Instuitional Investor - Shankervalleau Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Shankervalleau Wealth Advisors, Inc. |
| Portfolio Value | $311,405,441 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,071,915 | $71,667,529 | 23.01% | |
| 2. | ORCL | 331,581 | $55,254,658 | 17.74% | |
| 3. | Dimensional Etf Trust | 1,457,863 | $36,242,474 | 11.63% | |
| 4. | Dimensional Etf Trust | 546,220 | $22,351,325 | 7.17% | |
| 5. | Vanguard Scottsdale Funds | 243,260 | $18,976,713 | 6.09% |
