ShankerValleau Wealth Advisors, Inc. - Portfolio overview

ShankerValleau Wealth Advisors, Inc. has 42 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 24.65%
2. ORCL - ORACLE CORP, 13.14%
3. DFAX - DIMENSIONAL ETF TRUST, 12.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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