Shakespeare Wealth Management, Inc.
CIK Number: 0001658509
373.45M
Market Value
99
# of Holdings
16 months
Avg. Holding Period
35.00%
Win Rate
9.40%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOOV | Vanguard S&P 50... | 183.70 | -0.2% | 246.76K | -0.4% | 45.53M | 124.06 | 12.28% |
| 2 | VOOG | Vanguard S&P 50... | 379.93 | +0.29% | 101.96K | -1.65% | 37.32M | 262.14 | 10.06% |
| 3 | AGG | iShares Core U.... | 98.00 | +0.57% | 300.83K | +2.31% | 29.15M | 108.52 | 7.86% |
| 4 | FBND | Fidelity Total ... | 45.36 | +0.61% | 629.2K | +2.63% | 28.23M | 49.63 | 7.61% |
| 5 | VOE | Vanguard Mid-Ca... | 161.79 | -0.47% | 162.59K | -2.15% | 26.3M | 123.06 | 7.09% |
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