0001567619-22-019299.txt : 20221108
0001567619-22-019299.hdr.sgml : 20221108
20221108155051
ACCESSION NUMBER: 0001567619-22-019299
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221108
DATE AS OF CHANGE: 20221108
EFFECTIVENESS DATE: 20221108
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: 221368687
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
09-30-2022
09-30-2022
APPLETON GROUP, LLC
100 W LAWRENCE ST 3RD FL
APPLETON
WI
54911
13F HOLDINGS REPORT
028-13465
N
Karen Anderson
CCO
920-993-7727
Karen Anderson
Appleton
WI
11-08-2022
0
22
35029
false
INFORMATION TABLE
2
form13fInfoTable.xml
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
8977
148307
SH
SOLE
0
0
148307
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
8161
139476
SH
SOLE
0
0
139476
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
6850
161743
SH
SOLE
0
0
161743
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
2109
46547
SH
SOLE
0
0
46547
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1482
19948
SH
SOLE
0
0
19948
ISHARES TR
RUS 1000 VAL ETF
464287598
796
5854
SH
SOLE
0
0
5854
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
783
14035
SH
SOLE
0
0
14035
SPDR S&P 500 ETF TR
TR UNIT
78462F103
741
2074
SH
SOLE
0
0
2074
ENPHASE ENERGY INC
COM
29355A107
579
2088
SH
SOLE
0
0
2088
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
556
14710
SH
SOLE
0
0
14710
ISHARES TR
RUS 2000 VAL ETF
464287630
535
4152
SH
SOLE
0
0
4152
NETFLIX INC
COM
64110L106
452
1921
SH
SOLE
0
0
1921
HARMONIC INC
COM
413160102
386
29536
SH
SOLE
0
0
29536
EATON CORP PLC
SHS
G29183103
324
2427
SH
SOLE
0
0
2427
PROSHARES TR
ULTSHT RUSS2000
74347G689
316
16199
SH
SOLE
0
0
16199
ON SEMICONDUCTOR CORP
COM
682189105
315
5060
SH
SOLE
0
0
5060
NICOLET BANKSHARES INC
COM
65406E102
302
4285
SH
SOLE
0
0
4285
MARATHON PETE CORP
COM
56585A102
298
3000
SH
SOLE
0
0
3000
CVS HEALTH CORP
COM
126650100
297
3111
SH
SOLE
0
0
3111
HEALTHEQUITY INC
COM
42226A107
281
4187
SH
SOLE
0
0
4187
INVESCO EXCH TRADED FD TR II
SOLAR ETF
46138G706
246
3341
SH
SOLE
0
0
3341
INVESCO EXCHANGE TRADED FD T
WILDERHIL CLAN
46137V134
243
5051
SH
SOLE
0
0
5051