Appleton Group Wealth Management

Appleton as of March 31, 2015

Portfolio Holdings for Appleton

Appleton holds 24 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
PowerShares QQQ Trust, Series 1 11.7 $11M 104k 105.60
Spdr S&p 500 Etf (SPY) 11.6 $11M 53k 206.43
iShares Russell 1000 Value Index (IWD) 11.4 $11M 104k 103.08
iShares MSCI ACWI Index Fund (ACWI) 11.0 $10M 173k 60.02
iShares Russell 2000 Index (IWM) 10.4 $9.8M 79k 124.38
iShares Dow Jones US Real Estate (IYR) 10.2 $9.6M 121k 79.32
Vanguard Emerging Markets ETF (VWO) 9.0 $8.5M 208k 40.87
iShares S&P MidCap 400 Index (IJH) 6.9 $6.5M 43k 151.98
Materials SPDR (XLB) 5.5 $5.2M 107k 48.78
SPDR Barclays Capital Convertible SecETF (CWB) 2.3 $2.2M 46k 47.76
iShares S&P US Pref Stock Idx Fnd (PFF) 2.3 $2.2M 54k 40.12
iShares Russell 2000 Value Index (IWN) 2.1 $2.0M 19k 103.19
SPDR Barclays Capital High Yield B 1.8 $1.7M 42k 39.22
Vanguard Short Term Corporate Bond ETF (VCSH) 1.1 $1.1M 13k 80.18
Associated Banc- (ASB) 0.4 $343k 18k 18.60
Schwab Strategic Tr us aggregate b (SCHZ) 0.4 $342k 6.5k 52.96
Schwab U S Large Cap Growth ETF (SCHG) 0.3 $265k 4.9k 53.92
Schwab Strategic Tr cmn (SCHV) 0.3 $242k 5.6k 43.34
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.2 $239k 2.0k 121.81
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.2 $227k 2.0k 112.27
Schwab International Equity ETF (SCHF) 0.2 $222k 7.3k 30.22
Vanguard Small-Cap Value ETF (VBR) 0.2 $218k 2.0k 109.38
Sch Us Mid-cap Etf etf (SCHM) 0.2 $202k 4.7k 43.13
AllianceBernstein Income Fund 0.1 $79k 10k 7.71