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 |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 105 | $452,210,420 | +$7,685,522 | -$2,012,726 | +$5,672,796 | VOOV, VOOG, AGG, FBND, VOE | 13F-HR | 06 Feb 2026, 12:08 |
| Q3 2025 | 102 | $439,072,657 | +$45,814,347 | -$4,380,381 | +$41,433,966 | VOOV, VOOG, AGG, FBND, VOE | 13F-HR | 04 Nov 2025, 15:30 |
| Q2 2025 | 93 | $374,800,228 | +$11,265,829 | -$35,827,418 | -$24,561,589 | VOOV, VOOG, FBND, VOE, VBR | 13F-HR | 12 Aug 2025, 14:16 |
| Q1 2025 | 96 | $373,183,582 | +$9,060,547 | -$4,260,269 | +$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 | +$47,046,748 | -$35,315,634 | +$11,731,114 | VOOV, VOOG, AGG, FBND, VOE | 13F-HR | 14 Nov 2024, 13:19 |
| Q2 2024 | 90 | $345,937,316 | +$23,487,292 | -$18,572,770 | +$4,914,522 | VOOV, VOOG, AGG, FBND, VOE | 13F-HR | 13 Aug 2024, 10:58 |
| Q1 2024 | 87 | $344,626,888 | +$9,780,640 | -$4,545,614 | +$5,235,026 | VOOV, VOOG, AGG, FBND, DWM | 13F-HR | 13 May 2024, 15:48 |
| Q4 2023 | 83 | $323,099,649 | +$11,260,909 | -$1,860,017 | +$9,400,892 | VOOV, AGG, VOOG, FBND, DWM | 13F-HR | 13 Feb 2024, 14:19 |
| Q3 2023 | 78 | $285,366,149 | +$28,830,470 | -$2,654,755 | +$26,175,715 | VOOV, AGG, VOOG, FBND, DWM | 13F-HR | 13 Nov 2023, 20:50 |
| Q2 2023 | 79 | $292,045,086 | +$7,862,069 | -$2,890,001 | +$4,972,068 | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 11 Aug 2023, 11:19 |
| Q1 2023 | 77 | $281,682,642 | +$4,243,811 | -$4,094,035 | +$149,776 | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 15 May 2023, 17:00 |
| Q4 2022 | 75 | $272,443,043 | +$15,259,806 | -$2,188,541 | +$13,071,265 | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 13 Feb 2023, 14:31 |
| Q3 2022 | 67 | $237,179,000 | +$14,710,240 | -$5,053,344 | +$9,656,896 | VOOV, AGG, RPG, FBND, DWM | 13F-HR | 14 Nov 2022, 09:16 |
| Q2 2022 | 71 | $243,999,000 | +$10,866,874 | -$5,092,127 | +$5,774,747 | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 09 Aug 2022, 13:06 |
| Q1 2022 | 79 | $275,224,000 | +$13,664,281 | -$1,562,570 | +$12,101,711 | VOOV, AGG, RPG, FBND, DWM | 13F-HR | 16 May 2022, 10:19 |
| Q4 2021 | 75 | $279,001,000 | +$14,292,557 | -$2,371,435 | +$11,921,122 | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 10 Jan 2022, 10:36 |
| Q3 2021 | 78 | $257,248,000 | +$7,340,741 | -$2,368,155 | +$4,972,586 | VOOV, AGG, RPG, FBND, DWM | 13F-HR | 15 Nov 2021, 15:11 |
| Q2 2021 | 76 | $256,572,000 | +$7,476,843 | -$5,822,193 | +$1,654,650 | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 09 Aug 2021, 16:30 |
| Q1 2021 | 74 | $239,907,000 | +$5,496,773 | -$4,744,796 | +$751,977 | VOOV, AGG, RPG, FBND, DWM | 13F-HR | 13 May 2021, 11:19 |
| Q4 2020 | 70 | $227,133,000 | +$18,107,738 | -$3,459,013 | +$14,648,725 | VOOV, RPG, AGG, FBND, DWM | 13F-HR | 16 Feb 2021, 07:03 |
| Q3 2020 | 67 | $187,290,000 | +$12,109,982 | -$1,611,419 | +$10,498,563 | RPG, VOOV, AGG, FBND, DWM | 13F-HR | 12 Nov 2020, 10:31 |
| Q2 2020 | 66 | $168,547,000 | +$22,226,568 | -$17,137,470 | +$5,089,098 | RPG, VOOV, AGG, FBND, DWM | 13F-HR | 11 Aug 2020, 14:33 |
| Q1 2020 | 56 | $144,600,000 | +$26,742,628 | -$26,166,581 | +$576,047 | AGG, RPG, FBND, DWM, SCZ | 13F-HR | 01 Apr 2020, 16:43 |
| Q4 2019 | 75 | $181,124,000 | +$5,069,155 | -$3,157,725 | +$1,911,430 | RPV, RPG, AGG, FBND, DWM | 13F-HR | 07 Feb 2020, 17:51 |
| Q3 2019 | 75 | $169,681,000 | +$18,933,337 | -$1,327,203 | +$17,606,134 | RPV, AGG, RPG, FBND, DWM | 13F-HR | 08 Nov 2019, 11:38 |
| Q2 2019 | 69 | $152,361,000 | +$32,714,781 | -$15,460,427 | +$17,254,354 | RPV, RPG, FBND, DWM, VOE | 13F-HR | 09 Aug 2019, 17:55 |
| Q1 2019 | 42 | $133,385,000 | +$3,781,715 | -$12,595,628 | -$8,813,913 | RPV, RPG, AGG, DWM, VOE | 13F-HR | 13 May 2019, 06:35 |
| Q4 2018 | 43 | $129,793,000 | +$32,017,589 | -$13,422,597 | +$18,594,992 | AGG, RPV, RPG, FBND, DWM | 13F-HR | 04 Feb 2019, 11:32 |
| Q3 2018 | 37 | $129,670,000 | +$16,923,748 | -$2,169,869 | +$14,753,879 | RPV, RPG, DWM, SCZ, VOE | 13F-HR | 14 Nov 2018, 16:51 |
| Q2 2018 | 36 | $112,097,000 | +$6,559,550 | -$7,184,863 | -$625,313 | RPV, RPG, DWM, SCZ, VOE | 13F-HR | 14 Aug 2018, 13:24 |
| Q1 2018 | 39 | $115,541,000 | +$10,029,690 | -$343,016 | +$9,686,674 | RPV, RPG, DWM, SCZ, VOE | 13F-HR | 14 Aug 2018, 13:22 |
| Q4 2017 | 27 | $106,174,000 | $0 | $0 | $0 | RPV, RPG, DWM, SCZ, VOE | 13F-HR | 14 Aug 2018, 13:20 |