Appleton Group Wealth Management

Appleton Group as of March 31, 2021

Portfolio Holdings for Appleton Group

Appleton Group holds 43 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 24.2 $19M 284k 65.28
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 23.5 $18M 187k 96.03
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 17.7 $14M 135k 99.67
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 4.8 $3.7M 247k 15.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.0 $2.3M 28k 82.51
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.8 $2.1M 16k 129.80
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.7 $2.1M 38k 53.96
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.7 $1.3M 17k 74.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $1.1M 2.7k 396.45
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $954k 6.3k 151.60
Ishares Tr Rus 2000 Val Etf (IWN) 1.1 $852k 5.3k 159.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $817k 22k 37.61
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $569k 18k 31.80
Builders FirstSource (BLDR) 0.7 $564k 12k 46.40
Facebook Cl A (META) 0.7 $563k 1.9k 294.46
Seagate Technology SHS 0.6 $471k 6.1k 76.82
Kansas City Southern Com New 0.6 $439k 1.7k 264.14
Walt Disney Company (DIS) 0.6 $423k 2.3k 184.72
Skechers U S A Cl A (SKX) 0.5 $417k 10k 41.72
Ishares Tr Msci Kld400 Soc (DSI) 0.5 $399k 5.2k 76.42
American Express Company (AXP) 0.5 $397k 2.8k 141.38
Extra Space Storage (EXR) 0.5 $393k 3.0k 132.59
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.5 $393k 4.0k 98.15
Select Sector Spdr Tr Energy (XLE) 0.5 $370k 7.6k 49.01
Nicolet Bankshares (NIC) 0.5 $358k 4.3k 83.55
Eaton Corp SHS (ETN) 0.5 $358k 2.6k 138.28
Garmin SHS (GRMN) 0.5 $349k 2.6k 131.95
CVS Caremark Corporation (CVS) 0.5 $349k 4.6k 75.18
Pfizer (PFE) 0.5 $346k 9.6k 36.19
Vmware Cl A Com 0.5 $346k 2.3k 150.24
Cognizant Technology Solutio Cl A (CTSH) 0.4 $343k 4.4k 78.13
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.4 $338k 9.9k 34.10
Marriott Intl Cl A (MAR) 0.4 $327k 2.2k 148.30
Cirrus Logic (CRUS) 0.4 $318k 3.7k 84.85
Ishares Tr U.s. Real Es Etf (IYR) 0.4 $287k 3.1k 92.08
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $284k 2.9k 98.41
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $278k 4.3k 63.97
Spdr Ser Tr Bloomberg Brclys (JNK) 0.4 $276k 2.5k 108.88
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $274k 1.6k 167.89
Select Sector Spdr Tr Sbi Materials (XLB) 0.4 $274k 3.5k 78.78
Healthequity (HQY) 0.4 $272k 4.0k 67.92
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $272k 4.0k 68.20
PPG Industries (PPG) 0.3 $257k 1.7k 150.29