Shanker Valleau Wealth Advisors, Inc. has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $291 Million distributed in 35 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 $71.7M, Oracle Corp with a value of $55.3M, Dimensional ETF Tr with a value of $36.2M, Dimensional ETF Tr Us Marketwi with a value of $22.4M, and Vanguard Sht Term Corp Bd ETF with a value of $19M.
Examining the 13F form we can see an decrease of $2.6M in the current position value, from $294M to 291M.
Below you can find more details about Shanker Valleau Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
