SW

ShankerValleau Wealth Advisors, Inc.

13F
ShankerValleau Wealth Advisors, Inc.
Last update 2025-07-08 40 Stocks (2 new)
Value $351.00 Mil Turnover 2 %
Countries:
Top Holdings: DFAC(23.52%)ORCL(20.45%)DFAX(11.10%)DFUV(7.09%)VCSH(5.72%)
Summary Stock Picks Current Portfolio
ShankerValleau Wealth Advisors... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
2,300,751
82,458.9
+0.61%
23.520
+0.14%
0.240
+18.73%
+6.19%
35,543.3
 
ORCL
Oracle Corp
327,874
71,683.1
-1.12%
20.450
-0.17%
0.010
+91.24%
+48.50%
689,428.1
Software
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
1,324,591
38,903.2
-7.97%
11.100
-0.98%
0.440
+15.18%
+20.40%
8,874.0
 
DFUV
Dimensional US Marketwide Value ETF
587,758
24,850.4
+0.92%
7.090
+0.06%
0.210
+12.26%
+4.97%
11,649.0
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
252,409
20,066.5
+2.81%
5.720
+0.16%
0.060
+1.88%
+3.77%
35,004.9
 
DFIV
Dimensional International Value ETF
387,258
16,586.3
-9.84%
4.730
-0.54%
0.140
+12.55%
+22.98%
12,179.3
 
AVRE
Avantis Real E state ETF
337,781
14,916.4
+2.10%
4.260
+0.09%
2.480
+5.13%
+7.16%
603.4
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
289,365
14,326.5
+1.61%
4.090
+0.06%
0.020
+0.50%
+1.56%
66,226.8
 
VCRB
Vanguard Core Bond ETF
156,621
12,150.7
+3.56%
3.470
+0.12%
0.410
+1.51%
+3.55%
2,958.0
 
DFAT
Dimensional U.S. Targeted Value ETF
220,282
11,886.4
+2.70%
3.390
+0.09%
0.110
+17.36%
+0.20%
10,960.9
 

ShankerValleau Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

ShankerValleau Wealth Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVLC
Avantis U.S. Large Cap Equity ETF
2025-06-30
New Buy
New Buy
+1.66%
●
56.8 ($65.59) 71.04
$72.19
10.06%
New holding
81,735
81,735
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-06-30
Reduce
Reduce
-0.98%
●
23.37 ($27.5) 29.39
$29.48
7.20%
Reduce -7.97%
1,324,591
-114,763
DFIV
Dimensional International Value ETF
2025-06-30
Reduce
Reduce
-0.54%
●
34.67 ($40.71) 43.21
$42.72
4.94%
Reduce -9.84%
387,258
-42,242
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
2025-06-30
Reduce
Reduce
-0.34%
●
50.6 ($50.73) 50.86
$50.85
0.24%
Reduce -54.18%
17,254
-20,406
ORCL
Oracle Corp
2025-06-30
Reduce
Reduce
-0.17%
●
122.82 ($161.13) 218.63
$245.45
52.33%
Reduce -1.12%
327,874
-3,707
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-06-30
Add
Add
+0.16%
●
77.94 ($78.77) 79.5
$79.23
0.58%
Add 2.81%
252,409
6,895
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-06-30
Add
Add
+0.14%
●
29.12 ($33.35) 35.84
$36.53
9.54%
Add 0.61%
2,300,751
13,868
VCRB
Vanguard Core Bond ETF
2025-06-30
Add
Add
+0.12%
●
75.74 ($76.63) 77.9
$76.79
0.21%
Add 3.56%
156,621
5,389
VTI
Vanguard Total Stock Market ETF
2025-06-30
Sold Out
Sold Out
-0.11%
●
243.75 ($281.15) 303.93
$309.09
9.94%
Sold Out
0
-1,239
AVRE
Avantis Real E state ETF
2025-06-30
Add
Add
+0.09%
●
38.75 ($43.27) 44.92
$44.24
2.24%
Add 2.1%
337,781
6,954

ShankerValleau Wealth Advisors, Inc. Total Holding History ($B)

To

ShankerValleau Wealth Advisors, Inc.'s Asset Allocation

To

ShankerValleau Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ShankerValleau Wealth Advisors, Inc.'s Hypothetical Growth since 2025-06-30

ShankerValleau Wealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

ShankerValleau Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

ShankerValleau Wealth Advisors, Inc.'s Holdings Bubble Chart

ShankerValleau Wealth Advisors, Inc. News

  • 1

Discussions on ShankerValleau Wealth Advisors, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.