ShankerValleau Wealth Advisors as of June 30, 2022
Portfolio Holdings for ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors holds 16 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 36.4 | $56M | 2.4M | 23.30 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 18.1 | $28M | 1.3M | 21.44 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 11.4 | $18M | 230k | 76.26 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 7.1 | $11M | 221k | 49.54 | |
| Oracle Corporation (ORCL) | 6.4 | $9.9M | 141k | 69.87 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 6.2 | $9.5M | 300k | 31.60 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 5.3 | $8.2M | 204k | 40.22 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 4.3 | $6.6M | 229k | 28.89 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.9 | $4.5M | 89k | 50.96 | |
| Pepsi (PEP) | 1.0 | $1.5M | 9.0k | 166.65 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $252k | 2.9k | 85.66 | |
| Apple (AAPL) | 0.2 | $248k | 1.8k | 136.87 | |
| Starbucks Corporation (SBUX) | 0.1 | $220k | 2.9k | 76.42 | |
| Johnson & Johnson (JNJ) | 0.1 | $216k | 1.2k | 177.19 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $206k | 547.00 | 376.60 | |
| Amcor Ord (AMCR) | 0.1 | $196k | 16k | 12.43 |
