Appleton Group Wealth Management

Appleton Group as of Sept. 30, 2019

Portfolio Holdings for Appleton Group

Appleton Group holds 29 positions in its portfolio as reported in the September 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) 20.9 $18M 214k 84.01
Schwab Strategic Tr us lrg cap etf (SCHX) 12.3 $11M 149k 70.93
Schwab Strategic Tr cmn (SCHV) 12.2 $11M 185k 56.73
Schwab International Equity ETF (SCHF) 10.0 $8.6M 270k 31.86
Schwab U S Small Cap ETF (SCHA) 9.7 $8.3M 120k 69.73
SPDR Barclays Capital Convertible SecETF (CWB) 5.1 $4.4M 83k 52.46
Pgx etf (PGX) 4.8 $4.2M 277k 15.02
Spdr S&p 500 Etf (SPY) 4.3 $3.7M 13k 296.79
Vanguard Short Term Corporate Bond ETF (VCSH) 3.8 $3.3M 41k 81.04
iShares Russell 1000 Value Index (IWD) 3.6 $3.1M 24k 128.24
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) 2.2 $1.9M 18k 108.74
Schwab Strategic Tr us aggregate b (SCHZ) 1.8 $1.5M 28k 53.83
iShares Russell 2000 Value Index (IWN) 1.1 $977k 8.2k 119.44
Sch Us Mid-cap Etf etf (SCHM) 0.9 $748k 13k 56.53
Consumer Staples Select Sect. SPDR (XLP) 0.8 $684k 11k 61.44
Utilities SPDR (XLU) 0.8 $684k 11k 64.74
Health Care SPDR (XLV) 0.7 $610k 6.8k 90.17
SPDR KBW Insurance (KIE) 0.7 $590k 17k 35.24
Consumer Discretionary SPDR (XLY) 0.7 $581k 4.8k 120.61
Technology SPDR (XLK) 0.6 $526k 6.5k 80.53
Financial Select Sector SPDR (XLF) 0.6 $486k 17k 27.99
iShares Dow Jones US Real Estate (IYR) 0.5 $450k 4.8k 93.52
Materials SPDR (XLB) 0.5 $417k 7.2k 58.16
Nicolet Bankshares (NIC) 0.3 $285k 4.3k 66.51
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.3 $228k 1.8k 127.37
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.3 $221k 2.0k 113.33
Alliant Energy Corporation (LNT) 0.2 $218k 4.0k 54.00
Eaton (ETN) 0.2 $215k 2.6k 83.04
Quad/Graphics (QUAD) 0.2 $160k 15k 10.51