Appleton Group Wealth Management

Appleton Group as of June 30, 2020

Portfolio Holdings for Appleton Group

Appleton Group holds 30 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 19.2 $16M 157k 101.54
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 14.1 $12M 159k 74.10
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 13.2 $11M 218k 50.11
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 10.9 $9.1M 139k 65.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.5 $7.9M 265k 29.75
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 7.8 $6.5M 266k 24.35
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 4.9 $4.0M 67k 60.50
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 3.9 $3.2M 227k 14.12
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $2.1M 26k 82.65
Spdr Ser Tr Bloomberg Brclys (JNK) 2.6 $2.1M 21k 101.16
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.1 $1.8M 31k 56.23
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.1 $894k 17k 52.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $808k 2.6k 308.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $660k 5.9k 112.69
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $514k 5.3k 97.51
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $387k 3.5k 109.23
Spdr Ser Tr S&p Biotech (XBI) 0.5 $385k 3.4k 111.98
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $369k 2.7k 134.48
Select Sector Spdr Tr Technology (XLK) 0.4 $363k 3.5k 104.55
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $362k 3.6k 100.11
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $360k 2.8k 127.89
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $347k 5.0k 68.79
Ishares Tr U.s. Real Es Etf (IYR) 0.4 $331k 4.2k 78.72
Select Sector Spdr Tr Energy (XLE) 0.4 $319k 8.4k 37.89
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.4 $318k 14k 23.12
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $293k 5.0k 58.68
First Tr Nasdaq-100 Tech Ind Dj Internt Idx (FDN) 0.4 $292k 1.7k 170.76
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $287k 5.1k 56.29
Nicolet Bankshares (NIC) 0.3 $235k 4.3k 54.84
Eaton Corp SHS (ETN) 0.3 $226k 2.6k 87.29