Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PowerShares LC Pure Growth | 24 | Q3 2023 | 12.3% |
WisdomtreeLCValue | 24 | Q3 2023 | 8.6% |
iShares MSCI EAFE Small-Cap | 24 | Q3 2023 | 8.4% |
VanguardMidCapValue | 24 | Q3 2023 | 7.6% |
iSharesMSCIEAFEGrowth | 24 | Q3 2023 | 6.2% |
WisdomtreeSCValue | 24 | Q3 2023 | 7.0% |
SPDRS&P400MidCap | 24 | Q3 2023 | 4.2% |
Nasdaq100EqualWeight | 24 | Q3 2023 | 2.3% |
S&PMidcapIFund | 24 | Q3 2023 | 2.6% |
PepsicoIncorporated | 24 | Q3 2023 | 2.3% |
View Shakespeare Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-16 |
13F-HR | 2022-01-10 |
View Shakespeare Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.