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SHAKESPEARE WEALTH MANAGEMENT, INC.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
INVESCO EXCHANGE TRADED FD T RPGCommon155,330-4,96623,697,153,000-529,985,0008.11  Hist 06/30/2023
iSHARES TRUST EFGMSCI GRW IDX179,205-5,87717,097,928,000-240,539,0005.85  Hist 06/30/2023
SCHWAB STRATEGIC TRUST FNDCCommon70,503-7,0732,339,995,000-230,098,0000.80  Hist 06/30/2023
SCHWAB STRATEGIC TRUST SCHCCommon66,107-6,0342,232,433,000-199,442,0000.76  Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon22,653-3,581921,524,000-138,330,0000.32  Hist 06/30/2023
VANGUARD TAX-MANAGED FUNDS VEAFD7,749-2,179357,849,000-90,599,0000.12  Hist 06/30/2023
MERCANTILE BANK CORP MBWMCOMMON STOCK19,768-195545,992,000-64,477,0000.190.12 Hist 06/30/2023
iSHARES TRUST IJHCommon5,177-4811,353,682,000-61,723,0000.46  Hist 06/30/2023
AT&T CORP TCommon11,148-1,079177,813,000-57,559,0000.06  Hist 06/30/2023
INVESCO EXCHANGE-TRADED FUND TRUST PRFZExchange Traded Fund5,973-6051,026,341,000-55,872,0000.35  Hist 06/30/2023
FIRST TR VALUE LINE DIVID IN FVDSHS13,081-760524,417,000-31,438,0000.18  Hist 06/30/2023
iSHARES TRUST IWNRUSL 2000 VALU10,161-4441,430,669,000-22,428,0000.49  Hist 06/30/2023
Invesco Exchange-Traded Fund Trust II IDLVExchange Traded Fund25,509-106697,671,000-3,155,0000.24  Hist 06/30/2023
iSHARES TRUST IWFCommon840-83231,151,0005,634,0000.08  Hist 06/30/2023
iSHARES TRUST IWVCommon1,205-21306,684,00018,071,0000.10  Hist 06/30/2023
INVESCO EXCHANGE TRADED FD T PRFCommon7,618-171,246,686,00049,671,0000.43  Hist 06/30/2023
iSHARES TRUST IWOETF6,147-1871,491,631,00054,953,0000.51  Hist 06/30/2023
iSHARES TRUST IWPRUSSELL MCP GR17,535-4401,694,407,00057,783,0000.58  Hist 06/30/2023
SCHWAB STRATEGIC TRUST FNDXCommon71,442-1,7444,112,916,00093,541,0001.41  Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon12,110-1962,667,591,000155,936,0000.91  Hist 06/30/2023
FIRST TR NAS100 EQ WEIGHTED QQEWSHS40,049-5314,281,238,000196,861,0001.46  Hist 06/30/2023
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