0001104659-20-124115.txt : 20201112
0001104659-20-124115.hdr.sgml : 20201112
20201112103113
ACCESSION NUMBER: 0001104659-20-124115
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201112
DATE AS OF CHANGE: 20201112
EFFECTIVENESS DATE: 20201112
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: 201304401
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
13F-HR
LIVE
false
false
false
0001658509
XXXXXXXX
09-30-2020
09-30-2020
false
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
11-09-2020
0
67
190015
INFORMATION TABLE
2
infotable.xml
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AGGRES ALLOC ETF
464289859
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18497
SH
SOLE
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241
2948
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COM
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8785
SH
SOLE
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AssociatedBancCorp
COM
045487105
1255
99441
SH
SOLE
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AT&TCorp
COM
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17573
SH
SOLE
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AutoDataProcessing
COM
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1835
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SOLE
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CantelMedicalCorp
COM
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4767
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SOLE
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CarlisleCo
COM
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253
2067
SH
SOLE
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2067
CarrierGlobalCorp
COM
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8285
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ChoiceoneFinlSvcs
COM
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1225
47093
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SOLE
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JPMorganChase&Co
COM
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KeycorpIncNew
COM
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19391
SH
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MarriottIntlIncClA
CLANEW
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313
3383
SH
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0
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MercantileBankCorp
COM
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466
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SH
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MicrosoftCorp
COM
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COM
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OtisWorldwideCorp
COM
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259
4142
SH
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Parker-HannifinCorp
COM
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287
1416
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PentairPlc
SHS
G7S00T104
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SOLE
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PepsicoIncorporated
COM
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2858
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SH
SOLE
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Procter&GambleCo
S&PMC400VLETF
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SOLE
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RaytheonTechnologiesCo
COM
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477
8285
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SOLE
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SCHWBFDTINTSC
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SCHWABFDTUSLG
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SchwabFundamentalIntl
INTLSCEQTETF
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2700
90310
SH
SOLE
0
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SchwabFundamentalUS
COM
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SH
SOLE
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SchwabInternatnalSmall
FTSERAFI1500
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SOLE
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SherwinWilliamsCo
DJGLBRLESETF
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535
768
SH
SOLE
0
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Small&MidCapFund
S&P400MDCPGRW
46137V597
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SH
SOLE
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COM
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SPDRS&P600SmallCap
COM
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SPDRTRUSTUnitSR
TRUNIT
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TCFFinlCorp
COM
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224
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SH
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TIPFund
TIPSBDETF
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VanguardEmergingMarket
FTSEEMRMKTETF
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TOTALSTKMKT
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SH
SOLE
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VanguardS&P500Value
500VALIDXFD
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SH
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VanguardSCValue
COM
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SH
SOLE
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VanguardTotalStock
INTLEQUITYFD
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WellsFargo&CoNew
INTLSMCAPDIV
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SH
SOLE
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WisconsinEgyCpHldgCo
COM
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SH
SOLE
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WisdomtreeLCValue
COM
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SH
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WisdomtreeSCValue
CLA
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YumBrandsInc
MCAPVLIDXVIP
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SH
SOLE
0
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YumChinaHoldingsI
COM
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SH
SOLE
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ZillowGroupInc
COM
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SH
SOLE
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2637