Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ShankerValleau Wealth Advisors, Inc. (CIK 1903273) reported $354.8M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($87.9M, 24.77%), ORCL ($46.8M, 13.20%), DFAX ($43.4M, 12.22%), DFUV ($27.9M, 7.86%), VCSH ($22.8M, 6.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $87.9M | 24.77% | 2.3M | Added |
| 2 | ORCL | ORACLE CORP | $46.8M | 13.20% | 318,436 | Trimmed |
| 3 | DFAX | DIMENSIONAL ETF TRUST | $43.4M | 12.22% | 1.3M | Trimmed |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $27.9M | 7.86% | 575,666 | Trimmed |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $22.8M | 6.44% | 288,155 | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $19.2M | 5.42% | 364,439 | Trimmed |
| 7 | AVRE | AMERICAN CENTY ETF TR | $16.4M | 4.64% | 373,644 | Trimmed |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $16.2M | 4.57% | 337,619 | Added |
| 9 | VCRB | VANGUARD MALVERN FDS | $14.1M | 3.97% | 182,035 | Added |
| 10 | DFAT | DIMENSIONAL ETF TRUST | $13.4M | 3.79% | 215,344 | Added |
| 11 | VTIP | VANGUARD MALVERN FDS | $9.1M | 2.56% | 181,791 | Added |
| 12 | AVDE | AMERICAN CENTY ETF TR | $7.6M | 2.15% | 89,788 | Trimmed |
| 13 | AVLC | AMERICAN CENTY ETF TR | $7.0M | 1.98% | 90,743 | Added |
| 14 | DISV | DIMENSIONAL ETF TRUST | $5.1M | 1.43% | 128,830 | Trimmed |
| 15 | PGR | PROGRESSIVE CORP | $2.8M | 0.80% | 14,250 | Hold |
| 16 | AAPL | APPLE INC | $2.8M | 0.78% | 10,958 | Hold |
| 17 | DFEM | DIMENSIONAL ETF TRUST | $2.8M | 0.78% | 80,151 | Trimmed |
| 18 | PEP | PEPSICO INC | $1.3M | 0.36% | 8,329 | Hold |
| 19 | NTRS | NORTHERN TR CORP | $672,169 | 0.19% | 4,816 | Hold |
| 20 | MSFT | MICROSOFT CORP | $643,726 | 0.18% | 1,739 | Hold |
| 21 | XOM | EXXON MOBIL CORP | $634,868 | 0.18% | 3,742 | Hold |
| 22 | GOOGL | ALPHABET INC | $594,674 | 0.17% | 2,068 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $549,000 | 0.15% | 2,636 | Hold |
| 24 | DUSB | DIMENSIONAL ETF TRUST | $485,802 | 0.14% | 9,580 | Added |
| 25 | GOOG | ALPHABET INC | $423,979 | 0.12% | 1,478 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31