0001903273-22-000008.txt : 20220708
0001903273-22-000008.hdr.sgml : 20220708
20220708143817
ACCESSION NUMBER: 0001903273-22-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220708
DATE AS OF CHANGE: 20220708
EFFECTIVENESS DATE: 20220708
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: 221074068
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
13F-HR
LIVE
false
true
false
0001903273
XXXXXXXX
06-30-2022
06-30-2022
ShankerValleau Wealth Advisors, Inc.
5215 OLD ORCHARD ROAD
SUITE 850
SKOKIE
IL
60077
13F HOLDINGS REPORT
028-21511
N
John D Valleau Jr
Partner/Chief Compliance Officer
847-475-2900
John D Valleau Jr
Skokie
IL
07-08-2022
0
16
153710
true
INFORMATION TABLE
2
13F-HR.xml
AMCOR PLC
ORD
G0250X107
196
15769
SH
SOLE
0
0
0
15769
AMERICAN CENTY ETF TR
INTL EQT ETF
025072703
4510
88507
SH
SOLE
0
0
0
88507
APPLE INC
COM
037833100
248
1812
SH
SOLE
0
0
0
1812
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
6603
228544
SH
SOLE
0
0
0
228544
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
9488
300259
SH
SOLE
0
0
0
300259
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
8193
203693
SH
SOLE
0
0
0
203693
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
55892
2398780
SH
SOLE
0
0
0
2398780
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
27861
1299491
SH
SOLE
0
0
0
1299491
EXXON MOBIL CORP
COM
30231G102
252
2942
SH
SOLE
0
0
0
2942
JOHNSON & JOHNSON
COM
478160104
216
1219
SH
SOLE
0
0
0
1219
ORACLE CORP
COM
68389X105
9854
141036
SH
SOLE
0
0
0
141036
PEPSICO INC
COM
713448108
1503
9019
SH
SOLE
0
0
0
9019
SPDR S&P 500 ETF TR
TR UNIT
78462F103
206
547
SH
SOLE
0
0
0
547
STARBUCKS CORP
COM
855244109
220
2879
SH
SOLE
0
0
0
2879
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
10943
220895
SH
SOLE
0
0
0
220895
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
17525
229801
SH
SOLE
0
0
0
229801