Compliance Officer

0000950123-19-010012.txt : 20191104 0000950123-19-010012.hdr.sgml : 20191104 20191104114313 ACCESSION NUMBER: 0000950123-19-010012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191104 DATE AS OF CHANGE: 20191104 EFFECTIVENESS DATE: 20191104 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: 191188755 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 09-30-2019 09-30-2019 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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1595 21486 SH SOLE 0 0 0 EQUINIX INC COM COM 29444U700 783 1358 SH SOLE 0 0 0 ETF MANAGERS TR ETHO CLIMATE L ETHO CLIMATE LEA 26924G888 286 7235 SH SOLE 0 0 0 ETF MANAGERS TR PRIME CYBR SCR PRIME CYBR SCRTY 26924G201 5065 135421 SH SOLE 0 0 0 EXXON MOBIL CORP COM COM 30231G102 4422 62628 SH SOLE 0 0 0 FACEBOOK INC CL A COM 30303M102 2474 13891 SH SOLE 0 0 0 FEDERATED INVS INC PA CL B COM 314211103 2544 78505 SH SOLE 0 0 0 FIRST TR EXCHANGE TRADED FD IV NO AMER ENERGY 33738D101 3149 123043 SH SOLE 0 0 0 FIRST TR EXCHANGE TRADED FD US NAS CLNEDG GREEN 336920103 381 5025 SH SOLE 0 0 0 FISERV INC COM COM 337738108 3953 38163 SH SOLE 0 0 0 GCI LIBERTY INC COM CLASS A COM 36164V305 223 3595 SH SOLE 0 0 0 GENERAL ELECTRIC CO COM COM 369604103 641 71664 SH SOLE 0 0 0 GENERAL MLS INC COM COM 370334104 339 6145 SH SOLE 0 0 0 GILEAD SCIENCES INC COM COM 375558103 505 7960 SH SOLE 0 0 0 GOLDMAN SACHS ETF TR ACTIVEBET US EQTY OPPT ETF 381430107 12220 431941 SH SOLE 0 0 0 GOLDMAN SACHS ETF TR EQUITY 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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 1779 24278 SH SOLE 0 0 0 ISHARES TR MSCI EAFE ETF MSCI EAFE ETF 464287465 3141 48175 SH SOLE 0 0 0 ISHARES TR MSCI EMG MKT ETF MSCI EMG MKT ETF 464287234 1406 34399 SH SOLE 0 0 0 ISHARES TR MSCI MIN VOL ETF MIN VOL USA ETF 46429B697 545 8510 SH SOLE 0 0 0 ISHARES TR NASDAQ BIOTECH NASDAQ BIOTECH 464287556 5313 53402 SH SOLE 0 0 0 ISHARES TR RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 508 3185 SH SOLE 0 0 0 ISHARES TR RUS 2000 GRW ETF RUS 2000 GRW ETF 464287648 724 3754 SH SOLE 0 0 0 ISHARES TR RUS 2000 VAL ETF RUS 2000 VAL ETF 464287630 598 5004 SH SOLE 0 0 0 ISHARES TR RUS MD CP GR ETF RUS MD CP GR ETF 464287481 585 4139 SH SOLE 0 0 0 ISHARES TR RUS MDCP VAL ETF RUS MDCP VAL ETF 464287473 280 3120 SH SOLE 0 0 0 ISHARES TR RUS MID CAP ETF RUS MID CAP ETF 464287499 1915 34219 SH SOLE 0 0 0 ISHARES TR RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 5541 36615 SH SOLE 0 0 0 ISHARES TR RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 282 1623 SH SOLE 0 0 0 ISHARES TR S&P 500 VAL ETF S&P 500 VAL ETF 464287408 380 3186 SH SOLE 0 0 0 ISHARES TR S&P MC 400VL ETF S&P MC 400VL ETF 464287705 342 2140 SH SOLE 0 0 0 ISHARES TR SELECT DIVID ETF SELECT DIVID ETF 464287168 432 4238 SH SOLE 0 0 0 JOHNSON & JOHNSON COM