ShankerValleau Wealth Advisors, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001903273 · SKOKIE, IL

As of Sep 30, 2025, ShankerValleau Wealth Advisors, Inc. reported 42 positions worth $389.6M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ORACLE CORP	ORCL	Technology	326,903	$91.9M	23.60%
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	2,261,087	$87.2M	22.39%
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF	DFAX	—	1,326,522	$41.6M	10.68%
DIMENSIONAL US MARKETWIDE VALUE ETF	DFUV	—	588,752	$26.3M	6.75%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	VCSH	—	266,976	$21.3M	5.48%
DIMENSIONAL INTERNATIONAL VALUE ETF	DFIV	—	387,794	7.9M	4.59%
AVANTIS REAL ESTATE ETF	AVRE	—	358,277	5.9M	4.09%
VANGUARD CHARLOTTE FUNDS	BNDX	—	309,077	5.3M	3.92%
VANGUARD CORE BOND ETF	VCRB	—	167,149	3.1M	3.36%
DIMENSIONAL US TARGETED VALUE ETF	DFAT	—	213,374	2.4M	3.19%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	VTIP	—	166,945	$8.5M	2.17%
AVANTIS INTERNATIONAL EQUITY ETF	AVDE	Equity	92,278	$7.3M	1.87%
AMERICAN CENTY ETF TR	AVLC	—	82,468	$6.3M	1.62%
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	DISV	—	129,057	$4.6M	1.18%
PROGRESSIVE CORP	PGR	Financial Services	14,250	$3.5M	0.90%
APPLE INC	AAPL	Technology	10,810	$2.8M	0.71%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	DFEM	—	83,023	$2.7M	0.68%
PEPSICO INC	PEP	Consumer Defensive	8,329	.2M	0.30%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	ITOT	—	6,316	$919.9K	0.24%
MICROSOFT CORP	MSFT	Technology	1,757	$910.0K	0.23%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	IXUS	—	8,195	$676.7K	0.17%
NORTHERN TRUST CORP	NTRS	Financial Services	4,816	$648.2K	0.17%
DIMENSIONAL ETF TRUST	DUSB	—	11,968	$607.7K	0.16%
AMAZON.COM INC	AMZN	Equity	2,652	$582.3K	0.15%
ALPHABET INC	GOOGL	Equity	2,046	$497.4K	0.13%