Instuitional Investor - Shakespeare Wealth Management, Inc.

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%