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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
DUSBDimensional Etf Trust
Recent Activity
New Position
2.96%
$9.205M
181,957 shares@ $50.59 avg price
VTIPVanguard Malvern Fds
Recent Activity
New Position
2.4%
$7.47M
154,272 shares@ $48.43 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 4.62%
1.94%
$6.027M
98,204 shares@ $61.37 avg price
PGRProgressive Corp
Recent Activity
1.16%
$3.594M
15,000 shares@ $239.61 avg price
DISVDimensional Etf Trust
Recent Activity
Increased 24.43%
1.14%
$3.536M
133,085 shares@ $26.58 avg price
AAPLApple Inc
Recent Activity
Increased 117.42%
0.9%
$2.782M
11,110 shares@ $250.42 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 6.35%
0.69%
$2.14M
81,727 shares@ $26.2 avg price
PEPPepsico Inc
Recent Activity
Increased 2.41%
0.42%
$1.297M
8,529 shares@ $152.07 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -31.15%
0.24%
$740,576
1,757 shares@ $421.51 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
0.19%
$581,822
2,652 shares@ $219.39 avg price