ShankerValleau Wealth Advisors, Inc.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in ShankerValleau Wealth Advisors, Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | DFAC | DIMENSIONAL ETF TRUST | 24.77% | 87.897 M $ | 2261881 | 2021/12/31 | -1.625 M $ | -1.84 % |
| 2026/03/31 | ORCL | ORACLE CORP | 13.20% | 46.845 M $ | 318436 | 2021/12/31 | -15.570 M $ | -24.52 % |
| 2026/03/31 | DFAX | DIMENSIONAL ETF TRUST | 12.22% | 43.363 M $ | 1276502 | 2021/12/31 | 1.633 M $ | 3.79 % |
| 2026/03/31 | DFUV | DIMENSIONAL ETF TRUST | 7.86% | 27.897 M $ | 575666 | 2022/06/30 | 1.086 M $ | 4.01 % |
| 2026/03/31 | VCSH | VANGUARD SCOTTSDALE FDS | 6.44% | 22.842 M $ | 288155 | 2021/12/31 | -129.829 K $ | -0.58 % |
| 2026/03/31 | DFIV | DIMENSIONAL ETF TRUST | 5.42% | 19.235 M $ | 364439 | 2021/12/31 | 1.092 M $ | 5.77 % |
| 2026/03/31 | AVRE | AMERICAN CENTY ETF TR | 4.64% | 16.448 M $ | 373644 | 2022/09/30 | 188.188 K $ | 1.13 % |
| 2026/03/31 | BNDX | VANGUARD CHARLOTTE FDS | 4.57% | 16.223 M $ | 337619 | 2021/12/31 | -88.309 K $ | -0.56 % |
| 2026/03/31 | VCRB | VANGUARD MALVERN FDS | 3.97% | 14.086 M $ | 182035 | 2024/12/31 | -93.323 K $ | -0.67 % |
| 2026/03/31 | DFAT | DIMENSIONAL ETF TRUST | 3.79% | 13.448 M $ | 215344 | 2021/12/31 | 619.419 K $ | 4.89 % |
| 2026/03/31 | VTIP | VANGUARD MALVERN FDS | 2.56% | 9.080 M $ | 181791 | 2024/12/31 | 87.059 K $ | 0.99 % |
| 2026/03/31 | AVDE | AMERICAN CENTY ETF TR | 2.15% | 7.618 M $ | 89788 | 2021/12/31 | 232.054 K $ | 3.06 % |
| 2026/03/31 | AVLC | AMERICAN CENTY ETF TR | 1.98% | 7.037 M $ | 90743 | 2025/06/30 | -88.014 K $ | -1.36 % |
| 2026/03/31 | DISV | DIMENSIONAL ETF TRUST | 1.43% | 5.081 M $ | 128830 | 2022/12/31 | 187.361 K $ | 3.79 % |
| 2026/03/31 | PGR | PROGRESSIVE CORP | 0.80% | 2.825 M $ | 14250 | 2022/12/31 | -420.089 K $ | -12.95 % |
| 2026/03/31 | AAPL | APPLE INC | 0.78% | 2.781 M $ | 10958 | 2021/12/31 | -198.011 K $ | -6.65 % |
| 2026/03/31 | DFEM | DIMENSIONAL ETF TRUST | 0.78% | 2.769 M $ | 80151 | 2022/12/31 | 122.990 K $ | 4.44 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.36% | 1.293 M $ | 8329 | 2021/12/31 | 98.032 K $ | 8.20 % |
| 2026/03/31 | NTRS | NORTHERN TR CORP | 0.19% | 672.169 K $ | 4816 | 2024/06/30 | 14.351 K $ | 2.18 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.18% | 643.726 K $ | 1739 | 2023/06/30 | -197.289 K $ | -23.46 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.18% | 634.868 K $ | 3742 | 2022/03/31 | 184.555 K $ | 40.98 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.17% | 594.674 K $ | 2068 | 2024/12/31 | -53.067 K $ | -8.13 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.15% | 549.000 K $ | 2636 | 2024/12/31 | -59.441 K $ | -9.77 % |
| 2026/03/31 | DUSB | DIMENSIONAL ETF TRUST | 0.14% | 485.802 K $ | 9580 | 2024/12/31 | 570.000 $ | 0.12 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.12% | 423.979 K $ | 1478 | 2024/12/31 | -39.817 K $ | -8.59 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.11% | 381.750 K $ | 587 | 2021/12/31 | -18.537 K $ | -4.63 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.10% | 353.004 K $ | 617 | 2024/12/31 | -54.271 K $ | -13.33 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.09% | 333.104 K $ | 1910 | 2024/06/30 | -23.110 K $ | -6.49 % |
| 2026/03/31 | SBUX | STARBUCKS CORP | 0.09% | 329.602 K $ | 3679 | 2021/12/31 | 19.793 K $ | 6.39 % |
| 2026/03/31 | DIA | STATE STR SPDR DOW JONES IND | 0.09% | 319.601 K $ | 690 | 2023/06/30 | -11.992 K $ | -3.62 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.09% | 316.401 K $ | 344 | 2024/12/31 | -53.289 K $ | -14.41 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.08% | 297.972 K $ | 1219 | 2024/09/30 | 45.700 K $ | 18.12 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.08% | 289.538 K $ | 2407 | 2023/06/30 | 36.177 K $ | 14.28 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.07% | 261.725 K $ | 1812 | 2022/12/31 | 2.047 K $ | 0.79 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.07% | 250.874 K $ | 1035 | 2024/09/30 | -55.703 K $ | -18.17 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.07% | 244.447 K $ | 831 | 2025/03/31 | -23.317 K $ | -8.71 % |
| 2026/03/31 | WEC | WEC ENERGY GROUP INC | 0.07% | 230.730 K $ | 1993 | 2025/03/31 | 20.547 K $ | 9.78 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.06% | 225.826 K $ | 1151 | 2024/09/30 | 6.085 K $ | 2.73 % |
| 2026/03/31 | TT | TRANE TECHNOLOGIES PLC | 0.06% | 217.955 K $ | 523 | 2025/06/30 | 14.403 K $ | 7.08 % |
| 2026/03/31 | V | VISA INC | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AMCR | AMCOR PLC | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |