Instuitional Investor - Shakespeare Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Shakespeare Wealth Management, Inc.
Portfolio Value $323,319,488
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Value
202,877 $34,075,186 10.53%
2. IEF 246,667 $24,481,655 7.57%
3.
Vanguard S&P 500 Growth
89,507 $24,237,696 7.49%
4.
Fidelity Total Bond Etf
497,631 $22,910,951 7.08%
5.
Wisdomtree Trust
425,102 $22,322,126 6.9%