Appleton Group Wealth Management

Appleton as of Dec. 31, 2016

Portfolio Holdings for Appleton

Appleton holds 28 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 12.6 $9.5M 43k 223.53
Schwab Strategic Tr cmn (SCHV) 10.3 $7.8M 162k 48.09
Schwab International Equity ETF (SCHF) 10.2 $7.8M 280k 27.68
Schwab Strategic Tr us reit etf (SCHH) 10.2 $7.7M 189k 41.04
Schwab U S Small Cap ETF (SCHA) 9.4 $7.1M 116k 61.48
PowerShares QQQ Trust, Series 1 8.4 $6.4M 54k 118.49
SPDR Barclays Capital Convertible SecETF (CWB) 6.7 $5.1M 112k 45.65
Vanguard Short Term Corporate Bond ETF (VCSH) 6.0 $4.5M 57k 79.37
iShares Russell 1000 Value Index (IWD) 6.0 $4.5M 40k 112.04
Schwab Strategic Tr us lrg cap etf (SCHX) 4.6 $3.5M 65k 53.26
Schwab U S Large Cap Growth ETF (SCHG) 3.5 $2.6M 47k 55.83
SPDR Barclays Capital High Yield B 2.7 $2.0M 55k 36.45
iShares Russell 2000 Value Index (IWN) 2.0 $1.5M 13k 118.91
ProShares UltraShrt Mrkt 1.4 $1.0M 62k 16.42
SPDR S&P Oil & Gas Equipt & Servs. 0.6 $453k 20k 22.37
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.6 $425k 3.6k 117.27
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.6 $413k 3.8k 110.10
Energy Select Sector SPDR (XLE) 0.5 $384k 5.1k 75.24
Associated Banc- (ASB) 0.5 $376k 15k 24.71
Utilities SPDR (XLU) 0.5 $373k 7.7k 48.61
SPDR S&P Homebuilders (XHB) 0.5 $370k 11k 33.85
Vanguard Small-Cap Value ETF (VBR) 0.4 $318k 2.6k 120.96
SPDR KBW Insurance (KIE) 0.3 $262k 3.2k 82.83
First Trust DJ Internet Index Fund (FDN) 0.3 $250k 3.1k 79.87
Consumer Discretionary SPDR (XLY) 0.3 $239k 2.9k 81.32
Financial Select Sector SPDR (XLF) 0.3 $234k 10k 23.26
SPDR S&P Biotech (XBI) 0.3 $235k 4.0k 59.22
Health Care SPDR (XLV) 0.3 $219k 3.2k 69.09