Instuitional Investor - Shakespeare Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Shakespeare Wealth Management, Inc. |
| Portfolio Value | $323,319,488 |
Top 13F Holdings
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% |
