Shankervalleau Wealth Advisors, Inc. Top Holdings and 13F Report (2024) About Shankervalleau Wealth Advisors, Inc.Investment ActivityShankervalleau Wealth Advisors, Inc. has $233.60 million in total holdings as of June 30, 2024.Shankervalleau Wealth Advisors, Inc. owns shares of 26 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 7.15% of the portfolio was purchased this quarter.About 0.56% of the portfolio was sold this quarter.This quarter, Shankervalleau Wealth Advisors, Inc. has purchased 24 new stocks and bought additional shares in 10 stocks.Shankervalleau Wealth Advisors, Inc. sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $70,345,746Dimensional World ex U.S. Core Equity 2 ETF $34,899,524Oracle $31,318,019Vanguard Short-Term Corporate Bond ETF $21,082,824Vanguard Total International Bond ETF $13,663,397 Largest New Holdings this Quarter Northern Trust $404,448 HoldingNVIDIA $235,961 Holding Largest Purchases this Quarter Oracle 99,043 shares (about $13.98M)Avantis Real Estate ETF 18,786 shares (about $774.36K)Vanguard Short-Term Corporate Bond ETF 6,129 shares (about $473.62K)Northern Trust 4,816 shares (about $404.45K)Vanguard Total International Bond ETF 7,966 shares (about $387.70K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 24,945 shares (about $804.23K)Dimensional World ex U.S. Core Equity 2 ETF 10,748 shares (about $273.21K)Dimensional International Value ETF 3,757 shares (about $135.03K)iShares California Muni Bond ETF 1,036 shares (about $58.93K)Avantis International Equity ETF 340 shares (about $21.17K) 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$70,345,746$804,227 ▼-1.1%2,181,94030.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$34,899,524$273,214 ▼-0.8%1,372,91614.9%ETFORCLOracle$31,318,019$13,984,872 ▲80.7%221,79913.4%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$21,082,824$473,618 ▲2.3%272,8299.0%ETFBNDXVanguard Total International Bond ETF$13,663,397$387,705 ▲2.9%280,7365.8%ETFAVREAvantis Real Estate ETF$13,220,326$774,359 ▲6.2%320,7265.7%ETFDFUVDimensional US Marketwide Value ETF$11,553,430$69,704 ▲0.6%294,2054.9%ETFDFATDimensional U.S. Targeted Value ETF$9,929,163$45,801 ▲0.5%191,4244.3%ETFDFIVDimensional International Value ETF$8,377,398$135,027 ▼-1.6%233,0943.6%ETFAVDEAvantis International Equity ETF$5,763,470$21,168 ▼-0.4%92,5712.5%ETFPGRProgressive$2,907,9400.0%14,0001.2%FinanceDISVDimensional International Small Cap Value ETF$2,650,950$8,260 ▼-0.3%98,5301.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,947,200$12,563 ▼-0.6%72,8470.8%ETFPEPPepsiCo$1,373,7020.0%8,3290.6%Consumer StaplesAAPLApple$1,076,268$156,701 ▲17.0%5,1100.5%Computer and TechnologyMSFTMicrosoft$561,816$60,338 ▲12.0%1,2570.2%Computer and TechnologyXOMExxon Mobil$430,779$92,096 ▲27.2%3,7420.2%Oils/EnergyNTRSNorthern Trust$404,448$404,448 ▲New Holding4,8160.2%FinanceCMFiShares California Muni Bond ETF$358,287$58,928 ▼-14.1%6,2990.2%ETFSPYSPDR S&P 500 ETF Trust$351,5660.0%6460.2%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$269,8800.0%6900.1%FinanceMRKMerck & Co., Inc.$260,8470.0%2,1070.1%MedicalPGProcter & Gamble$241,773$15,997 ▲7.1%1,4660.1%Consumer StaplesNVDANVIDIA$235,961$235,961 ▲New Holding1,9100.1%Computer and TechnologySBUXStarbucks$224,1300.0%2,8790.1%Retail/WholesaleAMCRAmcor$154,2210.0%15,7690.1%Industrial ProductsShowing 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. 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