COM 478160104 9685 74859 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD D DIV RTN INT EQ 46641Q209 1423 26770 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD D DIVERSIFIED ETF 46641Q803 1908 76458 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD D DIVERSFD EQT ETF 46641Q845 3920 129368 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD D DIVERSFED RTRN 46641Q886 4986 74622 SH SOLE 0 0 0 JP MORGAN EXCHANGE TRADED FD U ULTRA SHRT INC 46641Q837 33191 658220 SH SOLE 0 0 0 JPMORGAN CHASE & CO COM COM 46625H100 18714 159010 SH SOLE 0 0 0 KIMBERLY CLARK CORP COM COM 494368103 205 1444 SH SOLE 0 0 0 LAMAR ADVERTISING CO NEW CL A COM 512816109 1624 19820 SH SOLE 0 0 0 LAUDER ESTEE COS INC CL A COM 518439104 4234 21281 SH SOLE 0 0 0 LILLY ELI & CO COM COM 532457108 595 5324 SH SOLE 0 0 0 LINDE PLC SHS COM G5494J103 550 2839 SH SOLE 0 0 0 LIONS GATE ENTMNT CORP CL B NO COM 535919500 450 51518 SH SOLE 0 0 0 LOCKHEED MARTIN CORP COM COM 539830109 11521 29536 SH SOLE 0 0 0 LOWES COS INC COM COM 548661107 258 2346 SH SOLE 0 0 0 MASTERCARD INC CL A COM 57636Q104 1482 5458 SH SOLE 0 0 0 MCDONALDS CORP COM COM 580135101 6480 30181 SH SOLE 0 0 0 MEDTRONIC PLC SHS COM G5960L103 8636 79511 SH SOLE 0 0 0 MERCK & CO INC COM COM 58933Y105 3751 44562 SH SOLE 0 0 0 MGM RESORTS INTERNATIONAL COM COM 552953101 994 35861 SH SOLE 0 0 0 MICROSOFT CORP COM COM 594918104 15373 110575 SH SOLE 0 0 0 MONDELEZ INTL INC CL A COM 609207105 2974 53762 SH SOLE 0 0 0 MONSTER BEVERAGE CORP NEW COM COM 61174X109 2587 44556 SH SOLE 0 0 0 MORGAN STANLEY COM NEW COM 617446448 1578 36971 SH SOLE 0 0 0 NETFLIX INC COM COM 64110L106 3380 12631 SH SOLE 0 0 0 NEXTERA ENERGY INC COM COM 65339F101 709 3042 SH SOLE 0 0 0 NIKE INC CL B COM 654106103 891 9486 SH SOLE 0 0 0 NORFOLK SOUTHERN CORP COM COM 655844108 222 1235 SH SOLE 0 0 0 NORTHERN TR CORP COM COM 665859104 1390 14896 SH SOLE 0 0 0 NORTHROP GRUMMAN CORP COM COM 666807102 1846 4924 SH SOLE 0 0 0 NOVARTIS A G SPONSORED ADR COM 66987V109 452 5203 SH SOLE 0 0 0 NUSHARES ETF TR ESG MID CAP GW ESG MID CAP 67092P409 253 7720 SH SOLE 0 0 0 NVIDIA CORP COM COM 67066G104 336 1930 SH SOLE 0 0 0 NXP SEMICONDUCTORS N V COM COM N6596X109 2329 21339 SH SOLE 0 0 0 OCADO GROUP PLC SPONSORED ADR COM 674488101 288 8845 SH SOLE 0 0 0 OKTA INC CL A COM 679295105 666 6762 SH SOLE 0 0 0 ORACLE CORP COM COM 68389X105 300 5451 SH SOLE 0 0 0 PALO ALTO NETWORKS INC COM COM 697435105 4343 21306 SH SOLE 0 0 0 PAYCHEX INC COM COM 704326107 1669 20170 SH SOLE 0 0 0 PAYPAL HLDGS INC COM COM 70450Y103 6071 58605 SH SOLE 0 0 0 PEPSICO INC COM COM 713448108 12120 88402 SH SOLE 0 0 0 PFIZER INC COM COM 717081103 1362 37899 SH SOLE 0 0 0 PHILIP 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808524862 339 6700 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US AGGREGA US AGGREGATE B 808524839 717 13318 