Appleton Group Wealth Management

Appleton Group as of Dec. 31, 2022

Portfolio Holdings for Appleton Group

Appleton Group holds 42 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 23.7 $16M 214k 75.54
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 20.9 $14M 315k 45.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 15.6 $11M 331k 32.21
Spdr Ser Tr Bloomberg High Y (JNK) 4.1 $2.8M 31k 90.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.1 $2.8M 26k 105.43
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 3.9 $2.7M 42k 64.34
Ishares Tr Pfd And Incm Sec (PFF) 3.9 $2.6M 86k 30.53
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.1 $2.1M 46k 45.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $1.5M 20k 75.19
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.6 $1.1M 17k 65.61
Ishares Tr Rus 1000 Val Etf (IWD) 1.3 $888k 5.9k 151.65
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $794k 14k 55.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $793k 2.1k 382.43
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $592k 15k 40.51
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $576k 4.2k 138.67
Netflix (NFLX) 0.8 $569k 1.9k 294.88
4068594 Enphase Energy (ENPH) 0.6 $394k 1.5k 264.96
TJX Companies (TJX) 0.6 $382k 4.8k 79.60
Eaton Corp SHS (ETN) 0.6 $381k 2.4k 156.95
Marathon Petroleum Corp (MPC) 0.5 $349k 3.0k 116.39
Skechers U S A Cl A (SKX) 0.5 $345k 8.2k 41.95
Nicolet Bankshares (NIC) 0.5 $342k 4.3k 79.79
Pfizer (PFE) 0.5 $341k 6.7k 51.24
Vmware Cl A Com 0.5 $316k 2.6k 122.76
Garmin SHS (GRMN) 0.5 $309k 3.4k 92.29
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.4 $304k 3.3k 93.35
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $303k 4.2k 71.79
Universal Display Corporation (OLED) 0.4 $302k 2.8k 108.04
Cirrus Logic (CRUS) 0.4 $294k 4.0k 74.48
Proshares Tr Ultsht Russ2000 (TWM) 0.4 $284k 17k 16.59
CVS Caremark Corporation (CVS) 0.4 $273k 2.9k 93.19
Advanced Micro Devices (AMD) 0.4 $256k 4.0k 64.77
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) 0.3 $235k 14k 17.32
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.3 $233k 6.3k 36.93
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.3 $230k 4.5k 51.54
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.3 $217k 3.0k 72.94
Northrop Grumman Corporation (NOC) 0.3 $210k 384.00 545.61
Associated Banc- (ASB) 0.3 $209k 9.1k 23.09
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $208k 2.9k 70.50
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $201k 2.7k 74.55
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $201k 2.0k 98.21
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $201k 1.5k 135.85