Compliance Officer

0000950123-20-000207.txt : 20200113 0000950123-20-000207.hdr.sgml : 20200113 20200113112935 ACCESSION NUMBER: 0000950123-20-000207 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200113 DATE AS OF CHANGE: 20200113 EFFECTIVENESS DATE: 20200113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: APPLETON PARTNERS INC/MA CENTRAL INDEX KEY: 0001055290 IRS NUMBER: 042943177 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06694 FILM NUMBER: 20523197 BUSINESS ADDRESS: STREET 1: ONE POST OFFICE SQUARE STREET 2: 20TH FLOOR CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 6173380700 MAIL ADDRESS: STREET 1: ONE POST OFFICE SQUARE STREET 2: 20TH FLOOR CITY: BOSTON STATE: MA ZIP: 02109 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001055290 XXXXXXXX 12-31-2019 12-31-2019 APPLETON PARTNERS INC/MA

ONE POST OFFICE SQUARE 20TH FLOOR BOSTON MA 02109

13F HOLDINGS REPORT 028-06694 N Michael T. Howard Compliance Officer (617) 338-0700 /s/ Michael T. 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3138 123127 SH SOLE 0 0 0 FIRST TR EXCHANGE TRADED FD NA NAS CLNEDG GREEN 33733E500 217 8700 SH SOLE 0 0 0 FIRST TR EXCHANGE TRADED FD US NAS CLNEDG GREEN 336920103 404 5025 SH SOLE 0 0 0 GOLDMAN SACHS ETF TR ACTIVEBET US EQTY OPPT ETF 381430107 13320 440339 SH SOLE 0 0 0 GOLDMAN SACHS ETF TR EQUITY ET EQUITY ETF 381430503 32039 495426 SH SOLE 0 0 0 GRANITESHARES ETF TR BBG COMMD BBG COMMD K 1 38747R108 2095 86517 SH SOLE 0 0 0 INVESCO EXCHANGE TRADED FD TR FINL PFD PTFL 46137V621 4046 214417 SH SOLE 0 0 0 INVESCO EXCHNG TRADED FD TR II SR LN ETF 46138G508 1242 54440 SH SOLE 0 0 0 INVESCO QQQ TR UNIT SER 1 US LRG CAP ETF 46090E103 475 2234 SH SOLE 0 0 0 ISHARES INC CORE MSCI EMKT CORE MSCI EMKT 46434G103 2804 52162 SH SOLE 0 0 0 ISHARES TR 1 3 YR TREAS BD 1-3 YR TR BD ETF 464287457 228 2694 SH SOLE 0 0 0 ISHARES TR CORE HIGH DV ETF CORE HIGH DV ETF 46429B663 291 2970 SH SOLE 0 0 0 ISHARES TR CORE INTL AGGR CORE INTL AGGR 46435G672 4047 73871 SH SOLE 0 0 0 ISHARES TR CORE MSCI EAFE CORE 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VAL ETF RUS 2000 VAL ETF 464287630 635 4942 SH SOLE 0 0 0 ISHARES TR RUS MD CP GR ETF RUS MD CP GR ETF 464287481 632 4139 SH SOLE 0 0 0 ISHARES TR RUS MDCP VAL ETF RUS MDCP VAL ETF 464287473 296 3120 SH SOLE 0 0 0 ISHARES TR RUS MID CAP ETF RUS MID CAP ETF 464287499 2024 33951 SH SOLE 0 0 0 ISHARES TR RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 5771 34832 SH SOLE 0 0 0 ISHARES TR RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 306 1623 SH SOLE 0 0 0 ISHARES TR S&P 500 VAL ETF S&P 500 VAL ETF 464287408 414 3186 SH SOLE 0 0 0 ISHARES TR S&P MC 400VL ETF S&P MC 400VL ETF 464287705 361 2115 SH SOLE 0 0 0 ISHARES TR SELECT DIVID ETF SELECT DIVID ETF 464287168 427 4044 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD D DIV RTN INT EQ 46641Q209 1336 23402 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD D DIVERSFD EQT ETF 46641Q845 4277 131309 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD D DIVERSFED RTRN 46641Q886 5353 75780 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD D DIVERSIFIED ETF 46641Q803 1817 76896 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD U ULTRA SHRT INC 46641Q837 29969 594276 SH SOLE 0 0 0 NUSHARES ETF TR NUVEEN ESG MID NUVEEN