ShankerValleau Wealth Advisors, Inc. Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$307.9B
Holdings
41
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,286,883 | $75.4B | 24.50% | |
| 2 | ORCLORACLE CORP | 331,581 | $46.4B | 15.06% | |
| 3 | DFAXDIMENSIONAL ETF TRUST | 1,439,354 | $37.7B | 12.25% | |
| 4 | DFUVDIMENSIONAL ETF TRUST | 582,391 | $24.0B | 7.79% | |
| 5 | VCSHVANGUARD SCOTTSDALE FDS | 245,514 | $19.4B | 6.29% | |
| 6 | DFIVDIMENSIONAL ETF TRUST | 429,500 | $16.9B | 5.49% | |
| 7 | AVREAMERICAN CENTY ETF TR | 330,827 | $14.2B | 4.62% | |
| 8 | BNDXVANGUARD CHARLOTTE FDS | 284,785 | $13.9B | 4.52% | |
| 9 | VCRBVANGUARD MALVERN FDS | 151,232 | $11.7B | 3.80% | |
| 10 | DFATDIMENSIONAL ETF TRUST | 214,501 | $11.0B | 3.59% | |
| 11 | VTIPVANGUARD MALVERN FDS | 156,274 | $7.8B | 2.53% | |
| 12 | AVDEAMERICAN CENTY ETF TR | 95,170 | $6.3B | 2.05% | |
| 13 | PGRPROGRESSIVE CORP | 15,000 | $4.2B | 1.38% | |
| 14 | DISVDIMENSIONAL ETF TRUST | 136,924 | $4.0B | 1.29% | |
| 15 | AAPLAPPLE INC | 10,810 | $2.4B | 0.78% | |
| 16 | DFEMDIMENSIONAL ETF TRUST | 83,918 | $2.2B | 0.72% | |
| 17 | DUSBDIMENSIONAL ETF TRUST | 37,660 | $1.9B | 0.62% | |
| 18 | PEPPEPSICO INC | 8,529 | $1.3B | 0.42% | |
| 19 | MSFTMICROSOFT CORP | 1,757 | $659.6M | 0.21% | |
| 20 | AMZNAMAZON COM INC | 2,652 | $504.6M | 0.16% | |
| 21 | NTRSNORTHERN TR CORP | 4,816 | $475.1M | 0.15% | |
| 22 | XOMEXXON MOBIL CORP | 3,742 | $445.0M | 0.14% | |
| 23 | SBUXSTARBUCKS CORP | 3,679 | $360.9M | 0.12% | |
| 24 | METAMETA PLATFORMS INC | 617 | $355.6M | 0.12% | |
| 25 | CMFISHARES TR | 6,185 | $348.1M | 0.11% | |
| 26 | VTIVANGUARD INDEX FDS | 1,239 | $340.5M | 0.11% | |
| 27 | SPYSPDR S&P 500 ETF TR | 593 | $331.7M | 0.11% | |
| 28 | GOOGLALPHABET INC | 2,046 | $316.4M | 0.10% | |
| 29 | PGPROCTER AND GAMBLE CO | 1,841 | $313.7M | 0.10% | |
| 30 | DONSPDR DOW JONES INDL AVERAGE | 690 | $289.7M | 0.09% | |
| 31 | IBMINTERNATIONAL BUSINESS MACHS | 1,035 | $257.4M | 0.08% | |
| 32 | LLYELI LILLY & CO | 309 | $255.2M | 0.08% | |
| 33 | GOOGALPHABET INC | 1,438 | $224.7M | 0.07% | |
| 34 | WECWEC ENERGY GROUP INC | 1,993 | $217.2M | 0.07% | |
| 35 | MRKMERCK & CO INC | 2,407 | $216.1M | 0.07% | |
| 36 | NVDANVIDIA CORPORATION | 1,910 | $207.0M | 0.07% | |
| 37 | JPMJPMORGAN CHASE & CO. | 831 | $203.8M | 0.07% | |
| 38 | JNJJOHNSON & JOHNSON | 1,219 | $202.2M | 0.07% | |
| 39 | VVISA INC | 576 | $201.9M | 0.07% | |
| 40 | VTVVANGUARD INDEX FDS | 1,168 | $201.8M | 0.07% | |
| 41 | AMCRAMCOR PLC | 15,769 | $153.0M | 0.05% |