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. Howard
Boston
MA
01-08-2020
0
290
910362
false
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form13fInfoTable.xml
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0
THE CHARLES SCHWAB CORPORATION
COM
808513105
2521
53007
SH
SOLE
0
0
0
THERMO FISHER SCIENTIFIC INC C
COM
883556102
17789
54758
SH
SOLE
0
0
0
TIFFANY & CO NEW COM
COM
886547108
214
1600
SH
SOLE
0
0
0
TJX COS INC NEW COM
COM
872540109
7977
130643
SH
SOLE
0
0
0
TRAVELERS COMPANIES INC COM
COM
89417E109
409
2984
SH
SOLE
0
0
0
TREX CO INC COM
COM
89531P105
719
8000
SH
SOLE
0
0
0
UNION PACIFIC CORP COM
COM
907818108
2674
14792
SH
SOLE
0
0
0
UNITED TECHNOLOGIES CORP COM
COM
913017109
5328
35575
SH
SOLE
0
0
0
UNITEDHEALTH GROUP INC COM
COM
91324P102
10939
37211
SH
SOLE
0
0
0
V F CORP COM
COM
918204108
614
6163
SH
SOLE
0
0
0
VAIL RESORTS INC COM
COM
91879Q109
1756
7320
SH
SOLE
0
0
0
VALERO ENERGY CORP NEW COM
COM
91913Y100
3432
36645
SH
SOLE
0
0
0
VANGUARD INDEX FDS REAL ESTATE
REAL ESTATE ETF
922908553
862
9286
SH
SOLE
0
0
0
VERISIGN INC COM
COM
92343E102
3869
20081
SH
SOLE
0
0
0
VERIZON COMMUNICATIONS INC COM
COM
92343V104
6525
106275
SH
SOLE
0
0
0
VERTEX PHARMACEUTICALS COM
COM
92532F100
2045
9342
SH
SOLE
0
0
0
VISA INC COM CL A
COM
92826C839
25458
135489
SH
SOLE
0
0
0
VULCAN MATLS CO COM
COM
929160109
2107
14636
SH
SOLE
0
0
0
W P CAREY INC COM
COM
92936U109
288
3596
SH
SOLE
0
0
0
WABTEC CORP COM
COM
929740108
2272
29203
SH
SOLE
0
0
0
WALMART INC COM
COM
931142103
586
4935
SH
SOLE
0
0
0
WASTE MGMT INC DEL COM
COM
94106L109
627
5500
SH
SOLE
0
0
0
WEC ENERGY GROUP INC COM
COM
92939U106
468
5072
SH
SOLE
0
0
0
WELLS FARGO CO NEW COM
COM
949746101
1740
32340
SH
SOLE
0
0
0
WEYERHAEUSER CO COM
COM
962166104
585
19381
SH
SOLE
0
0
0
WORKDAY INC CL A
COM
98138H101
391
2378
SH
SOLE
0
0
0
XYLEM INC COM
COM
98419M100
5552
70466
SH
SOLE
0
0
0
ZIMMER BIOMET HLDGS INC COM
COM
98956P102
310
2074
SH
SOLE
0
0
0
ZOETIS INC CL A
COM
98978V103
12211
92261
SH
SOLE
0
0
0
COLUMBIA ETF TR I SUSTANABLE U
SUSTANABLE US
19761L300
222
7225
SH
SOLE
0
0
0
ETF MANAGERS TR ETHO CLIMATE L
ETHO CLIMATE LEA
26924G888
309
7235
SH
SOLE
0
0
0
FIRST TR EXCHANGE TRADED FD IV
NO AMER ENERGY
33738D101
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 MSCI EAFE
46432F842
308
4720
SH
SOLE
0
0
0
ISHARES TR CORE S&P MCP ETF
CORE S&P MCP ETF
464287507
888
4313
SH
SOLE
0
0
0
ISHARES TR CORE S&P SCP ETF
CORE S&P SCP ETF
464287804
250
2977
SH
SOLE
0
0
0
ISHARES TR CORE S&P US VLU
CORE S&P VLU ETF
464287663
331
5250
SH
SOLE
0
0
0
ISHARES TR CORE S&P500 ETF
CORE S&P500 ETF
464287200
2020
6249
SH
SOLE
0
0
0
ISHARES TR CORE US AGGBD ET
CORE US AGGBD ET
464287226
1556
13846
SH
SOLE
0
0
0
ISHARES TR FLTG RATE NT ETF
FLTG RATE NT ETF
46429B655
206
4050
SH
SOLE
0
0
0
ISHARES TR MIN VOL EAFE ETF
MIN VOL EAFE ETF
46429B689
1708
22917
SH
SOLE
0
0
0
ISHARES TR MSCI EAFE ETF
MSCI EAFE ETF
464287465
3295
47445
SH
SOLE
0
0
0
ISHARES TR MSCI EMG MKT ETF
MSCI EMG MKT ETF
464287234
1534
34189
SH
SOLE
0
0
0
ISHARES TR MSCI MIN VOL ETF
MIN VOL USA ETF
46429B697
510
7780
SH
SOLE
0
0
0
ISHARES TR RUS 1000 GRW ETF
RUS 1000 GRW ETF
464287614
560
3185
SH
SOLE
0
0
0
ISHARES TR RUS 2000 GRW ETF
RUS 2000 GRW ETF
464287648
804
3754
SH
SOLE
0
0
0
ISHARES TR RUS 2000 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