Shankervalleau Wealth Advisors, Inc. Top Holdings and 13F Report (2024) About Shankervalleau Wealth Advisors, Inc.Investment ActivityShankervalleau Wealth Advisors, Inc. has $293.59 million in total holdings as of September 30, 2024.Shankervalleau Wealth Advisors, Inc. owns shares of 32 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 15.18% of the portfolio was purchased this quarter.About 1.45% of the portfolio was sold this quarter.This quarter, Shankervalleau Wealth Advisors, Inc. has purchased 26 new stocks and bought additional shares in 10 stocks.Shankervalleau Wealth Advisors, Inc. sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $73,400,968Oracle $68,265,137Dimensional World ex U.S. Core Equity 2 ETF $37,245,814Dimensional US Marketwide Value ETF $23,111,268Vanguard Short-Term Corporate Bond ETF $21,268,482 Largest New Holdings this Quarter Johnson & Johnson $490,232 HoldingAbbVie $264,623 HoldingInternational Business Machines $228,818 Holding3M $212,022 HoldingTrane Technologies $204,083 Holding Largest Purchases this Quarter Oracle 178,818 shares (about $30.47M)Dimensional US Marketwide Value ETF 260,155 shares (about $10.85M)Microsoft 1,295 shares (about $557.24K)Johnson & Johnson 3,025 shares (about $490.23K)AbbVie 1,340 shares (about $264.62K) Largest Sales this Quarter Avantis Real Estate ETF 38,744 shares (about $1.83M)Dimensional U.S. Core Equity 2 ETF 41,346 shares (about $1.42M)Vanguard Total International Bond ETF 11,908 shares (about $598.73K)Vanguard Short-Term Corporate Bond ETF 5,031 shares (about $399.56K)Starbucks 200 shares (about $19.50K) 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$73,400,968$1,417,754 ▼-1.9%2,140,59425.0%ETFORCLOracle$68,265,137$30,470,587 ▲80.6%400,61723.3%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$37,245,814$163,356 ▲0.4%1,378,96412.7%ETFDFUVDimensional US Marketwide Value ETF$23,111,268$10,845,862 ▲88.4%554,3607.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$21,268,482$399,561 ▼-1.8%267,7987.2%ETFBNDXVanguard Total International Bond ETF$13,516,670$598,734 ▼-4.2%268,8284.6%ETFAVREAvantis Real Estate ETF$13,292,645$1,826,394 ▼-12.1%281,9824.5%ETFDFATDimensional U.S. Targeted Value ETF$10,784,913$136,015 ▲1.3%193,8693.7%ETFDFIVDimensional International Value ETF$8,957,231$80,996 ▲0.9%235,2213.1%ETFAVDEAvantis International Equity ETF$6,292,106$87,072 ▲1.4%93,8702.1%ETFPGRProgressive$3,806,400$253,760 ▲7.1%15,0001.3%FinanceDISVDimensional International Small Cap Value ETF$3,108,168$244,888 ▲8.6%106,9571.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$2,163,401$112,768 ▲5.5%76,8530.7%ETFPEPPepsiCo$1,416,3460.0%8,3290.5%Consumer StaplesAAPLApple$1,190,6300.0%5,1100.4%Computer and TechnologyMSFTMicrosoft$1,098,126$557,239 ▲103.0%2,5520.4%Computer and TechnologyJNJJohnson & Johnson$490,232$490,232 ▲New Holding3,0250.2%MedicalXOMExxon Mobil$438,6370.0%3,7420.1%Oils/EnergyNTRSNorthern Trust$433,5840.0%4,8160.1%FinanceSPYSPDR S&P 500 ETF Trust$370,6490.0%6460.1%FinanceCMFiShares California Muni Bond ETF$366,0350.0%6,2990.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$291,9530.0%6900.1%FinanceABBVAbbVie$264,623$264,623 ▲New Holding1,3400.1%MedicalSBUXStarbucks$261,176$19,498 ▼-6.9%2,6790.1%Retail/WholesalePGProcter & Gamble$253,9110.0%1,4660.1%Consumer StaplesMRKMerck & Co., Inc.$239,2710.0%2,1070.1%MedicalNVDANVIDIA$231,9500.0%1,9100.1%Computer and TechnologyIBMInternational Business Machines$228,818$228,818 ▲New Holding1,0350.1%Computer and TechnologyMMM3M$212,022$212,022 ▲New Holding1,5510.1%Multi-Sector ConglomeratesTTTrane Technologies$204,083$204,083 ▲New Holding5250.1%ConstructionVTVVanguard Value ETF$203,898$203,898 ▲New Holding1,1680.1%ETFAMCRAmcor$178,6630.0%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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