ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 35 positions in its portfolio as reported in the December 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) 23.0 $72M 2.1M 34.59
Oracle Corporation (ORCL) 17.7 $55M 332k 166.64
Dimensional Etf Trust World Ex Us Core (DFAX) 11.6 $36M 1.5M 24.86
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.2 $22M 546k 40.92
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.1 $19M 243k 78.01
Dimensional Etf Trust Internatnal Val (DFIV) 5.2 $16M 461k 35.48
American Centy Etf Tr Real Estate Etf (AVRE) 4.3 $14M 322k 41.92
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.3 $13M 274k 49.05
Vanguard Malvern Fds Core Bd Etf (VCRB) 3.6 $11M 148k 75.81
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.3 $10M 186k 55.66
Dimensional Etf Trust Ultrashort Fixed (DUSB) 3.0 $9.2M 182k 50.59
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.4 $7.5M 154k 48.42
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.9 $6.0M 98k 61.37
Progressive Corporation (PGR) 1.2 $3.6M 15k 239.61
Dimensional Etf Trust Intl Small Cap V (DISV) 1.1 $3.5M 133k 26.57
Apple (AAPL) 0.9 $2.8M 11k 250.42
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $2.1M 82k 26.19
Pepsi (PEP) 0.4 $1.3M 8.5k 152.06
Microsoft Corporation (MSFT) 0.2 $741k 1.8k 421.50
Amazon (AMZN) 0.2 $582k 2.7k 219.39
Northern Trust Corporation (NTRS) 0.2 $494k 4.8k 102.50
Exxon Mobil Corporation (XOM) 0.1 $403k 3.7k 107.57
Alphabet Cap Stk Cl A (GOOGL) 0.1 $387k 2.0k 189.30
Meta Platforms Cl A (META) 0.1 $361k 617.00 585.51
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $361k 6.3k 57.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $348k 593.00 586.08
Starbucks Corporation (SBUX) 0.1 $336k 3.7k 91.25
Procter & Gamble Company (PG) 0.1 $309k 1.8k 167.65
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $294k 690.00 425.50
Alphabet Cap Stk Cl C (GOOG) 0.1 $274k 1.4k 190.44
NVIDIA Corporation (NVDA) 0.1 $257k 1.9k 134.29
Merck & Co (MRK) 0.1 $239k 2.4k 99.48
Eli Lilly & Co. (LLY) 0.1 $239k 309.00 772.00
International Business Machines (IBM) 0.1 $228k 1.0k 219.83
Amcor Ord (AMCR) 0.0 $148k 16k 9.41