SHAKESPEARE WEALTH MANAGEMENT, INC. Holdings

SHAKESPEARE WEALTH MANAGEMENT, INC. is an investment fund managing more than 237.18M US dollars. The largest holdings include Vanguard S&P 500 Value Index Fund, iShares Core U.S. Aggregate Bond ETF and Invesco S&P 500 Pure Growth ETF. In Q3 2022 the fund bought assets of total value of -791K US dollars and sold assets of total value of 8.51M US dollars.

$237.17M

portfolio value

-6.49%

quarter

-22.52%

1 year

-2.33%

3 years

SHAKESPEARE WEALTH MANAGEMENT, INC. portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2018	9848000	442000
Q2 2018	3223000	7064000
Q3 2018	18899000	1526000
Q4 2018	31220000	29835000
Q1 2019	14823000	11943000
Q2 2019	34343000	14861000
Q3 2019	19343000	1337000
Q4 2019	11165000	504000
Q1 2020	1612000	37292000
Q2 2020	31674000	5744000
Q3 2020	18233000	112000
Q4 2020	34740000	1562000
Q1 2021	7829000	4229000
Q2 2021	11911000	4382000
Q3 2021	4199000	3135000
Q4 2021	20389000	1235000
Q1 2022	-170000	1989000
Q2 2022	-18024000	11915000
Q3 2022	-791000	8513000

