Appleton Group Wealth Management as of March 31, 2013
Portfolio Holdings for Appleton Group Wealth Management
Appleton Group Wealth Management holds 7 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Value Index (IWD) | 31.7 | $16M | 200k | 81.17 | |
| iShares Dow Jones US Real Estate (IYR) | 29.8 | $15M | 219k | 69.48 | |
| SPDR Barclays Capital High Yield B | 15.0 | $7.7M | 187k | 41.11 | |
| Materials SPDR (XLB) | 14.7 | $7.5M | 192k | 39.18 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 5.9 | $3.0M | 58k | 51.97 | |
| PowerShares QQQ Trust, Series 1 | 2.5 | $1.3M | 164k | 7.83 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.5 | $253k | 6.2k | 40.59 |
