# EDGAR Filing Document

**Accession Number:** 0001658509
**File Stem:** 0001104659-23-019538
**Filing Date:** 2023-2
**Character Count:** 11341
**Document Hash:** 5f142f33b369580308b8675c2b03ee69
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-23-019538.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001104659-23-019538

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230213

**DATE AS OF CHANGE**: 20230213

**EFFECTIVENESS DATE**: 20230213

**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:** 23617140

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SHAKESPEARE WEALTH MANAGEMENT INC.<br>**Address:** N22 W27847 Edgewater Dr.<br>Pewaukee, WI 53072

**Form 13F File Number:** 028-18885

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kevin Reardon<br>**Title:** President  Chief Compliance Officer<br>**Phone:** 615-340-0801

**Signature, Place, and Date of Signing:**

/s/ Kevin Reardon  Pewaukee, WI  02-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 75

**Form 13F Information Table Value Total:** $272443043

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Apple Inc | COM | 037833100 |  | 1030518 | 7931 | SH |  | SOLE |  | 0 | 0 | 7931 |
| Abbvie Inc | COM | 00287Y109 |  | 262902 | 1627 | SH |  | SOLE |  | 0 | 0 | 1627 |
| Abbott Laboratories | COM | 002824100 |  | 218702 | 1992 | SH |  | SOLE |  | 0 | 0 | 1992 |
| Auto Data Processing | COM | 053015103 |  | 417527 | 1748 | SH |  | SOLE |  | 0 | 0 | 1748 |
| Amer Electric Pwr Co Inc | COM | 025537101 |  | 248104 | 2613 | SH |  | SOLE |  | 0 | 0 | 2613 |
| iShares Core US Agg Bond ETF | CORE US AGGBD ET | 464287226 |  | 22951071 | 236633 | SH |  | SOLE |  | 0 | 0 | 236633 |
| Associated Banc Corp | COM | 045487105 |  | 219032 | 9486 | SH |  | SOLE |  | 0 | 0 | 9486 |
| Vanguard Total Bond | TOTAL BND MRKT | 921937835 |  | 845126 | 11764 | SH |  | SOLE |  | 0 | 0 | 11764 |
| Berkshire Hathaway Cl B | CL B NEW | 084670702 |  | 224879 | 728 | SH |  | SOLE |  | 0 | 0 | 728 |
| Carrier Global Corp | COM | 14448C104 |  | 341756 | 8285 | SH |  | SOLE |  | 0 | 0 | 8285 |
| Comerica Incorporated | COM | 200340107 |  | 623376 | 9325 | SH |  | SOLE |  | 0 | 0 | 9325 |
| Choiceone Finl Svcs | COM | 170386106 |  | 1288644 | 44436 | SH |  | SOLE |  | 0 | 0 | 44436 |
| Carlisle Co | COM | 142339100 |  | 487089 | 2067 | SH |  | SOLE |  | 0 | 0 | 2067 |
| Dimensional U S Core | US CORE EQUITY 2 | 25434V708 |  | 606223 | 24968 | SH |  | SOLE |  | 0 | 0 | 24968 |
| Dimensional Wld Ex US Cr | WORLD EX US CORE | 25434V880 |  | 402732 | 18645 | SH |  | SOLE |  | 0 | 0 | 18645 |
| Wisdomtree SC Value | INTL SMCAP DIV | 97717W760 |  | 12139316 | 209443 | SH |  | SOLE |  | 0 | 0 | 209443 |
| Wisdomtree LC Value | INTL EQUITY FD | 97717W703 |  | 18861999 | 400978 | SH |  | SOLE |  | 0 | 0 | 400978 |
| iShares MSCI EAFE Growth | EAFE GRWTH ETF | 464288885 |  | 15600035 | 186247 | SH |  | SOLE |  | 0 | 0 | 186247 |
