Appleton Group Wealth Management

Appleton as of Dec. 31, 2014

Portfolio Holdings for Appleton

Appleton holds 21 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
PowerShares QQQ Trust, Series 1 13.2 $11M 105k 103.25
iShares Dow Jones US Real Estate (IYR) 12.8 $11M 138k 76.84
iShares Russell 1000 Value Index (IWD) 12.7 $11M 100k 104.40
Spdr S&p 500 Etf (SPY) 12.6 $10M 51k 205.54
iShares MSCI ACWI Index Fund (ACWI) 11.9 $9.8M 168k 58.50
iShares Russell 2000 Index (IWM) 11.7 $9.7M 81k 119.62
iShares S&P MidCap 400 Index (IJH) 7.2 $5.9M 41k 144.79
Materials SPDR (XLB) 6.2 $5.1M 105k 48.58
iShares Russell 2000 Value Index (IWN) 2.3 $1.9M 19k 101.68
iShares S&P US Pref Stock Idx Fnd (PFF) 2.3 $1.9M 48k 39.44
SPDR Barclays Capital Convertible SecETF (CWB) 2.2 $1.8M 38k 46.89
ProShares UltraShrt Mrkt 1.9 $1.5M 77k 19.78
Vanguard Short Term Corporate Bond ETF (VCSH) 0.9 $759k 9.5k 79.60
Associated Banc- (ASB) 0.4 $343k 18k 18.60
Schwab Strategic Tr us aggregate b (SCHZ) 0.3 $283k 5.4k 52.44
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.3 $240k 2.0k 119.17
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.3 $229k 2.1k 109.83
Schwab U S Large Cap Growth ETF (SCHG) 0.3 $230k 4.4k 51.85
Schwab Strategic Tr cmn (SCHV) 0.3 $220k 5.0k 44.07
Vanguard Small-Cap Value ETF (VBR) 0.3 $214k 2.0k 105.52
AllianceBernstein Income Fund 0.1 $75k 10k 7.42