ShankerValleau Wealth Advisors, Inc.
Annual return '25
+3.4%
SPY '25
+17.7%
Alpha
-14.3ptsvs SPY
Invested
$354.8M
Holdings
39
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Increased +16.0% (400.4k → 464.6k shares)
24.8%
02
$ORCL
ORACLE CORP
Held since at least Q1 2024
13.2%
03
$DFAX
DIMENSIONAL ETF TRUST
Q1 2026: Increased +8.7% (438.7k → 476.8k shares)
12.2%
04
$DFUV
DIMENSIONAL ETF TRUST
Q4 2025: New position (22.9k shares)
7.9%
05
$VCSH
VANGUARD SCOTTSDALE FDS
Q1 2026: Increased +4.5% (2.9k → 3.0k shares)
6.4%
06
$DFIV
DIMENSIONAL ETF TRUST
Q4 2025: New position (9.3k shares)
5.4%
07
$AVRE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
4.6%
08
$BNDX
VANGUARD CHARLOTTE FDS
Q1 2026: Increased +5.5% (502.7k → 530.3k shares)
4.6%
09
$VCRB
VANGUARD MALVERN FDS
Held since at least Q1 2024
4.0%
10
$DFAT
DIMENSIONAL ETF TRUST
Q4 2025: New position (20.2k shares)
3.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:26 UTC.