SHANKERVALLEAU WEALTH ADVISORS, INC.

CIK: 0001903273

Securities

Total Securities Securities Added Securities Removed Average Holding Period
23.00 0 0 4

Securities

Market Value Previous Market Value Change In Market Value Change In Market Value (%)
196.31M 177.94M 18.37M 10.32 %

Securities

Performance Performance 1 Year Performance 3 Years Performance 5 Years Performance Since Inception
14.73M 24.77B 24.75B 24.75B 24.75B

DFAC

Inst. Shares Owned: 2.24M

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DFUV

Inst. Shares Owned: 301.06K

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BNDX

Inst. Shares Owned: 251.26K

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VCSH

Inst. Shares Owned: 250.36K

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DFIV

Inst. Shares Owned: 234.91K

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DFAT

Inst. Shares Owned: 189.44K

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ORCL

Inst. Shares Owned: 124.78K

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AMCR

Inst. Shares Owned: 15.77K

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PGR

Inst. Shares Owned: 14.00K

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PEP

Inst. Shares Owned: 8.33K

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AAPL

Inst. Shares Owned: 4.27K

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XOM

Inst. Shares Owned: 2.94K

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SBUX

Inst. Shares Owned: 2.88K

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MRK

Inst. Shares Owned: 2.11K

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PG

Inst. Shares Owned: 1.37K

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MSFT

Inst. Shares Owned: 1.05K

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DIA

Inst. Shares Owned: 690.00

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SPY

Inst. Shares Owned: 685.00

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