SHAKESPEARE WEALTH MANAGEMENT, INC. 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Vanguard S&P 500 Value Index Fund Portfolio share: 9.81% Portfolio value: 23.26M Avg. open price: $102.75 Current price: $144.16 P/L: +40.30% Bought +2.92% shares Q3 2022	share	9.81%	23.26M	$102.75	$144.16	+40.30%	Bought +2.92% shares Q3 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 9.09% Portfolio value: 21.57M Avg. open price: $108.77 Current price: $98.54 P/L: -9.40% Bought +13.61% shares Q3 2022	share	9.09%	21.57M	$108.77	$98.54	-9.40%	Bought +13.61% shares Q3 2022
Invesco S&P 500 Pure Growth ETF Portfolio share: 8.76% Portfolio value: 20.78M Avg. open price: $158.41 Current price: $160.32 P/L: +1.21% Bought +3.47% shares Q3 2022	share	8.76%	20.78M	$158.41	$160.32	+1.21%	Bought +3.47% shares Q3 2022
Fidelity Total Bond ETF Portfolio share: 7.77% Portfolio value: 18.42M Avg. open price: $51.88 Current price: $45.67 P/L: -11.97% Bought +1.30% shares Q3 2022	share	7.77%	18.42M	$51.88	$45.67	-11.97%	Bought +1.30% shares Q3 2022
WisdomTree International Equity Fund Portfolio share: 6.39% Portfolio value: 15.16M Avg. open price: $46.75 Current price: $47.39 P/L: +1.36% Bought +5.81% shares Q3 2022	share	6.39%	15.16M	$46.75	$47.39	+1.36%	Bought +5.81% shares Q3 2022
iShares MSCI EAFE Small-Cap ETF Portfolio share: 5.83% Portfolio value: 13.81M Avg. open price: $61.23 Current price: $56.76 P/L: -7.31% Bought +12.63% shares Q3 2022	share	5.83%	13.81M	$61.23	$56.76	-7.31%	Bought +12.63% shares Q3 2022
Vanguard Mid-Cap Value Index Fund Portfolio share: 5.71% Portfolio value: 13.54M Avg. open price: $109.22 Current price: $139.92 P/L: +28.11% Bought +1.79% shares Q3 2022	share	5.71%	13.54M	$109.22	$139.92	+28.11%	Bought +1.79% shares Q3 2022
iShares MSCI EAFE Growth Portfolio share: 5.45% Portfolio value: 12.93M Avg. open price: N/A Current price: N/A P/L: N/A Bought +11.39% shares Q3 2022	share	5.45%	12.93M	N/A	N/A	N/A	Bought +11.39% shares Q3 2022
Vanguard Small Cap Value Index Fund Portfolio share: 4.32% Portfolio value: 10.24M Avg. open price: $132.87 Current price: $164.85 P/L: +24.07% Bought +3.00% shares Q3 2022	share	4.32%	10.24M	$132.87	$164.85	+24.07%	Bought +3.00% shares Q3 2022
WisdomTree International SmallCap Dividend Fund Portfolio share: 4.28% Portfolio value: 10.15M Avg. open price: $64.74 Current price: $58.54 P/L: -9.57% Bought +11.90% shares Q3 2022	share	4.28%	10.15M	$64.74	$58.54	-9.57%	Bought +11.90% shares Q3 2022
iShares Core MSCI Emerging Markets ETF Portfolio share: 4.09% Portfolio value: 9.70M Avg. open price: $53.75 Current price: $48.11 P/L: -10.49% Bought +9.05% shares Q3 2022	share	4.09%	9.70M	$53.75	$48.11	-10.49%	Bought +9.05% shares Q3 2022
SPDR S&P 400 Mid Cap Growth ETF Portfolio share: 3.54% Portfolio value: 8.39M Avg. open price: $60.05 Current price: $68.04 P/L: +13.31% Bought +2.29% shares Q3 2022	share	3.54%	8.39M	$60.05	$68.04	+13.31%	Bought +2.29% shares Q3 2022
SPDR S&P 600 Small Cap Growth ETF Portfolio share: 2.98% Portfolio value: 7.06M Avg. open price: $67.15 Current price: $76.16 P/L: +13.41% Bought +5.76% shares Q3 2022	share	2.98%	7.06M	$67.15	$76.16	+13.41%	Bought +5.76% shares Q3 2022
Schwab Fundamental U.S. Large Company Index ETF Portfolio share: 1.60% Portfolio value: 3.78M Avg. open price: $34.95 Current price: $55.28 P/L: +58.19% Bought +0.04% shares Q3 2022	share	1.60%	3.78M	$34.95	$55.28	+58.19%	Bought +0.04% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 1.46% Portfolio value: 3.47M Avg. open price: $133.87 Current price: $183.12 P/L: +36.79% Bought +0.04% shares Q3 2022	share	1.46%	3.47M	$133.87	$183.12	+36.79%	Bought +0.04% shares Q3 2022
First Trust NASDAQ-100 Equal Weighted Index Fund Portfolio share: 1.45% Portfolio value: 3.43M Avg. open price: $71.46 Current price: $93.4 P/L: +30.71% Sold -2.76% shares Q3 2022	share	1.45%	3.43M	$71.46	$93.4	+30.71%	Sold -2.76% shares Q3 2022
Utilities—Regulated Electric WEC Energy Group, Inc. Portfolio share: 0.94% Portfolio value: 2.22M Avg. open price: $91.59 Current price: $94.25 P/L: +2.90% Bought +151.76% shares Q2 2021	share	0.94%	2.22M	$91.59	$94.25	+2.90%	Bought +151.76% shares Q2 2021
