Shanker Valleau Wealth Advisors, Inc. Purchases in Q3 2024

Shanker Valleau Wealth Advisors, Inc.

Stock	Shares change	Price Range	Shares Held
ORCL Oracle Corp Technology	179K + 80.62%	$125.9 - $170.35 $22.5M - $30.5M	401K $68.2M
DFUV Dimensional ETF Tr Us Marketwi ETFs	260K + 88.43%	$38.51 - $41.69 $10M - $10.8M	554K $23.1M
DFAX Dimensional ETF Tr	6.05K + 0.44%	$24.29 - $27.25 $147K - $165K	1.38M $37.2M
PGR Progressive Corp Financial Services	1K + 7.14%	$209.46 - $259.24 $209K - $259K	15K $3.81M
DFAT Dimensional ETF Tr U S Target ETFs	2.45K + 1.28%	$51.0 - $57.07 $125K - $140K	194K $10.8M
DFIV Dimensional ETF Tr ETFs	2.13K + 0.91%	$34.66 - $38.38 $73.7K - $81.6K	235K $8.96M
MSFT Microsoft Corp Technology	1.3K + 103.02%	$395.15 - $467.56 $512K - $605K	2.55K $1.1M
AVDE American Centy ETF Tr Avantis ETFs	1.3K + 1.4%	$60.09 - $67.67 $78.1K - $87.9K	93.9K $6.29M
JNJ Johnson & Johnson Healthcare	3.03K New	$145.48 - $167.38 $440K - $506K	3.03K $490K
DISV Dimensional ETF Tr Dimensional ETFs	8.43K + 8.55%	$26.06 - $29.18 $220K - $246K	107K $3.11M
ABBV Abb Vie Inc. Healthcare	1.34K New	$163.84 - $199.33 $220K - $267K	1.34K $264K
IBM International Business Machines Corp Technology	1.04K New	$175.1 - $223.38 $181K - $231K	1.04K $228K
DFEM Dimensional ETF Tr Emerging Mk ETFs	4.01K + 5.5%	$25.21 - $28.46 $101K - $114K	76.9K $2.16M
MMM 3 M CO Industrials	1.55K New	$99.69 - $139.42 $155K - $216K	1.55K $211K
TT Trane Technologies PLC Industrials	525 New	$314.21 - $388.71 $165K - $204K	525 $204K
VTV Vanguard Value ETF ETFs	1.17K New	$159.75 - $174.57 $187K - $204K	1.17K $203K

Get notified when there are updates to the investment portfolio of Shanker Valleau Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Shanker Valleau Wealth Advisors, Inc. with notifications on news.