Appleton Group Wealth Management

Appleton Group as of Sept. 30, 2022

Portfolio Holdings for Appleton Group

Appleton Group holds 22 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 25.6 $9.0M 148k 60.53
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 23.3 $8.2M 140k 58.51
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 19.6 $6.8M 162k 42.35
Schwab Strategic Tr Us Aggregate B (SCHZ) 6.0 $2.1M 47k 45.31
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.2 $1.5M 20k 74.29
Ishares Tr Rus 1000 Val Etf (IWD) 2.3 $796k 5.9k 135.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $783k 14k 55.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $741k 2.1k 357.28
4068594 Enphase Energy (ENPH) 1.7 $579k 2.1k 277.30
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.6 $556k 15k 37.80
Ishares Tr Rus 2000 Val Etf (IWN) 1.5 $535k 4.2k 128.85
Netflix (NFLX) 1.3 $452k 1.9k 235.29
Harmonic (HLIT) 1.1 $386k 30k 13.07
Eaton Corp SHS (ETN) 0.9 $324k 2.4k 133.50
Proshares Tr Ultsht Russ2000 (TWM) 0.9 $316k 16k 19.51
ON Semiconductor (ON) 0.9 $315k 5.1k 62.25
Nicolet Bankshares (NIC) 0.9 $302k 4.3k 70.48
Marathon Petroleum Corp (MPC) 0.9 $298k 3.0k 99.33
CVS Caremark Corporation (CVS) 0.8 $297k 3.1k 95.47
Healthequity (HQY) 0.8 $281k 4.2k 67.11
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.7 $246k 3.3k 73.63
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.7 $243k 5.1k 48.11