Portfolio (Quarterly)
Guide ↗
ShankerValleau Wealth Advisors, Inc.
· CIK 0001903273| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | — | AMCOR PLC | — | 15,769.0 | $132K | 0.04% | NEW | — | $8.34 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
86.4%
Financial Services
6.5%
Communication Services
1.9%
Consumer Defensive
1.8%
Consumer Cyclical
1.2%
Healthcare
1.1%
Energy
0.6%
Utilities
0.3%
Industrials
0.3%