Appleton Group Wealth Management

Appleton Group as of March 31, 2022

Portfolio Holdings for Appleton Group

Appleton Group holds 43 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 31.5 $23M 302k 74.82
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 15.3 $11M 145k 75.86
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 14.3 $10M 144k 71.39
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.7 $6.3M 171k 36.72
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.5 $3.3M 27k 120.92
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.0 $2.1M 42k 50.58
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $1.6M 21k 78.11
Ishares Tr Rus 1000 Val Etf (IWD) 1.3 $945k 5.7k 166.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $929k 2.1k 451.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $806k 17k 47.32
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $665k 4.1k 161.45
Meta Platforms Cl A (META) 0.8 $566k 2.5k 222.22
4068594 Enphase Energy (ENPH) 0.8 $539k 2.7k 201.80
Apple (AAPL) 0.7 $511k 2.9k 174.52
Healthequity (HQY) 0.7 $500k 7.4k 67.45
Proshares Tr Ultrashrt S&p500 (SDS) 0.6 $453k 12k 37.43
Pfizer (PFE) 0.6 $452k 8.7k 51.81
CVS Caremark Corporation (CVS) 0.6 $452k 4.5k 101.14
Advanced Micro Devices (AMD) 0.6 $435k 4.0k 109.24
Cognizant Technology Solutio Cl A (CTSH) 0.6 $419k 4.7k 89.72
Nicolet Bankshares (NIC) 0.6 $401k 4.3k 93.58
Universal Display Corporation (OLED) 0.5 $372k 2.2k 166.82
Eaton Corp SHS (ETN) 0.5 $368k 2.4k 151.63
Tyler Technologies (TYL) 0.5 $359k 806.00 445.41
Garmin SHS (GRMN) 0.5 $353k 3.0k 118.74
Netflix (NFLX) 0.5 $351k 936.00 375.00
ON Semiconductor (ON) 0.5 $349k 5.6k 62.63
Proshares Tr Ultsht Russ2000 (TWM) 0.5 $331k 23k 14.29
Select Sector Spdr Tr Energy (XLE) 0.5 $331k 4.3k 76.53
Ford Motor Company (F) 0.4 $313k 19k 16.89
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) 0.4 $310k 16k 19.73
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.4 $301k 4.6k 65.24
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.4 $293k 3.9k 75.36
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $277k 3.7k 74.40
Ishares Tr U.s. Real Es Etf (IYR) 0.4 $271k 2.5k 108.10
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $266k 1.4k 185.24
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $262k 1.9k 136.74
Select Sector Spdr Tr Sbi Materials (XLB) 0.4 $262k 3.0k 88.10
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $261k 2.5k 102.92
Select Sector Spdr Tr Technology (XLK) 0.4 $260k 1.6k 158.92
Marathon Petroleum Corp (MPC) 0.4 $257k 3.0k 85.67
Associated Banc- (ASB) 0.3 $208k 9.1k 22.75
Johnson & Johnson (JNJ) 0.3 $200k 1.1k 176.99