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Disclosery

13F-HR filed by ShankerValleau Wealth Advisors, Inc.

ShankerValleau Wealth Advisors, Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-06, with 35 holding rows worth $311,405,441.

Accession
0001903273-25-000001
Filer
CIK 1903273
Filed
2025-01-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 35 entries on the cover page, a total value of $311,405,441 stated on the cover page (in dollars after the unit check, H1), rows summing to $311,405,441 with VALUE read as dollars as filed, 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 filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 22,071,915$71,667,529dollars as filed
Oracle Corporation68389X105COM331,581$55,254,658dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE1,457,863$36,242,474dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE546,220$22,351,325dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM243,260$18,976,713dollars as filed
Dimensional International Value ETF25434V807SHS460,715$16,346,164dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF321,502$13,477,364dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS273,761$13,427,976dollars as filed
Vanguard Core Bond ETF922020748SHS148,446$11,253,691dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU186,099$10,358,293dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED181,957$9,205,200dollars as filed
VANGUARD MALVERN FDS922020805SHS154,272$7,469,858dollars as filed
Avantis International Equity ETF025072703SHS98,204$6,026,753dollars as filed
Progressive Corporation743315103COM15,000$3,594,150dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS133,085$3,536,079dollars as filed
Apple Inc037833100COM11,110$2,782,166dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO81,727$2,140,442dollars as filed
PepsiCo,Inc.713448108COM8,529$1,296,920dollars as filed
Microsoft Corp594918104COM1,757$740,576dollars as filed
Amazon.com, Inc023135106COM2,652$581,822dollars as filed
NORTHERN TR CORP COM665859104Stock4,816$493,640dollars as filed
EXXON MOBIL CORP30231G102COM3,742$402,527dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,046$387,308dollars as filed
META PLATFORMS INC CL A30303M102COM617$361,260dollars as filed
ISHARES TR464288356CALIF MUN BD ETF6,299$360,807dollars as filed
SPY78462F103SHS593$347,545dollars as filed
Starbucks Corporation855244109COM3,679$335,709dollars as filed
Procter & Gamble Co742718109COM1,841$308,644dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1690$293,595dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,438$273,853dollars as filed
NVIDIA Corp67066G104COM1,910$256,494dollars as filed
Merck & Co.,Inc.58933Y105COM2,407$239,448dollars as filed
Eli Lilly and Company532457108COM309$238,548dollars as filed
International Business Machines Corporation459200101COM1,035$227,524dollars as filed
AMCOR PLCG0250X107ORD15,769$148,386dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001903273-25-000001this filing2025-01-06acceptance time not in the bulk data set