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John D Valleau Jr

@Shankervalleau Wealth Advisors, Inc.

Latest period2024 - Q4ReportedManaged Assets$311.405MTotal holdings35
Assets growth rate6.07%Assets growth rate (2-Q avg)15.88%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Shankervalleau Wealth Advisors, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Shankervalleau Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 311.405M in assets, with a quarterly growth rate of 6.07% and a 2-quarter average growth rate of 15.88%. The portfolio is managed by John D Valleau Jr, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFACDimensional Etf Trust
Recent Activity
Decreased -3.2%
23.02%
$71.668M
2.072M shares@ $34.59 avg price
ORCLOracle Corp
Recent Activity
Decreased -17.23%
17.75%
$55.255M
331,581 shares@ $166.65 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -1.46%
7.18%
$22.351M
546,220 shares@ $40.93 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -9.16%
6.1%
$18.977M
243,260 shares@ $78.02 avg price
DFATDimensional Etf Trust
Recent Activity
Decreased -4%
3.33%
$10.358M
186,099 shares@ $55.67 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -31.15%
0.24%
$740,576
1,757 shares@ $421.51 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -8.2%
0.12%
$347,545
593 shares@ $586.08 avg price