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  Name: SHAKESPEARE WEALTH MANAGEMENT INC.
  City: Pewaukee
  State: WI
  Zip: 53072
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $323,321,000
  Total Value Change : $37,964,000
  Securities Held Change : 5
   
All Securities Held : 83
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 27
  Unchanged Positions : 30
  Decreased Positions : 22

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 67 New $486.90 $310,000 709 0.1% 310,000 709 0    Closed - End Fund - E...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 73 New $226.94 $256,000 1,199 0.08% 256,000 1,199 0.001    Closed - End Fund - E...
   (SNA)1 Year Chart         SNA Snap-On Inc 77 New $279.82 $223,000 771 0.07% 223,000 771 0.001    Small Tools & Accesso...
   (COKE)1 Year Chart         COKE Coca Cola Bottling Co Conso... 78 New $951.57 $220,000 3,731 0.07% 220,000 3,731 0.04    Beverage Soft Drinks...

      4 Records Found
  1    
Page 1 of 1
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