ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 23 positions in its portfolio as reported in the December 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 $66M 2.2M 29.23
Dimensional Etf Trust World Ex Us Core (DFAX) 17.1 $34M 1.4M 24.42
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.9 $19M 250k 77.37
Oracle Corporation (ORCL) 6.7 $13M 125k 105.43
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.3 $12M 251k 49.36
Dimensional Etf Trust Us Mktwide Value (DFUV) 5.7 $11M 301k 37.22
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.0 $9.9M 189k 52.33
Dimensional Etf Trust Internatnal Val (DFIV) 4.1 $8.1M 235k 34.36
American Centy Etf Tr Real Estate Etf (AVRE) 3.4 $6.8M 156k 43.31
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.8 $5.5M 91k 60.43
Dimensional Etf Trust Intl Small Cap V (DISV) 1.3 $2.5M 96k 25.79
Progressive Corporation (PGR) 1.1 $2.2M 14k 159.28
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.9 $1.8M 72k 24.96
Pepsi (PEP) 0.7 $1.4M 8.3k 169.84
Apple (AAPL) 0.4 $822k 4.3k 192.53
Microsoft Corporation (MSFT) 0.2 $396k 1.1k 376.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $326k 685.00 475.31
Exxon Mobil Corporation (XOM) 0.1 $294k 2.9k 99.98
Starbucks Corporation (SBUX) 0.1 $276k 2.9k 96.01
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $260k 690.00 376.87
Merck & Co (MRK) 0.1 $230k 2.1k 109.02
Procter & Gamble Company (PG) 0.1 $201k 1.4k 146.54
Amcor Ord (AMCR) 0.1 $152k 16k 9.64