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Shakespeare Wealth Management »

Snap-on Incorporated shares owned by Shakespeare Wealth Management

Quarter-by-quarter ownership of Snap-on Incorporated (SNA) shares owned by Shakespeare Wealth Management from 13F filings

Historical chart of Shakespeare Wealth Management investment in Snap-on Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Snap-on Incorporated held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Snap-on Incorporated by Shakespeare Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-03-31	$261k	775	337.01
2024-12-31	$263k	775	339.48
2024-09-30	$225k	775	289.71
2024-03-31	$228k	771	296.22

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iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)

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)

iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)

SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)

Dimensional International Small Value Intl Small Cap V (DISV)

SPDR S&P 600 Small Cap Growth S&P 600 SMCP GRW (SLYG)

iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)

Vanguard Total Total Stk Mkt (VTI)

Nasdaq 100 Equal Weight SHS (QQEW)

View all positions for Shakespeare Wealth Management

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