13F-HR filed by ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. filed this 13F-HR for the quarter ended 2022-03-31, filed 2022-04-28, with 18 holding rows worth $166,843,000.
- Accession
- 0001903273-22-000005
- Filer
- CIK 1903273
- Filed
- 2022-04-28
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2022
A holdings report, 18 entries on the cover page, a total value of $166,843,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $166,843,000 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 | 2,379,201 | $65,618,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 1,334,609 | $33,298,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 228,555 | $17,848,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 142,816 | $11,815,000 | thousands by filing date | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 214,356 | $11,241,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 207,645 | $9,672,000 | thousands by filing date | |
| Dimensional International Value ETF | 25434V807 | SHS | 246,602 | $8,256,000 | thousands by filing date | |
| Avantis International Equity ETF | 025072703 | SHS | 90,412 | $5,455,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 9,019 | $1,510,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 1,812 | $316,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 2,879 | $262,000 | thousands by filing date | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 4,556 | $255,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 547 | $247,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,942 | $243,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 1,219 | $216,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 1,369 | $209,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 810 | $203,000 | thousands by filing date | |
| AMCOR PLC | G0250X107 | ORD | 15,769 | $179,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001903273-22-000005 | this filing | 2022-04-28 | acceptance time not in the bulk data set |