$174 Million is the total value of ShankerValleau Wealth Advisors, Inc.'s 17 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $69,181,000 | – | 2,388,024 | +100.0% | 39.75% | – |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $34,305,000 | – | 1,313,849 | +100.0% | 19.71% | – | |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $19,089,000 | – | 234,914 | +100.0% | 10.97% | – |
| ORCL | New | ORACLE CORP | $12,659,000 | – | 145,161 | +100.0% | 7.27% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $11,559,000 | – | 209,547 | +100.0% | 6.64% | – |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $10,051,000 | – | 211,520 | +100.0% | 5.78% | – |
| New | DIMENSIONAL ETF TRUSTinternatnal val | $8,005,000 | – | 243,920 | +100.0% | 4.60% | – | |
| AVDE | New | AMERICAN CENTY ETF TRintl eqt etf | $5,478,000 | – | 86,416 | +100.0% | 3.15% | – |
| PEP | New | PEPSICO INC | $1,567,000 | – | 9,019 | +100.0% | 0.90% | – |
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $341,000 | – | 5,683 | +100.0% | 0.20% | – |
| SBUX | New | STARBUCKS CORP | $337,000 | – | 2,879 | +100.0% | 0.19% | – |
| AAPL | New | APPLE INC | $322,000 | – | 1,812 | +100.0% | 0.18% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $304,000 | – | 640 | +100.0% | 0.18% | – |
| PG | New | PROCTER AND GAMBLE CO | $224,000 | – | 1,369 | +100.0% | 0.13% | – |
| IWB | New | ISHARES TRrus 1000 etf | $214,000 | – | 810 | +100.0% | 0.12% | – |
| JNJ | New | JOHNSON & JOHNSON | $209,000 | – | 1,219 | +100.0% | 0.12% | – |
| AMCR | New | AMCOR PLCord | $189,000 | – | 15,769 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 39.8% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 20.0% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 11.4% |
| ORACLE CORP | 8 | Q3 2023 | 8.4% |
| VANGUARD CHARLOTTE FDS | 8 | Q3 2023 | 7.6% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 5.8% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 4.9% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 3.3% |
| PEPSICO INC | 8 | Q3 2023 | 1.0% |
| APPLE INC | 8 | Q3 2023 | 0.4% |
View ShankerValleau Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-27 |
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.