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US DIVIDEN US DIVIDEND EQ 808524797 213 3896 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US LRG CAP US LRG CAP ETF 808524201 21138 298012 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US MID-CAP US MID-CAP ETF 808524508 233 4121 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US REIT ET US REIT ETF 808524847 3523 74688 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US SML CAP US SML CAP ETF 808524607 4304 61724 SH SOLE 0 0 0 SCOTTS MIRACLE GRO CO CL A COM 810186106 1378 13533 SH SOLE 0 0 0 SELECT SECTOR SPDR TR ENERGY ENERGY 81369Y506 2904 49046 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI CONS SBI CONS DISCR 81369Y407 230 1906 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI HEAL SBI HEALTHCARE 81369Y209 217 2411 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT- SBI INT-FINL 81369Y605 213 7623 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT- SBI INT-UTILS 81369Y886 2202 34015 SH SOLE 0 0 0 SELECT SECTOR SPDR TR TECHNOLO TECHNOLOGY 81369Y803 424 5271 SH SOLE 0 0 0 SENSATA TECHNOLOGIES HLDNG PLC COM G8060N102 906 18096 SH SOLE 0 0 0 SERVICENOW INC COM COM 81762P102 305 1200 SH SOLE 0 0 0 SHERWIN WILLIAMS CO COM COM 824348106 9710 17658 SH SOLE 0 0 0 SOUTHERN CO COM COM 842587107 301 4880 SH SOLE 0 0 0 SPDR DOW JONES INDL AVRG ETF U UT SER 1 78467X109 308 1145 SH SOLE 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 688 4953 SH SOLE 0 0 0 SPDR INDEX SHS FDS EURO STOXX EURO STOXX 50 78463X202 412 10910 SH SOLE 0 0 0 SPDR INDEX SHS FDS MSCI EAFE S MSCI EAFE STRTGC 78463X434 260 4125 SH SOLE 0 0 0 SPDR INDEX SHS FDS MSCI EMRG M MSCI EMRG MKTS 78463X426 8120 141559 SH SOLE 0 0 0 SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103 14310 48220 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TR UTS UTSER1 S&PDCRP 78467Y107 615 1745 SH SOLE 0 0 0 SPDR SERIES TRUST BLOMBERG BRC BLOMBERG BRC INV 78468R200 10624 345371 SH SOLE 0 0 0 SPDR SERIES TRUST BLOOMBERG BR BLOOMBERG BRCLYS 78468R622 1772 16291 SH SOLE 0 0 0 SPDR SERIES TRUST PORTFOLIO AG PORTFOLIO AGRGTE 78464A649 3651 123181 SH SOLE 0 0 0 SPDR SERIES TRUST PORTFOLIO IN PORTFOLIO INTRMD 78464A375 3620 102613 SH SOLE 0 0 0 SPDR SERIES TRUST S&P 400 MDCP S&P 400 MDCP VAL 78464A839 437 8506 SH SOLE 0 0 0 SPDR SERIES TRUST S&P DIVID ET S&P DIVID ETF 78464A763 662 6451 SH SOLE 0 0 0 SPDR SERIES TRUST S&P OILGAS E S&P OILGAS EXP 78464A730 241 10780 SH SOLE 0 0 0 SPDR SERIES TRUST SPDR S&P 500 SPDR S&P 500 ETF 78468R796 256 3530 SH SOLE 0 0 0 SPDR SERIES TRUST SSGA US SMAL SSGA US SMAL ETF 78468R887 453 4763 SH SOLE 0 0 0 STANLEY BLACK & DECKER INC COM COM 854502101 294 2035 SH SOLE 0 0 0 STARBUCKS CORP COM COM 855244109 332 3760 SH SOLE 0 0 0 STRYKER CORP COM COM 863667101 3446 15932 SH SOLE 0 0 0 SVB FINL GROUP COM COM 78486Q101 5566 26639 SH SOLE 0 0 0 