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Home > Institutional Investor > Shankervalleau Wealth Advisors, Inc. > Profile

Instuitional Investor - Shankervalleau Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Shankervalleau Wealth Advisors, Inc.
Portfolio Value $379,570,983
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 2,197,279 $97,471,296 25.68%
2.
Dimensional Etf Trust
 DFAC 1,275,089 $46,974,278 12.38%
3.
Oracle Corp
 ORCL 316,425 $46,372,084 12.22%
4.
Dimensional Etf Trust
 DFAC 544,043 $29,927,805 7.88%
5.
Vanguard Scottsdale Funds
 VCIT 304,502 $24,064,754 6.34%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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