Shakespeare Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Pewaukee, WI
CIK
0001658509
Alternate names
SHAKESPEARE WEALTH MANAGEMENT, INC.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 87 344,855 VOOV, VOOG, AGG, FBND 13F-HR 5/13/2024 000110465924060481
Q4 2023 83 323,319 VOOV, AGG, VOOG, FBND 13F-HR 2/13/2024 000110465924019721
Q3 2023 78 285,366 VOOV, AGG, VOOG, FBND 13F-HR 11/13/2023 000110465923117450
Q2 2023 79 292,267 VOOV, RPG, AGG, FBND 13F-HR 8/11/2023 000110465923090240
Q1 2023 77 281,682 VOOV, RPG, AGG, FBND 13F-HR 5/15/2023 000110465923060901
Q4 2022 75 272,443 VOOV, RPG, AGG, FBND 13F-HR 2/13/2023 000110465923019538
Q3 2022 67 237,179 VOOV, AGG, RPG, FBND 13F-HR 11/14/2022 000110465922117899
Q2 2022 71 246,175 VOOV, RPG, AGG, FBND 13F-HR 8/9/2022 000110465922087772
Q1 2022 79 277,813 VOOV, AGG, RPG, FBND 13F-HR 5/16/2022 000110465922060986
Q4 2021 76 280,207 VOOV, RPG, AGG, FBND 13F-HR 1/10/2022 000110465922002564
Q3 2021 78 260,093 VOOV, AGG, RPG, FBND 13F-HR 11/15/2021 000110465921139035
Q2 2021 76 259,410 VOOV, RPG, AGG, FBND 13F-HR 8/9/2021 000110465921102167
Q1 2021 74 242,908 VOOV, AGG, RPG, FBND 13F-HR 5/13/2021 000110465921065694
Q4 2020 70 229,600 VOOV, RPG, AGG, FBND 13F-HR 2/16/2021 000110465921022728
Q3 2020 67 190,015 RPG, VOOV, AGG, FBND 13F-HR 11/12/2020 000110465920124115
Q2 2020 66 171,229 RPG, VOOV, AGG, FBND 13F-HR 8/11/2020 000110465920093226
Q1 2020 57 144,600 AGG, RPG, FBND, DWM 13F-HR 4/1/2020 000110465920041891
Q4 2019 75 184,709 RPV, RPG, AGG, FBND 13F-HR 2/10/2020 000110465920012636
Q3 2019 75 172,887 RPV, AGG, RPG, FBND 13F-HR 11/8/2019 000110465919061490
Q2 2019 69 154,999 RPV, RPG, FBND, DWM 13F-HR 8/12/2019 000114420419038965
Q1 2019 42 133,385 RPV, RPG, AGG, DWM 13F-HR 5/13/2019 000114420419025436
Q4 2018 43 129,793 AGG, RPV, RPG, FBND 13F-HR 2/4/2019 000114420419004587
Q3 2018 37 129,670 RPV, RPG, DWM, SCZ 13F-HR 11/14/2018 000114420418060007
Q2 2018 36 112,097 RPV, RPG, DWM, SCZ 13F-HR 8/14/2018 000114420418044490
Q1 2018 39 115,541 RPV, RPG, DWM, SCZ 13F-HR 8/14/2018 000114420418044485
Q4 2017 27 106,174 RPV, RPG, DWM, SCZ 13F-HR 8/14/2018 000114420418044483