Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT INC | 02-12-2024 | 12-31-2023 | 83 | 323,319,488 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 Value | 500 VAL IDX FD | 1 | $34,075,186 | 202,877 | 0.01 | 0.01 | 1,574 | 0.78 | 12-31-2023 |
| iShares Core US Agg Bond ETF | CORE US AGGBD ET | 2 | $24,481,655 | 246,667 | 0.01 | 0.01 | 7,475 | 3.13 | 12-31-2023 |
| Vanguard S&P 500 Growth | 500 GRTH IDX F | 3 | $24,237,696 | 89,507 | 0.01 | 0.00 | 83,924 | 1503.21 | 12-31-2023 |
| Fidelity Total Bond ETF | TOTAL BD ETF | 4 | $22,910,951 | 497,631 | 0.01 | 0.01 | 22,482 | 4.73 | 12-31-2023 |
