SHAKESPEARE WEALTH MANAGEMENT, INC.
Q1 2018 13F Holdings
- Locationpewaukee, WI
- Num holdings
39
- Value ($000)
$115,541
- Date Filed08/14/2018
- Form type13F-HR
- CIK0001658509
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2018 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RPV PowerShares LC Pure Value | S&P500 PUR VAL | 46137V258 | $14.27 M | 12 % | 220,880 | ||
RPG PowerShares LC Pure Growth | S&P500 PUR GWT | 46137V266 | $12.83 M | 11 % | 116,877 | ||
DWM Wisdomtree LC Value | INTL EQUITY FD | 97717W703 | $9.46 M | 8 % | 172,469 | ||
SCZ iShares MSCI EAFE Small-Cap | EAFE SML CP ETF | 464288273 | $9.29 M | 8 % | 142,553 | ||
VOE Vanguard Mid Cap Value | MCAP VL IDXVIP | 922908512 | $8.22 M | 7 % | 75,140 | ||
DLS Wisdomtree SC Value | INTL SMCAP DIV | 97717W760 | $7.56 M | 7 % | 98,872 | ||
EFG iShares MSCI EAFE Growth | EAFE GRWTH ETF | 464288885 | $6.53 M | 6 % | 81,286 | ||
EEMV iShares Emerging Markets | MIN VOL EMRG MKT | 464286533 | $6.21 M | 5 % | 99,580 | ||
VBR Vanguard SC Value | SM CP VAL ETF | 922908611 | $6.08 M | 5 % | 46,946 | ||
RZG PowerShares SC Pure Growth | S&P SML600 GWT | 46137V175 | $4.53 M | 4 % | 39,353 |
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