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American Centy Etf Tr shares owned by ShankerValleau Wealth Advisors

Quarter-by-quarter ownership of American Centy Etf Tr (AVLC) shares owned by ShankerValleau Wealth Advisors from 13F filings

Historical chart of ShankerValleau Wealth Advisors investment in American Centy Etf Tr

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All positions including American Centy Etf Tr held by ShankerValleau Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr by ShankerValleau Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 83k 76.51
2025-06-30 $5.8M 82k 71.04

More positions owned by ShankerValleau Wealth Advisors

Oracle Corporation (ORCL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Real Estate Etf (AVRE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Us Larg (AVLC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Progressive Corporation (PGR)

View all positions for ShankerValleau Wealth Advisors

Top funds holding American Centy Etf Tr

Oak Root
Pacific Life Fund Advisors
Beaird Harris Wealth Management
Envestnet Asset Management
Buttonwood Financial Group
Ridgeline Wealth
Cypress Point Wealth Management
Simplicity Wealth
Park Avenue Securities
LPL Financial
Grimes & Company
Jpmorgan Chase & Co
Resources Investment Advisors
Global Strategic Investment Solutions
Financial Advisory Service

View all funds holding American Centy Etf Tr