Chief Compliance Officer

0000950123-18-003466.txt : 20180411 0000950123-18-003466.hdr.sgml : 20180411 20180411081842 ACCESSION NUMBER: 0000950123-18-003466 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180411 DATE AS OF CHANGE: 20180411 EFFECTIVENESS DATE: 20180411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: APPLETON PARTNERS INC/MA CENTRAL INDEX KEY: 0001055290 IRS NUMBER: 042943177 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06694 FILM NUMBER: 18749155 BUSINESS ADDRESS: STREET 1: ONE POST OFFICE SQUARE STREET 2: 6TH FLOOR CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 6173380700 MAIL ADDRESS: STREET 1: ONE POST OFFICE SQUARE STREET 2: 6TH FLOOR CITY: BOSTON STATE: MA ZIP: 02109 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001055290 XXXXXXXX 03-31-2018 03-31-2018 APPLETON PARTNERS INC/MA

ONE POST OFFICE SQUARE 6TH FLOOR BOSTON MA 02109

13F HOLDINGS REPORT 028-06694 N Michele D. Hubley, IACCP Chief Compliance Officer (617) 338-0700 /s/ Michele D. 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MSCI EMKT CORE MSCI EMKT 46434G103 3394 58117 SH SOLE 0 0 0 ISHARES TR 1 3 YR TREAS BD 1-3 YR TR BD ETF 464287457 964 11535 SH SOLE 0 0 0 ISHARES TR CORE HIGH DV ETF CORE HIGH DV ETF 46429B663 244 2890 SH SOLE 0 0 0 ISHARES TR CORE INTL AGGR CORE INTL AGGR 46435G672 2638 50082 SH SOLE 0 0 0 ISHARES TR CORE MSCI EAFE CORE MSCI EAFE 46432F842 506 7686 SH SOLE 0 0 0 ISHARES TR CORE S&P MCP ETF CORE S&P MCP ETF 464287507 610 3254 SH SOLE 0 0 0 ISHARES TR CORE S&P SCP ETF CORE S&P SCP ETF 464287804 241 3131 SH SOLE 0 0 0 ISHARES TR CORE S&P US VLU CORE S&P VLU ETF 464287663 335 6315 SH SOLE 0 0 0 ISHARES TR CORE S&P500 ETF CORE S&P500 ETF 464287200 1210 4561 SH SOLE 0 0 0 ISHARES TR CORE US AGGBD ET CORE US AGGBD ET 464287226 11134 103813 SH SOLE 0 0 0 ISHARES TR EAFE SML CP ETF EAFE SML CP ETF 464288273 206 3165 SH SOLE 0 0 0 ISHARES TR FLTG RATE NT ETF FLTG RATE NT ETF 46429B655 251 4925 SH SOLE 0 0 0 ISHARES TR GLB INFRASTR ETF GLB INFRASTR ETF 464288372 304 7088 SH SOLE 0 0 0 ISHARES TR IBOXX HI YD ETF IBOXX HI YD ETF 464288513 713 8324 SH SOLE 0 0 0 ISHARES TR MIN VOL EAFE ETF MIN VOL EAFE ETF 46429B689 4694 63698 SH SOLE 0 0 0 ISHARES TR MIN VOL USA ETF MIN VOL USA ETF 46429B697 664 12790 SH SOLE 0 0 0 ISHARES TR MSCI EAFE ETF MSCI EAFE ETF 464287465 4313 61896 SH SOLE 0 0 0 ISHARES TR MSCI EMG MKT ETF MSCI EMG MKT ETF 464287234 1892 39183 SH SOLE 0 0 0 ISHARES TR RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 522 3835 SH SOLE 0 0 0 ISHARES TR RUS 2000 GRW ETF RUS 2000 GRW ETF 464287648 561 2944 SH SOLE 0 0 0 ISHARES TR RUS 2000 VAL ETF RUS 2000 VAL ETF 464287630 710 5824 SH SOLE 0 0 0 ISHARES TR RUS MD CP GR ETF RUS MD CP GR ETF 464287481 518 4214 SH SOLE 0 0 0 ISHARES TR RUS MDCP VAL ETF RUS MDCP VAL ETF 464287473 288 3327 SH SOLE 0 0 0 ISHARES TR RUS MID CAP ETF RUS MID CAP ETF 464287499 1777 8608 SH SOLE 0 0 0 ISHARES TR RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 5265 34678 SH SOLE 0 0 0 ISHARES TR S&P MC 400VL ETF S&P MC 400VL ETF 464287705 358 2317 SH SOLE 0 0 0 ISHARES TR SELECT DIVID ETF SELECT DIVID ETF 464287168 208 2191 SH SOLE 0 0 0 ISHARES TR TIPS BD ETF TIPS