13F-HR filed by ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-01-27, with 17 holding rows worth $174,034,000.
- Accession
- 0001903273-22-000003
- Filer
- CIK 1903273
- Filed
- 2022-01-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2021
A holdings report, 17 entries on the cover page, a total value of $174,034,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $174,034,000 with VALUE read as thousands by filing date, 13F file number 028-21511. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 2,388,024 | $69,181,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 1,313,849 | $34,305,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 234,914 | $19,089,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Oracle Corporation | 68389X105 | COM | 145,161 | $12,659,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 209,547 | $11,559,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 211,520 | $10,051,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Dimensional International Value ETF | 25434V807 | SHS | 243,920 | $8,005,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Avantis International Equity ETF | 025072703 | SHS | 86,416 | $5,478,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| PepsiCo,Inc. | 713448108 | COM | 9,019 | $1,567,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Dimensional US Small Cap ETF | 25434V500 | COM | 5,683 | $341,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Starbucks Corporation | 855244109 | COM | 2,879 | $337,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Apple Inc | 037833100 | COM | 1,812 | $322,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SPY | 78462F103 | SHS | 640 | $304,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Procter & Gamble Co | 742718109 | COM | 1,369 | $224,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 810 | $214,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Johnson & Johnson | 478160104 | COM | 1,219 | $209,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| AMCOR PLC | G0250X107 | ORD | 15,769 | $189,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001903273-22-000003 | this filing | 2022-01-27 | acceptance time not in the bulk data set |