSIONAL ETF TRUST364.4K shares-3.87%2026-03-312026-04-15

AVRE AMERICAN CENTY ETF TR373.6K shares-2.71%2026-03-312026-04-15

BNDX VANGUARD CHARLOTTE FDS337.6K shares3.22%2026-03-312026-04-15

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VCRB VANGUARD MALVERN FDS182.0K shares1.43%2026-03-312026-04-15

DFAT DIMENSIONAL ETF TRUST215.3K shares1.17%2026-03-312026-04-15

VTIP VANGUARD MALVERN FDS181.8K shares2.32%2026-03-312026-04-15

AVDE AMERICAN CENTY ETF TR89.8K shares-2.49%2026-03-312026-04-15

AVLC AMERICAN CENTY ETF TR90.7K shares10.32%2026-03-312026-04-15

DISV DIMENSIONAL ETF TRUST128.8K shares-0.99%2026-03-312026-04-15

PGR PROGRESSIVE CORP14.3K shares0.00%2026-03-312026-04-15

AAPL APPLE INC11.0K shares0.00%2026-03-312026-04-15

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DFEM DIMENSIONAL ETF TRUST80.2K shares-4.20%2026-03-312026-04-15

PEP PEPSICO INC8.3K shares0.00%2026-03-312026-04-15

NTRS NORTHERN TR CORP4.8K shares0.00%2026-03-312026-04-15

MSFT MICROSOFT CORP1.7K shares0.00%2026-03-312026-04-15

XOM EXXON MOBIL CORP3.7K shares0.00%2026-03-312026-04-15

ALPHABET INC ALPHABET INC2.1K shares-0.86%2026-03-312026-04-15

AMZN AMAZON COM INC2.6K shares0.00%2026-03-312026-04-15

DUSB DIMENSIONAL ETF TRUST9.6K shares0.74%2026-03-312026-04-15

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ALPHABET INC ALPHABET INC1.5K shares0.00%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T587 shares0.00%2026-03-312026-04-15

META META PLATFORMS INC617 shares0.00%2026-03-312026-04-15

NVDA NVIDIA CORPORATION1.9K shares0.00%2026-03-312026-04-15

SBUX STARBUCKS CORP3.7K shares0.00%2026-03-312026-04-15

DIA STATE STR SPDR DOW JONES IND690 shares0.00%2026-03-312026-04-15

LLY ELI LILLY & CO344 shares0.00%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON1.2K shares0.00%2026-03-312026-04-15

Sponsored

MERCK & CO INC MERCK & CO INC2.4K shares0.00%2026-03-312026-04-15

PG PROCTER & GAMBLE CO1.8K shares0.00%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.00%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO831 shares0.00%2026-03-312026-04-15

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.0K shares0.00%2026-03-312026-04-15

VTV VANGUARD INDEX FDS1.2K shares-1.46%2026-03-312026-04-15

TT TRANE TECHNOLOGIES PLC523 shares0.00%2026-03-312026-04-15

DFAC

DIMENSIONAL ETF TRUST

1.63%

Shares2.3M

Event2026-03-31

Filed2026-04-15

ORCL

ORACLE CORP

-2.24%

Shares318.4K

Event2026-03-31

Filed2026-04-15

DFAX

DIMENSIONAL ETF TRUST

-3.09%

Shares1.3M

Event2026-03-31

Filed2026-04-15

DFUV

DIMENSIONAL ETF TRUST

-0.89%

Shares575.7K

Event2026-03-31

Filed2026-04-15

VCSH

VANGUARD SCOTTSDALE FDS

2.10%

Shares288.2K

Event2026-03-31

Filed2026-04-15

DFIV

DIMENSIONAL ETF TRUST

-3.87%

Shares364.4K

Event2026-03-31

Filed2026-04-15

AVRE

AMERICAN CENTY ETF TR

-2.71%

Shares373.6K

Event2026-03-31

Filed2026-04-15

BNDX

VANGUARD CHARLOTTE FDS

3.22%

Shares337.6K

Event2026-03-31

Filed2026-04-15

VCRB

VANGUARD MALVERN FDS

1.43%

Shares182.0K

Event2026-03-31

Filed2026-04-15

DFAT

DIMENSIONAL ETF TRUST

1.17%

Shares215.3K

Event2026-03-31

Filed2026-04-15

VTIP

VANGUARD MALVERN FDS

2.32%

Shares181.8K

Event2026-03-31

Filed2026-04-15

AVDE

AMERICAN CENTY ETF TR

-2.49%

Shares89.8K

Event2026-03-31

Filed2026-04-15

AVLC

AMERICAN CENTY ETF TR

10.32%

Shares90.7K

Event2026-03-31

Filed2026-04-15

DISV

DIMENSIONAL ETF TRUST

-0.99%

Shares128.8K

Event2026-03-31

Filed2026-04-15

PGR

PROGRESSIVE CORP

0.00%

Shares14.3K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-15

DFEM

DIMENSIONAL ETF TRUST

-4.20%

Shares80.2K

Event2026-03-31

Filed2026-04-15

PEP

PEPSICO INC

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-15

NTRS

NORTHERN TR CORP

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-0.86%

Shares2.1K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-15

DUSB

DIMENSIONAL ETF TRUST

0.74%

Shares9.6K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares587

Event2026-03-31

Filed2026-04-15