ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors as of March 31, 2023

Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 21 positions in its portfolio as reported in the March 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) 34.1 $59M 2.3M 25.48
Dimensional Etf Trust World Ex Us Core (DFAX) 17.1 $29M 1.3M 23.06
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.0 $17M 227k 76.23
Oracle Corporation (ORCL) 7.1 $12M 131k 92.92
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.6 $11M 233k 48.92
Dimensional Etf Trust Us Mktwide Value (DFUV) 5.7 $9.8M 293k 33.48
Dimensional Etf Trust Us Targeted Vlu (DFAT) 4.9 $8.5M 190k 44.50
Dimensional Etf Trust Internatnal Val (DFIV) 4.1 $7.0M 219k 32.23
American Centy Etf Tr Real Estate Etf (AVRE) 3.1 $5.3M 128k 41.46
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.9 $5.0M 87k 57.03
Pepsi (PEP) 1.0 $1.6M 9.0k 182.30
Dimensional Etf Trust Intl Small Cap V (DISV) 0.9 $1.5M 63k 23.80
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.8 $1.5M 62k 23.59
Progressive Corporation (PGR) 0.7 $1.1M 8.0k 143.06
Apple (AAPL) 0.2 $408k 2.5k 164.90
Exxon Mobil Corporation (XOM) 0.2 $323k 2.9k 109.66
Starbucks Corporation (SBUX) 0.2 $300k 2.9k 104.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $224k 547.00 409.39
Hershey Company (HSY) 0.1 $216k 847.00 254.41
Procter & Gamble Company (PG) 0.1 $204k 1.4k 148.69
Amcor Ord (AMCR) 0.1 $180k 16k 11.38