Shakespeare Wealth Management, LLC

**SHAKESPEARE WEALTH MANAGEMENT, INC.** manages $453M across a diversified portfolio of 105 positions. The strategy exhibits a significant tilt toward core market exposure, evidenced by top holdings including VOOV ($56.2M) and VOOG ($45.2M). Notable allocations further emphasize fixed income and broad market risk management, with AGG ($35.5M) and FBND ($35.3M) representing substantial weights. This positioning suggests a disciplined, large-cap focused approach to capital preservation and growth.

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