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 0.93% Portfolio value: 2.19M Avg. open price: $163.83 Current price: $199.98 P/L: +22.07% Bought +0.24% shares Q3 2022	share	0.93%	2.19M	$163.83	$199.98	+22.07%	Bought +0.24% shares Q3 2022
Schwab Fundamental International Small Company Index ETF Portfolio share: 0.88% Portfolio value: 2.09M Avg. open price: $32.9 Current price: $31.48 P/L: -4.31% Sold -19.33% shares Q3 2022	share	0.88%	2.09M	$32.9	$31.48	-4.31%	Sold -19.33% shares Q3 2022
Schwab International Small-Cap Equity ETF Portfolio share: 0.84% Portfolio value: 2.00M Avg. open price: $30.82 Current price: $32.36 P/L: +5.01% Sold -9.38% shares Q3 2022	share	0.84%	2.00M	$30.82	$32.36	+5.01%	Sold -9.38% shares Q3 2022
iShares Russell 2000 Value ETF Portfolio share: 0.75% Portfolio value: 1.77M Avg. open price: $127.25 Current price: $145.61 P/L: +14.43% Bought +4.86% shares Q3 2022	share	0.75%	1.77M	$127.25	$145.61	+14.43%	Bought +4.86% shares Q3 2022
Banks—Regional Huntington Bancshares Incorporated Portfolio share: 0.74% Portfolio value: 1.76M Avg. open price: $15.4 Current price: $14.89 P/L: -3.34% Sold -0.03% shares Q3 2022	share	0.74%	1.76M	$15.4	$14.89	-3.34%	Sold -0.03% shares Q3 2022
Invesco FTSE RAFI Developed Markets ex-U.S. ETF Portfolio share: 0.74% Portfolio value: 1.74M Avg. open price: $39.91 Current price: $41.85 P/L: +4.85% Bought +13.74% shares Q3 2022	share	0.74%	1.74M	$39.91	$41.85	+4.85%	Bought +13.74% shares Q3 2022
iShares Russell 2000 Growth ETF Portfolio share: 0.68% Portfolio value: 1.60M Avg. open price: $276.25 Current price: $224.66 P/L: -18.68% Sold -6.24% shares Q3 2022	share	0.68%	1.60M	$276.25	$224.66	-18.68%	Sold -6.24% shares Q3 2022
iShares Russell Mid-Cap Growth ETF Portfolio share: 0.64% Portfolio value: 1.52M Avg. open price: $109.75 Current price: $87.5 P/L: -20.27% Sold -2.95% shares Q3 2022	share	0.64%	1.52M	$109.75	$87.5	-20.27%	Sold -2.95% shares Q3 2022
iShares S&P Mid-Cap 400 Value ETF Portfolio share: 0.56% Portfolio value: 1.33M Avg. open price: $72.57 Current price: $103.88 P/L: +43.14% Bought +1.93% shares Q3 2022	share	0.56%	1.33M	$72.57	$103.88	+43.14%	Bought +1.93% shares Q3 2022
iShares Core S&P Mid-Cap ETF Portfolio share: 0.54% Portfolio value: 1.27M Avg. open price: N/A Current price: $250.71 P/L: N/A N/A Q3 2022	share	0.54%	1.27M	N/A	$250.71	N/A	N/A Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.52% Portfolio value: 1.22M Avg. open price: $420 Current price: $400.01 P/L: -4.76% Bought +15.02% shares Q3 2022	share	0.52%	1.22M	$420	$400.01	-4.76%	Bought +15.02% shares Q3 2022
Vanguard Total Bond Market Index Fund Portfolio share: 0.47% Portfolio value: 1.12M Avg. open price: $79.54 Current price: $72.92 P/L: -8.32% Sold -60.12% shares Q3 2022	share	0.47%	1.12M	$79.54	$72.92	-8.32%	Sold -60.12% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 0.47% Portfolio value: 1.11M Avg. open price: $98.29 Current price: $146.61 P/L: +49.16% Bought +3.07% shares Q3 2022	share	0.47%	1.11M	$98.29	$146.61	+49.16%	Bought +3.07% shares Q3 2022
Invesco FTSE RAFI US 1000 ETF Portfolio share: 0.46% Portfolio value: 1.09M Avg. open price: N/A Current price: $159.83 P/L: N/A Sold -0.08% shares Q3 2022	share	0.46%	1.09M	N/A	$159.83	N/A	Sold -0.08% shares Q3 2022
Vanguard Emerging Markets Stock Index Fund Portfolio share: 0.44% Portfolio value: 1.03M Avg. open price: $47.37 Current price: $40.26 P/L: -15.00% Bought +6.98% shares Q3 2022	share	0.44%	1.03M	$47.37	$40.26	-15.00%	Bought +6.98% shares Q3 2022
Invesco FTSE RAFI US 1500 Small-Mid ETF Portfolio share: 0.41% Portfolio value: 974K Avg. open price: N/A Current price: $165.9 P/L: N/A Sold -1.09% shares Q3 2022	share	0.41%	974K	N/A	$165.9	N/A	Sold -1.09% shares Q3 2022
Banks—Regional ChoiceOne Financial Services, Inc. Portfolio share: 0.41% Portfolio value: 965K Avg. open price: $28.39 Current price: $24.1 P/L: -15.10% Sold -5.64% shares Q1 2022	share	0.41%	965K	$28.39	$24.1	-15.10%	Sold -5.64% shares Q1 2022
