ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 32 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 25.0 $73M 2.1M 34.29
Oracle Corporation (ORCL) 23.3 $68M 401k 170.40
Dimensional Etf Trust World Ex Us Core (DFAX) 12.7 $37M 1.4M 27.01
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.9 $23M 554k 41.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 7.2 $21M 268k 79.42
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.6 $14M 269k 50.28
American Centy Etf Tr Real Estate Etf (AVRE) 4.5 $13M 282k 47.14
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.7 $11M 194k 55.63
Dimensional Etf Trust Internatnal Val (DFIV) 3.1 $9.0M 235k 38.08
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.1 $6.3M 94k 67.03
Progressive Corporation (PGR) 1.3 $3.8M 15k 253.76
Dimensional Etf Trust Intl Small Cap V (DISV) 1.1 $3.1M 107k 29.06
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $2.2M 77k 28.15
Pepsi (PEP) 0.5 $1.4M 8.3k 170.05
Apple (AAPL) 0.4 $1.2M 5.1k 233.00
Microsoft Corporation (MSFT) 0.4 $1.1M 2.6k 430.30
Johnson & Johnson (JNJ) 0.2 $490k 3.0k 162.06
Exxon Mobil Corporation (XOM) 0.1 $439k 3.7k 117.22
Northern Trust Corporation (NTRS) 0.1 $434k 4.8k 90.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $371k 646.00 573.76
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $366k 6.3k 58.11
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $292k 690.00 423.12
Abbvie (ABBV) 0.1 $265k 1.3k 197.48
Starbucks Corporation (SBUX) 0.1 $261k 2.7k 97.49
Procter & Gamble Company (PG) 0.1 $254k 1.5k 173.20
Merck & Co (MRK) 0.1 $239k 2.1k 113.56
NVIDIA Corporation (NVDA) 0.1 $232k 1.9k 121.44
International Business Machines (IBM) 0.1 $229k 1.0k 221.08
3M Company (MMM) 0.1 $212k 1.6k 136.70
Trane Technologies SHS (TT) 0.1 $204k 525.00 388.73
Vanguard Index Fds Value Etf (VTV) 0.1 $204k 1.2k 174.57
Amcor Ord (AMCR) 0.1 $179k 16k 11.33