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

Currently, ShankerValleau Wealth Advisors, Inc. holds 40 types of securities in its portfolio with a total value $379.6M. In the most recent quarter, they have increased their positions in VCSH (+16.3K shares, valued at $1.3M), BNDX (+18.8K shares, valued at $912.4K), VCRB (+10.8K shares, valued at $830.8K); decreased their positions in DFAC (-64.6K shares, valued at $2.9M), DFUV (-31.6K shares, valued at $1.7M), DFAT (-6.0K shares, valued at $420.6K); initiated new positions in KO (+2.6K shares, valued at $208.1K).

1M P&L

+3.8M+1.17%

3M P&L

+10.0M+3.10%

HY P&L

+20.5M+6.57%

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/A318.0M

95.9%

2Insurance - Property & Casualty3.1M

0.9%

3Consumer Electronics3.1M

0.9%

Top Industries by Stock Count

1N/A17 stocks

48.6%

2Drug Manufacturers - General3 stocks

8.6%

3Internet Content & Information2 stocks

5.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.2M shares-2.86%2026-06-302026-07-09

DFAX DIMENSIONAL ETF TRUST1.3M shares-0.11%2026-06-302026-07-09

ORACLE CORP ORACLE CORP316.4K shares-0.63%2026-06-302026-07-09

DFUV DIMENSIONAL ETF TRUST544.0K shares-5.49%2026-06-302026-07-09

VCSH VANGUARD SCOTTSDALE FDS304.5K shares5.67%2026-06-302026-07-09

DFIV DIMENSIONAL ETF TRUST364.5K shares0.02%2026-06-302026-07-09

AVRE AMERICAN CENTY ETF TR384.2K shares2.82%2026-06-302026-07-09

BNDX VANGUARD CHARLOTTE FDS356.5K shares5.58%2026-06-302026-07-09

Sponsored

VCRB VANGUARD MALVERN FDS192.8K shares5.91%2026-06-302026-07-09

DFAT DIMENSIONAL ETF TRUST209.3K shares-2.79%2026-06-302026-07-09

VTIP VANGUARD MALVERN FDS188.7K shares3.78%2026-06-302026-07-09

AVDE AMERICAN CENTY ETF TR90.3K shares0.59%2026-06-302026-07-09

AVLC AMERICAN CENTY ETF TR88.7K shares-2.28%2026-06-302026-07-09

DISV DIMENSIONAL ETF TRUST132.2K shares2.61%2026-06-302026-07-09

DFEM DIMENSIONAL ETF TRUST77.0K shares-3.88%2026-06-302026-07-09

PGR PROGRESSIVE CORP14.3K shares0.00%2026-06-302026-07-09

Sponsored

AAPL APPLE INC10.6K shares-3.34%2026-06-302026-07-09

PEP PEPSICO INC8.3K shares0.00%2026-06-302026-07-09

NTRS NORTHERN TR CORP4.8K shares0.00%2026-06-302026-07-09

GOOGL ALPHABET INC2.0K shares-1.35%2026-06-302026-07-09

MSFT MICROSOFT CORP1.7K shares0.00%2026-06-302026-07-09

AMZN AMAZON COM INC2.6K shares-1.44%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP3.7K shares0.00%2026-06-302026-07-09

GOOG ALPHABET INC1.4K shares-4.87%2026-06-302026-07-09

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T587 shares0.00%2026-06-302026-07-09

LLY ELI LILLY & CO344 shares0.00%2026-06-302026-07-09

NVDA NVIDIA CORPORATION1.9K shares0.00%2026-06-302026-07-09

SBUX STARBUCKS CORP3.7K shares0.00%2026-06-302026-07-09

DIA STATE STR SPDR DOW JONES IND690 shares0.00%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC567 shares-8.10%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON1.2K shares0.00%2026-06-302026-07-09

MRK MERCK & CO INC2.4K shares0.00%2026-06-302026-07-09

Sponsored

DUSB DIMENSIONAL ETF TRUST6.0K shares-37.65%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.00%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO831 shares0.00%2026-06-302026-07-09

PG PROCTER & GAMBLE CO1.8K shares0.00%2026-06-302026-07-09

TT TRANE TECHNOLOGIES PLC523 shares0.00%2026-06-302026-07-09

VTV VANGUARD INDEX FDS1.2K shares0.00%2026-06-302026-07-09

WEC WEC ENERGY GROUP INC2.0K shares0.00%2026-06-302026-07-09

KO COCA COLA CO2.6K sharesnew addition2026-06-302026-07-09

Sponsored

DFAC

DIMENSIONAL ETF TRUST

-2.86%

Shares2.2M

Event2026-06-30

Filed2026-07-09

DFAX

DIMENSIONAL ETF TRUST

-0.11%

Shares1.3M

Event2026-06-30

Filed2026-07-09

ORACLE CORP

-0.63%

Shares316.4K

Event2026-06-30

Filed2026-07-09

DFUV

DIMENSIONAL ETF TRUST

-5.49%

Shares544.0K

Event2026-06-30

Filed2026-07-09

VCSH

VANGUARD SCOTTSDALE FDS

5.67%

Shares304.5K

Event2026-06-30

Filed2026-07-09

DFIV

DIMENSIONAL ETF TRUST

0.02%

Shares364.5K

Event2026-06-30

Filed2026-07-09

AVRE

AMERICAN CENTY ETF TR

2.82%

Shares384.2K

Event2026-06-30

Filed2026-07-09

BNDX

VANGUARD CHARLOTTE FDS

5.58%

Shares356.5K

Event2026-06-30

Filed2026-07-09

VCRB

VANGUARD MALVERN FDS

5.91%

Shares192.8K

Event2026-06-30

Filed2026-07-09

DFAT

DIMENSIONAL ETF TRUST

-2.79%

Shares209.3K

Event2026-06-30

Filed2026-07-09

VTIP

VANGUARD MALVERN FDS

3.78%

Shares188.7K

Event2026-06-30

Filed2026-07-09

AVDE

AMERICAN CENTY ETF TR

0.59%

Shares90.3K

Event2026-06-30

Filed2026-07-09

AVLC

AMERICAN CENTY ETF TR

-2.28%

Shares88.7K

Event2026-06-30

Filed2026-07-09

DISV

DIMENSIONAL ETF TRUST

2.61%

Shares132.2K

Event2026-06-30

Filed2026-07-09

DFEM

DIMENSIONAL ETF TRUST

-3.88%

Shares77.0K

Event2026-06-30

Filed2026-07-09

PGR

PROGRESSIVE CORP

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-3.34%

Shares10.6K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-09

NTRS

NORTHERN TR CORP

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

-1.35%

Shares2.0K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

-1.44%

Shares2.6K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

-4.87%

Shares1.4K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

0.00%

Shares587

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

0.00%

Shares344

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-09

SBUX

STARBUCKS CORP

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-09

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares690

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

-8.10%

Shares567

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-09

DUSB

DIMENSIONAL ETF TRUST

-37.65%

Shares6.0K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

0.00%

Shares831

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-09

TRANE TECHNOLOGIES PLC

0.00%

Shares523

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

WEC

WEC ENERGY GROUP INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

COCA COLA CO

New

Shares2.6K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available