0001104659-19-061490.txt : 20191108
0001104659-19-061490.hdr.sgml : 20191108
20191108113849
ACCESSION NUMBER: 0001104659-19-061490
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191108
DATE AS OF CHANGE: 20191108
EFFECTIVENESS DATE: 20191108
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SHAKESPEARE WEALTH MANAGEMENT, INC.
CENTRAL INDEX KEY: 0001658509
IRS NUMBER: 391944977
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18885
FILM NUMBER: 191203001
BUSINESS ADDRESS:
STREET 1: N22 W27847 EDGEWATER DR.
CITY: PEWAUKEE
STATE: WI
ZIP: 53072
BUSINESS PHONE: 262-814-1600
MAIL ADDRESS:
STREET 1: N22 W27847 EDGEWATER DR.
CITY: PEWAUKEE
STATE: WI
ZIP: 53072
13F-HR
1
primary_doc.xml
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0001658509
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09-30-2019
09-30-2019
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SHAKESPEARE WEALTH MANAGEMENT, INC.
N22 W27847 Edgewater Dr.
Pewaukee
WI
53072
13F HOLDINGS REPORT
028-18885
N
Kevin Reardon
President & Chief Compliance Officer
615-340-0801
/s/ Kevin Reardon
Pewaukee
WI
11-01-2019
0
75
172887
INFORMATION TABLE
2
infotable.xml
A T & T Corp
COM
00206R102
663
17534
SH
SOLE
0
0
17534
Alliant Energy Corp
COM
018802108
504
9338
SH
SOLE
0
0
9338
Amer Electric Pwr Co Inc
COM
025537101
276
2948
SH
SOLE
0
0
2948
Apple Inc
COM
037833100
487
2176
SH
SOLE
0
0
2176
Associated Banc Corp
COM
045487105
2476
122256
SH
SOLE
0
0
122256
Auto Data Processing
COM
053015103
296
1835
SH
SOLE
0
0
1835
Cantel Medical Corp
COM
138098108
357
4767
SH
SOLE
0
0
4767
Carlisle Co
COM
142339100
301
2067
SH
SOLE
0
0
2067
Coca Cola Company
COM
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210
3859
SH
SOLE
0
0
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Comerica Incorporated
COM DISNEY
200340107
1054
15968
SH
SOLE
0
0
15968
Disney Walt Hldg Co
COM
254687106
211
1618
SH
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0
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Fidelity Natl Info Svcs
TOTAL BD ETF
31620M106
253
1903
SH
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Fidelity Total Bond ETF
COM
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SH
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Fifth Third Bancorp
COM
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328
11974
SH
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First Defiance Finl 0050
SHS
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First Trust Value Line Dividen
COM RESTRC NEW
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COM
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Honeywell International
COM
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Huntington Bancshs
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Invesco Bulletshares
BULSHS 2021 HY
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BULSHS 2022 HY
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FTSE RAFI DEV
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S&P INTL LOW
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S&P MDCP400 PR
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S&P SML600 GWT
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Invesco SC Pure Growth
CORE MSCI EMKT
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AGGRES ALLOC ETF
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1309
23831
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0
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Ishares Core Msci
MIN VOL EMRG MKT
46434G103
846
17255
SH
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iShares Core US Agg Bond ETF
CORE US AGGBD ET
464287226
13704
121092
SH
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iShares Emerging Markets
IBONDS DEC20 ETF
464286533
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SH
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I-shares ibond 2020
IBONDS DEC21 ETF
46434VAQ3
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I-shares ibond 2021
IBONDS DEC22 ETF
46434VBK5
352
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Ishares Ibonds Dec 2022
EAFE GRWTH ETF
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422
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SH
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iShares MSCI EAFE Growth
EAFE SML CP ETF
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6748
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SH
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RUS 2000 VAL ETF
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RUSSELL 3000 ETF
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CORE S&P500 ETF
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240
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SH
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AGGRES ALLOC ETF
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299
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SH
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COM
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SH
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Johnson & Johnson
COM
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SH
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Keycorp Inc New
COM
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SH
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Magna Intl Inc Cl A Vtgf
CL A
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221
4140
SH
SOLE
0
0
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Marriott Intl Inc Cl A
CL A NEW
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554
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SH
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Mercantile Bank Corp
COM
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847
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SH
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Microsoft Corp
COM
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340
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SH
SOLE
0
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Minnesota Mining & Mfg
SHS
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204
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SH
SOLE
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Nasdaq 100 Equal Weight
COM
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SH
SOLE
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Parker-Hannifin Corp
COM
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SH
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Pepsico Incorporated
COM
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SH
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Procter & Gamble Co
S&P MC 400VL ETF
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630
5062
SH
SOLE
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S P D R TRUST Unit SR
TR UNIT
78462F103
228
769
SH
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SCHWB FDT INT SC
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SH
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S&P Midcap I Value
SCHWAB FDT US LG
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SH
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Schwab Fundamental Intl
INTL SCEQT ETF
808524748
3101
100914
SH
SOLE
0
0
100914
Schwab Fundamental US
COM
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2701
68281
SH
SOLE
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Schwab Internatnal Small
FTSE RAFI 1500
808524888
1613
50734
SH
SOLE
0
0
50734
Sherwin Williams Co
DJ GLB RL ES ETF
824348106
422
768
SH
SOLE
0
0
768
Small & MidCap Fund
S&P 400 MDCP GRW
46137V597
1440
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SH
SOLE
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Spdr DJ Global Real Estate
S&P 600 SMCP GRW
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Spdr S&P 400 Mid Cap
COM
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Spdr S&P 600 Small Cap
COM
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T C F Finl Corp
COM
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365
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SH
SOLE
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9593
Tricon Global Restr Inc
MCAP VL IDXVIP
988498101
817
7205
SH
SOLE
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United Technologies Corp
SM CP VAL ETF
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SH
SOLE
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Vanguard Mid Cap Value
TOTAL STK MKT
922908512
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SH
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Vanguard SC Value
COM
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6035
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SH
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Vanguard Total Stock
INTL EQUITY FD
922908769
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SH
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12848
Verizon Communications
COM
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223
3687
SH
SOLE
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Wells Fargo & Co New
INTL SMCAP DIV
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SH
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Wisdomtree LC Value
COM
97717W703
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SH
SOLE
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Wisdomtree SC Value
CL A
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Yum China Holdings I
COM
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