Appleton Group Wealth Management

Appleton as of March 31, 2014

Portfolio Holdings for Appleton

Appleton holds 25 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
PowerShares QQQ Trust, Series 1 13.1 $11M 122k 87.67
iShares Russell 1000 Value Index (IWD) 12.4 $10M 105k 96.50
Spdr S&p 500 Etf (SPY) 12.3 $10M 54k 187.01
iShares MSCI ACWI Index Fund (ACWI) 12.3 $10M 172k 58.14
iShares Dow Jones US Real Estate (IYR) 11.5 $9.3M 138k 67.67
iShares S&P MidCap 400 Index (IJH) 7.2 $5.9M 43k 137.47
iShares Russell 2000 Growth Index (IWO) 7.2 $5.8M 43k 136.07
Materials SPDR (XLB) 6.3 $5.1M 109k 47.28
iShares Russell 2000 Value Index (IWN) 6.2 $5.1M 50k 100.84
iShares S&P US Pref Stock Idx Fnd (PFF) 2.1 $1.7M 43k 39.02
SPDR Barclays Capital High Yield B 1.8 $1.4M 35k 41.31
ProShares UltraShrt Mrkt 1.7 $1.4M 69k 20.20
SPDR Barclays Capital Convertible SecETF (CWB) 1.5 $1.2M 26k 48.40
Vanguard Short Term Corporate Bond ETF (VCSH) 0.7 $602k 7.5k 80.02
Integrys Energy 0.4 $343k 5.7k 59.70
Associated Banc- (ASB) 0.4 $333k 18k 18.06
First Trust DJ Internet Index Fund (FDN) 0.4 $326k 5.5k 59.09
Consumer Discretionary SPDR (XLY) 0.4 $311k 4.8k 64.79
SPDR S&P Oil & Gas Equipt & Servs. 0.4 $312k 6.8k 45.85
SPDR S&P Homebuilders (XHB) 0.3 $276k 8.5k 32.55
Schwab Strategic Tr us aggregate b (SCHZ) 0.3 $251k 4.9k 51.22
Health Care SPDR (XLV) 0.3 $219k 3.7k 58.43
Financial Select Sector SPDR (XLF) 0.3 $219k 9.8k 22.36
SPDR KBW Insurance (KIE) 0.3 $218k 3.5k 62.27
Energy Select Sector SPDR (XLE) 0.3 $209k 2.3k 89.13