0000894189-23-005378.txt : 20230803
0000894189-23-005378.hdr.sgml : 20230803
20230803150333
ACCESSION NUMBER: 0000894189-23-005378
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230803
DATE AS OF CHANGE: 20230803
EFFECTIVENESS DATE: 20230803
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: APPLETON GROUP, LLC
CENTRAL INDEX KEY: 0001454759
IRS NUMBER: 300021894
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1208
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13465
FILM NUMBER: 231139508
BUSINESS ADDRESS:
STREET 1: 100 W LAWRENCE ST 3RD FL
CITY: APPLETON
STATE: WI
ZIP: 54911
BUSINESS PHONE: 920-993-7727
MAIL ADDRESS:
STREET 1: 100 W LAWRENCE ST 3RD FL
CITY: APPLETON
STATE: WI
ZIP: 54911
FORMER COMPANY:
FORMER CONFORMED NAME: APPLETON GROUP WEALTH MANAGEMENT LLC
DATE OF NAME CHANGE: 20090126
13F-HR
1
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X0202
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06-30-2023
06-30-2023
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Appleton Group, LLC
100 W LAWRENCE ST 3RD FL
Appleton
WI
54911
13F HOLDINGS REPORT
028-13465
801-62598
N
Karen Anderson
CCO
920-993-7727
/s/ Karen Anderson
Appleton
WI
08-03-2023
0
37
71641598
INFORMATION TABLE
2
informationtable.xml
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20518687
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SH
SOLE
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0
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SCHWAB STRATEGIC TR
US LRG CAP ETF
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15705262
299890
SH
SOLE
0
0
299890
SCHWAB STRATEGIC TR
US SML CAP ETF
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11280340
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SH
SOLE
0
0
257542
ISHARES TR
CORE S&P MCP ETF
464287507
9809946
37517
SH
SOLE
0
0
37517
SCHWAB STRATEGIC TR
US AGGREGATE B
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45296
SH
SOLE
0
0
45296
ISHARES TR
RUS 1000 VAL ETF
464287598
969550
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SH
SOLE
0
0
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SPDR S&P 500 ETF TR
TR UNIT
78462F103
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2169
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SOLE
0
0
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SCHWAB STRATEGIC TR
US DIVIDEND EQ
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SH
SOLE
0
0
11640
META PLATFORMS INC
CL A
30303M102
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2562
SH
SOLE
0
0
2562
ISHARES TR
RUS 2000 VAL ETF
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SOLE
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EATON CORP PLC
SHS
G29183103
488070
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SH
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0
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APPLE INC
COM
037833100
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SH
SOLE
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NETFLIX INC
COM
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FORD MTR CO DEL
COM
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ENPHASE ENERGY INC
COM
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MARATHON PETE CORP
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TJX COS INC NEW
COM
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VMWARE INC
CL A COM
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319854
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ON SEMICONDUCTOR CORP
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ILLINOIS TOOL WKS INC
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HEALTHEQUITY INC
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ISHARES TR
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NICOLET BANKSHARES INC
COM
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GARMIN LTD
SHS
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SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
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TWILIO INC
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271467
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SOLE
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SELECT SECTOR SPDR TR
RL EST SEL SEC
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SH
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PFIZER INC
COM
717081103
257311
7015
SH
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0
7015
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
253836
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CVS HEALTH CORP
COM
126650100
250113
3618
SH
SOLE
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3618
ISHARES TR
ISHARES SEMICDTR
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S&P BIOTECH
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SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
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INVESCO EXCHANGE TRADED FD T
WATER RES ETF
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SELECT SECTOR SPDR TR
SBI MATERIALS
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PEPSICO INC
COM
713448108
201705
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