Instuitional Investor - Shakespeare Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Shakespeare Wealth Management, Inc. |
| Portfolio Value | $377,645,577 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Admiral Fds Inc | 348,545 | $76,404,451 | 20.23% | |
| 2. | Vanguard Admiral Fds Inc | 839,154 | $69,330,942 | 18.36% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 941,225 | $42,816,313 | 11.34% | |
| 4. | Ishares Tr - EAFE SML CP ETF | 307,098 | $25,264,946 | 6.69% | |
| 5. | Vanguard Index Fds | 117,058 | $23,130,652 | 6.12% |
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