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CIK: 0001903273
Total reported value
$379.6M
$379.6M
32 檔
58.8%
According to the latest 13F quarterly dataset, ShankerValleau Wealth Advisors, Inc. managed an equity portfolio of $379.6M at the end of Q3 2024, spanning 32 distinct U.S. exchange-listed positions.
In Q3 2024, ShankerValleau Wealth Advisors, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 10 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, ORCL, DFAX) accounted for 58.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
JNJ
市值: $490.2K
Top Position Liquidated / Trimmed
DFAC
前期市值: $70.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.00% | +0.91% | -1.89% | |
| 2 | ORCL | Oracle CORP | Stock-Tech | 23.25% | -0.98% | +80.62% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 12.69% | +0.16% | +0.44% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.87% | +0.02% | +88.43% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.24% | -0.10% | -1.84% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.60% | -0.02% | -4.24% | |
| 7 | AVRE | Avantis Real Estate ETF | ETF-Other | 4.53% | +0.16% | -12.08% | |
| 8 | DFAT | Dimensional US Target Value | ETF-Other | 3.67% | +0.06% | +1.28% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.05% | -0.23% | +0.91% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 2.14% | -0.03% | +1.40% | |
| 11 | PGR | Progressive CORP | Stock-Financials | 1.30% | +0.02% | +7.14% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 1.06% | -0.03% | +8.55% | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.74% | +0.04% | +5.50% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.06% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.41% | +0.03% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.01% | +103.02% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | — | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.05% | — | |
| 19 | NTRS | Northern Trust CORP | Stock-Financials | 0.15% | +0.03% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | +0.01% | — | |
| 21 | CMF | Ishares California Muni Bond | ETF-Other | 0.12% | — | — | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.10% | +0.01% | — | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.09% | — | — | |
| 24 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.09% | +0.01% | -6.95% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | — | — | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.08% | — | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.08% | +0.01% | — | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.08% | +0.01% | — | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.07% | — | — | |
| 30 | TT | Trane Technologies plc | Stock-Industrials | 0.07% | +0.01% | — | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | +0.01% | — | |
| 32 | AMCR | Amcor plc | Stock-Consumer Disc | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +9.8% | +80.62% | Add |
| 2 | DFUV | Dimensional US Marketwide Va | +2.9% | +88.43% | Add |
| 3 | JNJ | Johnson & Johnson | +0.2% | NEW | New buy |
| 4 | MSFT | Microsoft CORP | +0.1% | +103.02% | Add |
| 5 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 6 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 7 | MMM | 3m Co | +0.1% | NEW | New buy |
| 8 | TT | Trane Technologies plc | +0.1% | NEW | New buy |
| 9 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 10 | PGR | Progressive CORP | +0.1% | +7.14% | Add |
| 11 | SBUX | Starbucks CORP | 0% | -6.95% | Trim |
| 12 | AMCR | Amcor plc | 0% | — | Unchanged |
| 13 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 14 | NTRS | Northern Trust CORP | 0% | — | Unchanged |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 17 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 18 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 19 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 20 | CMF | Ishares California Muni Bond | 0% | — | Unchanged |
| 21 | AAPL | Apple Inc | -0.1% | — | Unchanged |
| 22 | DISV | Dimensional International Sm | -0.1% | +8.55% | Add |
| 23 | DFEM | Dimensional Emrg Mrkt Core | -0.1% | +5.50% | Add |
| 24 | PEP | Pepsico Inc | -0.1% | — | Unchanged |
| 25 | AVDE | Avantis International Equity | -0.3% | +1.40% | Add |
| 26 | DFIV | Dimensional International Va | -0.5% | +0.91% | Add |
| 27 | DFAT | Dimensional US Target Value | -0.6% | +1.28% | Add |
| 28 | AVRE | Avantis Real Estate ETF | -1.1% | -12.08% | Trim |
| 29 | BNDX | Vanguard Total Intl Bond ETF | -1.3% | -4.24% | Trim |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | -1.8% | -1.84% | Trim |
| 31 | DFAX | Dimensional World Ex US Core | -2.3% | +0.44% | Add |
| 32 | DFAC | Dimensional US Core Equity 2 | -5.1% | -1.89% | Trim |
According to official SEC Form 13F filings, ShankerValleau Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $379.6M across 32 disclosed positions in Q3 2024.
During Q3 2024, ShankerValleau Wealth Advisors, Inc.'s top holdings by market value included DFAC (25.0%)、ORCL (23.3%)、DFAX (12.7%). The largest single position, DFAC, represented 25.0% of total portfolio value.
In Q3 2024, ShankerValleau Wealth Advisors, Inc. made 21 total portfolio adjustments, initiating 6 new buys, adding to 10 positions, trimming 5 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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