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 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