StockDriftsStockDriftsTop 39 Shankervalleau Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 24.77% | 2.26M | $87.9M | +1.63%(+36.29K) | $28.47(+49.96%) | 2026-03-31 | |
| ORCL | ORACLE CORP | 13.2% | 318.4K | $46.8M | -2.24%(-7.30K) | $129.23(+43.42%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 12.22% | 1.28M | $43.4M | -3.09%(-40.64K) | $25.56(+43.87%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.86% | 575.7K | $27.9M | -0.89%(-5.19K) | $36.27(+43.53%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 6.44% | 288.2K | $22.8M | +2.10%(+5.92K) | $80.68(-2.13%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.42% | 364.4K | $19.2M | -3.87%(-14.66K) | $34.64(+57.95%) | 2026-03-31 | |
| AVRE | AMERICAN CENTY ETF TR | 4.64% | 373.6K | $16.4M | -2.71%(-10.41K) | $42.58(+11.38%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.57% | 337.6K | $16.2M | +3.22%(+10.55K) | $52.58(-8.91%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 3.97% | 182.0K | $14.1M | +1.43%(+2.57K) | $77.56(-0.69%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.79% | 215.3K | $13.4M | +1.17%(+2.48K) | $47.39(+41.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.29% | +37.83% |
| Top 20 Holdings Unweighted | +10.07% | +33.34% |
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