Appleton Group Wealth Management

Appleton as of March 31, 2017

Portfolio Holdings for Appleton

Appleton holds 33 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 11.0 $9.5M 41k 235.74
Schwab International Equity ETF (SCHF) 9.3 $8.1M 270k 29.87
Schwab Strategic Tr cmn (SCHV) 9.0 $7.8M 157k 49.68
Schwab Strategic Tr us reit etf (SCHH) 8.7 $7.5M 184k 40.78
Schwab U S Small Cap ETF (SCHA) 8.1 $7.0M 112k 62.98
PowerShares QQQ Trust, Series 1 7.9 $6.9M 52k 132.39
SPDR Barclays Capital Convertible SecETF (CWB) 6.0 $5.2M 108k 48.10
Schwab Emerging Markets Equity ETF (SCHE) 5.4 $4.7M 196k 23.97
PowerShares Preferred Portfolio 5.4 $4.7M 315k 14.82
Vanguard Short Term Corporate Bond ETF (VCSH) 5.1 $4.4M 56k 79.75
iShares Russell 1000 Value Index (IWD) 5.0 $4.4M 38k 114.95
Schwab Strategic Tr us lrg cap etf (SCHX) 4.0 $3.5M 62k 56.27
Schwab U S Large Cap Growth ETF (SCHG) 3.2 $2.7M 45k 60.49
SPDR Barclays Capital High Yield B 2.1 $1.8M 50k 36.92
iShares Russell 2000 Value Index (IWN) 1.6 $1.4M 12k 118.13
SPDR S&P Homebuilders (XHB) 0.8 $687k 19k 37.21
Utilities SPDR (XLU) 0.7 $638k 12k 51.33
Ultra Short Russell 2000 0.7 $576k 26k 22.37
First Trust DJ Internet Index Fund (FDN) 0.5 $468k 5.3k 88.00
SPDR KBW Insurance (KIE) 0.5 $459k 5.3k 86.00
Consumer Discretionary SPDR (XLY) 0.5 $453k 5.2k 87.86
SPDR S&P Biotech (XBI) 0.5 $454k 6.5k 69.33
Health Care SPDR (XLV) 0.5 $444k 6.0k 74.33
Financial Select Sector SPDR (XLF) 0.5 $427k 18k 23.75
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.4 $328k 2.8k 117.82
Vanguard Small-Cap Value ETF (VBR) 0.4 $333k 2.7k 122.83
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.4 $327k 2.9k 113.70
Associated Banc- (ASB) 0.3 $298k 12k 24.39
Rockwell Automation (ROK) 0.2 $213k 1.4k 155.59
Harley-Davidson (HOG) 0.2 $210k 3.5k 60.40
Plexus (PLXS) 0.2 $211k 3.7k 57.70
Nextera Energy (NEE) 0.2 $202k 1.6k 128.66
Manitowoc Company 0.2 $191k 34k 5.69