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Size ($ in 1000's)
At 03/31/2024: $217,308 At 12/31/2023: $196,307
ShankerValleau Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from ShankerValleau Wealth Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the ShankerValleau Wealth Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by ShankerValleau Wealth Advisors Inc..
In the ShankerValleau Wealth Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by ShankerValleau Wealth Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the ShankerValleau Wealth Advisors Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
DIMENSIONAL ETF TRUST (DFAC) |
2,206,885 |
-32,905 |
$70,510 | DFAC | 2,206,885 | -32,905 | $70,510 | DIMENSIONAL ETF TRUST (DFAX) |
1,383,664 |
+9,377 |
$35,200 | DFAX | 1,383,664 | +9,377 | $35,200 | VANGUARD SCOTTSDALE FDS (VCSH) |
266,700 |
+16,339 |
$20,619 | VCSH | 266,700 | +16,339 | $20,619 | ORACLE CORP |
122,756 |
-2,020 |
$15,419 | ORCL | 122,756 | -2,020 | $15,419 | VANGUARD CHARLOTTE FDS (BNDX) |
272,770 |
+21,514 |
$13,418 | BNDX | 272,770 | +21,514 | $13,418 | AMERICAN CENTY ETF TR (AVRE) |
301,940 |
+145,624 |
$12,766 | AVRE | 301,940 | +145,624 | $12,766 | DIMENSIONAL ETF TRUST (DFUV) |
292,430 |
-8,630 |
$11,960 | DFUV | 292,430 | -8,630 | $11,960 | DIMENSIONAL ETF TRUST (DFAT) |
190,541 |
+1,106 |
$10,371 | DFAT | 190,541 | +1,106 | $10,371 | DIMENSIONAL ETF TRUST (DFIV) |
236,851 |
+1,943 |
$8,704 | DFIV | 236,851 | +1,943 | $8,704 | AMERICAN CENTY ETF TR (AVDE) |
92,911 |
+1,481 |
$5,922 | AVDE | 92,911 | +1,481 | $5,922 | PROGRESSIVE CORP |
14,000 |
UNCH |
$2,895 | PGR | 14,000 | UNCH | $2,895 | DIMENSIONAL ETF TRUST (DISV) |
98,837 |
+2,958 |
$2,687 | DISV | 98,837 | +2,958 | $2,687 | DIMENSIONAL ETF TRUST (DFEM) |
73,317 |
+1,537 |
$1,869 | DFEM | 73,317 | +1,537 | $1,869 | PEPSICO INC |
8,329 |
UNCH |
$1,458 | PEP | 8,329 | UNCH | $1,458 | APPLE INC |
4,366 |
+97 |
$749 | AAPL | 4,366 | +97 | $749 | MICROSOFT CORP |
1,122 |
+70 |
$472 | MSFT | 1,122 | +70 | $472 | ISHARES TR (CMF) |
7,335 |
+7,335 |
$422 | CMF | 7,335 | +7,335 | $422 | EXXON MOBIL CORP |
2,942 |
UNCH |
$342 | XOM | 2,942 | UNCH | $342 | SPDR S&P 500 ETF TR (SPY) |
646 |
-39 |
$338 | SPY | 646 | -39 | $338 | MERCK & CO INC |
2,107 |
UNCH |
$278 | MRK | 2,107 | UNCH | $278 | SPDR DOW JONES INDL AVERAGE (DIA) |
690 |
UNCH |
$274 | DIA | 690 | UNCH | $274 | STARBUCKS CORP |
2,879 |
UNCH |
$263 | SBUX | 2,879 | UNCH | $263 | PROCTER AND GAMBLE CO |
1,369 |
UNCH |
$222 | PG | 1,369 | UNCH | $222 |
See Full List: All Stocks Held By ShankerValleau Wealth Advisors Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By ShankerValleau Wealth Advisors Inc.
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