Instuitional Investor - Shankervalleau Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Shankervalleau Wealth Advisors, Inc. |
| Portfolio Value | $368,975,083 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,225,592 | $88,111,187 | 23.88% | |
| 2. | ORCL | 325,736 | $63,489,204 | 17.21% | |
| 3. | Dimensional Etf Trust | 1,317,141 | $43,110,025 | 11.68% | |
| 4. | Dimensional Etf Trust | 580,854 | $27,061,988 | 7.33% | |
| 5. | Vanguard Scottsdale Funds | 282,239 | $22,502,876 | 6.1% |