0001903273-23-000002.txt : 20230417 0001903273-23-000002.hdr.sgml : 20230417 20230417120709 ACCESSION NUMBER: 0001903273-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230417 DATE AS OF CHANGE: 20230417 EFFECTIVENESS DATE: 20230417 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: 23823304 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 03-31-2023 03-31-2023 ShankerValleau Wealth Advisors, Inc.

5215 OLD ORCHARD ROAD SUITE 850 SKOKIE IL 60077

13F HOLDINGS REPORT 028-21511 000117527 N John D Valleau Jr 847-475-2900 John D Valleau Jr Skokie IL 04-17-2023 0 21 172156221 false INFORMATION TABLE 2 13F-HR.xml AMCOR PLC ORD G0250X107 179451 15769 SH SOLE 0 0 0 15769 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 5303646 127922 SH SOLE 0 0 0 127922 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 4958359 86943 SH SOLE 0 0 0 86943 APPLE INC COM 037833100 407468 2471 SH SOLE 0 0 0 2471 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1455880 61716 SH SOLE 0 0 0 61716 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 1492193 62684 SH SOLE 0 0 0 62684 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 7044092 218557 SH SOLE 0 0 0 218557 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 8458872 190087 SH SOLE 0 0 0 190087 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 58692543 2303475 SH SOLE 0 0 0 2303475 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 29432516 1276345 SH SOLE 0 0 0 1276345 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 9795645 292582 SH SOLE 0 0 0 292582 EXXON MOBIL CORP COM 30231G102 322620 2942 SH SOLE 0 0 0 2942 HERSHEY CO COM 427866108 215485 847 SH SOLE 0 0 0 847 ORACLE CORP COM 68389X105 12200675 131303 SH SOLE 0 0 0 131303 PEPSICO INC COM 713448108 1644164 9019 SH SOLE 0 0 0 9019 PROCTER AND GAMBLE CO COM 742718109 203557 1369 SH SOLE 0 0 0 1369 PROGRESSIVE CORP COM 743315103 1144480 8000 SH SOLE 0 0 0 8000 SPDR S&P 500 ETF TR TR UNIT 78462F103 223936 547 SH SOLE 0 0 0 547 STARBUCKS CORP COM 855244109 299790 2879 SH SOLE 0 0 0 2879 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 11393028 232891 SH SOLE 0 0 0 232891 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 17287821 226785 SH SOLE 0 0 0 226785