ShankerValleau Wealth Advisors, Inc.: 13F holdings
CIK 19032732026Q2
| Positions | 40 |
|---|---|
| Reported value | $379.6m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2,197,279 | $97.5m | 25.7% |
| DFAX DIMENSIONAL ETF TRUST | 1,275,089 | $47.0m | 12.4% |
| ORCL ORACLE CORP | 316,425 | $46.4m | 12.2% |
| YM=F DIMENSIONAL ETF TRUST | 544,043 | $29.9m | 7.9% |
| VCSH VANGUARD SCOTTSDALE FDS | 304,502 | $24.1m | 6.3% |
| DFIV DIMENSIONAL ETF TRUST | 364,529 | $19.7m | 5.2% |
| NNN AMERICAN CENTY ETF TR | 384,164 | $18.2m | 4.8% |
| BNDX VANGUARD CHARLOTTE FDS | 356,458 | $17.3m | 4.5% |
| VANGUARD MALVERN FDS | 192,792 | $14.9m | 3.9% |
| DIMENSIONAL ETF TRUST | 209,327 | $14.6m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1903273")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.