ShankerValleau Wealth Advisors Inc. Top Holdings 13F Filings

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.

ShankerValleau Wealth Advisors Inc. Info

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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