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| Name: |
ShankerValleau Wealth Advisors Inc. |
| City: |
SKOKIE |
| State: |
IL |
| Zip: |
60077 |
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data |
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| Holdings
Found :
24 |
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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 |
Dimensional U S Core Equity... |
1 |
- |
$31.37 |
$70,510,000 |
2,206,885 |
32.45% |
5,041,000 |
-32,905 |
0.245 |
N/A |
|
|
DFAX |
Dimensional Funds plc - Wor... |
2 |
- |
$25.64 |
$35,200,000 |
1,383,664 |
16.2% |
1,640,000 |
9,377 |
0.154 |
N/A |
|
|
VCSH |
Vanguard Scottsdale Funds |
3 |
- |
$76.92 |
$20,619,000 |
266,700 |
9.49% |
1,249,000 |
16,339 |
0.064 |
N/A |
|
|
ORCL |
Oracle Corp |
4 |
- |
$117.39 |
$15,419,000 |
122,756 |
7.1% |
2,264,000 |
-2,020 |
0.004 |
Application Software |
|
|
BNDX |
Vanguard Total Internationa... |
5 |
- |
$48.80 |
$13,418,000 |
272,770 |
6.17% |
1,015,000 |
21,514 |
0.03 |
N/A |
|
|
AVRE |
Avantis Real Estate Etf |
6 |
- |
$0.00 |
$12,766,000 |
301,940 |
5.87% |
5,996,000 |
145,624 |
3.355 |
N/A |
|
|
DFUV |
DFA Dimensional Us Marketwi... |
7 |
- |
$39.62 |
$11,960,000 |
292,430 |
5.5% |
755,000 |
-8,630 |
0.032 |
N/A |
|
|
DFAT |
Dimensional U S Targeted Va... |
8 |
- |
$53.13 |
$10,371,000 |
190,541 |
4.77% |
458,000 |
1,106 |
0.021 |
N/A |
|
|
DFIV |
Dimensional International V... |
9 |
- |
$37.01 |
$8,704,000 |
236,851 |
4.01% |
633,000 |
1,943 |
0.026 |
N/A |
|
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AVDE |
Avantis International Equit... |
10 |
- |
$63.65 |
$5,922,000 |
92,911 |
2.73% |
397,000 |
1,481 |
0.103 |
N/A |
|
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PGR |
Progressive Corp |
11 |
- |
$215.90 |
$2,895,000 |
14,000 |
1.33% |
665,000 |
0 |
0.002 |
Property & Casualty I... |
|
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DISV |
Dfa Dimensional Internation... |
12 |
- |
$0.00 |
$2,687,000 |
98,837 |
1.24% |
215,000 |
2,958 |
0.11 |
N/A |
|
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DFEM |
Dfa Dimensional Emerging Ma... |
13 |
- |
$0.00 |
$1,869,000 |
73,317 |
0.86% |
77,000 |
1,537 |
0.071 |
N/A |
|
|
PEP |
Pepsico Inc |
14 |
- |
$177.41 |
$1,458,000 |
8,329 |
0.67% |
43,000 |
0 |
0.001 |
Beverage Soft Drinks... |
|
|
AAPL |
Apple Inc |
15 |
- |
$182.74 |
$749,000 |
4,366 |
0.34% |
-73,000 |
97 |
0 |
Personal Computers |
|
|
MSFT |
Microsoft Corp |
16 |
- |
$410.54 |
$472,000 |
1,122 |
0.22% |
76,000 |
70 |
0 |
Application Software |
|
|
CMF |
iShares S&P CA AMT-Free Mun... |
17 |
New |
$57.19 |
$422,000 |
7,335 |
0.19% |
422,000 |
7,335 |
0.008 |
N/A |
|
|
XOM |
Exxon Mobil Corp |
18 |
- |
$116.15 |
$342,000 |
2,942 |
0.16% |
48,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
SPY |
Standard & Poors Depository... |
19 |
- |
$517.19 |
$338,000 |
646 |
0.16% |
12,000 |
-39 |
0 |
Closed - End Fund - E... |
|
|
MRK |
Merck & Co Inc |
20 |
- |
$131.20 |
$278,000 |
2,107 |
0.13% |
48,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
DIA |
Diamonds Trust |
21 |
- |
$390.48 |
$274,000 |
690 |
0.13% |
14,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
SBUX |
Starbucks Corp |
22 |
- |
$73.50 |
$263,000 |
2,879 |
0.12% |
-13,000 |
0 |
0 |
Specialty Eateries |
|
|
PG |
Procter & Gamble Co |
23 |
- |
$165.07 |
$222,000 |
1,369 |
0.1% |
21,000 |
0 |
0 |
Cleaning Products |
|
|
AMCR |
Amcor Plc |
24 |
- |
$10.22 |
$150,000 |
15,769 |
0.07% |
-2,000 |
0 |
0.001 |
N/A |
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