0000894189-23-008299.txt : 20231108 0000894189-23-008299.hdr.sgml : 20231108 20231108145119 ACCESSION NUMBER: 0000894189-23-008299 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231108 DATE AS OF CHANGE: 20231108 EFFECTIVENESS DATE: 20231108 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: 231387389 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 09-30-2023 09-30-2023 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 11-03-2023 0 27 28634342 INFORMATION TABLE 2 informationtable.xml SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 15568050 220012 SH SOLE The Appleton Group 0 0 220012 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1934621 43740 SH SOLE The Appleton Group 0 0 43740 ISHARES TR CORE S&P MCP ETF 464287507 1055748 4234 SH SOLE The Appleton Group 0 0 4234 ISHARES TR RUS 1000 VAL ETF 464287598 972711 6407 SH SOLE The Appleton Group 0 0 6407 SPDR S&P 500 ETF TR TR UNIT 78462F103 966960 2262 SH SOLE The Appleton Group 0 0 2262 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 842389 11584 SH SOLE The Appleton Group 0 0 11584 ISHARES TR RUS 2000 VAL ETF 464287630 655927 4839 SH SOLE The Appleton Group 0 0 4839 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 598395 14447 SH SOLE The Appleton Group 0 0 14447 PROSHARES TR ULTRASHRT S&P500 74347G416 474044 12774 SH SOLE The Appleton Group 0 0 12774 MARATHON PETE CORP COM 56585A102 454020 3000 SH SOLE The Appleton Group 0 0 3000 PROSHARES TR ULTSHT RUSS2000 74347G689 388924 24915 SH SOLE The Appleton Group 0 0 24915 EATON CORP PLC SHS G29183103 388597 1822 SH SOLE The Appleton Group 0 0 1822 META PLATFORMS INC CL A 30303M102 359052 1196 SH SOLE The Appleton Group 0 0 1196 HEALTHEQUITY INC COM 42226A107 356338 4878 SH SOLE The Appleton Group 0 0 4878 TJX COS INC NEW COM 872540109 356143 4007 SH SOLE The Appleton Group 0 0 4007 SPLUNK INC COM 848637104 330964 2263 SH SOLE The Appleton Group 0 0 2263 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 295852 4486 SH SOLE The Appleton Group 0 0 4486 ISHARES TR MSCI KLD400 SOC 464288570 285831 3511 SH SOLE The Appleton Group 0 0 3511 UNIVERSAL DISPLAY CORP COM 91347P105 285094 1816 SH SOLE The Appleton Group 0 0 1816 WILEY JOHN & SONS INC CL A 968223206 281266 7567 SH SOLE The Appleton Group 0 0 7567 GARMIN LTD SHS H2906T109 272363 2589 SH SOLE The Appleton Group 0 0 2589 CVS HEALTH CORP COM 126650100 270553 3875 SH SOLE The Appleton Group 0 0 3875 SCANSOURCE INC COM 806037107 266365 8788 SH SOLE The Appleton Group 0 0 8788 SOUTHERN CO COM 842587107 252667 3904 SH SOLE The Appleton Group 0 0 3904 UIPATH INC CL A 90364P105 252168 14738 SH SOLE The Appleton Group 0 0 14738 SELECT SECTOR SPDR TR ENERGY 81369Y506 244957 2710 SH SOLE The Appleton Group 0 0 2710 NICOLET BANKSHARES INC COM 65406E102 224343 3215 SH SOLE The Appleton Group 0 0 3215