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Powershares Exchange shares owned by Shakespeare Wealth Management

Quarter-by-quarter ownership of Powershares Exchange shares owned by Shakespeare Wealth Management from 13F filings

Historical chart of Shakespeare Wealth Management investment in Powershares Exchange

Tip: Access up to 7 years of quarterly data

All positions including Powershares Exchange held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Powershares Exchange by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $301k 8.7k 34.45

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard Small Cap Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 600 Small Cap Growth S&P 600 SMCP GRW (SLYG)
Dimensional International Small Value Intl Small Cap V (DISV)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Vanguard Total Total Stk Mkt (VTI)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)
Nasdaq 100 Equal Weight SHS (QQEW)

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Top funds holding Powershares Exchange

Shakespeare Wealth Management

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