0001903273-23-000001.txt : 20230113 0001903273-23-000001.hdr.sgml : 20230113 20230112192655 ACCESSION NUMBER: 0001903273-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230113 DATE AS OF CHANGE: 20230112 EFFECTIVENESS DATE: 20230113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ShankerValleau Wealth Advisors, Inc. CENTRAL INDEX KEY: 0001903273 IRS NUMBER: 363837268 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21511 FILM NUMBER: 23526896 BUSINESS ADDRESS: STREET 1: 5215 OLD ORCHARD ROAD STREET 2: SUITE 850 CITY: SKOKIE STATE: IL ZIP: 60077 BUSINESS PHONE: 847-475-2900 MAIL ADDRESS: STREET 1: 5215 OLD ORCHARD ROAD STREET 2: SUITE 850 CITY: SKOKIE STATE: IL ZIP: 60077 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001903273 XXXXXXXX 12-31-2022 12-31-2022 ShankerValleau Wealth Advisors, Inc.

5215 OLD ORCHARD ROAD SUITE 850 SKOKIE IL 60077

13F HOLDINGS REPORT 028-21511 000117527 N John D Valleau Jr 847-859-1041 John D Valleau Jr Skokie IL 01-12-2023 0 21 161359542 false INFORMATION TABLE 2 13F-HR.xml AMCOR PLC ORD G0250X107 187809 15769 SH SOLE 0 0 0 15769 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 5034322 122430 SH SOLE 0 0 0 122430 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 4717155 88685 SH SOLE 0 0 0 88685 APPLE INC COM 037833100 321057 2471 SH SOLE 0 0 0 2471 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1397978 62243 SH SOLE 0 0 0 62243 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 1356231 61064 SH SOLE 0 0 0 61064 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 6824770 224499 SH SOLE 0 0 0 224499 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 9331546 278720 SH SOLE 0 0 0 278720 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 54594357 2248532 SH SOLE 0 0 0 2248532 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 27932148 1293155 SH SOLE 0 0 0 1293155 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 8176590 186043 SH SOLE 0 0 0 186043 EXXON MOBIL CORP COM 30231G102 324503 2942 SH SOLE 0 0 0 2942 JOHNSON & JOHNSON COM 478160104 215336 1219 SH SOLE 0 0 0 1219 ORACLE CORP COM 68389X105 10904361 133403 SH SOLE 0 0 0 133403 PEPSICO INC COM 713448108 1629373 9019 SH SOLE 0 0 0 9019 PROCTER AND GAMBLE CO COM 742718109 207486 1369 SH SOLE 0 0 0 1369 PROGRESSIVE CORP COM 743315103 1037680 8000 SH SOLE 0 0 0 8000 SPDR S&P 500 ETF TR TR UNIT 78462F103 209189 547 SH SOLE 0 0 0 547 STARBUCKS CORP COM 855244109 285597 2879 SH SOLE 0 0 0 2879 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 9504448 200389 SH SOLE 0 0 0 200389 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 17167606 228323 SH SOLE 0 0 0 228323