Compliance Officer

0000950123-19-006628.txt : 20190725 0000950123-19-006628.hdr.sgml : 20190725 20190725131536 ACCESSION NUMBER: 0000950123-19-006628 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190725 DATE AS OF CHANGE: 20190725 EFFECTIVENESS DATE: 20190725 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: 19973624 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 06-30-2019 06-30-2019 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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COM 949746101 1605 33920 SH SOLE 0 0 0 WEYERHAEUSER CO COM COM 962166104 495 18791 SH SOLE 0 0 0 WORKDAY INC CL A COM 98138H101 515 2503 SH SOLE 0 0 0 XYLEM INC COM COM 98419M100 5121 61224 SH SOLE 0 0 0 ZOETIS INC CL A COM 98978V103 9757 85973 SH SOLE 0 0 0 COLUMBIA ETF TR I SUSTANABLE U SUSTANABLE US 19761L300 201 7225 SH SOLE 0 0 0 ETF MANAGERS TR ETHO CLIMATE L ETHO CLIMATE LEA 26924G888 266 6790 SH SOLE 0 0 0 FIRST TR EXCHANGE TRADED FD IV NO AMER ENERGY 33738D101 3107 123525 SH SOLE 0 0 0 FIRST TR EXCHANGE TRADED FD US NAS CLNEDG GREEN 336920103 438 5625 SH SOLE 0 0 0 GOLDMAN SACHS ETF TR ACTIVEBET US EQTY OPPT ETF 381430107 11810 411777 SH SOLE 0 0 0 GOLDMAN SACHS ETF TR EQUITY ET EQUITY ETF 381430503 28543 485675 SH SOLE 0 0 0 GRANITESHARES ETF TR BBG COMMD BBG COMMD K 1 38747R108 1699 71005 SH SOLE 0 0 0 INVESCO EXCHANGE TRADED FD TR FINL PFD PTFL 46137V621 3966 215310 SH SOLE 0 0 0 INVESCO EXCHNG TRADED FD TR II S&P500 LOW VOL 46138E354 220 3993 SH SOLE 0 0 0 INVESCO EXCHNG TRADED FD TR II SR LN ETF 46138G508 978 43168 SH SOLE 0 0 0 INVESCO QQQ TR UNIT SER 1 US LRG CAP ETF 46090E103 550 2945 SH SOLE 0 0 0 ISHARES INC CORE MSCI EMKT CORE MSCI EMKT 46434G103 2750 53457 SH SOLE 0 0 0 ISHARES TR 1 3 YR TREAS BD 1-3 YR TR BD ETF 464287457 229 2697 SH SOLE 0 0 0 ISHARES TR CORE HIGH DV ETF CORE HIGH DV ETF 46429B663 281 2970 SH SOLE 0 0 0 ISHARES TR CORE INTL AGGR CORE INTL AGGR 46435G672 4038 74123 SH SOLE 0 0 0 ISHARES TR CORE MSCI EAFE CORE MSCI EAFE 46432F842 356 5806 SH SOLE 0 0 0 ISHARES TR CORE S&P MCP ETF CORE S&P MCP ETF 464287507 824 4242 SH SOLE 0 0 0 ISHARES TR CORE S&P SCP ETF CORE S&P SCP ETF 464287804 243 3104 SH SOLE 0 0 0 ISHARES TR CORE S&P US VLU CORE S&P VLU ETF 464287663 323 5700 SH SOLE 0 0 0 ISHARES TR CORE S&P500 ETF CORE S&P500 ETF 464287200 1839 6241 SH SOLE 0 0 0 ISHARES TR CORE US AGGBD ET CORE US AGGBD ET 464287226 3375 30314 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 1927 26527 SH SOLE 0 0 0 ISHARES TR MIN VOL USA ETF MIN VOL USA ETF 46429B697 559 9050 SH SOLE 0 0 0 ISHARES TR MSCI EAFE ETF MSCI EAFE ETF 464287465 3260 49599 SH SOLE 0 0 0 ISHARES TR MSCI EMG MKT ETF MSCI EMG MKT ETF 464287234 1499 34929 SH SOLE 0 0 0 ISHARES TR RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 593 3770 SH SOLE 0 0 0 ISHARES TR RUS 2000 GRW ETF RUS 2000 GRW ETF 464287648 757 3769 SH SOLE 0 0 0 ISHARES TR RUS 2000 VAL ETF RUS 2000 VAL ETF 464287630 609 5054 SH SOLE 0 0 0 ISHARES TR RUS MD CP GR ETF RUS MD CP GR ETF 464287481 590 4139 SH SOLE 0 0 0 ISHARES TR RUS MDCP VAL ETF RUS MDCP VAL ETF 464287473 278 3120 SH SOLE 0 0 0 ISHARES TR RUS MID CAP ETF RUS MID CAP ETF 464287499 1936 34657 SH SOLE 0 0 0 ISHARES TR RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 5814 37388 SH SOLE 0 0 0 ISHARES TR RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 291 1688 SH SOLE 0 0 0 ISHARES TR S&P 500 VAL ETF S&P 500 VAL ETF 464287408 400 3435 SH SOLE 0 0 0 ISHARES TR S&P MC 400GR ETF S&P MC 400GR ETF 464287606 200 885 SH SOLE 0 0 0 ISHARES TR S&P MC 400VL ETF S&P MC 400VL ETF 464287705 341 2140 SH SOLE 0 0 0 ISHARES TR SELECT DIVID ETF SELECT DIVID ETF 464287168 422 4238 SH SOLE 0 0 0 ISHARES TR ULTR SH TRM