| Fidelity Total Bond ETF | TOTAL BD ETF | 316188309 |  | 20965735 | 465698 | SH |  | SOLE |  | 0 | 0 | 465698 |
| Schwab Fundamental Intl | SCHWB FDT INT SC | 808524748 |  | 2683358 | 85840 | SH |  | SOLE |  | 0 | 0 | 85840 |
| Schwab Fundamental US | SCHWAB FDT US LG | 808524771 |  | 4254305 | 79609 | SH |  | SOLE |  | 0 | 0 | 79609 |
| First Trust Value Line Dividend | SHS | 33734H106 |  | 553352 | 13865 | SH |  | SOLE |  | 0 | 0 | 13865 |
| Huntington Bancshs | COM | 446150104 |  | 1889583 | 134013 | SH |  | SOLE |  | 0 | 0 | 134013 |
| Honeywell International | COM | 438516106 |  | 537464 | 2508 | SH |  | SOLE |  | 0 | 0 | 2508 |
| Invesco Intl Developed Low Vol | S INTL LOW | 46138E230 |  | 921419 | 34407 | SH |  | SOLE |  | 0 | 0 | 34407 |
| iShares Core MSCI Emerging Markets | CORE MSCI EMKT | 46434G103 |  | 11204700 | 239929 | SH |  | SOLE |  | 0 | 0 | 239929 |
| S Midcap I Fund | CORE S MCP ETF | 464287507 |  | 1380708 | 5708 | SH |  | SOLE |  | 0 | 0 | 5708 |
| S Midcap I Value | S MC 400VL ETF | 464287705 |  | 1288043 | 12778 | SH |  | SOLE |  | 0 | 0 | 12778 |
| iShares S 500 | CORE S ETF | 464287200 |  | 521757 | 1358 | SH |  | SOLE |  | 0 | 0 | 1358 |
| iShares Russell 2000 Value | RUS 2000 VAL ETF | 464287630 |  | 1501380 | 10827 | SH |  | SOLE |  | 0 | 0 | 10827 |
| iShares Russell 2000 Growth | RUS 2000 GRW ETF | 464287648 |  | 1437928 | 6703 | SH |  | SOLE |  | 0 | 0 | 6703 |
| iShares Russell Mid-Cap Growth | RUS MD CP GR ETF | 464287481 |  | 1550028 | 18541 | SH |  | SOLE |  | 0 | 0 | 18541 |
| iShares Russell 3000 | RUSSELL 3000 ETF | 464287689 |  | 270554 | 1226 | SH |  | SOLE |  | 0 | 0 | 1226 |
| Johnson  Johnson | COM | 478160104 |  | 581532 | 3292 | SH |  | SOLE |  | 0 | 0 | 3292 |
| J P Morgan Chase  Co | COM | 46625H100 |  | 817361 | 6095 | SH |  | SOLE |  | 0 | 0 | 6095 |
| Keycorp Inc New | COM | 493267108 |  | 337791 | 19391 | SH |  | SOLE |  | 0 | 0 | 19391 |
| Coca Cola Company | COM | 191216100 |  | 221548 | 3483 | SH |  | SOLE |  | 0 | 0 | 3483 |
| Alliant Energy Corp | COM | 018802108 |  | 471162 | 8534 | SH |  | SOLE |  | 0 | 0 | 8534 |
| Marriott Intl Inc Cl A | CL A | 571903202 |  | 504340 | 3387 | SH |  | SOLE |  | 0 | 0 | 3387 |
| Mercantile Bank Corp | COM | 587376104 |  | 668361 | 19963 | SH |  | SOLE |  | 0 | 0 | 19963 |
| SPDR S 400 Mid Cap | S 400 MDCP GRW | 78464A821 |  | 9563339 | 146363 | SH |  | SOLE |  | 0 | 0 | 146363 |
| Magna Intl Inc Cl A Vtgf | COM | 559222401 |  | 232585 | 4140 | SH |  | SOLE |  | 0 | 0 | 4140 |
| Microsoft Corp | COM | 594918104 |  | 367251 | 1531 | SH |  | SOLE |  | 0 | 0 | 1531 |
| Otis Worldwide Corp | COM | 68902V107 |  | 325065 | 4151 | SH |  | SOLE |  | 0 | 0 | 4151 |
| Pepsico Incorporated | COM | 713448108 |  | 3839031 | 21250 | SH |  | SOLE |  | 0 | 0 | 21250 |
| Procter  Gamble Co | COM | 742718109 |  | 679595 | 4484 | SH |  | SOLE |  | 0 | 0 | 4484 |
| Parker-Hannifin Corp | COM | 701094104 |  | 443193 | 1523 | SH |  | SOLE |  | 0 | 0 | 1523 |
