0001903273-23-000005.txt : 20231012 0001903273-23-000005.hdr.sgml : 20231012 20231012171400 ACCESSION NUMBER: 0001903273-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231012 DATE AS OF CHANGE: 20231012 EFFECTIVENESS DATE: 20231012 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: 231323382 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 09-30-2023 09-30-2023 ShankerValleau Wealth Advisors, Inc.

5215 OLD ORCHARD ROAD SUITE 850 SKOKIE IL 60077

13F HOLDINGS REPORT 028-21511 000117527 N John D Valleau Jr 8478591041 John D Valleau Jr Skokie IL 10-12-2023 0 22 177939346 false INFORMATION TABLE 2 13F-HR.xml 13F 9.30.23 AMCOR PLC ORD G0250X107 144444 15769 SH SOLE 0 0 0 15769 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 5756363 153217 SH SOLE 0 0 0 153217 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 5022134 90245 SH SOLE 0 0 0 90245 APPLE INC COM 037833100 622177 3634 SH SOLE 0 0 0 3634 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1520791 65242 SH SOLE 0 0 0 65242 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 1890653 79506 SH SOLE 0 0 0 79506 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 7397009 226763 SH SOLE 0 0 0 226763 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 8793909 192469 SH SOLE 0 0 0 192469 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 10081929 296353 SH SOLE 0 0 0 296353 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 58781298 2243561 SH SOLE 0 0 0 2243561 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 30032334 1333585 SH SOLE 0 0 0 1333585 EXXON MOBIL CORP COM 30231G102 345920 2942 SH SOLE 0 0 0 2942 MERCK & CO INC COM 58933Y105 216916 2107 SH SOLE 0 0 0 2107 MICROSOFT CORP COM 594918104 245022 776 SH SOLE 0 0 0 776 ORACLE CORP COM 68389X105 13393584 126450 SH SOLE 0 0 0 126450 PEPSICO INC COM 713448108 1411266 8329 SH SOLE 0 0 0 8329 PROGRESSIVE CORP COM 743315103 1114400 8000 SH SOLE 0 0 0 8000 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 231116 690 SH SOLE 0 0 0 690 SPDR S&P 500 ETF TR TR UNIT 78462F103 326167 763 SH SOLE 0 0 0 763 STARBUCKS CORP COM 855244109 262766 2879 SH SOLE 0 0 0 2879 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 11940329 249641 SH SOLE 0 0 0 249641 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 18408819 244961 SH SOLE 0 0 0 244961