Invesco S&P International Developed Low Volatility ETF Portfolio share: 0.36% Portfolio value: 844K Avg. open price: $29.78 Current price: $26.81 P/L: -9.97% Sold -37.87% shares Q3 2022	share	0.36%	844K	$29.78	$26.81	-9.97%	Sold -37.87% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.34% Portfolio value: 804K Avg. open price: N/A Current price: $131.37 P/L: N/A N/A Q3 2022	share	0.34%	804K	N/A	$131.37	N/A	N/A Q3 2022
Restaurants Yum! Brands, Inc. Portfolio share: 0.33% Portfolio value: 793K Avg. open price: $121.89 Current price: $129.23 P/L: +6.02% Sold -0.04% shares Q3 2022	share	0.33%	793K	$121.89	$129.23	+6.02%	Sold -0.04% shares Q3 2022
Raytheon Technologies Co Portfolio share: 0.29% Portfolio value: 685K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.29%	685K	N/A	N/A	N/A	N/A Q3 2022
Banks—Regional Comerica Incorporated Portfolio share: 0.28% Portfolio value: 664K Avg. open price: $87.02 Current price: $66.52 P/L: -23.56% Bought +0.19% shares Q1 2022	share	0.28%	664K	$87.02	$66.52	-23.56%	Bought +0.19% shares Q1 2022
Banks—Regional Mercantile Bank Corporation Portfolio share: 0.25% Portfolio value: 593K Avg. open price: N/A Current price: $33.38 P/L: N/A Sold -8.27% shares Q3 2022	share	0.25%	593K	N/A	$33.38	N/A	Sold -8.27% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.25% Portfolio value: 582K Avg. open price: $102.16 Current price: $149.09 P/L: +45.94% Bought +1.07% shares Q3 2022	share	0.25%	582K	$102.16	$149.09	+45.94%	Bought +1.07% shares Q3 2022
Building Products & Equipment Carlisle Companies Incorporated Portfolio share: 0.24% Portfolio value: 580K Avg. open price: N/A Current price: $255.72 P/L: N/A N/A Q2 2019	share	0.24%	580K	N/A	$255.72	N/A	N/A Q2 2019
Banks—Diversified Wells Fargo & Company Portfolio share: 0.24% Portfolio value: 560K Avg. open price: $50.13 Current price: $43.66 P/L: -12.91% Sold -0.54% shares Q3 2022	share	0.24%	560K	$50.13	$43.66	-12.91%	Sold -0.54% shares Q3 2022
Dimensional U.S. Core Equity 2 ETF Portfolio share: 0.23% Portfolio value: 554K Avg. open price: $27.46 Current price: $25.29 P/L: -7.91% Bought +1.03% shares Q3 2022	share	0.23%	554K	$27.46	$25.29	-7.91%	Bought +1.03% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.23% Portfolio value: 538K Avg. open price: $140.44 Current price: $178.78 P/L: +27.30% Bought +1.14% shares Q3 2022	share	0.23%	538K	$140.44	$178.78	+27.30%	Bought +1.14% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 0.21% Portfolio value: 501K Avg. open price: $462.45 Current price: $401.35 P/L: -13.21% Sold -6.17% shares Q3 2022	share	0.21%	501K	$462.45	$401.35	-13.21%	Sold -6.17% shares Q3 2022
First Trust Value Line Dividend Index Fund Portfolio share: 0.21% Portfolio value: 496K Avg. open price: N/A Current price: $40.85 P/L: N/A Sold -0.60% shares Q3 2022	share	0.21%	496K	N/A	$40.85	N/A	Sold -0.60% shares Q3 2022
Lodging Marriott International, Inc. Portfolio share: 0.20% Portfolio value: 474K Avg. open price: $123.47 Current price: $162.04 P/L: +31.24% Bought +0.06% shares Q1 2022	share	0.20%	474K	$123.47	$162.04	+31.24%	Bought +0.06% shares Q1 2022
Utilities—Regulated Electric Alliant Energy Corporation Portfolio share: 0.19% Portfolio value: 452K Avg. open price: $47.06 Current price: $54.54 P/L: +15.91% Sold -47.21% shares Q3 2022	share	0.19%	452K	$47.06	$54.54	+15.91%	Sold -47.21% shares Q3 2022
Conglomerates Honeywell International Inc. Portfolio share: 0.18% Portfolio value: 419K Avg. open price: $207.11 Current price: $215.6 P/L: +4.10% Sold -0.08% shares Q3 2022	share	0.18%	419K	$207.11	$215.6	+4.10%	Sold -0.08% shares Q3 2022
Specialty Chemicals The Sherwin-Williams Company Portfolio share: 0.17% Portfolio value: 405K Avg. open price: N/A Current price: $253.59 P/L: N/A Sold -7.70% shares Q3 2022	share	0.17%	405K	N/A	$253.59	N/A	Sold -7.70% shares Q3 2022
Staffing & Employment Services Automatic Data Processing, Inc. Portfolio share: 0.17% Portfolio value: 395K Avg. open price: $166.63 Current price: $264.32 P/L: +58.62% Bought +0.63% shares Q3 2022	share	0.17%	395K	$166.63	$264.32	+58.62%	Bought +0.63% shares Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 0.17% Portfolio value: 395K Avg. open price: $43.57 Current price: $43.08 P/L: -1.13% Bought +81.23% shares Q3 2022	share	0.17%	395K	$43.57	$43.08	-1.13%	Bought +81.23% shares Q3 2022
