Appleton Group Wealth Management

Appleton Group as of Sept. 30, 2020

Portfolio Holdings for Appleton Group

Appleton Group holds 29 positions in its portfolio as reported in the September 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) 29.4 $19M 163k 115.17
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 21.0 $13M 167k 80.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.6 $8.7M 276k 31.40
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 7.1 $4.5M 66k 68.88
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 5.6 $3.5M 241k 14.73
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.8 $2.4M 29k 82.84
Spdr Ser Tr Bloomberg Brclys (JNK) 3.4 $2.2M 21k 104.29
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.9 $1.9M 34k 56.08
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $957k 17k 55.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $897k 2.7k 334.95
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.3 $831k 16k 52.17
Ishares Tr Rus 1000 Val Etf (IWD) 1.1 $722k 6.1k 118.17
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $573k 8.4k 68.29
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $541k 5.4k 99.28
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $381k 2.8k 134.82
Proshares Tr Pshs Uldow30 New 0.5 $345k 22k 15.67
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.5 $293k 4.5k 64.72
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $291k 2.0k 147.19
Select Sector Spdr Tr Technology (XLK) 0.4 $284k 2.4k 116.58
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $273k 3.5k 77.12
Eaton Corp SHS (ETN) 0.4 $264k 2.6k 101.97
Proshares Tr Ultsht Russ2000 0.4 $246k 27k 9.02
Ishares Tr U.s. Real Es Etf (IYR) 0.4 $242k 3.0k 79.74
Nicolet Bankshares (NIC) 0.4 $234k 4.3k 54.61
Select Sector Spdr Tr Sbi Materials (XLB) 0.4 $228k 3.6k 63.76
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $224k 3.5k 63.98
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $220k 1.7k 127.91
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.3 $219k 2.6k 83.68
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) 0.3 $182k 10k 17.50