SYNCHRONY FINL COM COM 87165B103 655 19220 SH SOLE 0 0 0 SYSCO CORP COM COM 871829107 2258 28432 SH SOLE 0 0 0 T MOBILE US INC COM COM 872590104 1312 16653 SH SOLE 0 0 0 TARGET CORP COM COM 87612E106 436 4079 SH SOLE 0 0 0 TE CONNECTIVITY LTD REG SHS COM H84989104 1989 21350 SH SOLE 0 0 0 TEXAS INSTRS INC COM COM 882508104 2455 18997 SH SOLE 0 0 0 THE CHARLES SCHWAB CORPORATION COM 808513105 2936 70200 SH SOLE 0 0 0 THERMO FISHER SCIENTIFIC INC C COM 883556102 15770 54142 SH SOLE 0 0 0 TJX COS INC NEW COM COM 872540109 7419 133102 SH SOLE 0 0 0 TRAVELERS COMPANIES INC COM COM 89417E109 423 2845 SH SOLE 0 0 0 UNILEVER N V N Y SHS NEW COM 904784709 203 3377 SH SOLE 0 0 0 UNION PACIFIC CORP COM COM 907818108 2404 14842 SH SOLE 0 0 0 UNITED TECHNOLOGIES CORP COM COM 913017109 4482 32828 SH SOLE 0 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 8051 37047 SH SOLE 0 0 0 V F CORP COM COM 918204108 563 6324 SH SOLE 0 0 0 VAIL RESORTS INC COM COM 91879Q109 1406 6178 SH SOLE 0 0 0 VALERO ENERGY CORP NEW COM COM 91913Y100 3195 37480 SH SOLE 0 0 0 VANGUARD ADMIRAL FDS INC MIDCP MIDCP 400 IDX 921932885 224 1720 SH SOLE 0 0 0 VANGUARD GROUP DIV APP ETF DIV APP ETF 921908844 550 4599 SH SOLE 0 0 0 VANGUARD INDEX FDS MID CAP ETF MID CAP ETF 922908629 1995 11902 SH SOLE 0 0 0 VANGUARD INDEX FDS REAL ESTATE REAL ESTATE ETF 922908553 909 9753 SH SOLE 0 0 0 VANGUARD INDEX FDS SM CP VAL E SM CP VAL ETF 922908611 277 2153 SH SOLE 0 0 0 VANGUARD INDEX FDS SMALL CP ET SMALL CP ETF 922908751 305 1985 SH SOLE 0 0 0 VANGUARD INDEX FDS TOTAL STK M TOTAL STK MKT 922908769 248 1641 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 922042775 1881 37705 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 922042858 747 18554 SH SOLE 0 0 0 VANGUARD TAX MANAGED INTL FD F FTSE DEV MKT ETF 921943858 2884 70197 SH SOLE 0 0 0 VANGUARD WHITEHALL FDS INC HIG HIGH DIV YLD 921946406 485 5468 SH SOLE 0 0 0 VANGUARD WORLD FDS COMM SRVC E COMM SRVC ETF 92204A884 1150 13260 SH SOLE 0 0 0 VERISIGN INC COM COM 92343E102 3889 20618 SH SOLE 0 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 6303 104430 SH SOLE 0 0 0 VERTEX PHARMACEUTICALS COM COM 92532F100 1446 8535 SH SOLE 0 0 0 VISA INC COM CL A COM 92826C839 23396 136014 SH SOLE 0 0 0 VULCAN MATLS CO COM COM 929160109 1422 9405 SH SOLE 0 0 0 W P CAREY INC COM COM 92936U109 322 3596 SH SOLE 0 0 0 WABTEC CORP COM COM 929740108 2189 30461 SH SOLE 0 0 0 WALMART INC COM COM 931142103 438 3688 SH SOLE 0 0 0 WASTE MGMT INC DEL COM COM 94106L109 620 5394 SH SOLE 0 0 0 WEC ENERGY GROUP INC COM COM 92939U106 482 5072 SH SOLE 0 0 0 WELLS FARGO CO NEW COM COM 949746101 1649 32687 SH SOLE 0 0 0 WEYERHAEUSER CO COM COM 962166104 525 18936 SH SOLE 0 0 0 WORKDAY INC CL A COM 98138H101 425 2503 SH SOLE 0 0 0 XYLEM INC COM COM 98419M100 5228 65660 SH SOLE 0 0 0 ZOETIS INC CL A COM 98978V103 10806 86734 SH SOLE 0 0 0