Instuitional Investor - Shakespeare Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Shakespeare Wealth Management, Inc. |
| Portfolio Value | $375,083,287 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Value | 261,918 | $49,426,482 | 13.18% | |
| 2. | Vanguard S&P 500 Growth | 106,652 | $42,291,943 | 11.28% | |
| 3. | Fidelity Total Bond Etf - TOTAL BD ETF | 676,490 | $30,949,434 | 8.25% | |
| 4. | Vanguard Mid Cap Value | 170,565 | $28,051,071 | 7.48% | |
| 5. | Vanguard Small Cap Value - SM CP VAL ETF | 109,603 | $21,373,722 | 5.7% |
