Shanker Valleau Wealth Advisors, Inc. Portfolio Holdings by Sector

Shanker Valleau Wealth Advisors, Inc.

$332 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFUV VCSH DFIV BNDX DFAT VTIP AVDE 14 stocks	$192,821 69.4% of portfolio	6	4	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL MSFT 2 stocks	$72,556 26.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$4,002 1.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,217 0.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$1,099 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$1,070 0.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NTRS 1 stocks	$610 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$581 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$403 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$337 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$305 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$301 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$293 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$240 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$240 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$229 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities WEC 1 stocks	$207 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$204 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical AMCR 1 stocks	$144 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts

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