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CIK: 0001903273
Total reported value
$379.6M
$379.6M
24 檔
40.9%
As reported in its official Q1 2024 Form 13F filing, ShankerValleau Wealth Advisors, Inc.'s tracked investment portfolio stood at $379.6M with 24 total positions.
During Q1 2024, ShankerValleau Wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 32.45% | +0.91% | -1.47% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 16.20% | +0.16% | +0.68% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 9.49% | -0.10% | +6.53% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 7.10% | -0.98% | -1.62% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.17% | -0.02% | +8.56% | |
| 6 | AVRE | Avantis Real Estate ETF | ETF-Other | 5.87% | +0.16% | +93.16% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.50% | +0.02% | -2.87% | |
| 8 | DFAT | Dimensional US Target Value | ETF-Other | 4.77% | +0.06% | +0.58% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 4.01% | -0.23% | +0.83% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 2.73% | -0.03% | +1.62% | |
| 11 | PGR | Progressive CORP | Stock-Financials | 1.33% | +0.02% | — | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 1.24% | -0.03% | +3.09% | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.86% | +0.04% | +2.14% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | -0.06% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.34% | +0.03% | +2.27% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.01% | +6.65% | |
| 17 | CMF | Ishares California Muni Bond | ETF-Other | 0.19% | — | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.05% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | +0.01% | -5.69% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.13% | — | — | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.13% | +0.01% | — | |
| 22 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.12% | +0.01% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.10% | — | — | |
| 24 | AMCR | Amcor plc | Stock-Consumer Disc | 0.07% | — | — |
According to official SEC Form 13F filings, ShankerValleau Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $379.6M across 24 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, VCSH) accounted for 40.9% of total reported equity market value during Q1 2024.
During Q1 2024, ShankerValleau Wealth Advisors, Inc.'s top holdings by market value included DFAC (32.5%)、DFAX (16.2%)、VCSH (9.5%). The largest single position, DFAC, represented 32.5% of total portfolio value.
In Q1 2024, ShankerValleau Wealth Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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