ShankerValleau Wealth Advisors as of March 31, 2022
Portfolio Holdings for ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors holds 18 positions in its portfolio as reported in the March 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) | 39.3 | $66M | 2.4M | 27.58 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 20.0 | $33M | 1.3M | 24.95 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 10.7 | $18M | 229k | 78.09 | |
| Oracle Corporation (ORCL) | 7.1 | $12M | 143k | 82.73 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 6.7 | $11M | 214k | 52.44 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 5.8 | $9.7M | 208k | 46.58 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 4.9 | $8.3M | 247k | 33.48 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 3.3 | $5.5M | 90k | 60.33 | |
| Pepsi (PEP) | 0.9 | $1.5M | 9.0k | 167.42 | |
| Apple (AAPL) | 0.2 | $316k | 1.8k | 174.39 | |
| Starbucks Corporation (SBUX) | 0.2 | $262k | 2.9k | 91.00 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $255k | 4.6k | 55.97 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $247k | 547.00 | 451.55 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $243k | 2.9k | 82.60 | |
| Johnson & Johnson (JNJ) | 0.1 | $216k | 1.2k | 177.19 | |
| Procter & Gamble Company (PG) | 0.1 | $209k | 1.4k | 152.67 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $203k | 810.00 | 250.62 | |
| Amcor Ord (AMCR) | 0.1 | $179k | 16k | 11.35 |
