Appleton Group Wealth Management

Appleton Group as of Dec. 31, 2021

Portfolio Holdings for Appleton Group

Appleton Group holds 51 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 24.8 $25M 151k 163.75
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 20.5 $21M 280k 73.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 18.5 $18M 162k 113.82
Spdr Ser Tr Bloomberg High Y (JNK) 3.6 $3.6M 33k 108.56
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 3.5 $3.5M 230k 15.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.4 $3.4M 25k 132.51
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.2 $2.2M 42k 53.89
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.7 $1.7M 21k 81.26
Ishares Tr Jpmorgan Usd Emg (EMB) 1.7 $1.7M 16k 109.06
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $1.5M 18k 80.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $1.3M 2.7k 475.02
Ishares Tr Rus 1000 Val Etf (IWD) 1.1 $1.1M 6.4k 167.97
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $884k 5.3k 166.13
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $771k 7.5k 102.39
Meta Platforms Cl A (META) 0.7 $702k 2.1k 336.37
Seagate Technology Hldngs Pl Ord Shs (STX) 0.6 $632k 5.6k 112.90
Extra Space Storage (EXR) 0.6 $609k 2.7k 226.82
Advanced Micro Devices (AMD) 0.6 $582k 4.0k 143.88
Apple (AAPL) 0.5 $546k 3.1k 177.68
Pfizer (PFE) 0.5 $538k 9.1k 59.09
Ford Motor Company (F) 0.5 $529k 26k 20.78
CVS Caremark Corporation (CVS) 0.5 $465k 4.5k 103.22
Cognizant Technology Solutio Cl A (CTSH) 0.5 $451k 5.1k 88.76
TJX Companies (TJX) 0.4 $441k 5.8k 75.94
ON Semiconductor (ON) 0.4 $434k 6.4k 67.98
Tyler Technologies (TYL) 0.4 $433k 805.00 537.89
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $421k 4.5k 92.92
Universal Display Corporation (OLED) 0.4 $420k 2.5k 164.84
Eaton Corp SHS (ETN) 0.4 $419k 2.4k 172.64
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.4 $417k 3.5k 117.63
Global Payments (GPN) 0.4 $407k 3.0k 135.31
PPG Industries (PPG) 0.4 $401k 2.3k 172.32
Harmonic (HLIT) 0.4 $401k 34k 11.75
Cooper Cos Com New 0.4 $389k 929.00 418.73
Cirrus Logic (CRUS) 0.4 $381k 4.1k 92.10
Nicolet Bankshares (NIC) 0.4 $367k 4.3k 85.65
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $304k 1.5k 204.44
Select Sector Spdr Tr Technology (XLK) 0.3 $303k 1.7k 174.14
Proshares Tr Ultsht Russ2000 (TWM) 0.3 $300k 23k 12.95
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $298k 3.9k 77.20
Netflix (NFLX) 0.3 $298k 495.00 602.02
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.3 $298k 4.9k 60.75
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $296k 4.1k 71.60
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $293k 3.2k 90.57
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $291k 2.5k 116.17
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $283k 2.0k 140.66
Acushnet Holdings Corp (GOLF) 0.3 $282k 5.3k 53.12
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $281k 2.7k 105.84
Garmin SHS (GRMN) 0.3 $258k 1.9k 136.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $206k 5.3k 38.92
Associated Banc- (ASB) 0.2 $206k 9.1k 22.54