Specialty Industrial Machinery Parker-Hannifin Corporation Portfolio share: 0.16% Portfolio value: 369K Avg. open price: $246.05 Current price: $292.87 P/L: +19.03% Bought +7.56% shares Q3 2022	share	0.16%	369K	$246.05	$292.87	+19.03%	Bought +7.56% shares Q3 2022
Dimensional Wld Ex US Cr Portfolio share: 0.15% Portfolio value: 349K Avg. open price: N/A Current price: N/A P/L: N/A Bought +3.69% shares Q3 2022	share	0.15%	349K	N/A	N/A	N/A	Bought +3.69% shares Q3 2022
Restaurants Yum China Holdings, Inc. Portfolio share: 0.15% Portfolio value: 348K Avg. open price: $57.98 Current price: $55.43 P/L: -4.40% Bought +3.11% shares Q4 2021	share	0.15%	348K	$57.98	$55.43	-4.40%	Bought +3.11% shares Q4 2021
Software—Infrastructure Microsoft Corporation Portfolio share: 0.14% Portfolio value: 339K Avg. open price: $223.96 Current price: $250.2 P/L: +11.72% Bought +7.61% shares Q3 2022	share	0.14%	339K	$223.96	$250.2	+11.72%	Bought +7.61% shares Q3 2022
Banks—Regional KeyCorp Portfolio share: 0.13% Portfolio value: 311K Avg. open price: $23.19 Current price: $17.45 P/L: -24.75% Sold -0.07% shares Q3 2022	share	0.13%	311K	$23.19	$17.45	-24.75%	Sold -0.07% shares Q3 2022
Building Products & Equipment Carrier Global Corporation Portfolio share: 0.12% Portfolio value: 295K Avg. open price: $53.55 Current price: $43.76 P/L: -18.28% Sold -0.08% shares Q3 2022	share	0.12%	295K	$53.55	$43.76	-18.28%	Sold -0.08% shares Q3 2022
Medical Devices STERIS plc Portfolio share: 0.11% Portfolio value: 271K Avg. open price: $206.15 Current price: $185.47 P/L: -10.03% Bought +1.18% shares Q3 2022	share	0.11%	271K	$206.15	$185.47	-10.03%	Bought +1.18% shares Q3 2022
Specialty Industrial Machinery Otis Worldwide Corporation Portfolio share: 0.11% Portfolio value: 265K Avg. open price: $81.8 Current price: $78.48 P/L: -4.06% Sold -0.07% shares Q3 2022	share	0.11%	265K	$81.8	$78.48	-4.06%	Sold -0.07% shares Q3 2022
iShares Russell 3000 ETF Portfolio share: 0.11% Portfolio value: 255K Avg. open price: $191.41 Current price: $230.61 P/L: +20.48% Bought +6.95% shares Q2 2022	share	0.11%	255K	$191.41	$230.61	+20.48%	Bought +6.95% shares Q2 2022
Utilities—Regulated Electric American Electric Power Company, Inc. Portfolio share: 0.10% Portfolio value: 226K Avg. open price: N/A Current price: $94.53 P/L: N/A Sold -11.36% shares Q4 2020	share	0.10%	226K	N/A	$94.53	N/A	Sold -11.36% shares Q4 2020
iShares Core MSCI EAFE Portfolio share: 0.09% Portfolio value: 212K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.09%	212K	N/A	N/A	N/A	N/A Q3 2022
Specialty Industrial Machinery Pentair plc Portfolio share: 0.09% Portfolio value: 202K Avg. open price: N/A Current price: $45.25 P/L: N/A N/A Q3 2020	share	0.09%	202K	N/A	$45.25	N/A	N/A Q3 2020
Telecom Services AT&T Inc. Portfolio share: 0.08% Portfolio value: 191K Avg. open price: $24.87 Current price: $18.75 P/L: -24.60% Bought +2.24% shares Q3 2022	share	0.08%	191K	$24.87	$18.75	-24.60%	Bought +2.24% shares Q3 2022
Beverages—Non-Alcoholic Reed's, Inc. Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $0.1 P/L: N/A N/A Q2 2021	share	0.00%	1K	N/A	$0.1	N/A	N/A Q2 2021
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $52.02 Current price: $63.47 P/L: +22.01% Sold -100.00% shares Q3 2022	share	0.00%	0	$52.02	$63.47	+22.01%	Sold -100.00% shares Q3 2022
Berkshire Hathaway Cl B Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
Schwab U.S. Large-Cap Value ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $67.85 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$67.85	N/A	Sold -100.00% shares Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $83.84 Current price: $100.68 P/L: +20.08% Sold -100.00% shares Q3 2022	share	0.00%	0	$83.84	$100.68	+20.08%	Sold -100.00% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $162.11 Current price: $163.96 P/L: +1.14% Sold -100.00% shares Q3 2022	share	0.00%	0	$162.11	$163.96	+1.14%	Sold -100.00% shares Q3 2022
Auto Parts Magna International Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $59.25 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$59.25	N/A	Sold -100.00% shares Q3 2022

