ShankerValleau Wealth Advisors, Inc. holdings history

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27 is the total number of securities ShankerValleau Wealth Advisors, Inc. has owned. The longest ShankerValleau Wealth Advisors, Inc. has owned a single stock is 8 quarters.

ShankerValleau Wealth Advisors, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
DFAC DIMENSIONAL ETF TRUST8833.03%35.61%39.75%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST8816.44%17.87%19.96%Q4 2021Q3 20238
VCSH VANGUARD SCOTTSDALE FDS889.90%10.67%11.40%Q4 2021Q3 20238
ORCL ORACLE CORP885.64%7.02%8.36%Q4 2021Q3 20238
BNDX VANGUARD CHARLOTTE FDS885.89%6.74%7.60%Q4 2021Q3 20238
DFAT DIMENSIONAL ETF TRUST884.86%5.24%5.80%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST883.99%4.32%4.95%Q4 2021Q3 20238
AVDE AMERICAN CENTY ETF TR882.75%2.95%3.27%Q4 2021Q3 20238
PEP PEPSICO INC880.79%0.92%1.01%Q4 2021Q3 20238
AAPL APPLE INC880.16%0.24%0.39%Q4 2021Q3 20238
SBUX STARBUCKS CORP880.14%0.16%0.19%Q4 2021Q3 20238
AMCR AMCOR PLC880.08%0.11%0.13%Q4 2021Q3 20238
XOM EXXON MOBIL CORP770.15%0.18%0.20%Q1 2022Q3 20237
SPY SPDR S&P 500 ETF TR430.13%0.16%0.20%Q4 2021Q3 20237
DIMENSIONAL ETF TRUST665.57%5.79%6.17%Q2 2022Q3 20236
AMERICAN CENTY ETF TR553.01%3.14%3.26%Q3 2022Q3 20235
JNJ JOHNSON & JOHNSON310.11%0.13%0.14%Q4 2021Q2 20235
PG PROCTER AND GAMBLE CO320.11%0.12%0.13%Q4 2021Q2 20235
DIMENSIONAL ETF TRUST440.84%0.92%1.06%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.81%0.84%0.87%Q4 2022Q3 20234
PGR PROGRESSIVE CORP440.58%0.63%0.66%Q4 2022Q3 20234
DFAS DIMENSIONAL ETF TRUST220.15%0.17%0.20%Q4 2021Q1 20222
MSFT MICROSOFT CORP220.14%0.14%0.14%Q2 2023Q3 20232
DIA SPDR DOW JONES INDL AV...220.13%0.13%0.13%Q2 2023Q3 20232
MRK MERCK & CO INC220.12%0.13%0.13%Q2 2023Q3 20232
IWB ISHARES TR220.12%0.12%0.12%Q4 2021Q1 20222
HSY HERSHEY CO220.12%0.12%0.12%Q1 2023Q2 20232
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and VANGUARD SCOTTSDALE FDS, are the highest-conviction holdings of ShankerValleau Wealth Advisors, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by ShankerValleau Wealth Advisors, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that ShankerValleau Wealth Advisors, Inc. owns currently or has owned in the past.