Appleton Group Wealth Management as of June 30, 2012
Portfolio Holdings for Appleton Group Wealth Management
Appleton Group Wealth Management holds 8 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Dow Jones US Real Estate (IYR) | 28.1 | $16M | 247k | 63.94 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 25.8 | $15M | 116k | 125.20 | |
| SPDR Barclays Capital High Yield B | 13.4 | $7.5M | 191k | 39.46 | |
| iShares Russell 1000 Value Index (IWD) | 9.1 | $5.1M | 75k | 68.22 | |
| Spdr S&p 500 Etf (SPY) | 6.6 | $3.7M | 27k | 136.10 | |
| ProShares UltraShrt Mrkt | 6.0 | $3.4M | 117k | 28.96 | |
| Proshares Tr Ultrashort Dow30 Newetf | 5.6 | $3.2M | 61k | 52.22 | |
| Proshares Ultrashort Qqq | 5.4 | $3.1M | 95k | 32.34 |
