Appleton Group Wealth Management

Appleton Group as of March 31, 2019

Portfolio Holdings for Appleton Group

Appleton Group holds 32 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U S Large Cap Growth ETF (SCHG) 18.9 $20M 246k 79.43
Schwab Strategic Tr us lrg cap etf (SCHX) 10.2 $11M 157k 67.61
Schwab Strategic Tr cmn (SCHV) 10.1 $10M 191k 54.74
Schwab International Equity ETF (SCHF) 9.2 $9.5M 305k 31.31
Schwab U S Small Cap ETF (SCHA) 8.7 $9.0M 129k 69.93
Schwab Emerging Markets Equity ETF (SCHE) 7.8 $8.1M 311k 26.01
SPDR Barclays Capital Convertible SecETF (CWB) 5.0 $5.2M 100k 52.25
Spdr S&p 500 Etf (SPY) 4.7 $4.9M 17k 282.46
Pgx etf (PGX) 4.7 $4.9M 335k 14.50
Vanguard Short Term Corporate Bond ETF (VCSH) 4.3 $4.5M 56k 79.76
iShares Russell 1000 Value Index (IWD) 4.1 $4.3M 35k 123.48
SPDR Barclays Capital High Yield B 1.8 $1.9M 53k 35.97
iShares Russell 2000 Value Index (IWN) 1.3 $1.4M 12k 119.88
Schwab Strategic Tr us aggregate b (SCHZ) 0.9 $894k 17k 51.87
Consumer Staples Select Sect. SPDR (XLP) 0.7 $674k 12k 56.08
Health Care SPDR (XLV) 0.6 $664k 7.2k 91.79
Utilities SPDR (XLU) 0.6 $663k 11k 58.14
Industrial SPDR (XLI) 0.6 $639k 8.5k 75.09
Consumer Discretionary SPDR (XLY) 0.6 $592k 5.2k 113.87
SPDR KBW Insurance (KIE) 0.6 $566k 18k 30.92
Sch Us Mid-cap Etf etf (SCHM) 0.5 $557k 10k 55.38
Technology SPDR (XLK) 0.5 $529k 7.2k 73.99
Energy Select Sector SPDR (XLE) 0.5 $498k 7.5k 66.18
Financial Select Sector SPDR (XLF) 0.5 $487k 19k 25.72
iShares Dow Jones US Real Estate (IYR) 0.4 $457k 5.3k 87.03
SPDR S&P Biotech (XBI) 0.4 $455k 5.0k 90.60
First Trust DJ Internet Index Fund (FDN) 0.4 $452k 3.3k 138.99
Materials SPDR (XLB) 0.4 $426k 7.7k 55.53
Nicolet Bankshares (NIC) 0.2 $255k 4.3k 59.51
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.2 $247k 2.1k 119.27
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.2 $245k 2.2k 110.11
Eaton (ETN) 0.2 $209k 2.6k 80.73