Instuitional Investor - Shakespeare Wealth Management, Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Value | 272,220 | $54,299,815 | 12.36% | |
| 2. | Vanguard S&P 500 Growth | 102,839 | $44,782,443 | 10.19% | |
| 3. | IEF | 338,563 | $33,940,941 | 7.72% | |
| 4. | Fidelity Total Bond Etf - TOTAL BD ETF | 730,293 | $33,768,747 | 7.69% | |
| 5. | Vanguard Mid Cap Value | 176,232 | $30,766,505 | 7% |
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