account_balance
Investment manager · 13F filer · SEC CIK 1903273
ShankerValleau Wealth Advisors, Inc.
Reported value$374Mas of Sep 30, 2026
Positions49 10 new, 1 sold out
Top 10 weight84.9%DFAC alone is 26%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
25.7%
DFAXDimensional ETF Trust
12.5%
ORCLOracle Corp
10.4%Trimmed −10%
DFUVDimensional ETF Trust
7.7%Trimmed −3%
VCSHVanguard Scottsdale FDS
6.5%Added +3%
DFIVDimensional ETF Trust
5.2%Trimmed −4%
AVREAmerican Centy ETF Tr
4.7%Added +3%
BNDXVanguard Charlotte FDS
4.7%Added +4%
VCRBVanguard Malvern FDS
3.9%+3%
DFATDimensional ETF Trust
3.6%
VTIPVanguard Malvern FDS
2.6%+4%
AVDE2.2%
DFACDimensional ETF Trust
25.7%
DFAXDimensional ETF Trust
12.5%
ORCLOracle Corp
10.4%−10%
DFUVDimensional ETF Trust
7.7%−3%
VCSHVanguard Scottsdale FDS
6.5%+3%
DFIVDimensional ETF Trust
5.2%
AVREAmerican Centy ETF Tr
4.7%
BNDXVanguard Charlotte FDS
4.7%
VCRB
DFAT
VTIP
AVDE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 25.7% Held
DFAX Dimensional ETF Trust 12.5% Held
ORCL Oracle Corp 10.4% Trimmed −10%DFUV Dimensional ETF Trust 7.7% Trimmed −3%
VCSH Vanguard Scottsdale FDS 6.5% Added +3%
DFIV Dimensional ETF Trust 5.2% Trimmed −4%
AVRE American Centy ETF Tr 4.7% Added +3%
BNDX Vanguard Charlotte FDS 4.7% Added +4%
VCRB Vanguard Malvern FDS 3.9% Added +3%
DFAT Dimensional ETF Trust 3.6% Held
VTIP Vanguard Malvern FDS 2.6% Added +4%
AVDE American Centy ETF Tr 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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