Shakespeare Wealth Management, Inc. Buys S&P 500 ETF TRUST ETF, Schwab Short-Term U.S. Treasury ETF, iShares 1-3 Year Credit Bond ETF, Sells Berkshire Hathaway Inc, Fidelity National Information Services Inc, Zillow Group Inc

• New Purchases: SCHO, IGSB, MMM, CMCSA, SCHR,
• Added Positions: SPY, AGG, DWM, VOOV, IEMG, FBND, SCZ, VOE, DLS, SLYG, VBR, EFG, MDYG, MSFT, JNJ, AAPL, VWO, WFC, DIS, RTX, HD, KO,
• Reduced Positions: RPG, PXF, FNDC, QQEW, FNDX, IJJ, SCHC, IDLV, AOA, IWO, IWV, PRFZ, T, FVD,
• Sold Out: BRK.B, FIS, ZG,

For the details of SHAKESPEARE WEALTH MANAGEMENT, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/shakespeare+wealth+management%2C+inc./current-portfolio/portfolio

1. Vanguard S&P 500 Value ETF (VOOV) - 173,344 shares, 9.50% of the total portfolio. Shares added by 2.74%
2. iShares Core U.S. Aggregate Bond ETF (AGG) - 198,953 shares, 8.80% of the total portfolio. Shares added by 3.43%
3. Invesco S&P 500 Pure Growth ETF (RPG) - 115,615 shares, 8.61% of the total portfolio. Shares reduced by 2.6%
4. Fidelity Total Bond ETF (FBND) - 368,147 shares, 7.55% of the total portfolio. Shares added by 2.78%
5. WisdomTree International Equity Fund (DWM) - 316,358 shares, 6.45% of the total portfolio. Shares added by 4.16%

Shakespeare Wealth Management, Inc. initiated holding in Schwab Short-Term U.S. Treasury ETF. The purchase prices were between $51.14 and $51.26, with an estimated average price of $51.2. The stock is now traded at around $50.965000. The impact to a portfolio due to this purchase was 0.16%. The holding were 8,079 shares as of 2021-09-30.

Shakespeare Wealth Management, Inc. initiated holding in iShares 1-3 Year Credit Bond ETF. The purchase prices were between $54.44 and $54.69, with an estimated average price of $54.57. The stock is now traded at around $54.082600. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,443 shares as of 2021-09-30.

Shakespeare Wealth Management, Inc. initiated holding in 3M Co. The purchase prices were between $175.42 and $202.83, with an estimated average price of $193.88. The stock is now traded at around $183.780000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,145 shares as of 2021-09-30.

Shakespeare Wealth Management, Inc. initiated holding in Schwab Intermediate-Term U.S. Treasury ETF. The purchase prices were between $56.5 and $57.49, with an estimated average price of $57.07. The stock is now traded at around $56.020000. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,607 shares as of 2021-09-30.

Shakespeare Wealth Management, Inc. initiated holding in Comcast Corp. The purchase prices were between $54.75 and $61.75, with an estimated average price of $58.36. The stock is now traded at around $53.450000. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,635 shares as of 2021-09-30.

Shakespeare Wealth Management, Inc. added to a holding in S&P 500 ETF TRUST ETF by 337.33%. The purchase prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $469.910000. The impact to a portfolio due to this purchase was 0.45%. The holding were 3,468 shares as of 2021-09-30.

Shakespeare Wealth Management, Inc. added to a holding in Microsoft Corp by 20.46%. The purchase prices were between $271.6 and $305.22, with an estimated average price of $290.9. The stock is now traded at around $340.210000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,089 shares as of 2021-09-30.

Shakespeare Wealth Management, Inc. sold out a holding in Berkshire Hathaway Inc. The sale prices were between $272.66 and $291.28, with an estimated average price of $280.85.

Shakespeare Wealth Management, Inc. sold out a holding in Zillow Group Inc. The sale prices were between $86.88 and $121.5, with an estimated average price of $102.17.

Shakespeare Wealth Management, Inc. sold out a holding in Fidelity National Information Services Inc. The sale prices were between $121.38 and $150.86, with an estimated average price of $134.16.