0000894189-23-003622.txt : 20230509 0000894189-23-003622.hdr.sgml : 20230509 20230509130150 ACCESSION NUMBER: 0000894189-23-003622 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230509 DATE AS OF CHANGE: 20230509 EFFECTIVENESS DATE: 20230509 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: 23901117 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 03-31-2023 03-31-2023 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 05-09-2023 0 32 51290549 INFORMATION TABLE 2 informationtable.xml SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 21204298 325369 SH SOLE 0 0 325369 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 14594879 301734 SH SOLE 0 0 301734 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2055175 43811 SH SOLE 0 0 43811 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1425578 18701 SH SOLE 0 0 18701 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1051472 15497 SH SOLE 0 0 15497 ISHARES TR RUS 1000 VAL ETF 464287598 916149 6017 SH SOLE 0 0 6017 SPDR S&P 500 ETF TR TR UNIT 78462F103 876095 2140 SH SOLE 0 0 2140 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 792323 10830 SH SOLE 0 0 10830 META PLATFORMS INC CL A 30303M102 600215 2832 SH SOLE 0 0 2832 ISHARES TR RUS 2000 VAL ETF 464287630 596175 4351 SH SOLE 0 0 4351 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 574441 13700 SH SOLE 0 0 13700 EATON CORP PLC SHS G29183103 415843 2427 SH SOLE 0 0 2427 PROSHARES TR PSHS ULDOW30 NEW 74347G374 409722 9564 SH SOLE 0 0 9564 MARATHON PETE CORP COM 56585A102 404490 3000 SH SOLE 0 0 3000 APPLE INC COM 037833100 402098 2438 SH SOLE 0 0 2438 ENPHASE ENERGY INC COM 29355A107 390490 1857 SH SOLE 0 0 1857 ADVANCED MICRO DEVICES INC COM 007903107 337841 3447 SH SOLE 0 0 3447 UNIVERSAL DISPLAY CORP COM 91347P105 336943 2172 SH SOLE 0 0 2172 CIRRUS LOGIC INC COM 172755100 329344 3011 SH SOLE 0 0 3011 PROSHARES TR ULTSHT RUSS2000 74347G689 326585 21070 SH SOLE 0 0 21070 ON SEMICONDUCTOR CORP COM 682189105 303103 3682 SH SOLE 0 0 3682 KROGER CO COM 501044101 296369 6003 SH SOLE 0 0 6003 EXTRA SPACE STORAGE INC COM 30225T102 291156 1787 SH SOLE 0 0 1787 HARMONIC INC COM 413160102 288255 19757 SH SOLE 0 0 19757 SOUTHERN CO COM 842587107 286461 4117 SH SOLE 0 0 4117 ISHARES TR MSCI KLD400 SOC 464288570 282636 3624 SH SOLE 0 0 3624 SPDR SER TR SPDR S&P 500 ETF 78468R796 278951 8392 SH SOLE 0 0 8392 VMWARE INC CL A COM 928563402 277917 2226 SH SOLE 0 0 2226 NICOLET BANKSHARES INC COM 65406E102 270170 4285 SH SOLE 0 0 4285 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 226860 6069 SH SOLE 0 0 6069 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 224401 1486 SH SOLE 0 0 1486 ISHARES TR ISHARES SEMICDTR 464287523 224114 504 SH SOLE 0 0 504