Appleton Group as of March 31, 2020
Portfolio Holdings for Appleton Group
Appleton Group holds 15 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab U S Large Cap Growth ETF (SCHG) | 35.5 | $7.0M | 88k | 79.64 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 23.4 | $4.6M | 76k | 61.25 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 9.0 | $1.8M | 33k | 54.26 | |
| Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 8.2 | $1.6M | 17k | 94.74 | |
| Spdr S&p 500 Etf (SPY) | 3.4 | $674k | 2.6k | 257.74 | |
| Sch Us Mid-cap Etf etf (SCHM) | 3.3 | $662k | 16k | 42.15 | |
| Schwab Strategic Tr cmn (SCHV) | 3.1 | $620k | 14k | 44.29 | |
| iShares Russell 1000 Value Index (IWD) | 2.9 | $579k | 5.8k | 99.14 | |
| Schwab U S Small Cap ETF (SCHA) | 2.1 | $422k | 8.2k | 51.50 | |
| Consumer Staples Select Sect. SPDR (XLP) | 2.0 | $389k | 7.1k | 54.51 | |
| Technology SPDR (XLK) | 1.7 | $338k | 4.2k | 80.40 | |
| Proshares Ultrashort Dow 30 etf | 1.6 | $313k | 11k | 28.91 | |
| Netflix (NFLX) | 1.6 | $311k | 828.00 | 375.60 | |
| Nicolet Bankshares (NIC) | 1.2 | $234k | 4.3k | 54.61 | |
| Eaton (ETN) | 1.0 | $201k | 2.6k | 77.64 |
