The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 15,568,050 | 220,012 | SH | SOLE | The Appleton Group | 0 | 0 | 220,012 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 1,934,621 | 43,740 | SH | SOLE | The Appleton Group | 0 | 0 | 43,740 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 1,055,748 | 4,234 | SH | SOLE | The Appleton Group | 0 | 0 | 4,234 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 972,711 | 6,407 | SH | SOLE | The Appleton Group | 0 | 0 | 6,407 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 966,960 | 2,262 | SH | SOLE | The Appleton Group | 0 | 0 | 2,262 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 842,389 | 11,584 | SH | SOLE | The Appleton Group | 0 | 0 | 11,584 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 655,927 | 4,839 | SH | SOLE | The Appleton Group | 0 | 0 | 4,839 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 598,395 | 14,447 | SH | SOLE | The Appleton Group | 0 | 0 | 14,447 | ||
PROSHARES TR | ULTRASHRT S&P500 | 74347G416 | 474,044 | 12,774 | SH | SOLE | The Appleton Group | 0 | 0 | 12,774 | ||
MARATHON PETE CORP | COM | 56585A102 | 454,020 | 3,000 | SH | SOLE | The Appleton Group | 0 | 0 | 3,000 | ||
PROSHARES TR | ULTSHT RUSS2000 | 74347G689 | 388,924 | 24,915 | SH | SOLE | The Appleton Group | 0 | 0 | 24,915 | ||
EATON CORP PLC | SHS | G29183103 | 388,597 | 1,822 | SH | SOLE | The Appleton Group | 0 | 0 | 1,822 | ||
META PLATFORMS INC | CL A | 30303M102 | 359,052 | 1,196 | SH | SOLE | The Appleton Group | 0 | 0 | 1,196 | ||
HEALTHEQUITY INC | COM | 42226A107 | 356,338 | 4,878 | SH | SOLE | The Appleton Group | 0 | 0 | 4,878 | ||
TJX COS INC NEW | COM | 872540109 | 356,143 | 4,007 | SH | SOLE | The Appleton Group | 0 | 0 | 4,007 | ||
SPLUNK INC | COM | 848637104 | 330,964 | 2,263 | SH | SOLE | The Appleton Group | 0 | 0 | 2,263 | ||
SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 295,852 | 4,486 | SH | SOLE | The Appleton Group | 0 | 0 | 4,486 | ||
ISHARES TR | MSCI KLD400 SOC | 464288570 | 285,831 | 3,511 | SH | SOLE | The Appleton Group | 0 | 0 | 3,511 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 285,094 | 1,816 | SH | SOLE | The Appleton Group | 0 | 0 | 1,816 | ||
WILEY JOHN & SONS INC | CL A | 968223206 | 281,266 | 7,567 | SH | SOLE | The Appleton Group | 0 | 0 | 7,567 | ||
GARMIN LTD | SHS | H2906T109 | 272,363 | 2,589 | SH | SOLE | The Appleton Group | 0 | 0 | 2,589 | ||
CVS HEALTH CORP | COM | 126650100 | 270,553 | 3,875 | SH | SOLE | The Appleton Group | 0 | 0 | 3,875 | ||
SCANSOURCE INC | COM | 806037107 | 266,365 | 8,788 | SH | SOLE | The Appleton Group | 0 | 0 | 8,788 | ||
SOUTHERN CO | COM | 842587107 | 252,667 | 3,904 | SH | SOLE | The Appleton Group | 0 | 0 | 3,904 | ||
UIPATH INC | CL A | 90364P105 | 252,168 | 14,738 | SH | SOLE | The Appleton Group | 0 | 0 | 14,738 | ||
SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 244,957 | 2,710 | SH | SOLE | The Appleton Group | 0 | 0 | 2,710 | ||
NICOLET BANKSHARES INC | COM | 65406E102 | 224,343 | 3,215 | SH | SOLE | The Appleton Group | 0 | 0 | 3,215 |