StockDriftsStockDriftsTop 50 Shakespeare Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOOV | Vanguard S&P 500 Value | 13.61% | 282.0K | $57.5M | +2.86%(+7.83K) | $133.93(+61.98%) | 2026-03-31 | |
| VOOG | Vanguard S&P 500 Growth | 10.36% | 107.3K | $43.8M | +5.60%(+5.69K) | $45.80(+80.18%) | 2026-03-31 | |
| FBND | Fidelity Total Bond ETF | 9.4% | 870.7K | $39.7M | +13.44%(+103.19K) | $48.11(-5.40%) | 2026-03-31 | |
| VOE | Vanguard Mid Cap Value | 7.91% | 181.2K | $33.4M | +1.34%(+2.40K) | $120.71(+59.03%) | 2026-03-31 | |
| VBR | Vanguard Small Cap Value | 5.9% | 114.7K | $24.9M | +1.18%(+1.34K) | $152.03(+51.30%) | 2026-03-31 | |
| SCZ | iShares MSCI EAFE Small-Cap | 5.52% | 297.5K | $23.3M | +0.87%(+2.58K) | $61.33(+39.51%) | 2026-03-31 | |
| EFV | iShares MSCI EAFE Value | 5.48% | 311.3K | $23.1M | -2.62%(-8.39K) | $55.67(+41.09%) | 2026-03-31 | |
| MDYG | SPDR S&P 400 Mid Cap Growth | 4.9% | 215.7K | $20.7M | +2.00%(+4.24K) | $65.76(+62.43%) | 2026-03-31 | |
| EFG | iShares MSCI EAFE Growth | 4.77% | 180.7K | $20.1M | +2.66%(+4.68K) | $87.30(+39.06%) | 2026-03-31 | |
| SLYG | SPDR S&P 600 Small Cap Growth | 4.17% | 182.3K | $17.6M | +2.53%(+4.49K) | $72.17(+48.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.57% | +31.55% |
| Top 20 Holdings Unweighted | +9.64% | +31.81% |
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