ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 22 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 33.0 $59M 2.2M 26.20
Dimensional Etf Trust World Ex Us Core (DFAX) 16.9 $30M 1.3M 22.52
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.3 $18M 245k 75.15
Oracle Corporation (ORCL) 7.5 $13M 127k 105.92
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.7 $12M 250k 47.83
Dimensional Etf Trust Us Mktwide Value (DFUV) 5.7 $10M 296k 34.02
Dimensional Etf Trust Us Targeted Vlu (DFAT) 4.9 $8.8M 193k 45.69
Dimensional Etf Trust Internatnal Val (DFIV) 4.2 $7.4M 227k 32.62
American Centy Etf Tr Real Estate Etf (AVRE) 3.2 $5.8M 153k 37.57
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.8 $5.0M 90k 55.65
Dimensional Etf Trust Intl Small Cap V (DISV) 1.1 $1.9M 80k 23.78
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.9 $1.5M 65k 23.31
Pepsi (PEP) 0.8 $1.4M 8.3k 169.44
Progressive Corporation (PGR) 0.6 $1.1M 8.0k 139.30
Apple (AAPL) 0.3 $622k 3.6k 171.21
Exxon Mobil Corporation (XOM) 0.2 $346k 2.9k 117.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $326k 763.00 427.48
Starbucks Corporation (SBUX) 0.1 $263k 2.9k 91.27
Microsoft Corporation (MSFT) 0.1 $245k 776.00 315.75
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $231k 690.00 334.95
Merck & Co (MRK) 0.1 $217k 2.1k 102.95
Amcor Ord (AMCR) 0.1 $144k 16k 9.16