| Pentair Plc | COM | G7S00T104 |  | 223820 | 4976 | SH |  | SOLE |  | 0 | 0 | 4976 |
| Fundamental 1000 | FTSE RAFI 1000 | 46137V613 |  | 1206757 | 7778 | SH |  | SOLE |  | 0 | 0 | 7778 |
| Small  MidCap Fund | FTSE RAFI 1500 | 46137V597 |  | 1051209 | 6636 | SH |  | SOLE |  | 0 | 0 | 6636 |
| Invesco FTSE RAFI Dvlpd Mkts | FTSE RAFI DEV | 46138E743 |  | 1765616 | 42504 | SH |  | SOLE |  | 0 | 0 | 42504 |
| Nasdaq 100 Equal Weight | SHS | 337344105 |  | 3703458 | 41715 | SH |  | SOLE |  | 0 | 0 | 41715 |
| Invesco S 500 Pure Growth | S PUR GWT | 46137V266 |  | 23022989 | 151857 | SH |  | SOLE |  | 0 | 0 | 151857 |
| Raytheon Technologies Co | COM | 755111507 |  | 844902 | 8372 | SH |  | SOLE |  | 0 | 0 | 8372 |
| Schwab Internatnal Small | INTL SCEQT ETF | 808524888 |  | 2395277 | 76113 | SH |  | SOLE |  | 0 | 0 | 76113 |
| Schwab International | INTL EQTY ETF | 808524805 |  | 208495 | 6473 | SH |  | SOLE |  | 0 | 0 | 6473 |
| Schwab US Large Cap | US LCAP VA ETF | 808524409 |  | 220903 | 3346 | SH |  | SOLE |  | 0 | 0 | 3346 |
| iShares MSCI EAFE Small-Cap | EAFE SML CP ETF | 464288273 |  | 16576736 | 293497 | SH |  | SOLE |  | 0 | 0 | 293497 |
| Sherwin Williams Co | COM | 824348106 |  | 469201 | 1977 | SH |  | SOLE |  | 0 | 0 | 1977 |
| SPDR S 600 Small Cap | S 600 SMCP GRW | 78464A201 |  | 8134912 | 112610 | SH |  | SOLE |  | 0 | 0 | 112610 |
| S P D R TRUST Unit SR | TR UNIT | 78462F103 |  | 1248266 | 3264 | SH |  | SOLE |  | 0 | 0 | 3264 |
| Steris Plc | COM | G8473T100 |  | 297351 | 1610 | SH |  | SOLE |  | 0 | 0 | 1610 |
| A T  T Corp | COM | 00206R102 |  | 225101 | 12227 | SH |  | SOLE |  | 0 | 0 | 12227 |
| Unitedhealth Group Inc | COM | 91324P102 |  | 209546 | 395 | SH |  | SOLE |  | 0 | 0 | 395 |
| United Parcel Service B | CL B NEW | 911312106 |  | 206870 | 1190 | SH |  | SOLE |  | 0 | 0 | 1190 |
| Vanguard SC Value | SM CP VAL ETF | 922908611 |  | 12161732 | 76585 | SH |  | SOLE |  | 0 | 0 | 76585 |
| Vanguard Ftse Developed | VAN FTSE DEV MKT | 921943858 |  | 376597 | 8973 | SH |  | SOLE |  | 0 | 0 | 8973 |
| Vanguard Mid Cap Value | MCAP VL IDXVIP | 922908512 |  | 15932509 | 117809 | SH |  | SOLE |  | 0 | 0 | 117809 |
| Vanguard S 500 Value | 500 VAL IDX FD | 921932703 |  | 27407305 | 195683 | SH |  | SOLE |  | 0 | 0 | 195683 |
| Vanguard Total Stock | TOTAL STK MKT | 922908769 |  | 2338063 | 12229 | SH |  | SOLE |  | 0 | 0 | 12229 |
| Vanguard Emerging Market | FTSE EMR MKT ETF | 922042858 |  | 1171700 | 30059 | SH |  | SOLE |  | 0 | 0 | 30059 |
| Wisconsin Egy Cp Hldg Co | COM | 92939U106 |  | 2331249 | 24864 | SH |  | SOLE |  | 0 | 0 | 24864 |
| Wells Fargo  Co New | COM | 949746101 |  | 574303 | 13909 | SH |  | SOLE |  | 0 | 0 | 13909 |
| Yum Brands Inc | COM | 988498101 |  | 954836 | 7455 | SH |  | SOLE |  | 0 | 0 | 7455 |
| Yum China Holdings I | COM | 98850P109 |  | 401841 | 7353 | SH |  | SOLE |  | 0 | 0 | 7353 |

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