ShankerValleau Wealth Advisors, Inc. Q2 2025 Filing
Filed July 8, 2025
Portfolio Value
$350.5B
Holdings
40
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,300,751 | $82.5B | 23.52% | |
| 2 | ORCLORACLE CORP | 327,874 | $71.7B | 20.45% | |
| 3 | DFAXDIMENSIONAL ETF TRUST | 1,324,591 | $38.9B | 11.10% | |
| 4 | DFUVDIMENSIONAL ETF TRUST | 587,758 | $24.9B | 7.09% | |
| 5 | VCSHVANGUARD SCOTTSDALE FDS | 252,409 | $20.1B | 5.72% | |
| 6 | DFIVDIMENSIONAL ETF TRUST | 387,258 | $16.6B | 4.73% | |
| 7 | AVREAMERICAN CENTY ETF TR | 337,781 | $14.9B | 4.26% | |
| 8 | BNDXVANGUARD CHARLOTTE FDS | 289,365 | $14.3B | 4.09% | |
| 9 | VCRBVANGUARD MALVERN FDS | 156,621 | $12.2B | 3.47% | |
| 10 | DFATDIMENSIONAL ETF TRUST | 220,282 | $11.9B | 3.39% | |
| 11 | VTIPVANGUARD MALVERN FDS | 158,497 | $8.0B | 2.27% | |
| 12 | AVDEAMERICAN CENTY ETF TR | 91,459 | $6.8B | 1.93% | |
| 13 | AVLCAMERICAN CENTY ETF TR | 81,735 | $5.8B | 1.66% | |
| 14 | DISVDIMENSIONAL ETF TRUST | 128,323 | $4.2B | 1.20% | |
| 15 | PGRPROGRESSIVE CORP | 15,000 | $4.0B | 1.14% | |
| 16 | DFEMDIMENSIONAL ETF TRUST | 83,279 | $2.5B | 0.71% | |
| 17 | AAPLAPPLE INC | 10,810 | $2.2B | 0.63% | |
| 18 | PEPPEPSICO INC | 8,329 | $1.1B | 0.31% | |
| 19 | DUSBDIMENSIONAL ETF TRUST | 17,254 | $875.6M | 0.25% | |
| 20 | MSFTMICROSOFT CORP | 1,757 | $873.9M | 0.25% | |
| 21 | NTRSNORTHERN TR CORP | 4,816 | $610.6M | 0.17% | |
| 22 | AMZNAMAZON COM INC | 2,652 | $581.8M | 0.17% | |
| 23 | METAMETA PLATFORMS INC | 617 | $455.4M | 0.13% | |
| 24 | XOMEXXON MOBIL CORP | 3,742 | $403.4M | 0.12% | |
| 25 | SPYSPDR S&P 500 ETF TR | 593 | $366.4M | 0.10% | |
| 26 | GOOGLALPHABET INC | 2,046 | $360.6M | 0.10% | |
| 27 | CMFISHARES TR | 6,185 | $344.8M | 0.10% | |
| 28 | SBUXSTARBUCKS CORP | 3,679 | $337.1M | 0.10% | |
| 29 | IBMINTERNATIONAL BUSINESS MACHS | 1,035 | $305.1M | 0.09% | |
| 30 | DONSPDR DOW JONES INDL AVERAGE | 690 | $304.0M | 0.09% | |
| 31 | NVDANVIDIA CORPORATION | 1,910 | $301.8M | 0.09% | |
| 32 | PGPROCTER AND GAMBLE CO | 1,841 | $293.3M | 0.08% | |
| 33 | GOOGALPHABET INC | 1,438 | $255.1M | 0.07% | |
| 34 | JPMJPMORGAN CHASE & CO. | 831 | $240.9M | 0.07% | |
| 35 | LLYELI LILLY & CO | 309 | $240.9M | 0.07% | |
| 36 | TTTRANE TECHNOLOGIES PLC | 525 | $229.6M | 0.07% | |
| 37 | WECWEC ENERGY GROUP INC | 1,993 | $207.7M | 0.06% | |
| 38 | VTVVANGUARD INDEX FDS | 1,168 | $206.4M | 0.06% | |
| 39 | VVISA INC | 576 | $204.5M | 0.06% | |
| 40 | AMCRAMCOR PLC | 15,769 | $144.9M | 0.04% |