Appleton Group Wealth Management

Appleton Group as of March 31, 2018

Portfolio Holdings for Appleton Group

Appleton Group holds 29 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 11.7 $10M 39k 263.15
Schwab Strategic Tr cmn (SCHV) 10.4 $9.0M 171k 52.84
Schwab Strategic Tr us reit etf (SCHH) 10.3 $8.9M 234k 38.25
Schwab U S Small Cap ETF (SCHA) 9.3 $8.1M 118k 69.13
PowerShares QQQ Trust, Series 1 8.9 $7.8M 49k 160.14
Schwab Emerging Markets Equity ETF (SCHE) 7.9 $6.9M 240k 28.70
SPDR Barclays Capital Convertible SecETF (CWB) 6.9 $6.0M 116k 51.66
Schwab Strategic Tr us lrg cap etf (SCHX) 5.6 $4.9M 77k 63.08
Vanguard Short Term Corporate Bond ETF (VCSH) 5.4 $4.7M 60k 78.43
iShares Russell 1000 Value Index (IWD) 5.1 $4.4M 37k 119.96
Schwab U S Large Cap Growth ETF (SCHG) 4.6 $4.0M 56k 71.71
SPDR Barclays Capital High Yield B 2.7 $2.3M 66k 35.86
iShares Russell 2000 Value Index (IWN) 1.7 $1.5M 12k 121.90
Utilities SPDR (XLU) 1.1 $1.0M 20k 50.51
SPDR S&P Biotech (XBI) 1.0 $836k 9.5k 87.77
First Trust DJ Internet Index Fund (FDN) 0.9 $814k 6.8k 120.47
Consumer Discretionary SPDR (XLY) 0.8 $690k 6.8k 101.28
Financial Select Sector SPDR (XLF) 0.8 $682k 25k 27.58
Schwab Strategic Tr us aggregate b (SCHZ) 0.8 $677k 13k 50.99
Health Care SPDR (XLV) 0.8 $653k 8.0k 81.37
SPDR KBW Insurance (KIE) 0.8 $654k 21k 31.02
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.6 $524k 4.5k 117.36
Sch Us Mid-cap Etf etf (SCHM) 0.5 $444k 8.4k 52.83
Nicolet Bankshares (NIC) 0.3 $236k 4.3k 55.08
Vanguard Small-Cap Value ETF (VBR) 0.2 $215k 1.7k 129.36
Schwab International Equity ETF (SCHF) 0.2 $206k 6.1k 33.78
Eaton (ETN) 0.2 $207k 2.6k 79.95
Plexus (PLXS) 0.2 $202k 3.4k 59.82
Badger Meter (BMI) 0.2 $200k 4.2k 47.09