ShankerValleau Wealth Advisors

Latest statistics and disclosures from ShankerValleau Wealth Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DFAC, DFAX, VCSH, ORCL, BNDX, and represent 71.40% of ShankerValleau Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: AVRE (+$6.2M), VCSH, BNDX, CMF, DFAX, AVDE, DISV, DFIV, DFAT, DFEM.
  • Started 1 new stock position in CMF.
  • Reduced shares in these 4 stocks: DFAC, DFUV, ORCL, SPY.
  • ShankerValleau Wealth Advisors was a net buyer of stock by $7.9M.
  • ShankerValleau Wealth Advisors has $217M in assets under management (AUM), dropping by 10.70%.
  • Central Index Key (CIK): 0001903273

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Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 24 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 32.4 $71M 2.2M 31.95
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Dimensional Etf Trust World Ex Us Core (DFAX) 16.2 $35M 1.4M 25.44
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.5 $21M +6% 267k 77.31
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Oracle Corporation (ORCL) 7.1 $15M 123k 125.61
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.2 $13M +8% 273k 49.19
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American Centy Etf Tr Real Estate Etf (AVRE) 5.9 $13M +93% 302k 42.28
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Dimensional Etf Trust Us Mktwide Value (DFUV) 5.5 $12M -2% 292k 40.90
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 4.8 $10M 191k 54.43
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Dimensional Etf Trust Internatnal Val (DFIV) 4.0 $8.7M 237k 36.75
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American Centy Etf Tr Intl Eqt Etf (AVDE) 2.7 $5.9M 93k 63.74
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Progressive Corporation (PGR) 1.3 $2.9M 14k 206.82
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Dimensional Etf Trust Intl Small Cap V (DISV) 1.2 $2.7M +3% 99k 27.19
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.9 $1.9M +2% 73k 25.49
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Pepsi (PEP) 0.7 $1.5M 8.3k 175.01
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Apple (AAPL) 0.3 $749k +2% 4.4k 171.48
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Microsoft Corporation (MSFT) 0.2 $472k +6% 1.1k 420.72
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Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $422k NEW 7.3k 57.54
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Exxon Mobil Corporation (XOM) 0.2 $342k 2.9k 116.24
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $338k -5% 646.00 523.07
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Merck & Co (MRK) 0.1 $278k 2.1k 131.95
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $275k 690.00 397.76
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Starbucks Corporation (SBUX) 0.1 $263k 2.9k 91.39
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Procter & Gamble Company (PG) 0.1 $222k 1.4k 162.25
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Amcor Ord (AMCR) 0.1 $150k 16k 9.51
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Past Filings by ShankerValleau Wealth Advisors

SEC 13F filings are viewable for ShankerValleau Wealth Advisors going back to 2021