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 primary_doc.xml X0202 13F-HR LIVE 0001454759 XXXXXXXX 06-30-2023 06-30-2023 false Appleton Group, LLC

100 W LAWRENCE ST 3RD FL Appleton WI 54911

13F HOLDINGS REPORT 028-13465 801-62598 N Karen Anderson 920-993-7727 /s/ Karen Anderson Appleton WI 08-03-2023 0 37 71641598 INFORMATION TABLE 2 informationtable.xml SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 20518687 273765 SH SOLE 0 0 273765 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 15705262 299890 SH SOLE 0 0 299890 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 11280340 257542 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 808524839 2090864 45296 SH SOLE 0 0 45296 ISHARES TR RUS 1000 VAL ETF 464287598 969550 6143 SH SOLE 0 0 6143 SPDR S&P 500 ETF TR TR UNIT 78462F103 961475 2169 SH SOLE 0 0 2169 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 845297 11640 SH SOLE 0 0 11640 META PLATFORMS INC CL A 30303M102 735243 2562 SH SOLE 0 0 2562 ISHARES TR RUS 2000 VAL ETF 464287630 649792 4615 SH SOLE 0 0 4615 EATON CORP PLC SHS G29183103 488070 2427 SH SOLE 0 0 2427 APPLE INC COM 037833100 472992 2438 SH SOLE 0 0 2438 NETFLIX INC COM 64110L106 437407 993 SH SOLE 0 0 993 FORD MTR CO DEL COM 345370860 358264 23679 SH SOLE 0 0 23679 ENPHASE ENERGY INC COM 29355A107 350034 2090 SH SOLE 0 0 2090 MARATHON PETE CORP COM 56585A102 349800 3000 SH SOLE 0 0 3000 TJX COS INC NEW COM 872540109 339754 4007 SH SOLE 0 0 4007 VMWARE INC CL A COM 928563402 319854 2226 SH SOLE 0 0 2226 ON SEMICONDUCTOR CORP COM 682189105 317411 3356 SH SOLE 0 0 3356 ILLINOIS TOOL WKS INC COM 452308109 310949 1243 SH SOLE 0 0 1243 HEALTHEQUITY INC COM 42226A107 307997 4878 SH SOLE 0 0 4878 ISHARES TR MSCI KLD400 SOC 464288570 295521 3511 SH SOLE 0 0 3511 SPDR SER TR SPDR S&P 500 ETF 78468R796 294171 8133 SH SOLE 0 0 8133 NICOLET BANKSHARES INC COM 65406E102 290995 4285 SH SOLE 0 0 4285 GARMIN LTD SHS H2906T109 279081 2676 SH SOLE 0 0 2676 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 277549 4486 SH SOLE 0 0 4486 TWILIO INC CL A 90138F102 271467 4267 SH SOLE 0 0 4267 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 257536 6833 SH SOLE 0 0 6833 PFIZER INC COM 717081103 257311 7015 SH SOLE 0 0 7015 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 253836 1460 SH SOLE 0 0 1460 CVS HEALTH CORP COM 126650100 250113 3618 SH SOLE 0 0 3618 ISHARES TR ISHARES SEMICDTR 464287523 246529 486 SH SOLE 0 0 486 SPDR SER TR S&P BIOTECH 78464A870 219898 2643 SH SOLE 0 0 2643 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 214980 1266 SH SOLE 0 0 1266 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 209715 3719 SH SOLE 0 0 3719 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 202203 2440 SH SOLE 0 0 2440 PEPSICO INC COM 713448108 201705 1089 SH SOLE 0 0 1089