Shanker Valleau Wealth Advisors, Inc. has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $217 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $70.5M, Dimensional ETF Tr with a value of $35.2M, Vanguard Sht Term Corp Bd ETF with a value of $20.6M, Oracle Corp with a value of $15.4M, and Vanguard Total International B with a value of $13.4M.

Examining the 13F form we can see an increase of $21M in the current position value, from $196M to 217M.

Below you can find more details about Shanker Valleau Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $217 Million
ETFs: $147 Million
Technology: $16.6 Million
Financial Services: $2.9 Million
Consumer Defensive: $1.68 Million
Consumer Cyclical: $412,000
Energy: $341,000
Healthcare: $278,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $217 Million
  • Prior Value $196 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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