$178 Million is the total value of ShankerValleau Wealth Advisors, Inc.'s 22 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,219 | -100.0% | -0.11% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,369 | -100.0% | -0.11% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -847 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-12
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.