Instuitional Investor - Shakespeare Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Shakespeare Wealth Management, Inc. |
| Portfolio Value | $422,329,676 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Value | 281,973 | $57,463,249 | 13.61% | |
| 2. | Vanguard S&P 500 Growth | 107,322 | $43,753,908 | 10.36% | |
| 3. | Fidelity Total Bond Etf - TOTAL BD ETF | 870,659 | $39,719,481 | 9.4% | |
| 4. | Vanguard Mid Cap Value | 181,234 | $33,397,721 | 7.91% | |
| 5. | Vanguard Small Cap Value - SM CP VAL ETF | 114,711 | $24,920,897 | 5.9% |
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