Instuitional Investor - Shakespeare Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Shakespeare Wealth Management, Inc. |
| Portfolio Value | $373,451,870 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Value | 248,907 | $45,846,217 | 12.28% | |
| 2. | Vanguard S&P 500 Growth | 103,914 | $34,757,301 | 9.31% | |
| 3. | IEF | 306,737 | $30,342,467 | 8.12% | |
| 4. | Fidelity Total Bond Etf - TOTAL BD ETF | 646,774 | $29,525,231 | 7.91% | |
| 5. | Vanguard Mid Cap Value | 165,198 | $26,520,810 | 7.1% |
