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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 Period2018-12-31

Total Holdings43

Total Value ($x1000)129,793
Activities
New8

Increased7

Unchanged8

Decreased20

Sold Out2

Top 10 Stock Holdingstotal 62.16%
AGG9.25

RPV8.87

RPG8.59

FBND8.02

DWM5.1

 
VOE4.88

SCZ4.87

EEMV4.35

DLS4.29

EFG3.94

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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AGG
9.25%
CORE TOTUSBD ETF
RPV
8.87%
S&P500 PUR VAL
RPG
8.59%
S&P500 PUR GWT
FBND
8.02%
TOTAL BD ETF
DWM
5.1%
DEFA FD
VOE
4.88%
MCAP VL IDXVIP
SCZ
4.87%
EAFE SML CP ETF
EEMV
4.35%
EM MK MINVOL ETF
DLS
4.29%
INTL SMCAP DIV
EFG
3.94%
EAFE GRWTH ETF
VBR
3.6%
SM CP VAL ETF
RZG
2.85%
S&P SML600 GWT
PXF
2.52%
FTSE RAFI DEV
MDYG
2.29%
S&P 400 MDCP GRW
FNDC
2.16%
SCHWB FDT INT SC
IDLV
2.13%
S&P INTL LOW
QQEW
1.96%
SHS
ASBC
1.76%
COM
RFG
1.73%
S&P MDCP400 PR
PEP
1.73%
COM
FNDX
1.64%
SCHWAB FDT US LG
VTI
1.3%
TOTAL STK MKT
IJJ
1.18%
S&P MC 400VL ETF
SCHC
1.11%
INTL SCEQT ETF
PRFZ
1.06%
FTSE RAFI 1500
IWN
1.04%
RUS 2000 VAL ETF
IJH
0.99%
CORE S&P MCP ETF
AOA
0.86%
AGGRES ALLOC ETF
PRF
0.83%
FTSE RAFI 1000
RWO
0.76%
DJ GLB RL ES ETF
IEMG
0.6%
CORE MSCI EMKT
FVD
0.54%
SHS
YUM
0.51%
COM
SLYG
0.41%
S&P 600 SMCP GRW
MAR
0.35%
CL A
PG
0.34%
COM
JNJ
0.33%
COM
T
0.31%
COM
HESKA CO...
0.22%
COM RESTRC NEW
MMM
0.21%
COM
ADP
0.19%
COM
YUMC
0.18%
COM
IWV
0.16%
RUSSELL 3000 ETF
SCHZ
0.46%
US AGGREGATE B
VCSH
0.25%
SHRT TRM CORP BD