Appleton Group Wealth Management

Appleton Group as of Dec. 31, 2017

Portfolio Holdings for Appleton Group

Appleton Group holds 36 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 10.2 $10M 39k 266.87
Schwab International Equity ETF (SCHF) 9.1 $9.2M 270k 34.07
Schwab Strategic Tr cmn (SCHV) 8.8 $8.9M 162k 54.67
Schwab U S Small Cap ETF (SCHA) 7.9 $7.9M 114k 69.74
PowerShares QQQ Trust, Series 1 7.7 $7.8M 50k 155.77
Schwab Strategic Tr us reit etf (SCHH) 7.7 $7.7M 186k 41.62
SPDR Barclays Capital Convertible SecETF (CWB) 5.7 $5.7M 113k 50.60
Schwab Emerging Markets Equity ETF (SCHE) 5.5 $5.6M 200k 27.94
PowerShares Preferred Portfolio 4.9 $5.0M 335k 14.86
iShares Russell 1000 Value Index (IWD) 4.7 $4.8M 38k 124.34
Vanguard Short Term Corporate Bond ETF (VCSH) 4.7 $4.7M 60k 79.30
Schwab Strategic Tr us lrg cap etf (SCHX) 4.5 $4.5M 71k 63.78
Schwab U S Large Cap Growth ETF (SCHG) 3.6 $3.7M 52k 70.70
SPDR Barclays Capital High Yield B 2.1 $2.1M 57k 36.72
iShares Russell 2000 Value Index (IWN) 1.5 $1.5M 12k 125.75
SPDR S&P Homebuilders (XHB) 1.0 $1.0M 23k 44.26
Energy Select Sector SPDR (XLE) 0.9 $958k 13k 72.27
SPDR S&P Oil & Gas Equipt & Servs. 0.8 $859k 50k 17.12
Utilities SPDR (XLU) 0.8 $829k 16k 52.69
First Tr Intrnet 0.7 $722k 6.6k 109.89
SPDR S&P Biotech (XBI) 0.7 $699k 8.2k 84.84
Financial Select Sector SPDR (XLF) 0.7 $669k 24k 27.90
Schwab Strategic Tr us aggregate b (SCHZ) 0.7 $662k 13k 52.02
Consumer Discretionary SPDR (XLY) 0.6 $643k 6.5k 98.62
Health Care SPDR (XLV) 0.6 $633k 7.7k 82.75
SPDR KBW Insurance (KIE) 0.6 $614k 20k 30.70
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.5 $479k 3.9k 121.64
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.5 $465k 4.0k 116.05
Sch Us Mid-cap Etf etf (SCHM) 0.4 $413k 7.7k 53.30
Vanguard Small-Cap Value ETF (VBR) 0.4 $383k 2.9k 132.62
Manitowoc Co Inc/the (MTW) 0.3 $291k 7.4k 39.37
Oshkosh Corporation (OSK) 0.2 $236k 2.6k 90.84
Plexus (PLXS) 0.2 $218k 3.6k 60.81
EXACT Sciences Corporation (EXAS) 0.2 $220k 4.2k 52.64
Badger Meter (BMI) 0.2 $203k 4.2k 47.80
MGIC Investment (MTG) 0.1 $150k 11k 14.08