SEC Form 13F

ShankerValleau Wealth Advisors, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$379,570,983
Positions40

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$97,471,2962,197,279
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$46,974,2781,275,089
ORACLE CORPORCLCOM$46,372,084316,425
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$29,927,805544,043
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$24,064,754304,502
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$19,691,857364,529
AMERICAN CENTY ETF TRAVREREAL ESTATE ETF$18,201,690384,164
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$17,263,237356,458
VANGUARD MALVERN FDSVCRBCORE BD ETF$14,889,847192,792
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$14,631,957209,327

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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