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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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SHAKESPEARE WEALTH MANAGEMENT INC

Time Period2019-03-31

Total Holdings42

Total Value ($x1000)133,385
Activities
New2

Increased25

Unchanged9

Decreased6

Sold Out3

Top 10 Stock Holdingstotal 63.18%
RPV9.87

RPG9.79

AGG9.25

DWM5.56

VOE5.52

 
SCZ5.46

DLS4.71

EEMV4.49

EFG4.46

VBR4.07

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
RPV
9.87%
S&P500 PUR VAL
RPG
9.79%
S&P500 PUR GWT
AGG
9.25%
CORE TOTUSBD ETF
DWM
5.56%
DEFA FD
VOE
5.52%
MCAP VL IDXVIP
SCZ
5.46%
EAFE SML CP ETF
DLS
4.71%
INTL SMCAP DIV
EEMV
4.49%
EM MK MINVOL ETF
EFG
4.46%
EAFE GRWTH ETF
VBR
4.07%
SM CP VAL ETF
RZG
3.16%
S&P SML600 GWT
PXF
2.7%
FTSE RAFI DEV
MDYG
2.64%
S&P 400 MDCP GRW
FNDC
2.37%
SCHWB FDT INT SC
IDLV
2.33%
S&P INTL LOW
QQEW
2.27%
SHS
FNDX
1.97%
SCHWAB FDT US LG
RFG
1.96%
S&P MDCP400 PR
PEP
1.88%
COM
ASBC
1.85%
COM
VTI
1.43%
TOTAL STK MKT
IJJ
1.39%
S&P MC 400VL ETF
SCHC
1.25%
INTL SCEQT ETF
IWN
1.2%
RUS 2000 VAL ETF
PRFZ
1.14%
FTSE RAFI 1500
IJH
1.08%
CORE S&P MCP ETF
PRF
0.89%
FTSE RAFI 1000
IEMG
0.67%
CORE MSCI EMKT
FVD
0.58%
SHS
YUM
0.54%
COM
SLYG
0.48%
S&P 600 SMCP GRW
MAR
0.39%
CL A
T
0.37%
COM
PG
0.37%
COM
JNJ
0.35%
COM
LNT
0.32%
COM
YUMC
0.24%
COM
MMM
0.22%
COM
ADP
0.22%
COM
IVV
0.21%
CORE S&P500 ETF
HESKA CO...
0.21%
COM RESTRC NEW
IWV
0.17%
RUSSELL 3000 ETF
FBND
8.02%
TOTAL BD ETF
AOA
0.86%
AGGRES ALLOC ETF
RWO
0.76%
DJ GLB RL ES ETF