BD ETF 464287176 254 2244 SH SOLE 0 0 0 ISHARES TR ULTR SH TRM BD ULTR SH TRM BD 46434V878 951 18975 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD D DIVERSFD EQT ETF 46641Q845 1917 65846 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD D DIVERSFED RTRN 46641Q886 2316 36451 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD D DIVERSIFIED ETF 46641Q803 1576 62315 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD U ULTRA SHRT INC 46641Q837 4259 85115 SH SOLE 0 0 0 NUSHARES ETF TR ESG MID CAP GW ESG MID CAP 67092P409 228 7720 SH SOLE 0 0 0 PIMCO ETF TR ENHAN SHRT MA AC ENHAN SHRT MA AC 72201R833 609 5995 SH SOLE 0 0 0 POWERSHARES ETF TR II PWRSHS S FINL PFD PTFL 73937B654 209 5300 SH SOLE 0 0 0 POWERSHARES ETF TRUST FINL PFD UNIT SER 1 73935X229 4160 224279 SH SOLE 0 0 0 POWERSHARES QQQ TRUST UNIT SER US LRG CAP ETF 73935A104 440 2747 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL EQTY INTL EQTY ETF 808524805 5238 155370 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US LRG CAP US LRG CAP ETF 808524201 9159 145204 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US REIT ET US REIT ETF 808524847 2414 63117 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US SML CAP US SML CAP ETF 808524607 2325 33633 SH SOLE 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 1443 11475 SH SOLE 0 0 0 SPDR INDEX SHS FDS EURO STOXX EURO STOXX 50 78463X202 359 8915 SH SOLE 0 0 0 SPDR INDEX SHS FDS MSCI EAFE S MSCI EAFE STRTGC 78463X434 289 4460 SH SOLE 0 0 0 SPDR INDEX SHS FDS MSCI EMRG M MSCI EMRG MKTS 78463X426 6679 101885 SH SOLE 0 0 0 SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103 19319 73414 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TR UTS UTSER1 S&PDCRP 78467Y107 521 1525 SH SOLE 0 0 0 SPDR SER TR BLOMBERG BRC INV BLOMBERG BRC INV 78468R200 892 29042 SH SOLE 0 0 0 SPDR SER TR SPDR S&P 500 ETF SPDR S&P 500 ETF 78468R796 282 4375 SH SOLE 0 0 0 SPDR SER TR SSGA US SMAL ETF SSGA US SMAL ETF 78468R887 2498 28138 SH SOLE 0 0 0 SPDR SERIES TRUST BLOMBRG BRC BLOMBRG BRC INTL 78464A151 716 19895 SH SOLE 0 0 0 SPDR SERIES TRUST BLOOMBERG BR BLOOMBERG BRCLYS 78464A417 957 26699 SH SOLE 0 0 0 SPDR SERIES TRUST S&P 400 MDCP S&P 400 MDCP VAL 78464A839 1754 17636 SH SOLE 0 0 0 SPDR SERIES TRUST S&P DIVID ET S&P DIVID ETF 78464A763 581 6368 SH SOLE 0 0 0 VANGUARD ADMIRAL FDS INC MIDCP MIDCP 400 IDX 921932885 218 1720 SH SOLE 0 0 0 VANGUARD GROUP DIV APP ETF DIV APP ETF 921908844 2832 28021 SH SOLE 0 0 0 VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 1842 11944 SH SOLE 0 0 0 VANGUARD INDEX FDS SM CP VAL E SM CP VAL ETF 922908611 217 1675 SH SOLE 0 0 0 VANGUARD INDEX FDS SMALL CP ET SMALL CP ETF 922908751 278 1895 SH SOLE 0 0 0 VANGUARD INDEX FDS TOTAL STK M TOTAL STK MKT 922908769 223 1641 SH SOLE 0 0 0 VANGUARD INDEX FDS VALUE ETF VALUE ETF 922908744 223 2158 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 922042775 2301 42320 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 922042858 683 14546 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX FD GLB EX US ETF 922042676 462 7579 SH SOLE 0 0 0 VANGUARD TAX MANAGED INTL FD F FTSE DEV MKT ETF 921943858 5920 133777 SH SOLE 0 0 0