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 | $439,072,657 | +$45,814,348 | -$4,380,382 | +$41,433,966 | VOOV, VOOG, AGG, FBND, VOE | 13F-HR | 04 Nov 2025, 15:30 |
| Q2 2025 | 93 | $374,800,228 | +$11,265,829 | -$35,827,404 | -$24,561,575 | VOOV, VOOG, FBND, VOE, VBR | 13F-HR | 12 Aug 2025, 14:16 |
| Q1 2025 | 96 | $373,183,582 | +$9,060,548 | -$4,260,270 | +$4,800,278 | VOOV, VOOG, AGG, FBND, VOE | 13F-HR | 15 May 2025, 11:55 |
| Q4 2024 | 100 | $370,613,357 | +$9,617,446 | -$5,110,305 | +$4,507,141 | VOOV, VOOG, AGG, FBND, VOE | 13F-HR | 13 Feb 2025, 09:30 |
| Q3 2024 | 93 | $382,241,548 | +$47,046,746 | -$35,315,633 | +$11,731,113 | VOOV, VOOG, AGG, FBND, VOE | 13F-HR | 14 Nov 2024, 13:19 |
| Q2 2024 | 90 | $345,937,316 | +$23,487,291 | -$18,572,768 | +$4,914,523 | VOOV, VOOG, AGG, FBND, VOE | 13F-HR | 13 Aug 2024, 10:58 |
| Q1 2024 | 86 | $344,626,888 | +$9,780,641 | -$4,545,614 | +$5,235,027 | VOOV, VOOG, AGG, FBND, DWM | 13F-HR | 13 May 2024, 15:48 |
| Q4 2023 | 82 | $323,099,649 | +$11,260,907 | -$1,860,017 | +$9,400,890 | VOOV, AGG, VOOG, FBND, DWM | 13F-HR | 13 Feb 2024, 14:19 |
| Q3 2023 | 82 | $285,366,149 | +$28,830,470 | -$2,654,756 | +$26,175,714 | VOOV, AGG, VOOG, FBND, DWM | 13F-HR | 13 Nov 2023, 20:50 |
| Q2 2023 | 78 | $292,045,086 | +$7,862,068 | -$2,670,570 | +$5,191,498 | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 11 Aug 2023, 11:19 |
| Q1 2023 | 77 | $281,682,642 | +$4,243,811 | -$3,665,456 | +$578,355 | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 15 May 2023, 17:00 |
| Q4 2022 | 75 | $272,443,043 | +$15,259,806 | -$1,975,541 | +$13,284,265 | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 13 Feb 2023, 13:31 |
| Q3 2022 | 67 | $237,179,000 | +$14,710,241 | -$3,708,649 | +$11,001,592 | VOOV, AGG, RPG, FBND, DWM | 13F-HR | 14 Nov 2022, 08:16 |
| Q2 2022 | 66 | $240,767,000 | +$10,866,874 | -$3,227,837 | +$7,639,037 | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 09 Aug 2022, 13:06 |
| Q1 2022 | 75 | $252,521,872 | +$12,714,013 | -$208,570 | +$12,505,443 | VOOV, AGG, RPG, FBND, VOE | 13F-HR | 16 May 2022, 10:19 |
| Q4 2021 | 72 | $255,461,517 | +$12,115,959 | -$1,301,436 | +$10,814,523 | VOOV, RPG, AGG, FBND, VOE | 13F-HR | 10 Jan 2022, 09:36 |
| Q3 2021 | 74 | $254,077,000 | +$7,340,741 | -$2,156,467 | +$5,184,274 | VOOV, AGG, RPG, FBND, DWM | 13F-HR | 15 Nov 2021, 15:11 |
| Q2 2021 | 72 | $253,112,000 | +$7,484,841 | -$5,474,171 | +$2,010,670 | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 09 Aug 2021, 16:30 |
| Q1 2021 | 70 | $236,775,000 | +$5,496,775 | -$4,657,397 | +$839,378 | VOOV, AGG, RPG, FBND, DWM | 13F-HR | 13 May 2021, 11:19 |
| Q4 2020 | 67 | $224,144,000 | +$18,107,740 | -$3,051,914 | +$15,055,826 | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 16 Feb 2021, 06:03 |
| Q3 2020 | 64 | $184,590,000 | +$12,109,979 | -$830,216 | +$11,279,763 | RPG, VOOV, AGG, FBND, DWM | 13F-HR | 12 Nov 2020, 09:31 |
| Q2 2020 | 63 | $166,028,000 | +$22,226,575 | -$8,195,859 | +$14,030,716 | RPG, VOOV, AGG, FBND, DWM | 13F-HR | 11 Aug 2020, 14:33 |
| Q1 2020 | 53 | $139,391,000 | +$26,526,919 | -$6,922,585 | +$19,604,334 | AGG, RPG, FBND, DWM, SCZ | 13F-HR | 01 Apr 2020, 16:43 |
| Q4 2019 | 70 | $164,744,000 | +$4,913,310 | -$1,670,261 | +$3,243,049 | RPV, RPG, AGG, DWM, SCZ | 13F-HR | 07 Feb 2020, 16:51 |
| Q3 2019 | 71 | $166,076,000 | +$18,933,343 | -$1,117,623 | +$17,815,720 | RPV, AGG, RPG, FBND, DWM | 13F-HR | 08 Nov 2019, 10:38 |
| Q2 2019 | 67 | $151,519,000 | +$31,872,769 | -$500,427 | +$31,372,342 | RPV, RPG, FBND, DWM, VOE | 13F-HR | 09 Aug 2019, 17:55 |
| Q1 2019 | 42 | $133,385,000 | +$3,781,715 | -$95,628 | +$3,686,087 | RPV, RPG, AGG, DWM, VOE | 13F-HR | 13 May 2019, 06:35 |
| Q4 2018 | 43 | $129,793,000 | +$32,017,597 | -$12,506,593 | +$19,511,004 | AGG, RPV, RPG, FBND, DWM | 13F-HR | 04 Feb 2019, 10:32 |
| Q3 2018 | 37 | $129,670,000 | +$16,923,745 | -$1,298,869 | +$15,624,876 | RPV, RPG, DWM, SCZ, VOE | 13F-HR | 14 Nov 2018, 15:51 |
| Q2 2018 | 36 | $112,097,000 | +$6,559,554 | -$335,863 | +$6,223,691 | RPV, RPG, DWM, SCZ, VOE | 13F-HR | 14 Aug 2018, 13:24 |
| Q1 2018 | 39 | $115,541,000 | +$10,029,692 | -$343,016 | +$9,686,676 | RPV, RPG, DWM, SCZ, VOE | 13F-HR | 14 Aug 2018, 13:22 |
| Q4 2017 | 27 | $106,174,000 | $0 | RPV, RPG, DWM, SCZ, VOE | 13F-HR | 14 Aug 2018, 13:20 |