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CIK: 0001903273
Total reported value
$379.6M
$379.6M
41 檔
53.5%
According to the latest 13F quarterly dataset, ShankerValleau Wealth Advisors, Inc. managed an equity portfolio of $379.6M at the end of Q1 2025, spanning 41 distinct U.S. exchange-listed positions.
In Q1 2025, ShankerValleau Wealth Advisors, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 24.50% | +0.91% | +10.38% | |
| 2 | ORCL | Oracle CORP | Stock-Tech | 15.06% | -0.98% | — | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 12.25% | +0.16% | -1.27% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.79% | +0.02% | +6.62% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.29% | -0.10% | +0.93% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 5.49% | -0.23% | -6.78% | |
| 7 | AVRE | Avantis Real Estate ETF | ETF-Other | 4.62% | +0.16% | +2.90% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.52% | -0.02% | +4.03% | |
| 9 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.80% | -0.05% | +1.88% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 3.59% | +0.06% | +15.26% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.53% | -0.06% | +1.30% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 2.05% | -0.03% | -3.09% | |
| 13 | PGR | Progressive CORP | Stock-Financials | 1.38% | +0.02% | — | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.29% | -0.03% | +2.88% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.03% | -2.70% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.72% | +0.04% | +2.68% | |
| 17 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.62% | -0.06% | -79.30% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.42% | -0.06% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.01% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.01% | — | |
| 21 | NTRS | Northern Trust CORP | Stock-Financials | 0.15% | +0.03% | — | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.05% | — | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.12% | +0.01% | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | -0.02% | — | |
| 25 | CMF | Ishares California Muni Bond | ETF-Other | 0.11% | — | -1.81% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | — | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.11% | +0.01% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | +0.02% | — | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.10% | — | — | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.09% | +0.01% | — | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.08% | +0.01% | — | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | +0.02% | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | +0.01% | — | |
| 34 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.07% | — | — | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.07% | — | — | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.07% | +0.01% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | — | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | — | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | — | — | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | +0.01% | — | |
| 41 | AMCR | Amcor plc | Stock-Consumer Disc | 0.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +1.5% | +10.38% | Add |
| 2 | DFUV | Dimensional US Marketwide Va | +0.6% | +6.62% | Add |
| 3 | DFAX | Dimensional World Ex US Core | +0.6% | -1.27% | Trim |
| 4 | AVRE | Avantis Real Estate ETF | +0.3% | +2.90% | Add |
| 5 | DFAT | Dimensional US Target Value | +0.3% | +15.26% | Add |
| 6 | DFIV | Dimensional International Va | +0.2% | -6.78% | Trim |
| 7 | PGR | Progressive CORP | +0.2% | — | Unchanged |
| 8 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +4.03% | Add |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +0.93% | Add |
| 10 | VCRB | Vanguard Core Bond ETF | +0.2% | +1.88% | Add |
| 11 | DISV | Dimensional International Sm | +0.2% | +2.88% | Add |
| 12 | VTIP | Vanguard Short-term Tips | +0.1% | +1.30% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 14 | AVDE | Avantis International Equity | +0.1% | -3.09% | Trim |
| 15 | WEC | Wec Energy Group Inc | +0.1% | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 17 | JNJ | Johnson & Johnson | +0.1% | NEW | New buy |
| 18 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 19 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 20 | DFEM | Dimensional Emrg Mrkt Core | 0% | +2.68% | Add |
| 21 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 22 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 23 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 24 | PEP | Pepsico Inc | — | — | Unchanged |
| 25 | LLY | Eli Lilly & Co | — | — | Unchanged |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 27 | META | Meta Platforms Inc-class A | — | — | Unchanged |
| 28 | PG | Procter & Gamble Co/the | — | — | Unchanged |
| 29 | AMCR | Amcor plc | — | — | Unchanged |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 31 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 32 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 33 | NTRS | Northern Trust CORP | 0% | — | Unchanged |
| 34 | CMF | Ishares California Muni Bond | 0% | -1.81% | Trim |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 36 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 37 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 38 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 39 | AAPL | Apple Inc | -0.1% | -2.70% | Trim |
| 40 | DUSB | Dimension Ultrashort Fi ETF | -2.3% | -79.30% | Trim |
| 41 | ORCL | Oracle CORP | -2.7% | — | Unchanged |
According to official SEC Form 13F filings, ShankerValleau Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $379.6M across 41 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, ORCL, DFAX) accounted for 53.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $340.5K
Top Position Liquidated / Trimmed
DFAX
前期市值: $36.2M
During Q1 2025, ShankerValleau Wealth Advisors, Inc.'s top holdings by market value included DFAC (24.5%)、ORCL (15.1%)、DFAX (12.3%). The largest single position, DFAC, represented 24.5% of total portfolio value.
In Q1 2025, ShankerValleau Wealth Advisors, Inc. made 22 total portfolio adjustments, initiating 6 new buys, adding to 10 positions, trimming 6 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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