APPLETON GROUP WEALTH MANAGEMENT LLC 13F Holdings

CIK 02813465 · APPLETON, WI

As of Sep 30, 2023, APPLETON GROUP WEALTH MANAGEMENT LLC reported 27 positions worth $28.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity220,012 5.6M54.37%
SCHWAB US AGGREGATE BOND ETFSCHZEquity43,740 .9M6.76%
ISHARES CORE S&P MID-CAP ETFIJH—4,234 .1M3.69%
ISHARES RUSSELL 1000 VALUE ETFIWD—6,407$972.7K3.40%
SPDR S&P 500 ETF TRUSTSPY—2,262$967.0K3.38%
SCHWAB US LARGE-CAP GROWTHSCHG—11,584$842.4K2.94%
ISHARES RUSSELL 2000 VALUE ETFIWN—4,839$655.9K2.29%
SCHWAB US SMALL-CAP ETFSCHA—14,447$598.4K2.09%
PROSHARES ULTRASHORT S&P500SDS—12,774$474.0K1.66%
MARATHON PETROLEUM CORPMPCEnergy3,000$454.0K1.59%
PROSHARES TR——24,915$388.9K1.36%
EATON CORP PLCETNIndustrials1,822$388.6K1.36%
META PLATFORMS INCMETACommunication Services1,196$359.1K1.25%
HEALTHEQUITY INCHQYHealthcare4,878$356.3K1.24%
TJX COMPANIES INCTJXConsumer Cyclical4,007$356.1K1.24%
SPLUNK INCSPLKTechnology2,263$331.0K1.16%
SEAGATE TECHNOLOGY HOLDINGS PLCSTXTechnology4,486$295.9K1.03%
ISHARES ESG MSCI KLD 400 ETFDSI—3,511$285.8K1.00%
UNIVERSAL DISPLAY CORPOLEDTechnology1,816$285.1K1.00%
JOHN WILEY & SONS INCWLYConsumer Cyclical7,567$281.3K0.98%
GARMIN LTDGRMNTechnology2,589$272.4K0.95%
CVS HEALTH CORPCVSHealthcare3,875$270.6K0.94%
SCANSOURCE INCSCSCTechnology8,788$266.4K0.93%
SOUTHERN COSOUtilities3,904$252.7K0.88%
UIPATH INCPATHTechnology14,738$252.2K0.88%