Showing TOP 73 SHAKESPEARE WEALTH MANAGEMENT's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of SHAKESPEARE WEALTH MANAGEMENT, INC.?

The biggest position of the SHAKESPEARE WEALTH MANAGEMENT, INC. is Vanguard S&P 500 Value Index Fund (VOOV) with 9.81% portfolio share worth of 23.27M US dollars.

Top 5 SHAKESPEARE WEALTH MANAGEMENT's holdings represent 41.83% of the portfolio:

Vanguard S&P 500 Value Index Fund (VOOV) – 9.81%
iShares Core U.S. Aggregate Bond ETF (AGG) – 9.09%
Invesco S&P 500 Pure Growth ETF (RPG) – 8.76%
Fidelity Total Bond ETF (FBND) – 7.77%
WisdomTree International Equity Fund (DWM) – 6.39%

Who is the portfolio manager of SHAKESPEARE WEALTH MANAGEMENT, INC.?

The portfolio manager of the SHAKESPEARE WEALTH MANAGEMENT, INC. is .

What is the total asset value of the SHAKESPEARE WEALTH MANAGEMENT, INC. portfolio?

SHAKESPEARE WEALTH MANAGEMENT, INC. total asset value (portfolio value) is 237.18M US dollars.

Who is ?

is the portfolio manager of the SHAKESPEARE WEALTH MANAGEMENT, INC..

What is (SHAKESPEARE WEALTH MANAGEMENT, INC.) fund performance?

SHAKESPEARE WEALTH MANAGEMENT's quarterly performance is -6.49%, annualy -22.52%. In the past 3 years, the value of 's portfolio has decreased by -2%.

What is the SHAKESPEARE WEALTH MANAGEMENT, INC. CIK?

SHAKESPEARE WEALTH MANAGEMENT's Central Index Key is 0001658509 .