ShankerValleau Wealth Advisors, Inc.

Portfolio Overview

ShankerValleau Wealth Advisors, Inc. disclosed 40 positions worth $379.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $KO. The portfolio is most concentrated in Other (83.9% of disclosed assets). All figures are sourced directly from ShankerValleau Wealth Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1903273.

• DIMENSIONAL ETF TRUST - US COR EQU 2 ETF

  —

  Quality

  $97.5M2,197,279 sh

• DIMENSIONAL ETF TRUST - WORLD EX US CORE

  —

  Quality

  $47.0M1,275,089 sh
• 

  ORACLE CORP

  $ORCL

  67.2#474

  Quality

  $46.4M316,425 sh

• DIMENSIONAL ETF TRUST - US MKTWIDE VALUE

  —

  Quality

  $29.9M544,043 sh

• VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD

  —

  Quality

  $24.1M304,502 sh

• DIMENSIONAL ETF TRUST - INTERNATNAL VAL

  —

  Quality

  $19.7M364,529 sh

• AMERICAN CENTY ETF TR - REAL ESTATE ETF

  —

  Quality

  $18.2M384,164 sh

• VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF

  —

  Quality

  $17.3M356,458 sh

• VANGUARD MALVERN FDS - CORE BD ETF

  —

  Quality

  $14.9M192,792 sh

• DIMENSIONAL ETF TRUST - US TARGETED VLU

  —

  Quality

  $14.6M209,327 sh

Company	Quality	Value	Shares
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	—	$97.5M	2,197,279
DIMENSIONAL ETF TRUST - WORLD EX US CORE	—	$47.0M	1,275,089
ORACLE CORP$ORCL	67.2#474	$46.4M	316,425
DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	—	$29.9M	544,043
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$24.1M	304,502
DIMENSIONAL ETF TRUST - INTERNATNAL VAL	—	$19.7M	364,529
AMERICAN CENTY ETF TR - REAL ESTATE ETF	—	$18.2M	384,164
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	—	$17.3M	356,458
VANGUARD MALVERN FDS - CORE BD ETF	—	$14.9M	192,792
DIMENSIONAL ETF TRUST - US TARGETED VLU	—	$14.6M	209,327

Showing top 10 of 40 holdings.

Full Holdings — ShankerValleau Wealth Advisors, Inc. (Q2 2026)

All 40 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	$97.5M	25.7%	-3%	—
2	—	DIMENSIONAL ETF TRUST - WORLD EX US CORE	$47.0M	12.4%	-0%	—
3	$ORCL	ORACLE CORP	$46.4M	12.2%	-1%	67.2
4	—	DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	$29.9M	7.9%	-5%	—
5	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$24.1M	6.3%	+6%	—
6	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	$19.7M	5.2%	+0%	—
7	—	AMERICAN CENTY ETF TR - REAL ESTATE ETF	$18.2M	4.8%	+3%	—
8	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	$17.3M	4.5%	+6%	—
9	—	VANGUARD MALVERN FDS - CORE BD ETF	$14.9M	3.9%	+6%	—
10	—	DIMENSIONAL ETF TRUST - US TARGETED VLU	$14.6M	3.9%	-3%	—
11	—	VANGUARD MALVERN FDS - STRM INFPROIDX	$9.5M	2.5%	+4%	—
12	—	AMERICAN CENTY ETF TR - INTL EQT ETF	$8.1M	2.1%	+1%	—
13	—	AMERICAN CENTY ETF TR - AVANTIS US LARG	$8.0M	2.1%	-2%	—
14	—	DIMENSIONAL ETF TRUST - INTL SMALL CAP V	$5.3M	1.4%	+3%	—
15	—	DIMENSIONAL ETF TRUST - EMERGING MKTS CO	$3.1M	0.8%	-4%	—
16	$PGR	PROGRESSIVE CORP/OH/	$3.1M	0.8%	+0%	83.6
17	$AAPL	Apple Inc.	$3.1M	0.8%	-3%	76.1
18	$PEP	PEPSICO INC	$1.1M	0.3%	+0%	62.7
19	$NTRS	NORTHERN TRUST CORP	$837,213	0.2%	+0%	71.8
20	$GOOG	Alphabet Inc.	$729,035	0.2%	-1%	80.2
21	$MSFT	MICROSOFT CORP	$648,682	0.2%	+0%	83.7
22	$AMZN	AMAZON COM INC	$619,207	0.2%	-1%	74.6
23	$XOM	EXXON MOBIL CORP	$511,606	0.1%	+0%	61.8
24	$GOOGL	Alphabet Inc.	$496,782	0.1%	-5%	80.2
25	$SPY	SPDR S&P 500 ETF TRUST	$438,354	0.1%	+0%	—
26	$LLY	ELI LILLY & Co	$412,604	0.1%	+0%	89.3
27	$NVDA	NVIDIA CORP	$382,172	0.1%	+0%	90.2
28	$SBUX	STARBUCKS CORP	$375,957	0.1%	+0%	54.6
29	—	STATE STR SPDR DOW JONES IND - UT SER 1	$360,449	0.1%	+0%	—
30	$META	Meta Platforms, Inc.	$319,385	0.1%	-8%	80.9
31	$JNJ	JOHNSON & JOHNSON	$309,589	0.1%	+0%	72.8
32	$MRK	Merck & Co., Inc.	$309,300	0.1%	+0%	70.9
33	—	DIMENSIONAL ETF TRUST - ULTR FIX INC ETF	$303,309	0.1%	-38%	—
34	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$291,052	0.1%	+0%	66.7
35	$JPM	JPMORGAN CHASE & CO	$272,011	0.1%	+0%	35.6
36	$PG	PROCTER & GAMBLE Co	$265,712	0.1%	+0%	72.9
37	$TT	Trane Technologies plc	$256,877	0.1%	+0%	—
38	—	VANGUARD INDEX FDS - VALUE ETF	$250,837	0.1%	+0%	—
39	$WEC	WEC ENERGY GROUP, INC.	$232,723	0.1%	+0%	67
40	$KO	COCA COLA CO	$208,132	0.1%	NEW	74