Appleton Group Wealth Management

Appleton as of June 30, 2014

Portfolio Holdings for Appleton

Appleton holds 26 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Value Index (IWD) 11.9 $11M 106k 101.27
Spdr S&p 500 Etf (SPY) 11.7 $11M 54k 195.72
iShares MSCI ACWI Index Fund (ACWI) 11.6 $10M 173k 60.26
iShares Dow Jones US Real Estate (IYR) 11.1 $10M 139k 71.79
PowerShares QQQ Trust, Series 1 10.7 $9.6M 103k 93.91
Vanguard Emerging Markets ETF (VWO) 9.3 $8.4M 194k 43.13
iShares S&P MidCap 400 Index (IJH) 6.8 $6.2M 43k 143.09
iShares Russell 2000 Growth Index (IWO) 6.2 $5.6M 40k 138.42
Materials SPDR (XLB) 6.0 $5.4M 110k 49.64
iShares Russell 2000 Value Index (IWN) 5.8 $5.2M 50k 103.27
iShares S&P US Pref Stock Idx Fnd (PFF) 1.9 $1.7M 43k 39.91
SPDR Barclays Capital High Yield B 1.7 $1.5M 37k 41.74
SPDR Barclays Capital Convertible SecETF (CWB) 1.4 $1.3M 25k 50.48
Vanguard Short Term Corporate Bond ETF (VCSH) 0.6 $547k 6.8k 80.31
SPDR S&P Oil & Gas Equipt & Servs. 0.4 $340k 6.9k 49.33
SPDR S&P Homebuilders (XHB) 0.4 $330k 10k 32.71
Consumer Discretionary SPDR (XLY) 0.4 $326k 4.9k 66.82
Schwab Strategic Tr us aggregate b (SCHZ) 0.3 $268k 5.2k 51.88
Health Care SPDR (XLV) 0.3 $230k 3.8k 60.72
Energy Select Sector SPDR (XLE) 0.3 $238k 2.4k 100.21
Financial Select Sector SPDR (XLF) 0.2 $225k 9.9k 22.73
SPDR KBW Insurance (KIE) 0.2 $227k 3.5k 64.16
Vanguard Small-Cap Value ETF (VBR) 0.2 $204k 1.9k 105.32
Schwab Strategic Tr cmn (SCHV) 0.2 $203k 4.7k 42.87
Schwab U S Large Cap Growth ETF (SCHG) 0.2 $205k 4.2k 48.60
Schwab International Equity ETF (SCHF) 0.2 $202k 6.1k 32.95