ShankerValleau Wealth Advisors, Inc. Q3 2025 Filing
Filed October 9, 2025
Portfolio Value
$389.6B
Holdings
42
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ORCLORACLE CORP | 326,903 | $91.9B | 23.60% | |
| 2 | DFACDIMENSIONAL ETF TRUST | 2,261,087 | $87.2B | 22.39% | |
| 3 | DFAXDIMENSIONAL ETF TRUST | 1,326,522 | $41.6B | 10.68% | |
| 4 | DFUVDIMENSIONAL ETF TRUST | 588,752 | $26.3B | 6.75% | |
| 5 | VCSHVANGUARD SCOTTSDALE FDS | 266,976 | $21.3B | 5.48% | |
| 6 | DFIVDIMENSIONAL ETF TRUST | 387,794 | $17.9B | 4.59% | |
| 7 | AVREAMERICAN CENTY ETF TR | 358,277 | $15.9B | 4.09% | |
| 8 | BNDXVANGUARD CHARLOTTE FDS | 309,077 | $15.3B | 3.92% | |
| 9 | VCRBVANGUARD MALVERN FDS | 167,149 | $13.1B | 3.36% | |
| 10 | DFATDIMENSIONAL ETF TRUST | 213,374 | $12.4B | 3.19% | |
| 11 | VTIPVANGUARD MALVERN FDS | 166,945 | $8.5B | 2.17% | |
| 12 | AVDEAMERICAN CENTY ETF TR | 92,278 | $7.3B | 1.87% | |
| 13 | AVLCAMERICAN CENTY ETF TR | 82,468 | $6.3B | 1.62% | |
| 14 | DISVDIMENSIONAL ETF TRUST | 129,057 | $4.6B | 1.18% | |
| 15 | PGRPROGRESSIVE CORP | 14,250 | $3.5B | 0.90% | |
| 16 | AAPLAPPLE INC | 10,810 | $2.8B | 0.71% | |
| 17 | DFEMDIMENSIONAL ETF TRUST | 83,023 | $2.7B | 0.68% | |
| 18 | PEPPEPSICO INC | 8,329 | $1.2B | 0.30% | |
| 19 | ITOTISHARES TR | 6,316 | $919.9M | 0.24% | |
| 20 | MSFTMICROSOFT CORP | 1,757 | $910.0M | 0.23% | |
| 21 | IXUSISHARES TR | 8,195 | $676.7M | 0.17% | |
| 22 | NTRSNORTHERN TR CORP | 4,816 | $648.2M | 0.17% | |
| 23 | DUSBDIMENSIONAL ETF TRUST | 11,968 | $607.7M | 0.16% | |
| 24 | AMZNAMAZON COM INC | 2,652 | $582.3M | 0.15% | |
| 25 | GOOGLALPHABET INC | 2,046 | $497.4M | 0.13% | |
| 26 | METAMETA PLATFORMS INC | 617 | $453.1M | 0.12% | |
| 27 | XOMEXXON MOBIL CORP | 3,742 | $421.9M | 0.11% | |
| 28 | SPYSPDR S&P 500 ETF TR | 587 | $391.0M | 0.10% | |
| 29 | NVDANVIDIA CORPORATION | 1,910 | $356.4M | 0.09% | |
| 30 | GOOGALPHABET INC | 1,438 | $350.2M | 0.09% | |
| 31 | DONSPDR DOW JONES INDL AVERAGE | 690 | $320.0M | 0.08% | |
| 32 | SBUXSTARBUCKS CORP | 3,679 | $311.2M | 0.08% | |
| 33 | IBMINTERNATIONAL BUSINESS MACHS | 1,035 | $292.0M | 0.07% | |
| 34 | PGPROCTER AND GAMBLE CO | 1,841 | $282.9M | 0.07% | |
| 35 | LLYELI LILLY & CO | 346 | $264.0M | 0.07% | |
| 36 | JPMJPMORGAN CHASE & CO. | 831 | $262.1M | 0.07% | |
| 37 | WECWEC ENERGY GROUP INC | 1,993 | $228.4M | 0.06% | |
| 38 | JNJJOHNSON & JOHNSON | 1,219 | $226.0M | 0.06% | |
| 39 | TTTRANE TECHNOLOGIES PLC | 523 | $220.7M | 0.06% | |
| 40 | VTVVANGUARD INDEX FDS | 1,168 | $217.8M | 0.06% | |
| 41 | MRKMERCK & CO INC | 2,407 | $202.0M | 0.05% | |
| 42 | AMCRAMCOR PLC | 15,769 | $129.0M | 0.03% |