ShankerValleau Wealth Advisors as of Sept. 30, 2022
Portfolio Holdings for ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors holds 15 positions in its portfolio as reported in the September 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) | 35.1 | $52M | 2.3M | 22.24 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 17.4 | $26M | 1.4M | 18.89 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 11.4 | $17M | 227k | 74.28 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 7.6 | $11M | 235k | 47.73 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 5.8 | $8.6M | 292k | 29.61 | |
| Oracle Corporation (ORCL) | 5.6 | $8.3M | 137k | 61.07 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 5.2 | $7.7M | 197k | 38.97 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 4.2 | $6.3M | 243k | 25.76 | |
| American Centy Etf Tr Real Estate Etf (AVRE) | 3.0 | $4.5M | 114k | 39.00 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.9 | $4.3M | 94k | 45.62 | |
| Pepsi (PEP) | 1.0 | $1.5M | 9.0k | 163.21 | |
| Apple (AAPL) | 0.2 | $341k | 2.5k | 138.00 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $257k | 2.9k | 87.36 | |
| Starbucks Corporation (SBUX) | 0.2 | $243k | 2.9k | 84.40 | |
| Amcor Ord (AMCR) | 0.1 | $169k | 16k | 10.72 |
