Appleton Group Wealth Management

Appleton as of Sept. 30, 2014

Portfolio Holdings for Appleton

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 13.3 $11M 54k 197.02
iShares Russell 1000 Value Index (IWD) 13.2 $11M 11k 1000.96
PowerShares QQQ Trust, Series 1 12.9 $10M 103k 98.79
iShares Dow Jones US Real Estate (IYR) 11.9 $9.4M 136k 69.20
Vanguard Emerging Markets ETF (VWO) 10.3 $8.1M 195k 41.71
iShares S&P MidCap 400 Index (IJH) 7.4 $5.9M 43k 136.74
iShares Russell 2000 Growth Index (IWO) 7.2 $5.7M 44k 129.69
Materials SPDR (XLB) 6.8 $5.4M 108k 49.59
iShares MSCI ACWI Index Fund (ACWI) 4.4 $3.5M 60k 58.91
iShares S&P US Pref Stock Idx Fnd (PFF) 2.4 $1.9M 47k 39.52
iShares Russell 2000 Value Index (IWN) 2.2 $1.7M 18k 93.56
SPDR Barclays Capital High Yield B 2.1 $1.6M 41k 40.17
SPDR Barclays Capital Convertible SecETF (CWB) 1.8 $1.4M 28k 49.66
Vanguard Short Term Corporate Bond ETF (VCSH) 0.9 $707k 8.9k 79.89
Associated Banc- (ASB) 0.4 $321k 18k 17.41
Consumer Discretionary SPDR (XLY) 0.4 $296k 4.4k 66.70
Schwab Strategic Tr us aggregate b (SCHZ) 0.3 $274k 5.3k 51.85
SPDR S&P Homebuilders (XHB) 0.3 $244k 8.3k 29.57
Health Care SPDR (XLV) 0.3 $220k 3.4k 63.92
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.3 $219k 1.9k 118.12
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.3 $215k 1.9k 112.98
Schwab U S Large Cap Growth ETF (SCHG) 0.3 $210k 4.3k 49.12
Financial Select Sector SPDR (XLF) 0.3 $209k 9.0k 23.22
First Trust DJ Internet Index Fund (FDN) 0.3 $203k 3.3k 60.78
Schwab Strategic Tr cmn (SCHV) 0.3 $205k 4.8k 42.70