Shanker Valleau Wealth Advisors, Inc. Portfolio Holdings by Sector

Shanker Valleau Wealth Advisors, Inc.

$294 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFUV VCSH BNDX DFAT DFIV AVDE DISV 13 stocks	$163,829 67.42% of portfolio	7	3	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL MSFT 2 stocks	$69,342 28.53% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$3,806 1.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$1,416 0.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,190 0.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ ABBV MRK 3 stocks	$993 0.41% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$438 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NTRS 1 stocks	$433 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$261 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$253 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$231 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$228 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$211 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$204 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical AMCR 1 stocks	$178 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts

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