Shankervalleau Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Shankervalleau Wealth Advisors, Inc.Investment ActivityShankervalleau Wealth Advisors, Inc. has $307.92 million in total holdings as of March 31, 2025.Shankervalleau Wealth Advisors, Inc. owns shares of 41 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.23% of the portfolio was purchased this quarter.About 3.02% of the portfolio was sold this quarter.This quarter, Shankervalleau Wealth Advisors, Inc. has purchased 35 new stocks and bought additional shares in 10 stocks.Shankervalleau Wealth Advisors, Inc. sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $75,444,260Oracle $46,358,340Dimensional World ex U.S. Core Equity 2 ETF $37,711,068Dimensional US Marketwide Value ETF $24,000,323Vanguard Short-Term Corporate Bond ETF $19,380,861 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $340,527 Holding92939U106 - WEC Energy Group $217,197 Holding46625H100 - JPMorgan Chase & Co. $203,844 Holding478160104 - Johnson & Johnson $202,159 Holding92826C839 - Visa $201,865 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 214,968 shares (about $7.09M)Dimensional US Marketwide Value ETF 36,171 shares (about $1.49M)Dimensional U.S. Targeted Value ETF 28,402 shares (about $1.46M)Vanguard Total International Bond ETF 11,024 shares (about $538.19K)Avantis Real Estate ETF 9,325 shares (about $401.07K) Largest Sales this Quarter DIMENSIONAL ETF TRUST 144,297 shares (about $7.32M)Dimensional International Value ETF 31,215 shares (about $1.23M)Dimensional World ex U.S. Core Equity 2 ETF 18,509 shares (about $484.94K)Avantis International Equity ETF 3,034 shares (about $201.06K)Apple 300 shares (about $66.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShankervalleau Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$75,444,260$7,091,793 ▲10.4%2,286,88324.5%ETFORCLOracle$46,358,3400.0%331,58115.1%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$37,711,068$484,936 ▼-1.3%1,439,35412.2%ETFDFUVDimensional US Marketwide Value ETF$24,000,323$1,490,606 ▲6.6%582,3917.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$19,380,861$177,931 ▲0.9%245,5146.3%ETFDFIVDimensional International Value ETF$16,905,116$1,228,622 ▼-6.8%429,5005.5%ETFAVREAvantis Real Estate ETF$14,228,890$401,069 ▲2.9%330,8274.6%ETFBNDXVanguard Total International Bond ETF$13,903,224$538,192 ▲4.0%284,7854.5%ETFVANGUARD MALVERN FDS$11,709,894$215,720 ▲1.9%151,2323.8%CORE BD ETFDFATDimensional U.S. Targeted Value ETF$11,044,661$1,462,420 ▲15.3%214,5013.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$7,798,075$99,900 ▲1.3%156,2742.5%ManufacturingAVDEAvantis International Equity ETF$6,306,918$201,063 ▼-3.1%95,1702.0%ETFPGRProgressive$4,245,1500.0%15,0001.4%FinanceDISVDimensional International Small Cap Value ETF$3,987,235$111,792 ▲2.9%136,9241.3%ETFAAPLApple$2,401,225$66,639 ▼-2.7%10,8100.8%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$2,220,478$57,974 ▲2.7%83,9180.7%ETFDIMENSIONAL ETF TRUST$1,910,509$7,320,253 ▼-79.3%37,6600.6%ULTRASHORT FIXEDPEPPepsiCo$1,278,8380.0%8,5290.4%Consumer StaplesMSFTMicrosoft$659,5600.0%1,7570.2%Computer and TechnologyAMZNAmazon.com$504,5700.0%2,6520.2%Retail/WholesaleNTRSNorthern Trust$475,0980.0%4,8160.2%FinanceXOMExxon Mobil$445,0360.0%3,7420.1%EnergySBUXStarbucks$360,8730.0%3,6790.1%Retail/WholesaleMETAMeta Platforms$355,6140.0%6170.1%Computer and TechnologyCMFiShares California Muni Bond ETF$348,092$6,416 ▼-1.8%6,1850.1%ETFVTIVanguard Total Stock Market ETF$340,527$340,527 ▲New Holding1,2390.1%ETFSPYSPDR S&P 500 ETF Trust$331,7180.0%5930.1%FinanceGOOGLAlphabet$316,3930.0%2,0460.1%Computer and TechnologyPGProcter & Gamble$313,7430.0%1,8410.1%Consumer StaplesDIASPDR Dow Jones Industrial Average ETF Trust$289,7170.0%6900.1%FinanceIBMInternational Business Machines$257,3630.0%1,0350.1%Computer and TechnologyLLYEli Lilly and Company$255,2060.0%3090.1%MedicalGOOGAlphabet$224,6590.0%1,4380.1%Computer and TechnologyWECWEC Energy Group$217,197$217,197 ▲New Holding1,9930.1%UtilitiesMRKMerck & Co., Inc.$216,0520.0%2,4070.1%MedicalNVDANVIDIA$207,0060.0%1,9100.1%Computer and TechnologyJPMJPMorgan Chase & Co.$203,844$203,844 ▲New Holding8310.1%FinanceJNJJohnson & Johnson$202,159$202,159 ▲New Holding1,2190.1%MedicalVVisa$201,865$201,865 ▲New Holding5760.1%Business ServicesVTVVanguard Value ETF$201,760$201,760 ▲New Holding1,1680.1%ETFAMCRAmcor$152,9590.0%15,7690.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
