Appleton Group Wealth Management

Appleton Group as of Dec. 31, 2019

Portfolio Holdings for Appleton Group

Appleton Group holds 33 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U S Large Cap Growth ETF (SCHG) 19.9 $16M 169k 92.91
Schwab Strategic Tr cmn (SCHV) 13.8 $11M 181k 60.12
Schwab Strategic Tr us lrg cap etf (SCHX) 13.8 $11M 141k 76.81
Schwab U S Small Cap ETF (SCHA) 9.9 $7.8M 103k 75.64
Schwab International Equity ETF (SCHF) 8.9 $7.0M 209k 33.63
Schwab Emerging Markets Equity ETF (SCHE) 7.5 $5.9M 216k 27.37
Pgx etf (PGX) 3.6 $2.8M 189k 15.01
SPDR Barclays Capital Convertible SecETF (CWB) 3.5 $2.7M 49k 55.51
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) 2.5 $1.9M 18k 109.57
Vanguard Short Term Corporate Bond ETF (VCSH) 2.2 $1.7M 21k 81.02
Schwab Strategic Tr us aggregate b (SCHZ) 2.1 $1.7M 31k 53.43
Sch Us Mid-cap Etf etf (SCHM) 1.1 $877k 15k 60.15
Spdr S&p 500 Etf (SPY) 1.1 $841k 2.6k 321.73
iShares Russell 1000 Value Index (IWD) 1.0 $761k 5.6k 136.50
Consumer Staples Select Sect. SPDR (XLP) 0.7 $540k 8.6k 62.92
Health Care SPDR (XLV) 0.7 $536k 5.3k 101.82
Industrial SPDR (XLI) 0.7 $525k 6.4k 81.46
Utilities SPDR (XLU) 0.7 $529k 8.2k 64.61
Consumer Discretionary SPDR (XLY) 0.6 $469k 3.7k 125.37
Technology SPDR (XLK) 0.6 $464k 5.1k 91.59
SPDR KBW Insurance (KIE) 0.6 $465k 13k 35.40
Financial Select Sector SPDR (XLF) 0.5 $420k 14k 30.77
Energy Select Sector SPDR (XLE) 0.5 $399k 6.6k 60.03
SPDR S&P Biotech (XBI) 0.5 $378k 4.0k 95.05
Materials SPDR (XLB) 0.5 $357k 5.8k 61.41
iShares Dow Jones US Real Estate (IYR) 0.4 $350k 3.8k 92.99
Nicolet Bankshares (NIC) 0.4 $316k 4.3k 73.75
First Trust DJ Internet Index Fund (FDN) 0.3 $272k 2.0k 138.99
Netflix (NFLX) 0.3 $259k 799.00 324.16
iShares Russell 2000 Value Index (IWN) 0.3 $261k 2.0k 128.76
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.3 $255k 2.0k 127.95
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.3 $244k 2.1k 114.61
Eaton (ETN) 0.3 $245k 2.6k 94.63