Instuitional Investor - Shankervalleau Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Shankervalleau Wealth Advisors, Inc. |
| Portfolio Value | $196,307,495 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,239,790 | $65,469,062 | 33.35% | |
| 2. | Dimensional Etf Trust | 1,374,287 | $33,560,088 | 17.09% | |
| 3. | Vanguard Scottsdale Funds | 250,361 | $19,370,392 | 9.86% | |
| 4. | ORCL | 124,776 | $13,155,134 | 6.7% | |
| 5. | Vanguard Charlotte Fds | 251,256 | $12,403,229 | 6.31% |
