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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 2025-03-31, filed 2025-04-16, with 41 holding rows worth $307,916,076.

Accession
0001903273-25-000002
Filer
CIK 1903273
Filed
2025-04-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 41 entries on the cover page, a total value of $307,916,076 stated on the cover page (in dollars after the unit check, H1), rows summing to $307,916,076 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 22,286,883$75,444,260dollars as filed
Oracle Corporation68389X105COM331,581$46,358,340dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE1,439,354$37,711,068dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE582,391$24,000,323dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM245,514$19,380,861dollars as filed
Dimensional International Value ETF25434V807SHS429,500$16,905,116dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF330,827$14,228,890dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS284,785$13,903,224dollars as filed
Vanguard Core Bond ETF922020748SHS151,232$11,709,894dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU214,501$11,044,661dollars as filed
VANGUARD MALVERN FDS922020805SHS156,274$7,798,075dollars as filed
Avantis International Equity ETF025072703SHS95,170$6,306,918dollars as filed
Progressive Corporation743315103COM15,000$4,245,150dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS136,924$3,987,235dollars as filed
Apple Inc037833100COM10,810$2,401,225dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO83,918$2,220,478dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED37,660$1,910,509dollars as filed
PepsiCo,Inc.713448108COM8,529$1,278,838dollars as filed
Microsoft Corp594918104COM1,757$659,560dollars as filed
Amazon.com, Inc023135106COM2,652$504,570dollars as filed
NORTHERN TR CORP COM665859104Stock4,816$475,098dollars as filed
EXXON MOBIL CORP30231G102COM3,742$445,036dollars as filed
Starbucks Corporation855244109COM3,679$360,873dollars as filed
META PLATFORMS INC CL A30303M102COM617$355,614dollars as filed
ISHARES TR464288356CALIF MUN BD ETF6,185$348,092dollars as filed
VTI922908769COM1,239$340,527dollars as filed
SPY78462F103SHS593$331,718dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,046$316,393dollars as filed
Procter & Gamble Co742718109COM1,841$313,743dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1690$289,717dollars as filed
International Business Machines Corporation459200101COM1,035$257,363dollars as filed
Eli Lilly and Company532457108COM309$255,206dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,438$224,659dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock1,993$217,197dollars as filed
Merck & Co.,Inc.58933Y105COM2,407$216,052dollars as filed
NVIDIA Corp67066G104COM1,910$207,006dollars as filed
JPMorgan Chase & Co46625H100COM831$203,844dollars as filed
Johnson & Johnson478160104COM1,219$202,159dollars as filed
Visa Inc92826C839COM576$201,865dollars as filed
Vanguard Value ETF922908744SHS1,168$201,760dollars as filed
AMCOR PLCG0250X107ORD15,769$152,959dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001903273-25-000002this filing2025-04-16acceptance time not in the bulk data set