Shanker Valleau Wealth Advisors, Inc. Portfolio Holdings by Sector

Shanker Valleau Wealth Advisors, Inc.

$291 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFUV VCSH DFIV BNDX DFAT VTIP AVDE 13 stocks	$173,312 71.85% of portfolio	6	5	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL MSFT 2 stocks	$55,994 23.21% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$3,594 1.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,782 1.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$1,296 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$1,023 0.42% of portfolio	3	-	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$581 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services NTRS 1 stocks	$493 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK LLY 2 stocks	$477 0.2% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$402 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$335 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$308 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$256 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$227 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical AMCR 1 stocks	$148 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts

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