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| Name: |
APPLETON GROUP WEALTH MANAGEMENT LLC |
| City: |
APPLETON |
| State: |
WI |
| Zip: |
54911 |
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data |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHD |
Schwab US Dividend Equity ETF |
1 |
- |
$78.15 |
$15,568,000 |
220,012 |
54.37% |
14,723,000 |
208,372 |
0.073 |
N/A |
|
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IWD |
iShares Russell 1000 Value |
4 |
- |
$176.11 |
$973,000 |
6,407 |
3.4% |
3,000 |
264 |
0.002 |
Closed - End Fund - E... |
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SPY |
Standard & Poors Depository... |
5 |
- |
$534.67 |
$967,000 |
2,262 |
3.38% |
6,000 |
93 |
0 |
Closed - End Fund - E... |
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IWN |
iShares Russell 2000 Value |
7 |
- |
$154.34 |
$656,000 |
4,839 |
2.29% |
6,000 |
224 |
0.006 |
Closed - End Fund - E... |
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TWM |
UltraShort Russell2000 ProS... |
11 |
- |
$11.13 |
$389,000 |
24,915 |
1.36% |
389,000 |
24,915 |
0.204 |
Closed - End Fund - E... |
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OLED |
Universal Display Corp |
19 |
- |
$182.31 |
$285,000 |
1,816 |
1% |
285,000 |
1,816 |
0.004 |
Computer Peripherals |
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CVS |
CVS/Caremark Corp |
22 |
- |
$60.70 |
$271,000 |
3,875 |
0.95% |
21,000 |
257 |
0 |
Drug Stores |
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SO |
Southern Co |
24 |
- |
$79.42 |
$253,000 |
3,904 |
0.88% |
253,000 |
3,904 |
0 |
Electric Utilities |
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