ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors as of June 30, 2023

Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 25 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 33.4 $61M 2.2M 27.15
Dimensional Etf Trust World Ex Us Core (DFAX) 16.4 $30M 1.3M 23.31
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.9 $18M 238k 75.66
Oracle Corporation (ORCL) 8.4 $15M 128k 119.09
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.6 $12M 245k 48.88
Dimensional Etf Trust Us Mktwide Value (DFUV) 5.6 $10M 294k 34.50
Dimensional Etf Trust Us Targeted Vlu (DFAT) 4.9 $8.8M 191k 46.39
Dimensional Etf Trust Internatnal Val (DFIV) 4.0 $7.3M 221k 32.85
American Centy Etf Tr Real Estate Etf (AVRE) 3.3 $5.9M 145k 40.94
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.7 $5.0M 87k 57.40
Dimensional Etf Trust Intl Small Cap V (DISV) 0.9 $1.6M 69k 23.65
Pepsi (PEP) 0.8 $1.5M 8.3k 185.22
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.8 $1.5M 61k 24.05
Progressive Corporation (PGR) 0.6 $1.1M 8.0k 132.37
Apple (AAPL) 0.4 $705k 3.6k 193.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $371k 837.00 443.28
Exxon Mobil Corporation (XOM) 0.2 $316k 2.9k 107.25
Starbucks Corporation (SBUX) 0.2 $285k 2.9k 99.06
Microsoft Corporation (MSFT) 0.1 $264k 776.00 340.54
Merck & Co (MRK) 0.1 $243k 2.1k 115.39
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $237k 690.00 343.85
Hershey Company (HSY) 0.1 $212k 847.00 249.70
Procter & Gamble Company (PG) 0.1 $208k 1.4k 151.74
Johnson & Johnson (JNJ) 0.1 $202k 1.2k 165.52
Amcor Ord (AMCR) 0.1 $157k 16k 9.98