Instuitional Investor - Shankervalleau Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Shankervalleau Wealth Advisors, Inc. |
| Portfolio Value | $354,824,513 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,261,881 | $87,896,696 | 24.77% | |
| 2. | ORCL | 318,436 | $46,845,120 | 13.2% | |
| 3. | Dimensional Etf Trust | 1,276,502 | $43,362,773 | 12.22% | |
| 4. | Dimensional Etf Trust | 575,666 | $27,896,774 | 7.86% | |
| 5. | Vanguard Scottsdale Funds | 288,155 | $22,842,007 | 6.44% |