ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 21 positions in its portfolio as reported in the December 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) 33.8 $55M 2.2M 24.28
Dimensional Etf Trust World Ex Us Core (DFAX) 17.3 $28M 1.3M 21.60
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.6 $17M 228k 75.19
Oracle Corporation (ORCL) 6.8 $11M 133k 81.74
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.9 $9.5M 200k 47.43
Dimensional Etf Trust Us Mktwide Value (DFUV) 5.8 $9.3M 279k 33.48
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.1 $8.2M 186k 43.95
Dimensional Etf Trust Internatnal Val (DFIV) 4.2 $6.8M 225k 30.40
American Centy Etf Tr Real Estate Etf (AVRE) 3.1 $5.0M 122k 41.12
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.9 $4.7M 89k 53.19
Pepsi (PEP) 1.0 $1.6M 9.0k 180.66
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.9 $1.4M 62k 22.46
Dimensional Etf Trust Intl Small Cap V (DISV) 0.8 $1.4M 61k 22.21
Progressive Corporation (PGR) 0.6 $1.0M 8.0k 129.71
Exxon Mobil Corporation (XOM) 0.2 $325k 2.9k 110.30
Apple (AAPL) 0.2 $321k 2.5k 129.93
Starbucks Corporation (SBUX) 0.2 $286k 2.9k 99.20
Johnson & Johnson (JNJ) 0.1 $215k 1.2k 176.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $209k 547.00 382.43
Procter & Gamble Company (PG) 0.1 $208k 1.4k 151.56
Amcor Ord (AMCR) 0.1 $188k 16k 11.91