0000894189-23-000936.txt : 20230202 0000894189-23-000936.hdr.sgml : 20230202 20230202141344 ACCESSION NUMBER: 0000894189-23-000936 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230202 DATE AS OF CHANGE: 20230202 EFFECTIVENESS DATE: 20230202 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: 23580142 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 X0202 13F-HR LIVE 0001454759 XXXXXXXX 12-31-2022 12-31-2022 false APPLETON GROUP, LLC

100 W LAWRENCE ST 3RD FL APPLETON WI 54911

13F HOLDINGS REPORT 028-13465 801-62598 N Karen Anderson 920-993-7727 /s/ Karen Anderson Appleton WI 02-02-2023 0 42 68185316 INFORMATION TABLE 2 informationtable.xml SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 16143880 213713 SH SOLE 0 0 213713 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 14218674 314921 SH SOLE 0 0 314921 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 10666148 331144 SH SOLE 0 0 331144 SPDR SER TR BLOOMBERG HIGH Y 78468R622 2813940 31266 SH SOLE 0 0 31266 ISHARES TR IBOXX INV CP ETF 464287242 2771438 26287 SH SOLE 0 0 26287 SPDR SER TR BBG CONV SEC ETF 78464A359 2689283 41798 SH SOLE 0 0 41798 ISHARES TR PFD AND INCM SEC 464288687 2632449 86225 SH SOLE 0 0 86225 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2108984 46199 SH SOLE 0 0 46199 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1517409 20181 SH SOLE 0 0 20181 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1092800 16656 SH SOLE 0 0 16656 ISHARES TR RUS 1000 VAL ETF 464287598 887759 5854 SH SOLE 0 0 5854 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 794008 14291 SH SOLE 0 0 14291 SPDR S&P 500 ETF TR TR UNIT 78462F103 793160 2074 SH SOLE 0 0 2074 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 592013 14614 SH SOLE 0 0 14614 ISHARES TR RUS 2000 VAL ETF 464287630 575758 4152 SH SOLE 0 0 4152 NETFLIX INC COM 64110L106 568824 1929 SH SOLE 0 0 1929 ENPHASE ENERGY INC COM 29355A107 393996 1487 SH SOLE 0 0 1487 TJX COS INC NEW COM 872540109 382080 4800 SH SOLE 0 0 4800 EATON CORP PLC SHS G29183103 380918 2427 SH SOLE 0 0 2427 MARATHON PETE CORP COM 56585A102 349170 3000 SH SOLE 0 0 3000 SKECHERS U S A INC CL A 830566105 344493 8212 SH SOLE 0 0 8212 NICOLET BANKSHARES INC COM 65406E102 341900 4285 SH SOLE 0 0 4285 PFIZER INC COM 717081103 340900 6653 SH SOLE 0 0 6653 VMWARE INC CL A COM 928563402 315739 2572 SH SOLE 0 0 2572 GARMIN LTD SHS H2906T109 309264 3351 SH SOLE 0 0 3351 SPDR SER TR SPDR S&P 500 ETF 78468R796 303574 3252 SH SOLE 0 0 3252 ISHARES TR MSCI KLD400 SOC 464288570 302523 4214 SH SOLE 0 0 4214 UNIVERSAL DISPLAY CORP COM 91347P105 302080 2796 SH SOLE 0 0 2796 CIRRUS LOGIC INC COM 172755100 294419 3953 SH SOLE 0 0 3953 PROSHARES TR ULTSHT RUSS2000 74347G689 284071 17123 SH SOLE 0 0 17123 CVS HEALTH CORP COM 126650100 272581 2925 SH SOLE 0 0 2925 ADVANCED MICRO DEVICES INC COM 007903107 255906 3951 SH SOLE 0 0 3951 FIRST TR EXCHANGE-TRADED FD GBL WND ENRG ETF 33736G106 234825 13558 SH SOLE 0 0 13558 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 233435 6321 SH SOLE 0 0 6321 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 230435 4471 SH SOLE 0 0 4471 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 217361 2980 SH SOLE 0 0 2980 NORTHROP GRUMMAN CORP COM 666807102 209514 384 SH SOLE 0 0 384 ASSOCIATED BANC CORP COM 045487105 209034 9053 SH SOLE 0 0 9053 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 207552 2944 SH SOLE 0 0 2944 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 201061 2697 SH SOLE 0 0 2697 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 201036 2047 SH SOLE 0 0 2047 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 200922 1479 SH SOLE 0 0 1479