Shakespeare Wealth Management, Inc.
CIK Number: 0001658509
382.52M
Market Value
89
# of Holdings
16 months
Avg. Holding Period
81.32%
Win Rate
12.99%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard S&P 50... | 184.77 | +0.09% | 247.75K | +7.63% | 47.25M | 124.06 | 12.35% | |
| 2 | Vanguard S&P 50... | 369.76 | +0.11% | 103.68K | +7.20% | 35.80M | 262.14 | 9.36% | |
| 3 | Ishares Core Us... | 96.49 | +0.12% | 294.05K | +5.64% | 29.78M | 108.79 | 7.78% | |
| 4 | Fidelity Total ... | 44.73 | +0.09% | 613.10K | +6.80% | 28.66M | 49.75 | 7.49% | |
| 5 | Vanguard Mid Ca... | 162.02 | +0.17% | 166.16K | +7.71% | 27.86M | 123.06 | 7.28% |
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