Appleton Group Wealth Management

Appleton Group as of June 30, 2022

Portfolio Holdings for Appleton Group

Appleton Group holds 26 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Aggregate B (SCHZ) 13.9 $2.4M 50k 47.86
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.1 $1.6M 21k 76.24
Ishares Tr Iboxx Inv Cp Etf (LQD) 8.8 $1.5M 14k 110.00
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 8.6 $1.5M 23k 64.58
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.2 $1.1M 17k 62.73
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.9 $1.0M 16k 62.40
Ishares Tr Rus 1000 Val Etf (IWD) 4.9 $849k 5.9k 145.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.5 $782k 2.1k 377.05
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.5 $774k 13k 58.03
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.6 $623k 16k 39.01
Ishares Tr Rus 2000 Val Etf (IWN) 3.3 $565k 4.2k 136.08
Proshares Tr Pshs Uldow30 New (DXD) 2.4 $415k 7.9k 52.28
4068594 Enphase Energy (ENPH) 2.4 $408k 2.1k 195.40
Proshares Tr Ultrashrt S&p500 (SDS) 2.4 $406k 8.1k 50.35
Acushnet Holdings Corp (GOLF) 2.0 $339k 8.1k 41.64
Netflix (NFLX) 2.0 $336k 1.9k 174.91
Nicolet Bankshares (NIC) 1.8 $310k 4.3k 72.35
Eaton Corp SHS (ETN) 1.8 $306k 2.4k 126.08
Proshares Tr Ultsht Russ2000 (TWM) 1.7 $299k 15k 19.36
Vmware Cl A Com 1.6 $270k 2.4k 113.83
Skechers U S A Cl A (SKX) 1.6 $269k 7.6k 35.61
Spdr Ser Tr S&p Biotech (XBI) 1.5 $262k 3.5k 74.20
Healthequity (HQY) 1.5 $256k 4.2k 61.36
Marathon Petroleum Corp (MPC) 1.4 $247k 3.0k 82.33
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 1.4 $245k 3.4k 71.39
Johnson & Johnson (JNJ) 1.2 $201k 1.1k 177.88