$106 Million is the total value of Shakespeare Wealth Management, LLC's 27 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PowerShares LC Pure Growth | 27 | Q2 2024 | 12.3% |
| WisdomtreeLCValue | 27 | Q2 2024 | 8.6% |
| iShares MSCI EAFE Small-Cap | 27 | Q2 2024 | 8.4% |
| VanguardMidCapValue | 27 | Q2 2024 | 7.6% |
| iSharesMSCIEAFEGrowth | 27 | Q2 2024 | 6.2% |
| WisdomtreeSCValue | 27 | Q2 2024 | 7.0% |
| SPDRS&P400MidCap | 27 | Q2 2024 | 4.2% |
| Nasdaq100EqualWeight | 27 | Q2 2024 | 2.3% |
| PepsicoIncorporated | 27 | Q2 2024 | 2.3% |
| S&PMidcapIFund | 27 | Q2 2024 | 2.6% |
View Shakespeare Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-13 |
| 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 |
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.