Notify me when Shakespeare Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 102 | $439M | +$45.8M | -$4.38M | +$41.4M | VOOV, VOOG, AGG, FBND, VOE | 13F-HR | 04 Nov 2025, 15:30 |
| Q2 2025 | 93 | $375M | +$11.3M | -$35.8M | -$24.6M | VOOV, VOOG, FBND, VOE, VBR | 13F-HR | 12 Aug 2025, 14:16 |
| Q1 2025 | 96 | $373M | +$9.06M | -$4.26M | +$4.8M | VOOV, VOOG, AGG, FBND, VOE | 13F-HR | 15 May 2025, 11:55 |
| Q4 2024 | 100 | $371M | +$9.62M | -$5.11M | +$4.51M | VOOV, VOOG, AGG, FBND, VOE | 13F-HR | 13 Feb 2025, 09:30 |
| Q3 2024 | 93 | $382M | +$47M | -$35.3M | +$11.7M | VOOV, VOOG, AGG, FBND, VOE | 13F-HR | 14 Nov 2024, 13:19 |
| Q2 2024 | 90 | $346M | +$23.5M | -$18.6M | +$4.91M | VOOV, VOOG, AGG, FBND, VOE | 13F-HR | 13 Aug 2024, 10:58 |
| Q1 2024 | 86 | $345M | +$9.78M | -$4.55M | +$5.24M | VOOV, VOOG, AGG, FBND, DWM | 13F-HR | 13 May 2024, 15:48 |
| Q4 2023 | 82 | $323M | +$11.3M | -$1.86M | +$9.4M | VOOV, AGG, VOOG, FBND, DWM | 13F-HR | 13 Feb 2024, 14:19 |
| Q3 2023 | 82 | $285M | +$28.8M | -$2.65M | +$26.2M | VOOV, AGG, VOOG, FBND, DWM | 13F-HR | 13 Nov 2023, 20:50 |
| Q2 2023 | 78 | $292M | +$7.86M | -$2.67M | +$5.19M | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 11 Aug 2023, 11:19 |
| Q1 2023 | 77 | $282M | +$4.24M | -$3.67M | +$578K | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 15 May 2023, 17:00 |
| Q4 2022 | 75 | $272M | +$15.3M | -$1.98M | +$13.3M | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 13 Feb 2023, 13:31 |
| Q3 2022 | 67 | $237M | +$14.7M | -$3.71M | +$11M | VOOV, AGG, RPG, FBND, DWM | 13F-HR | 14 Nov 2022, 08:16 |
| Q2 2022 | 66 | $241M | +$10.9M | -$3.23M | +$7.64M | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 09 Aug 2022, 13:06 |
| Q1 2022 | 75 | $253M | +$12.7M | -$209K | +$12.5M | VOOV, AGG, RPG, FBND, VOE | 13F-HR | 16 May 2022, 10:19 |
| Q4 2021 | 72 | $255M | +$12.1M | -$1.3M | +$10.8M | VOOV, RPG, AGG, FBND, VOE | 13F-HR | 10 Jan 2022, 09:36 |
| Q3 2021 | 74 | $254M | +$7.34M | -$2.16M | +$5.18M | VOOV, AGG, RPG, FBND, DWM | 13F-HR | 15 Nov 2021, 15:11 |
| Q2 2021 | 72 | $253M | +$7.48M | -$5.47M | +$2.01M | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 09 Aug 2021, 16:30 |
| Q1 2021 | 70 | $237M | +$5.5M | -$4.66M | +$839K | VOOV, AGG, RPG, FBND, DWM | 13F-HR | 13 May 2021, 11:19 |
| Q4 2020 | 67 | $224M | +$18.1M | -$3.05M | +$15.1M | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 16 Feb 2021, 06:03 |
| Q3 2020 | 64 | $185M | +$12.1M | -$830K | +$11.3M | RPG, VOOV, AGG, FBND, DWM | 13F-HR | 12 Nov 2020, 09:31 |
| Q2 2020 | 63 | $166M | +$22.2M | -$8.2M | +$14M | RPG, VOOV, AGG, FBND, DWM | 13F-HR | 11 Aug 2020, 14:33 |
| Q1 2020 | 53 | $139M | +$26.5M | -$6.92M | +$19.6M | AGG, RPG, FBND, DWM, SCZ | 13F-HR | 01 Apr 2020, 16:43 |
| Q4 2019 | 70 | $165M | +$4.91M | -$1.67M | +$3.24M | RPV, RPG, AGG, DWM, SCZ | 13F-HR | 07 Feb 2020, 16:51 |
| Q3 2019 | 71 | $166M | +$18.9M | -$1.12M | +$17.8M | RPV, AGG, RPG, FBND, DWM | 13F-HR | 08 Nov 2019, 10:38 |
| Q2 2019 | 67 | $152M | +$31.9M | -$500K | +$31.4M | RPV, RPG, FBND, DWM, VOE | 13F-HR | 09 Aug 2019, 17:55 |
| Q1 2019 | 42 | $133M | +$3.78M | -$95.6K | +$3.69M | RPV, RPG, AGG, DWM, VOE | 13F-HR | 13 May 2019, 06:35 |
| Q4 2018 | 43 | $130M | +$32M | -$12.5M | +$19.5M | AGG, RPV, RPG, FBND, DWM | 13F-HR | 04 Feb 2019, 10:32 |
| Q3 2018 | 37 | $130M | +$16.9M | -$1.3M | +$15.6M | RPV, RPG, DWM, SCZ, VOE | 13F-HR | 14 Nov 2018, 15:51 |
| Q2 2018 | 36 | $112M | +$6.56M | -$336K | +$6.22M | RPV, RPG, DWM, SCZ, VOE | 13F-HR | 14 Aug 2018, 13:24 |
| Q1 2018 | 39 | $116M | +$10M | -$343K | +$9.69M | RPV, RPG, DWM, SCZ, VOE | 13F-HR | 14 Aug 2018, 13:22 |
| Q4 2017 | 27 | $106M | RPV, RPG, DWM, SCZ, VOE | 13F-HR | 14 Aug 2018, 13:20 |