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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
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11 |
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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 |
|
DFAX |
Dimensional Funds plc - Wor... |
2 |
- |
$26.36 |
$35,200,000 |
1,383,664 |
16.2% |
1,640,000 |
9,377 |
0.154 |
N/A |
|
|
VCSH |
Vanguard Scottsdale Funds |
3 |
- |
$77.07 |
$20,619,000 |
266,700 |
9.49% |
1,249,000 |
16,339 |
0.064 |
N/A |
|
|
BNDX |
Vanguard Total Internationa... |
5 |
- |
$48.73 |
$13,418,000 |
272,770 |
6.17% |
1,015,000 |
21,514 |
0.03 |
N/A |
|
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AVRE |
Avantis Real Estate Etf |
6 |
- |
$0.00 |
$12,766,000 |
301,940 |
5.87% |
5,996,000 |
145,624 |
3.355 |
N/A |
|
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DFAT |
Dimensional U S Targeted Va... |
8 |
- |
$54.33 |
$10,371,000 |
190,541 |
4.77% |
458,000 |
1,106 |
0.021 |
N/A |
|
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DFIV |
Dimensional International V... |
9 |
- |
$38.00 |
$8,704,000 |
236,851 |
4.01% |
633,000 |
1,943 |
0.026 |
N/A |
|
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AVDE |
Avantis International Equit... |
10 |
- |
$65.20 |
$5,922,000 |
92,911 |
2.73% |
397,000 |
1,481 |
0.103 |
N/A |
|
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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 |
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AAPL |
Apple Inc |
15 |
- |
$189.87 |
$749,000 |
4,366 |
0.34% |
-73,000 |
97 |
0 |
Personal Computers |
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MSFT |
Microsoft Corp |
16 |
- |
$420.21 |
$472,000 |
1,122 |
0.22% |
76,000 |
70 |
0 |
Application Software |
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