0001144204-18-044490.txt : 20180814 0001144204-18-044490.hdr.sgml : 20180814 20180814132422 ACCESSION NUMBER: 0001144204-18-044490 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 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: 181016001 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 06-30-2018 06-30-2018 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 36 112097 INFORMATION TABLE 2 infotable.xml 90/10 Diversified Growth AGGRES ALLOC ETF 464289859 1312 24566 SH SOLE 0 0 24566 A T & T Corp COM 00206R102 457 14240 SH SOLE 0 0 14240 Alliant Energy Corp COM 018802108 378 8936 SH SOLE 0 0 8936 Associated Banc Corp COM 045487105 3152 115470 SH SOLE 0 0 115470 Auto Data Processing COM 053015103 246 1835 SH SOLE 0 0 1835 First Trust Value Line Dividen SHS 33734H106 737 24354 SH SOLE 0 0 24354 Fundamental 1000 46137V613 46137V613 1366 12132 SH SOLE 0 0 12132 Heska Corp New COM RESTRC NEW 42805E108 345 3320 SH SOLE 0 0 3320 Ishares Core Msci CORE MSCI EMKT 46434G103 317 6040 SH SOLE 0 0 6040 iShares Emerging Markets MIN VOL EMRG MKT 464286533 6019 104070 SH SOLE 0 0 104070 Ishares Iboxx High Yield IBOXX HI YD ETF 464288513 232 2723 SH SOLE 0 0 2723 iShares MSCI EAFE Growth EAFE GRWTH ETF 464288885 6740 85533 SH SOLE 0 0 85533 iShares MSCI EAFE Small-Cap EAFE SML CP ETF 464288273 9265 147668 SH SOLE 0 0 147668 Johnson & Johnson COM 478160104 405 3335 SH SOLE 0 0 3335 Marriott Intl Inc Cl A CL A 571903202 525 4144 SH SOLE 0 0 4144 Minnesota Mining & Mfg COM 88579Y101 279 1420 SH SOLE 0 0 1420 Nasdaq 100 Equal Weight SHS 337344105 1544 25493 SH SOLE 0 0 25493 Pepsico Incorporated COM 713448108 2228 20462 SH SOLE 0 0 20462 PowerShares LC Pure Growth S&P500 PUR GWT 46137V266 13774 120027 SH SOLE 0 0 120027 PowerShares LC Pure Value S&P500 PUR VAL 46137V258 15079 229411 SH SOLE 0 0 229411 PowerShares MC Pure Growth S&P MDCP400 PR 46137V217 1134 7017 SH SOLE 0 0 7017 Powershares S&P S&P INTL LOW 46138E230 1771 54978 SH SOLE 0 0 54978 PowerShares SC Pure Growth S&P SML600 GWT 46137V175 5036 39653 SH SOLE 0 0 39653 Procter & Gamble Co COM 742718109 382 4892 SH SOLE 0 0 4892 Pwrshs Ftse Rafi Dvpd FTSE RAFI DEV 46138E743 885 20577 SH SOLE 0 0 20577 S&P Midcap I Fund CORE S&P MCP ETF 464287507 1598 8205 SH SOLE 0 0 8205 Schwab Fundamental Intl SCHWB FDT INT SC 808524748 658 18872 SH SOLE 0 0 18872 Schwab US Aggregate Bond US AGGREGATE B 808524839 1401 27673 SH SOLE 0 0 27673 Small & MidCap Fund FTSE RAFI 1500 46137V597 1918 13780 SH SOLE 0 0 13780 Spdr S&P 400 Mid Cap S&P 400 MDCP GRW 78464A821 4746 87867 SH SOLE 0 0 87867 Tricon Global Restr Inc COM 988498101 564 7205 SH SOLE 0 0 7205 Vanguard Mid Cap Value MCAP VL IDXVIP 922908512 8564 77527 SH SOLE 0 0 77527 Vanguard Total Stock TOTAL STK MKT 922908769 1853 13198 SH SOLE 0 0 13198 Wisdomtree LC Value INTL EQUITY FD 97717W703 9525 180562 SH SOLE 0 0 180562 Wisdomtree SC Value INTL SMCAP DIV 97717W760 7401 102863 SH SOLE 0 0 102863 Zillow Group Inc CL C CAP STK 98954M200 261 4414 SH SOLE 0 0 4414