BD ULTR SH TRM BD 46434V878 303 6009 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD D DIV RTN INT EQ 46641Q209 1821 33430 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD D DIVERSFD EQT ETF 46641Q845 3816 123668 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD D DIVERSFED RTRN 46641Q886 4741 71345 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD D DIVERSIFIED ETF 46641Q803 1834 75118 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD U ULTRA SHRT INC 46641Q837 35187 698292 SH SOLE 0 0 0 NUSHARES ETF TR ESG MID CAP GW ESG MID CAP 67092P409 260 7720 SH SOLE 0 0 0 PIMCO ETF TR ENHAN SHRT MA AC ENHAN SHRT MA AC 72201R833 251 2470 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL EQTY INTL EQTY ETF 808524805 10104 314878 SH SOLE 0 0 0 SCHWAB STRATEGIC TR SCHWB FDT SCHWB FDT INT LG 808524755 314 11268 SH SOLE 0 0 0 SCHWAB STRATEGIC TR SHT TM US SHT TM US TRES 808524862 339 6700 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US AGGREGA US AGGREGATE B 808524839 702 13243 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US DIVIDEN US DIVIDEND EQ 808524797 207 3896 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US LRG CAP US LRG CAP ETF 808524201 18821 268145 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US MID-CAP US MID-CAP ETF 808524508 235 4115 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US REIT ET US REIT ETF 808524847 3304 74341 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US SML CAP US SML CAP ETF 808524607 4193 58664 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI HEAL SBI HEALTHCARE 81369Y209 207 2235 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT- SBI INT-FINL 81369Y605 255 9242 SH SOLE 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 775 5820 SH SOLE 0 0 0 SPDR INDEX SHS FDS EURO STOXX EURO STOXX 50 78463X202 317 8280 SH SOLE 0 0 0 SPDR INDEX SHS FDS MSCI EAFE S MSCI EAFE STRTGC 78463X434 260 4127 SH SOLE 0 0 0 SPDR INDEX SHS FDS MSCI EMRG M MSCI EMRG MKTS 78463X426 8067 135906 SH SOLE 0 0 0 SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103 14506 49507 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TR UTS UTSER1 S&PDCRP 78467Y107 623 1757 SH SOLE 0 0 0 SPDR SERIES TRUST BLOMBERG BRC BLOMBERG BRC INV 78468R200 11413 371399 SH SOLE 0 0 0 SPDR SERIES TRUST BLOOMBERG BR BLOOMBERG BRCLYS 78468R622 1799 16514 SH SOLE 0 0 0 SPDR SERIES TRUST PORTFOLIO AG PORTFOLIO AGRGTE 78464A649 2991 102548 SH SOLE 0 0 0 SPDR SERIES TRUST PORTFOLIO IN PORTFOLIO INTRMD 78464A375 3004 86008 SH SOLE 0 0 0 SPDR SERIES TRUST S&P 400 MDCP S&P 400 MDCP VAL 78464A839 500 9726 SH SOLE 0 0 0 SPDR SERIES TRUST S&P DIVID ET S&P DIVID ETF 78464A763 680 6740 SH SOLE 0 0 0 SPDR SERIES TRUST SPDR S&P 500 SPDR S&P 500 ETF 78468R796 253 3530 SH SOLE 0 0 0 SPDR SERIES TRUST SSGA US SMAL SSGA US SMAL ETF 78468R887 546 5870 SH SOLE 0 0 0 VANGUARD ADMIRAL FDS INC MIDCP MIDCP 400 IDX 921932885 226 1720 SH SOLE 0 0 0 VANGUARD GROUP DIV APP ETF DIV APP ETF 921908844 490 4252 SH SOLE 0 0 0 VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 1957 11709 SH SOLE 0 0 0 VANGUARD INDEX FDS SM CP VAL E SM CP VAL ETF 922908611 281 2150 SH SOLE 0 0 0 VANGUARD INDEX FDS SMALL CP ET SMALL CP ETF 922908751 311 1985 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 922042775 1943 38110 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 922042858 747 17566 SH SOLE 0 0 0 VANGUARD SCOTTSDALE FDS MORTG- MORTG-BACK SEC 92206C771 218 4122 SH SOLE 0 0 0 VANGUARD TAX MANAGED INTL FD F FTSE DEV MKT ETF 921943858 3062 73402 SH SOLE 0 0 0 VANGUARD WHITEHALL FDS INC HIG HIGH DIV YLD 921946406 478 5468 SH SOLE 0 0 0 VANGUARD WORLD FDS COMM SRVC E COMM SRVC ETF 92204A884 840 9695 SH SOLE 0 0 0