- New Purchases: LNT, IVV,
- Added Positions: SCZ, FNDX, DWM, EFG, DLS, VOE, VBR, IJJ, MDYG, IWN, PXF, SCHC, SLYG, T, IEMG,
- Reduced Positions: PRFZ, IJH, FVD, PG,
- Sold Out: AOA, RWO,
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
These are the top 5 holdings of SHAKESPEARE WEALTH MANAGEMENT, INC.- iShares Core U.S. Aggregate Bond (AGG) - 113,124 shares, 13.32% of the total portfolio. Shares added by 0.37%
- WisdomTree International Equity Fund (DWM) - 146,588 shares, 8.01% of the total portfolio. Shares added by 3.28%
- Vanguard Mid-Cap Value (VOE) - 68,216 shares, 7.95% of the total portfolio. Shares added by 2.67%
- iShares MSCI EAFE Small-Cap ETF (SCZ) - 126,852 shares, 7.87% of the total portfolio. Shares added by 3.92%
- WisdomTree International SmallCap Fund (DLS) - 95,412 shares, 6.78% of the total portfolio. Shares added by 3.30%
Shakespeare Wealth Management, Inc. initiated holding in Alliant Energy Corp. The purchase prices were between $41.15 and $47.86, with an estimated average price of $44.71. The stock is now traded at around $47.18. The impact to a portfolio due to this purchase was 0.45%. The holding were 8,936 shares as of .
New Purchase: iShares Core S&P 500 (IVV)Shakespeare Wealth Management, Inc. initiated holding in iShares Core S&P 500. The purchase prices were between $244.46 and $286.57, with an estimated average price of $272.5. The stock is now traded at around $290.00. The impact to a portfolio due to this purchase was 0.31%. The holding were 1,000 shares as of .
Sold Out: iShares Core Aggressive Allocation (AOA)Shakespeare Wealth Management, Inc. sold out a holding in iShares Core Aggressive Allocation. The sale prices were between $47.8 and $53.71, with an estimated average price of $51.68.
Sold Out: SPDR DJ Wilshire Global Real Estate (RWO)Shakespeare Wealth Management, Inc. sold out a holding in SPDR DJ Wilshire Global Real Estate. The sale prices were between $43.53 and $50.26, with an estimated average price of $48.15.
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