Instuitional Investor - Shakespeare Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Shakespeare Wealth Management, Inc. |
| Portfolio Value | $452,514,376 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Value | 274,140 | $56,157,605 | 12.41% | |
| 2. | Vanguard S&P 500 Growth | 101,634 | $45,185,637 | 9.99% | |
| 3. | IEF | 355,317 | $35,489,078 | 7.84% | |
| 4. | Fidelity Total Bond Etf - TOTAL BD ETF | 767,474 | $35,334,517 | 7.81% | |
| 5. | Vanguard Mid Cap Value | 178,829 | $31,718,960 | 7.01% |
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