0001567619-20-013866.txt : 20200729 0001567619-20-013866.hdr.sgml : 20200729 20200729132523 ACCESSION NUMBER: 0001567619-20-013866 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200729 DATE AS OF CHANGE: 20200729 EFFECTIVENESS DATE: 20200729 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: 201056647 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 06-30-2020 06-30-2020 APPLETON GROUP, LLC

100 W LAWRENCE ST 3RD FL APPLETON WI 54911

13F HOLDINGS REPORT 028-13465 N Mark C Scheffler 920-993-7727 Mark C Scheffler Appleton WI 07-28-2020 0 30 83066 false INFORMATION TABLE 2 form13fInfoTable.xml FIRST TR NASDAQ-100 TECH IND DJ INTERNT IDX 33733E302 292 1710 SH SOLE 0 0 1710 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 3201 226674 SH SOLE 0 0 226674 ISHARES TR IBOXX INV CP ETF 464287242 369 2744 SH SOLE 0 0 2744 ISHARES TR RUS 1000 VAL ETF 464287598 660 5857 SH SOLE 0 0 5857 ISHARES TR RUS 2000 VAL ETF 464287630 514 5271 SH SOLE 0 0 5271 ISHARES TR U.S. REAL ES ETF 464287739 331 4205 SH SOLE 0 0 4205 ISHARES TR JPMORGAN USD EMG 464288281 387 3543 SH SOLE 0 0 3543 NICOLET BANKSHARES INC COM 65406E102 235 4285 SH SOLE 0 0 4285 SPDR S&P 500 ETF TR TR UNIT 78462F103 808 2620 SH SOLE 0 0 2620 SPDR SER TR BLMBRG BRC CNVRT 78464A359 4041 66794 SH SOLE 0 0 66794 SPDR SER TR S&P BIOTECH 78464A870 385 3438 SH SOLE 0 0 3438 SPDR SER TR BLOOMBERG BRCLYS 78468R622 2123 20987 SH SOLE 0 0 20987 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 11753 158616 SH SOLE 0 0 158616 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 15943 157009 SH SOLE 0 0 157009 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 10945 218419 SH SOLE 0 0 218419 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 894 16985 SH SOLE 0 0 16985 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 9052 138536 SH SOLE 0 0 138536 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 6476 265957 SH SOLE 0 0 265957 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7873 264626 SH SOLE 0 0 264626 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1766 31405 SH SOLE 0 0 31405 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 287 5099 SH SOLE 0 0 5099 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 362 3616 SH SOLE 0 0 3616 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 293 4993 SH SOLE 0 0 4993 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 360 2815 SH SOLE 0 0 2815 SELECT SECTOR SPDR TR ENERGY 81369Y506 319 8419 SH SOLE 0 0 8419 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 318 13755 SH SOLE 0 0 13755 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 347 5044 SH SOLE 0 0 5044 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 363 3472 SH SOLE 0 0 3472 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2143 25928 SH SOLE 0 0 25928 EATON CORP PLC SHS G29183103 226 2589 SH SOLE 0 0 2589