ESG MIDCP 67092P409 272 7720 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL EQTY INTL EQTY ETF 808524805 12384 368229 SH SOLE 0 0 0 SCHWAB STRATEGIC TR SCHWB FDT SCHWB FDT INT LG 808524755 307 10628 SH SOLE 0 0 0 SCHWAB STRATEGIC TR SHT TM US SHT TM US TRES 808524862 338 6700 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US AGGREGA US AGGREGATE B 808524839 621 11618 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US DIVIDEN US DIVIDEND EQ 808524797 236 4076 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US LRG CAP US LRG CAP ETF 808524201 24449 318303 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US MID-CAP US MID-CAP ETF 808524508 248 4121 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US REIT ET US REIT ETF 808524847 3448 75030 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US SML CAP US SML CAP ETF 808524607 4787 63288 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI CONS SBI CONS DISCR 81369Y407 243 1936 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT- SBI INT-FINL 81369Y605 232 7553 SH SOLE 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 572 4000 SH SOLE 0 0 0 SPDR INDEX SHS FDS EURO STOXX EURO STOXX 50 78463X202 445 10910 SH SOLE 0 0 0 SPDR INDEX SHS FDS MSCI EAFE S MSCI EAFE STRTGC 78463X434 276 4125 SH SOLE 0 0 0 SPDR INDEX SHS FDS MSCI EMRG M MSCI EMRG MKTS 78463X426 8755 143933 SH SOLE 0 0 0 SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103 14876 46220 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TR UTS UTSER1 S&PDCRP 78467Y107 650 1731 SH SOLE 0 0 0 SPDR SERIES TRUST BLOMBERG BRC BLOMBERG BRC INV 78468R200 9199 299350 SH SOLE 0 0 0 SPDR SERIES TRUST BLOOMBERG BR BLOOMBERG BRCLYS 78468R622 1856 16945 SH SOLE 0 0 0 SPDR SERIES TRUST PORTFOLIO AG PORTFOLIO AGRGTE 78464A649 3872 131783 SH SOLE 0 0 0 SPDR SERIES TRUST PORTFOLIO IN PORTFOLIO INTRMD 78464A375 3920 111018 SH SOLE 0 0 0 SPDR SERIES TRUST S&P 400 MDCP S&P 400 MDCP VAL 78464A839 463 8445 SH SOLE 0 0 0 SPDR SERIES TRUST S&P DIVID ET S&P DIVID ETF 78464A763 642 5971 SH SOLE 0 0 0 SPDR SERIES TRUST SPDR S&P 500 SPDR S&P 500 ETF 78468R796 278 3530 SH SOLE 0 0 0 SPDR SERIES TRUST SSGA US SMAL SSGA US SMAL ETF 78468R887 445 4448 SH SOLE 0 0 0 VANGUARD ADMIRAL FDS INC MIDCP MIDCP 400 IDX 921932885 239 1720 SH SOLE 0 0 0 VANGUARD GROUP DIV APP ETF DIV APP ETF 921908844 582 4672 SH SOLE 0 0 0 VANGUARD INDEX FDS GROWTH ETF GROWTH ETF 922908736 200 1100 SH SOLE 0 0 0 VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 2110 11840 SH SOLE 0 0 0 VANGUARD INDEX FDS S&P 500 ETF S&P 500 ETF SHS 922908363 314 1062 SH SOLE 0 0 0 VANGUARD INDEX FDS SM CP VAL E SM CP VAL ETF 922908611 292 2127 SH SOLE 0 0 0 VANGUARD INDEX FDS SMALL CP ET SMALL CP ETF 922908751 329 1985 SH SOLE 0 0 0 VANGUARD INDEX FDS TOTAL STK M TOTAL STK MKT 922908769 269 1641 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 922042775 1996 37140 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 922042858 835 18785 SH SOLE 0 0 0 VANGUARD SCOTTSDALE FDS MORTG- MORTG-BACK SEC 92206C771 221 4165 SH SOLE 0 0 0 VANGUARD TAX MANAGED INTL FD F FTSE DEV MKT ETF 921943858 3089 70119 SH SOLE 0 0 0 VANGUARD WHITEHALL FDS INC HIG HIGH DIV YLD 921946406 512 5468 SH SOLE 0 0 0 VANGUARD WORLD FDS COMM SRVC E COMM SRVC ETF 92204A884 1246 13260 SH SOLE 0 0 0