Shanker Valleau Wealth Advisors, Inc. Portfolio Holdings
Shanker Valleau Wealth Advisors, Inc.
- $294 Million
- Q1 2025
Shanker Valleau Wealth Advisors, Inc. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $294 Million distributed in 41 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 $75.4M, Oracle Corp with a value of $46.4M, Dimensional ETF Tr with a value of $37.7M, Dimensional ETF Tr Us Marketwi with a value of $24M, and Vanguard Sht Term Corp Bd ETF with a value of $19.4M.
Examining the 13F form we can see an increase of $3.32M in the current position value, from $291M to 294M.
Below you can find more details about Shanker Valleau Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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