Appleton Group Wealth Management

Appleton Group as of Sept. 30, 2018

Portfolio Holdings for Appleton Group

Appleton Group holds 30 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U S Large Cap Growth ETF (SCHG) 21.2 $20M 244k 82.02
Spdr S&p 500 Etf (SPY) 13.5 $13M 44k 290.73
Schwab Strategic Tr cmn (SCHV) 10.6 $10M 178k 56.08
Schwab U S Small Cap ETF (SCHA) 9.8 $9.2M 121k 76.17
iShares Russell 1000 Value Index (IWD) 6.5 $6.1M 48k 126.63
SPDR Barclays Capital Convertible SecETF (CWB) 6.3 $5.9M 110k 53.94
Schwab Strategic Tr us lrg cap etf (SCHX) 6.0 $5.7M 82k 69.56
Pgx etf (PGX) 5.4 $5.1M 356k 14.32
Vanguard Short Term Corporate Bond ETF (VCSH) 5.0 $4.7M 61k 78.16
iShares Russell 2000 Value Index (IWN) 2.2 $2.1M 16k 132.99
SPDR Barclays Capital High Yield B 2.2 $2.0M 56k 36.06
SPDR S&P Homebuilders (XHB) 1.1 $1.0M 27k 38.45
First Trust DJ Internet Index Fund (FDN) 1.0 $966k 6.8k 141.54
SPDR S&P Biotech (XBI) 1.0 $931k 9.7k 95.86
Utilities SPDR (XLU) 0.9 $858k 16k 52.64
Consumer Discretionary SPDR (XLY) 0.9 $812k 6.9k 117.29
Health Care SPDR (XLV) 0.8 $787k 8.3k 95.14
Washington Trust Ban (WASH) 0.8 $766k 14k 55.33
Schwab Strategic Tr us aggregate b (SCHZ) 0.8 $746k 15k 50.23
SPDR KBW Insurance (KIE) 0.8 $720k 23k 32.06
Financial Select Sector SPDR (XLF) 0.7 $680k 25k 27.60
Sch Us Mid-cap Etf etf (SCHM) 0.6 $608k 11k 57.84
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.3 $318k 2.8k 114.88
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.3 $297k 2.8k 107.76
Nicolet Bankshares (NIC) 0.2 $234k 4.3k 54.61
Eaton (ETN) 0.2 $225k 2.6k 86.91
Badger Meter (BMI) 0.2 $206k 3.9k 53.04
Schwab International Equity ETF (SCHF) 0.2 $212k 6.3k 33.46
Schwab Strategic Tr 0 (SCHP) 0.2 $207k 3.8k 53.99
MGIC Investment (MTG) 0.1 $134k 10k 13.36