Appleton Group Wealth Management

Appleton Group as of Dec. 31, 2020

Portfolio Holdings for Appleton Group

Appleton Group holds 33 positions in its portfolio as reported in the December 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) 17.8 $18M 142k 128.41
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 15.1 $16M 170k 90.95
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 14.8 $15M 255k 59.53
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 10.8 $11M 124k 89.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.6 $9.8M 273k 36.01
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 7.7 $7.9M 256k 30.65
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 5.2 $5.4M 65k 82.79
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 3.8 $3.9M 256k 15.26
Spdr Ser Tr Bloomberg Brclys (JNK) 2.5 $2.6M 24k 108.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $2.1M 25k 83.25
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.0 $2.0M 36k 56.04
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.2 $1.2M 18k 68.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $981k 2.6k 374.00
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $835k 6.1k 136.66
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $702k 5.3k 131.83
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $379k 2.7k 138.02
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $365k 3.2k 115.76
Eaton Corp SHS (ETN) 0.3 $311k 2.6k 120.12
Spdr Ser Tr S&p Biotech (XBI) 0.3 $296k 2.1k 140.89
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.3 $292k 9.9k 29.46
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $289k 4.0k 71.50
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.3 $288k 2.8k 102.82
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.3 $287k 3.1k 92.97
Select Sector Spdr Tr Energy (XLE) 0.3 $286k 7.6k 37.88
Nicolet Bankshares (NIC) 0.3 $284k 4.3k 66.28
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $270k 3.0k 88.67
First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $270k 1.3k 212.26
Select Sector Spdr Tr Technology (XLK) 0.3 $269k 2.1k 129.83
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $264k 2.3k 113.30
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $259k 3.6k 72.43
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) 0.2 $249k 11k 23.27
Invesco Exchange Traded Fd T Cleantech Etf (ERTH) 0.2 $243k 3.2k 75.19
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $236k 3.5k 67.41