0001144204-18-044485.txt : 20180814 0001144204-18-044485.hdr.sgml : 20180814 20180814132250 ACCESSION NUMBER: 0001144204-18-044485 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180814 DATE AS OF CHANGE: 20180814 EFFECTIVENESS DATE: 20180814 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: 181015994 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 03-31-2018 03-31-2018 false SHAKESPEARE WEALTH MANAGEMENT, INC.

N22 W27847 Edgewater Dr. Pewaukee WI 53072

13F HOLDINGS REPORT 028-18885 N Kevin Reardon 615-340-0801 /s/ Kevin Reardon Pewaukee WI 08-01-2018 0 39 115541 INFORMATION TABLE 2 infotable.xml 3M Corp COM 88579Y101 312 1420 SH SOLE 0 0 1420 90/10 Diversified Growth AGGRES ALLOC ETF 464289859 1386 25900 SH SOLE 0 0 25900 A T & T Corp COM 00206R102 508 14238 SH SOLE 0 0 14238 Alliant Energy Corp COM 018802108 365 8934 SH SOLE 0 0 8934 Associated Banc Corp COM 045487105 2869 115470 SH SOLE 0 0 115470 Auto Data Processing COM 053015103 208 1835 SH SOLE 0 0 1835 First Trust Value Line Dividen SHS 33734H106 729 24398 SH SOLE 0 0 24398 Fundamental 1000 46137V613 46137V613 1337 12132 SH SOLE 0 0 12132 Heska Corp New COM RESTRC NEW 42805E108 263 3320 SH SOLE 0 0 3320 Ishares Core Msci CORE MSCI EMKT 46434G103 360 6165 SH SOLE 0 0 6165 iShares Emerging Markets MIN VOL EMRG MKT 464286533 6208 99580 SH SOLE 0 0 99580 Ishares Iboxx High Yield IBOXX HI YD ETF 464288513 202 2363 SH SOLE 0 0 2363 iShares MSCI EAFE Growth EAFE GRWTH ETF 464288885 6533 81286 SH SOLE 0 0 81286 iShares MSCI EAFE Small-Cap EAFE SML CP ETF 464288273 9293 142553 SH SOLE 0 0 142553 Johnson & Johnson COM 478160104 428 3340 SH SOLE 0 0 3340 Marriott Intl Inc Cl A CL A 571903202 564 4144 SH SOLE 0 0 4144 Nasdaq 100 Equal Weight SHS 337344105 1517 25713 SH SOLE 0 0 25713 Pepsico Incorporated COM 713448108 2254 20648 SH SOLE 0 0 20648 PowerShares LC Pure Growth S&P500 PUR GWT 46137V266 12831 116877 SH SOLE 0 0 116877 PowerShares LC Pure Value S&P500 PUR VAL 46137V258 14271 220880 SH SOLE 0 0 220880 PowerShares MC Pure Growth S&P MDCP400 PR 46137V217 1126 7120 SH SOLE 0 0 7120 Powershares S&P S&P INTL LOW 46138E230 1931 58257 SH SOLE 0 0 58257 PowerShares SC Pure Growth S&P SML600 GWT 46137V175 4530 39353 SH SOLE 0 0 39353 Procter & Gamble Co COM 742718109 399 5333 SH SOLE 0 0 5333 Pwrshs Ftse Rafi Dvpd FTSE RAFI DEV 46138E743 938 21010 SH SOLE 0 0 21010 S&P Midcap I Fund CORE S&P MCP ETF 464287507 1541 8217 SH SOLE 0 0 8217 Schwab Fundamental Intl SCHWB FDT INT SC 808524748 686 19165 SH SOLE 0 0 19165 Schwab US Aggregate Bond US AGGREGATE B 808524839 946 18544 SH SOLE 0 0 18544 Small & MidCap Fund FTSE RAFI 1500 46137V597 1809 14029 SH SOLE 0 0 14029 Spdr S&P 400 Mid Cap S&P 400 MDCP GRW 78464A821 4468 28378 SH SOLE 0 0 28378 Tricon Global Restr Inc COM 988498101 613 7205 SH SOLE 0 0 7205 Vanguard Mid Cap Value MCAP VL IDXVIP 922908512 8220 75140 SH SOLE 0 0 75140 Vanguard SC Value SM CP VAL ETF 922908611 6076 46946 SH SOLE 0 0 46946 Vanguard Short Term Cor SHRT TRM CORP BD 92206C409 477 6087 SH SOLE 0 0 6087 Vanguard Total Stock TOTAL STK MKT 922908769 1791 13198 SH SOLE 0 0 13198 Wisdomtree LC Value INTL EQUITY FD 97717W703 9462 172469 SH SOLE 0 0 172469 Wisdomtree SC Value INTL SMCAP DIV 97717W760 7557 98872 SH SOLE 0 0 98872 Yum China Holdings I COM 98850P109 296 7131 SH SOLE 0 0 7131 Zillow Group Inc CL C CAP STK 98954M200 237 4414 SH SOLE 0 0 4414