| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 39.8% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 20.0% |
| VANGUARD SCOTTSDALE FDS | 11 | Q2 2024 | 11.4% |
| ORACLE CORP | 11 | Q2 2024 | 13.4% |
| VANGUARD CHARLOTTE FDS | 11 | Q2 2024 | 7.6% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 5.8% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 4.9% |
| AMERICAN CENTY ETF TR | 11 | Q2 2024 | 3.3% |
| PEPSICO INC | 11 | Q2 2024 | 1.0% |
| APPLE INC | 11 | Q2 2024 | 0.5% |
View ShankerValleau Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-29 |
| 13F-HR | 2024-07-02 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-05 |
| 13F-HR | 2022-07-08 |
View ShankerValleau Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.