Appleton Group Wealth Management

Appleton as of June 30, 2017

Portfolio Holdings for Appleton

Appleton holds 30 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 10.9 $9.6M 40k 241.80
Schwab International Equity ETF (SCHF) 9.6 $8.5M 268k 31.78
Schwab Strategic Tr cmn (SCHV) 8.9 $7.9M 158k 50.20
Schwab Strategic Tr us reit etf (SCHH) 8.5 $7.6M 183k 41.21
Schwab U S Small Cap ETF (SCHA) 8.0 $7.1M 111k 63.91
PowerShares QQQ Trust, Series 1 8.0 $7.1M 52k 137.64
SPDR Barclays Capital Convertible SecETF (CWB) 6.0 $5.3M 107k 49.62
Schwab Emerging Markets Equity ETF (SCHE) 5.5 $4.9M 196k 24.85
PowerShares Preferred Portfolio 5.3 $4.7M 313k 15.11
Vanguard Short Term Corporate Bond ETF (VCSH) 5.0 $4.4M 55k 80.04
iShares Russell 1000 Value Index (IWD) 5.0 $4.4M 38k 116.43
Schwab Strategic Tr us lrg cap etf (SCHX) 4.2 $3.7M 64k 57.76
Schwab U S Large Cap Growth ETF (SCHG) 3.3 $2.9M 47k 63.20
SPDR Barclays Capital High Yield B 2.1 $1.9M 50k 37.20
iShares Russell 2000 Value Index (IWN) 1.6 $1.4M 12k 118.86
SPDR S&P Homebuilders (XHB) 1.0 $879k 23k 38.51
Utilities SPDR (XLU) 0.9 $785k 15k 51.98
SPDR S&P Biotech (XBI) 0.7 $628k 8.1k 77.22
First Trust DJ Internet Index Fund (FDN) 0.7 $607k 6.4k 94.67
Health Care SPDR (XLV) 0.7 $589k 7.4k 79.24
Financial Select Sector SPDR (XLF) 0.6 $569k 23k 24.66
Consumer Discretionary SPDR (XLY) 0.6 $564k 6.3k 89.67
SPDR KBW Insurance (KIE) 0.6 $569k 6.5k 88.09
Vanguard Small-Cap Value ETF (VBR) 0.4 $341k 2.8k 123.06
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.4 $334k 2.8k 120.45
Schwab Strategic Tr us aggregate b (SCHZ) 0.4 $338k 6.5k 52.27
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.4 $323k 2.8k 114.34
Sch Us Mid-cap Etf etf (SCHM) 0.3 $230k 4.8k 48.24
Manitowoc Company 0.2 $178k 30k 6.02
MGIC Investment (MTG) 0.1 $119k 11k 11.17