ShankerValleau Wealth Advisors, Inc. Q4 2025 Filing
Filed January 6, 2026
Portfolio Value
$369.0B
Holdings
41
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,225,592 | $88.1B | 23.88% | |
| 2 | ORCLORACLE CORP | 325,736 | $63.5B | 17.21% | |
| 3 | DFAXDIMENSIONAL ETF TRUST | 1,317,141 | $43.1B | 11.68% | |
| 4 | DFUVDIMENSIONAL ETF TRUST | 580,854 | $27.1B | 7.33% | |
| 5 | VCSHVANGUARD SCOTTSDALE FDS | 282,239 | $22.5B | 6.10% | |
| 6 | DFIVDIMENSIONAL ETF TRUST | 379,096 | $18.9B | 5.13% | |
| 7 | AVREAMERICAN CENTY ETF TR | 384,059 | $16.7B | 4.53% | |
| 8 | BNDXVANGUARD CHARLOTTE FDS | 327,072 | $15.8B | 4.28% | |
| 9 | VCRBVANGUARD MALVERN FDS | 179,469 | $14.0B | 3.79% | |
| 10 | DFATDIMENSIONAL ETF TRUST | 212,859 | $12.7B | 3.43% | |
| 11 | VTIPVANGUARD MALVERN FDS | 177,672 | $8.8B | 2.38% | |
| 12 | AVDEAMERICAN CENTY ETF TR | 92,085 | $7.6B | 2.05% | |
| 13 | AVLCAMERICAN CENTY ETF TR | 82,257 | $6.5B | 1.75% | |
| 14 | DISVDIMENSIONAL ETF TRUST | 130,112 | $4.9B | 1.34% | |
| 15 | PGRPROGRESSIVE CORP | 14,250 | $3.2B | 0.88% | |
| 16 | AAPLAPPLE INC | 10,958 | $3.0B | 0.81% | |
| 17 | DFEMDIMENSIONAL ETF TRUST | 83,667 | $2.8B | 0.75% | |
| 18 | PEPPEPSICO INC | 8,329 | $1.2B | 0.32% | |
| 19 | MSFTMICROSOFT CORP | 1,739 | $841.0M | 0.23% | |
| 20 | NTRSNORTHERN TR CORP | 4,816 | $657.0M | 0.18% | |
| 21 | GOOGLALPHABET INC | 2,086 | $652.0M | 0.18% | |
| 22 | AMZNAMAZON COM INC | 2,636 | $608.0M | 0.16% | |
| 23 | DUSBDIMENSIONAL ETF TRUST | 9,510 | $481.0M | 0.13% | |
| 24 | GOOGALPHABET INC | 1,478 | $463.0M | 0.13% | |
| 25 | XOMEXXON MOBIL CORP | 3,742 | $450.0M | 0.12% | |
| 26 | METAMETA PLATFORMS INC | 617 | $407.0M | 0.11% | |
| 27 | SPYSPDR S&P 500 ETF TR | 587 | $400.0M | 0.11% | |
| 28 | LLYELI LILLY & CO | 344 | $369.0M | 0.10% | |
| 29 | NVDANVIDIA CORPORATION | 1,910 | $356.0M | 0.10% | |
| 30 | DONSPDR DOW JONES INDL AVERAGE | 690 | $331.0M | 0.09% | |
| 31 | SBUXSTARBUCKS CORP | 3,679 | $309.0M | 0.08% | |
| 32 | IBMINTERNATIONAL BUSINESS MACHS | 1,035 | $306.0M | 0.08% | |
| 33 | JPMJPMORGAN CHASE & CO. | 831 | $267.0M | 0.07% | |
| 34 | PGPROCTER AND GAMBLE CO | 1,812 | $259.0M | 0.07% | |
| 35 | MRKMERCK & CO INC | 2,407 | $253.0M | 0.07% | |
| 36 | JNJJOHNSON & JOHNSON | 1,219 | $252.0M | 0.07% | |
| 37 | VTVVANGUARD INDEX FDS | 1,168 | $223.0M | 0.06% | |
| 38 | WECWEC ENERGY GROUP INC | 1,993 | $210.0M | 0.06% | |
| 39 | TTTRANE TECHNOLOGIES PLC | 523 | $203.0M | 0.06% | |
| 40 | VVISA INC | 576 | $202.0M | 0.05% | |
| 41 | AMCRAMCOR PLC | 15,769 | $131.0M | 0.04% |