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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 2025-09-30, filed 2025-10-09, with 42 holding rows worth $389,584,070.

Accession
0001903273-25-000005
Filer
CIK 1903273
Filed
2025-10-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 42 entries on the cover page, a total value of $389,584,070 stated on the cover page (in dollars after the unit check, H1), rows summing to $389,584,070 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
Oracle Corporation68389X105COM326,903$91,938,200dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 22,261,087$87,210,107dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE1,326,522$41,626,260dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE588,752$26,311,317dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM266,976$21,339,419dollars as filed
Dimensional International Value ETF25434V807SHS387,794$17,885,044dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF358,277$15,936,146dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS309,077$15,286,970dollars as filed
Vanguard Core Bond ETF922020748SHS167,149$13,106,153dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU213,374$12,420,523dollars as filed
VANGUARD MALVERN FDS922020805SHS166,945$8,452,443dollars as filed
Avantis International Equity ETF025072703SHS92,278$7,280,761dollars as filed
AMERICAN CENTY ETF TR025072158AVANTIS US LARG82,468$6,309,627dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS129,057$4,606,056dollars as filed
Progressive Corporation743315103COM14,250$3,519,038dollars as filed
Apple Inc037833100COM10,810$2,752,550dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO83,023$2,662,536dollars as filed
PepsiCo,Inc.713448108COM8,329$1,169,725dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS6,316$919,925dollars as filed
Microsoft Corp594918104COM1,757$910,038dollars as filed
ISHARES TR46432F834COM8,195$676,743dollars as filed
NORTHERN TR CORP COM665859104Stock4,816$648,234dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED11,968$607,738dollars as filed
Amazon.com, Inc023135106COM2,652$582,300dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,046$497,383dollars as filed
META PLATFORMS INC CL A30303M102COM617$453,112dollars as filed
EXXON MOBIL CORP30231G102COM3,742$421,911dollars as filed
SPY78462F103SHS587$391,048dollars as filed
NVIDIA Corp67066G104COM1,910$356,368dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,438$350,225dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1690$319,981dollars as filed
Starbucks Corporation855244109COM3,679$311,243dollars as filed
International Business Machines Corporation459200101COM1,035$292,036dollars as filed
Procter & Gamble Co742718109COM1,841$282,870dollars as filed
Eli Lilly and Company532457108COM346$263,998dollars as filed
JPMorgan Chase & Co46625H100COM831$262,122dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock1,993$228,378dollars as filed
Johnson & Johnson478160104COM1,219$226,027dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock523$220,685dollars as filed
Vanguard Value ETF922908744SHS1,168$217,820dollars as filed
Merck & Co.,Inc.58933Y105COM2,407$202,020dollars as filed
AMCOR PLCG0250X107ORD15,769$128,990dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001903273-25-000005this filing2025-10-09acceptance time not in the bulk data set