SHAKESPEARE WEALTH MANAGEMENT, INC.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Pewaukee, WI
CIK
0001658509
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
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