Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHANKERVALLEAU WEALTH ADVISORS INC | 04-17-2024 | 03-31-2024 | 24 | 217,309,518 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $70,509,976 | 2,206,885 | 0.03 | 0.03 | -32,905 | -1.47 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 2 | $35,200,412 | 1,383,664 | 0.02 | 0.02 | 9,377 | 0.68 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 3 | $20,618,538 | 266,700 | 0.01 | 0.01 | 16,339 | 6.53 | 03-31-2024 |
| ORACLE CORP | COM | 4 | $15,419,381 | 122,756 | 0.01 | 0.01 | -2,020 | -1.62 | 03-31-2024 |
