Appleton Group Wealth Management

Appleton Group as of Sept. 30, 2017

Portfolio Holdings for Appleton Group

Appleton Group holds 32 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 10.7 $9.9M 40k 251.23
Schwab International Equity ETF (SCHF) 9.6 $8.9M 267k 33.47
Schwab Strategic Tr cmn (SCHV) 8.8 $8.2M 158k 51.82
Schwab Strategic Tr us reit etf (SCHH) 8.1 $7.6M 184k 41.13
PowerShares QQQ Trust, Series 1 8.0 $7.5M 51k 145.44
Schwab U S Small Cap ETF (SCHA) 7.9 $7.4M 110k 67.37
SPDR Barclays Capital Convertible SecETF (CWB) 6.0 $5.5M 109k 51.07
Schwab Emerging Markets Equity ETF (SCHE) 5.7 $5.3M 197k 26.91
PowerShares Preferred Portfolio 5.2 $4.8M 319k 15.03
iShares Russell 1000 Value Index (IWD) 4.9 $4.5M 38k 118.51
Vanguard Short Term Corporate Bond ETF (VCSH) 4.8 $4.5M 56k 80.13
Schwab Strategic Tr us lrg cap etf (SCHX) 4.2 $3.9M 65k 60.04
Schwab U S Large Cap Growth ETF (SCHG) 3.4 $3.2M 48k 66.07
SPDR Barclays Capital High Yield B 2.1 $2.0M 53k 37.32
iShares Russell 2000 Value Index (IWN) 1.6 $1.5M 12k 124.12
SPDR S&P Homebuilders (XHB) 1.0 $943k 24k 39.84
Utilities SPDR (XLU) 0.9 $844k 16k 53.06
SPDR S&P Biotech (XBI) 0.8 $737k 8.5k 86.62
First Trust DJ Internet Index Fund (FDN) 0.7 $688k 6.7k 102.38
Health Care SPDR (XLV) 0.7 $642k 7.9k 81.74
Financial Select Sector SPDR (XLF) 0.7 $629k 24k 25.88
SPDR KBW Insurance (KIE) 0.7 $612k 6.8k 90.05
Consumer Discretionary SPDR (XLY) 0.6 $600k 6.7k 90.09
Schwab Strategic Tr us aggregate b (SCHZ) 0.5 $479k 9.2k 52.35
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.4 $382k 3.2k 121.23
Vanguard Small-Cap Value ETF (VBR) 0.4 $379k 3.0k 127.82
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.4 $374k 3.2k 116.29
Sch Us Mid-cap Etf etf (SCHM) 0.4 $354k 7.1k 50.14
Manitowoc Company 0.3 $266k 30k 9.00
Oshkosh Corporation (OSK) 0.2 $214k 2.6k 82.37
Plexus (PLXS) 0.2 $201k 3.6k 56.07
MGIC Investment (MTG) 0.1 $133k 11k 12.48