Appleton Group Wealth Management as of Dec. 31, 2012
Portfolio Holdings for Appleton Group Wealth Management
Appleton Group Wealth Management holds 7 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Emerging Markets ETF (VWO) | 24.6 | $15M | 340k | 44.53 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 22.8 | $14M | 116k | 121.18 | |
| iShares Dow Jones US Real Estate (IYR) | 21.5 | $13M | 205k | 64.67 | |
| SPDR Barclays Capital High Yield B | 12.1 | $7.4M | 182k | 40.71 | |
| iShares Russell 1000 Value Index (IWD) | 9.0 | $5.5M | 76k | 72.82 | |
| Proshares Ultrashort Qqq | 5.1 | $3.1M | 105k | 29.65 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 4.9 | $3.0M | 58k | 52.34 |
