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  Name: ShankerValleau Wealth Advisors Inc.
  City: SKOKIE
  State: IL
  Zip: 60077
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $217,308,000
  Total Value Change : $21,001,000
  Securities Held Change : 1
   
All Securities Held : 24
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 11
  Unchanged Positions : 8
  Decreased Positions : 4

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 1 - $31.88 $70,510,000 2,206,885 32.45% 5,041,000 -32,905 0.245    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp 4 - $117.19 $15,419,000 122,756 7.1% 2,264,000 -2,020 0.004    Application Software
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 7 - $40.02 $11,960,000 292,430 5.5% 755,000 -8,630 0.032    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 19 - $527.37 $338,000 646 0.16% 12,000 -39 0    Closed - End Fund - E...
      4 Records Found
  1    
Page 1 of 1
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