Appleton Group Wealth Management as of Sept. 30, 2013
Portfolio Holdings for Appleton Group Wealth Management
Appleton Group Wealth Management holds 12 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PowerShares QQQ Trust, Series 1 | 13.8 | $10M | 128k | 78.88 | |
| iShares MSCI ACWI Index Fund (ACWI) | 12.7 | $9.3M | 172k | 53.92 | |
| iShares Russell 1000 Value Index (IWD) | 12.7 | $9.3M | 108k | 86.20 | |
| Spdr S&p 500 Etf (SPY) | 12.5 | $9.1M | 54k | 168.01 | |
| iShares Dow Jones US Real Estate (IYR) | 11.5 | $8.4M | 132k | 63.79 | |
| iShares Russell 2000 Growth Index (IWO) | 7.7 | $5.6M | 45k | 125.84 | |
| Vanguard Emerging Markets ETF (VWO) | 7.7 | $5.6M | 140k | 40.14 | |
| iShares S&P MidCap 400 Index (IJH) | 7.6 | $5.6M | 45k | 124.15 | |
| iShares Russell 2000 Value Index (IWN) | 6.5 | $4.8M | 52k | 91.64 | |
| Materials SPDR (XLB) | 6.5 | $4.8M | 113k | 42.01 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.4 | $295k | 6.5k | 45.25 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.3 | $217k | 2.0k | 108.94 |
