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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 |
|
SCHZ |
Schwab Us Aggregate Bond |
2 |
- |
$45.73 |
$1,935,000 |
43,740 |
6.76% |
-156,000 |
-1,556 |
0.029 |
N/A |
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IJH |
iShares S&P MidCap 400 Index |
3 |
- |
$59.05 |
$1,056,000 |
4,234 |
3.69% |
-8,754,000 |
-33,283 |
0.002 |
Closed - End Fund - E... |
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SCHG |
Schwab Strategic Trust |
6 |
- |
$97.25 |
$842,000 |
11,584 |
2.94% |
-19,677,000 |
-262,181 |
0.001 |
Closed - End Fund - Debt |
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SCHA |
Schwab Strategic Trust |
8 |
- |
$47.94 |
$598,000 |
14,447 |
2.09% |
-10,682,000 |
-243,095 |
0.001 |
Closed - End Fund - Debt |
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ETN |
Eaton Corp |
12 |
- |
$326.59 |
$389,000 |
1,822 |
1.36% |
-99,000 |
-605 |
0 |
Diversified Machinery |
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FB |
Meta Platforms Inc |
13 |
- |
$495.06 |
$359,000 |
1,196 |
1.25% |
-376,000 |
-1,366 |
0 |
Internet Service Prov... |
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GRMN |
Garmin Ltd |
21 |
- |
$164.00 |
$272,000 |
2,589 |
0.95% |
-7,000 |
-87 |
0.001 |
Scientific & Technica... |
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BYLK |
Baylake Corp |
27 |
- |
$78.77 |
$224,000 |
3,215 |
0.78% |
-67,000 |
-1,070 |
0.033 |
Domestic Regional Banks |
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