0001567619-21-014486.txt : 20210805 0001567619-21-014486.hdr.sgml : 20210805 20210805125426 ACCESSION NUMBER: 0001567619-21-014486 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210805 DATE AS OF CHANGE: 20210805 EFFECTIVENESS DATE: 20210805 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: 211147273 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 13F-HR LIVE false true false 0001454759 XXXXXXXX 06-30-2021 06-30-2021 APPLETON GROUP, LLC

100 W LAWRENCE ST 3RD FL APPLETON WI 54911

13F HOLDINGS REPORT 028-13465 N Mark C Scheffler 920-993-7727 Mark C Scheffler Appleton WI 08-05-2021 0 51 130261 false INFORMATION TABLE 2 form13fInfoTable.xml SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 23786 162960 SH SOLE 0 0 162960 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 19798 289572 SH SOLE 0 0 289572 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 19619 188703 SH SOLE 0 0 188703 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 12116 307131 SH SOLE 0 0 307131 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 10296 313151 SH SOLE 0 0 313151 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 7027 67449 SH SOLE 0 0 67449 SPDR SER TR BLMBRG BRC CNVRT 78464A359 3731 43015 SH SOLE 0 0 43015 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 3690 240891 SH SOLE 0 0 240891 ISHARES TR IBOXX INV CP ETF 464287242 3689 27455 SH SOLE 0 0 27455 SPDR SER TR BLOOMBERG BRCLYS 78468R622 3561 32382 SH SOLE 0 0 32382 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2143 39254 SH SOLE 0 0 39254 ISHARES TR JPMORGAN USD EMG 464288281 1813 16121 SH SOLE 0 0 16121 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1796 21710 SH SOLE 0 0 21710 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1400 17885 SH SOLE 0 0 17885 SPDR S&P 500 ETF TR TR UNIT 78462F103 1161 2713 SH SOLE 0 0 2713 ISHARES TR RUS 1000 VAL ETF 464287598 1006 6343 SH SOLE 0 0 6343 ISHARES TR RUS 2000 VAL ETF 464287630 877 5290 SH SOLE 0 0 5290 FACEBOOK INC CL A 30303M102 688 1980 SH SOLE 0 0 1980 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 539 6131 SH SOLE 0 0 6131 SKECHERS U S A INC CL A 830566105 498 9996 SH SOLE 0 0 9996 EXTRA SPACE STORAGE INC COM 30225T102 486 2964 SH SOLE 0 0 2964 KANSAS CITY SOUTHERN COM NEW 485170302 471 1662 SH SOLE 0 0 1662 AMERICAN EXPRESS CO COM 025816109 465 2815 SH SOLE 0 0 2815 HEALTHEQUITY INC COM 42226A107 431 5354 SH SOLE 0 0 5354 CIRRUS LOGIC INC COM 172755100 421 4951 SH SOLE 0 0 4951 ADVANCED MICRO DEVICES INC COM 007903107 417 4437 SH SOLE 0 0 4437 ISHARES TR MSCI KLD400 SOC 464288570 409 4937 SH SOLE 0 0 4937 SPDR SER TR SPDR S&P 500 ETF 78468R796 404 3809 SH SOLE 0 0 3809 PPG INDS INC COM 693506107 403 2373 SH SOLE 0 0 2373 CVS HEALTH CORP COM 126650100 388 4653 SH SOLE 0 0 4653 EATON CORP PLC SHS G29183103 384 2589 SH SOLE 0 0 2589 GARMIN LTD SHS H2906T109 383 2650 SH SOLE 0 0 2650 TYLER TECHNOLOGIES INC COM 902252105 380 840 SH SOLE 0 0 840 BUILDERS FIRSTSOURCE INC COM 12008R107 379 8874 SH SOLE 0 0 8874 PFIZER INC COM 717081103 375 9578 SH SOLE 0 0 9578 UNIVERSAL DISPLAY CORP COM 91347P105 375 1685 SH SOLE 0 0 1685 BLUEBIRD BIO INC COM 09609G100 362 11326 SH SOLE 0 0 11326 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 358 9761 SH SOLE 0 0 9761 ISHARES TR U.S. REAL ES ETF 464287739 314 3079 SH SOLE 0 0 3079 NICOLET BANKSHARES INC COM 65406E102 301 4285 SH SOLE 0 0 4285 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 298 1218 SH SOLE 0 0 1218 DISNEY WALT CO COM 254687106 294 1672 SH SOLE 0 0 1672 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 293 2858 SH SOLE 0 0 2858 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 292 5463 SH SOLE 0 0 5463 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 291 2308 SH SOLE 0 0 2308 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 286 1934 SH SOLE 0 0 1934 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 284 3175 SH SOLE 0 0 3175 SPDR SER TR S&P BIOTECH 78464A870 279 2059 SH SOLE 0 0 2059 SELECT SECTOR SPDR TR ENERGY 81369Y506 275 5102 SH SOLE 0 0 5102 COOPER COS INC COM NEW 216648402 265 668 SH SOLE 0 0 668 VMWARE INC CL A COM 928563402 264 1651 SH SOLE 0 0 1651