0001567619-22-002997.txt : 20220209 0001567619-22-002997.hdr.sgml : 20220209 20220209120419 ACCESSION NUMBER: 0001567619-22-002997 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220209 DATE AS OF CHANGE: 20220209 EFFECTIVENESS DATE: 20220209 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: 22605262 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 12-31-2021 12-31-2021 APPLETON GROUP, LLC

100 W LAWRENCE ST 3RD FL APPLETON WI 54911

13F HOLDINGS REPORT 028-13465 N Karen Anderson 920-993-7727 Karen Anderson Appleton WI 02-09-2022 0 51 99704 false INFORMATION TABLE 2 form13fInfoTable.xml SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 24711 150907 SH SOLE 0 0 150907 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 20467 279528 SH SOLE 0 0 279528 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 18441 162017 SH SOLE 0 0 162017 SPDR SER TR BLOOMBERG HIGH Y 78468R622 3551 32709 SH SOLE 0 0 32709 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 3451 230055 SH SOLE 0 0 230055 ISHARES TR IBOXX INV CP ETF 464287242 3366 25402 SH SOLE 0 0 25402 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2240 41563 SH SOLE 0 0 41563 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1708 21018 SH SOLE 0 0 21018 ISHARES TR JPMORGAN USD EMG 464288281 1701 15597 SH SOLE 0 0 15597 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1466 18232 SH SOLE 0 0 18232 SPDR S&P 500 ETF TR TR UNIT 78462F103 1293 2722 SH SOLE 0 0 2722 ISHARES TR RUS 1000 VAL ETF 464287598 1072 6382 SH SOLE 0 0 6382 ISHARES TR RUS 2000 VAL ETF 464287630 884 5321 SH SOLE 0 0 5321 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 771 7530 SH SOLE 0 0 7530 META PLATFORMS INC CL A 30303M102 702 2087 SH SOLE 0 0 2087 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 632 5598 SH SOLE 0 0 5598 EXTRA SPACE STORAGE INC COM 30225T102 609 2685 SH SOLE 0 0 2685 ADVANCED MICRO DEVICES INC COM 007903107 582 4045 SH SOLE 0 0 4045 APPLE INC COM 037833100 546 3073 SH SOLE 0 0 3073 PFIZER INC COM 717081103 538 9105 SH SOLE 0 0 9105 FORD MTR CO DEL COM 345370860 529 25455 SH SOLE 0 0 25455 CVS HEALTH CORP COM 126650100 465 4505 SH SOLE 0 0 4505 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 451 5081 SH SOLE 0 0 5081 TJX COS INC NEW COM 872540109 441 5807 SH SOLE 0 0 5807 ON SEMICONDUCTOR CORP COM 682189105 434 6384 SH SOLE 0 0 6384 TYLER TECHNOLOGIES INC COM 902252105 433 805 SH SOLE 0 0 805 ISHARES TR MSCI KLD400 SOC 464288570 421 4531 SH SOLE 0 0 4531 UNIVERSAL DISPLAY CORP COM 91347P105 420 2548 SH SOLE 0 0 2548 EATON CORP PLC SHS G29183103 419 2427 SH SOLE 0 0 2427 SPDR SER TR SPDR S&P 500 ETF 78468R796 417 3545 SH SOLE 0 0 3545 GLOBAL PMTS INC COM 37940X102 407 3008 SH SOLE 0 0 3008 HARMONIC INC COM 413160102 401 34114 SH SOLE 0 0 34114 PPG INDS INC COM 693506107 401 2327 SH SOLE 0 0 2327 COOPER COS INC COM NEW 216648402 389 929 SH SOLE 0 0 929 CIRRUS LOGIC INC COM 172755100 381 4137 SH SOLE 0 0 4137 NICOLET BANKSHARES INC COM 65406E102 367 4285 SH SOLE 0 0 4285 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 304 1487 SH SOLE 0 0 1487 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 303 1740 SH SOLE 0 0 1740 PROSHARES TR ULTSHT RUSS2000 74347G689 300 23165 SH SOLE 0 0 23165 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 298 4905 SH SOLE 0 0 4905 NETFLIX INC COM 64110L106 298 495 SH SOLE 0 0 495 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 298 3860 SH SOLE 0 0 3860 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 296 4134 SH SOLE 0 0 4134 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 293 3235 SH SOLE 0 0 3235 ISHARES TR U.S. REAL ES ETF 464287739 291 2505 SH SOLE 0 0 2505 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 283 2012 SH SOLE 0 0 2012 ACUSHNET HLDGS CORP COM 005098108 282 5309 SH SOLE 0 0 5309 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 281 2655 SH SOLE 0 0 2655 GARMIN LTD SHS H2906T109 258 1895 SH SOLE 0 0 1895 ASSOCIATED BANC CORP COM 045487105 206 9141 SH SOLE 0 0 9141 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 206 5293 SH SOLE 0 0 5293