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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ShankerValleau Wealth Advisors holds 24 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by ShankerValleau Wealth Advisors
SEC 13F filings are viewable for ShankerValleau Wealth Advisors going back to 2021
- ShankerValleau Wealth Advisors 2024 Q1 filed April 17, 2024
- ShankerValleau Wealth Advisors 2023 Q4 filed Jan. 11, 2024
- ShankerValleau Wealth Advisors 2023 Q3 filed Oct. 12, 2023
- ShankerValleau Wealth Advisors 2023 Q2 filed July 12, 2023
- ShankerValleau Wealth Advisors 2023 Q1 filed April 17, 2023
- ShankerValleau Wealth Advisors 2022 Q4 filed Jan. 13, 2023
- ShankerValleau Wealth Advisors 2022 Q3 filed Oct. 5, 2022
- ShankerValleau Wealth Advisors 2022 Q2 filed July 8, 2022
- ShankerValleau Wealth Advisors 2022 Q1 filed April 28, 2022
- ShankerValleau Wealth Advisors 2021 Q4 filed Jan. 27, 2022