Instuitional Investor - Shankervalleau Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Shankervalleau Wealth Advisors, Inc. |
| Portfolio Value | $307,916,076 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,286,883 | $75,444,260 | 24.5% | |
| 2. | ORCL | 331,581 | $46,358,340 | 15.06% | |
| 3. | Dimensional Etf Trust | 1,439,354 | $37,711,068 | 12.25% | |
| 4. | Dimensional Etf Trust | 582,391 | $24,000,323 | 7.79% | |
| 5. | Vanguard Scottsdale Funds | 245,514 | $19,380,861 | 6.29% |
