Instuitional Investor - Shakespeare Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Shakespeare Wealth Management, Inc. |
| Portfolio Value | $370,884,190 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Value | 246,765 | $45,530,636 | 12.27% | |
| 2. | Vanguard S&P 500 Growth | 101,963 | $37,324,657 | 10.06% | |
| 3. | IEF | 300,828 | $29,150,228 | 7.85% | |
| 4. | Fidelity Total Bond Etf | 629,202 | $28,232,286 | 7.61% | |
| 5. | Vanguard Mid Cap Value | 162,589 | $26,302,074 | 7.09% |
