All Stocks Held By ShankerValleau Wealth Advisors Inc.

As of 03/31/2024, we find all stocks held by ShankerValleau Wealth Advisors Inc. to be as follows, presented in the table below with each row detailing each ShankerValleau Wealth Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-ShankerValleau Wealth Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by ShankerValleau Wealth Advisors Inc. as of the latest filing.

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
AMCOR PLC	15,769	+0	$150
AMCR	15,769	UNCH	$150

See Summary: ShankerValleau Wealth Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By ShankerValleau Wealth Advisors Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
CMF	+7,335	+$422

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
AMCR	-15,769	-$152

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
AVRE	+145,624	+$5,996
BNDX	+21,514	+$1,015
VCSH	+16,339	+$1,249
DFAX	+9,377	+$1,640
DISV	+2,958	+$215
DFIV	+1,943	+$633
DFEM	+1,537	+$77
AVDE	+1,481	+$397
DFAT	+1,106	+$458
AAPL	+97	-$73

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
DFAC	-32,905	+$5,041
DFUV	-8,630	+$755
ORCL	-2,020	+$2,264
SPY	-39	+$12
AMCR	UNCH	-$2
PG	UNCH	+$21
SBUX	UNCH	-$13
DIA	UNCH	+$14
MRK	UNCH	+$48

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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