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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 2025-06-30, filed 2025-07-08, with 40 holding rows worth $350,530,530.

Accession
0001903273-25-000004
Filer
CIK 1903273
Filed
2025-07-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 40 entries on the cover page, a total value of $350,530,530 stated on the cover page (in dollars after the unit check, H1), rows summing to $350,530,530 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 22,300,751$82,458,923dollars as filed
Oracle Corporation68389X105COM327,874$71,683,093dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE1,324,591$38,903,228dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE587,758$24,850,391dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM252,409$20,066,509dollars as filed
Dimensional International Value ETF25434V807SHS387,258$16,586,249dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF337,781$14,916,388dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS289,365$14,326,455dollars as filed
Vanguard Core Bond ETF922020748SHS156,621$12,150,657dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU220,282$11,886,394dollars as filed
VANGUARD MALVERN FDS922020805SHS158,497$7,967,640dollars as filed
Avantis International Equity ETF025072703SHS91,459$6,768,906dollars as filed
AMERICAN CENTY ETF TR025072158AVANTIS US LARG81,735$5,806,454dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS128,323$4,223,109dollars as filed
Progressive Corporation743315103COM15,000$4,002,900dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO83,279$2,471,714dollars as filed
Apple Inc037833100COM10,810$2,217,888dollars as filed
PepsiCo,Inc.713448108COM8,329$1,099,761dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED17,254$875,617dollars as filed
Microsoft Corp594918104COM1,757$873,949dollars as filed
NORTHERN TR CORP COM665859104Stock4,816$610,621dollars as filed
Amazon.com, Inc023135106COM2,652$581,822dollars as filed
META PLATFORMS INC CL A30303M102COM617$455,402dollars as filed
EXXON MOBIL CORP30231G102COM3,742$403,388dollars as filed
SPY78462F103SHS593$366,385dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,046$360,567dollars as filed
ISHARES TR464288356CALIF MUN BD ETF6,185$344,752dollars as filed
Starbucks Corporation855244109COM3,679$337,107dollars as filed
International Business Machines Corporation459200101COM1,035$305,097dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1690$304,049dollars as filed
NVIDIA Corp67066G104COM1,910$301,761dollars as filed
Procter & Gamble Co742718109COM1,841$293,308dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,438$255,087dollars as filed
JPMorgan Chase & Co46625H100COM831$240,915dollars as filed
Eli Lilly and Company532457108COM309$240,875dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock525$229,640dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock1,993$207,671dollars as filed
Vanguard Value ETF922908744SHS1,168$206,432dollars as filed
Visa Inc92826C839COM576$204,509dollars as filed
AMCOR PLCG0250X107ORD15,769$144,917dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001903273-25-000004this filing2025-07-08acceptance time not in the bulk data set