Instuitional Investor - Shankervalleau Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Shankervalleau Wealth Advisors, Inc. |
| Portfolio Value | $389,584,070 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | ORCL | 326,903 | $91,938,200 | 23.6% | |
| 2. | Dimensional Etf Trust | 2,261,087 | $87,210,107 | 22.39% | |
| 3. | Dimensional Etf Trust | 1,326,522 | $41,626,260 | 10.68% | |
| 4. | Dimensional Etf Trust | 588,752 | $26,311,317 | 6.75% | |
| 5. | Vanguard Scottsdale Funds | 266,976 | $21,339,419 | 5.48% |
Hedge Fund Resource Center 
