0001140361-18-002678.txt : 20180122 0001140361-18-002678.hdr.sgml : 20180122 20180122122202 ACCESSION NUMBER: 0001140361-18-002678 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180122 DATE AS OF CHANGE: 20180122 EFFECTIVENESS DATE: 20180122 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: 18539278 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 12-31-2017 12-31-2017 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 01-16-2018 0 36 100836 false INFORMATION TABLE 2 form13fInfoTable.xml BADGER METER INC COM 056525108 203 4247 SH SOLE 0 0 4247 EXACT SCIENCES CORP COM 30063P105 220 4179 SH SOLE 0 0 4179 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E306 722 6570 SH SOLE 0 0 6570 ISHARES TR IBOXX INV CP ETF 464287242 479 3938 SH SOLE 0 0 3938 ISHARES TR RUS 1000 VAL ETF 464287598 4771 38372 SH SOLE 0 0 38372 ISHARES TR RUS 2000 VAL ETF 464287630 1504 11960 SH SOLE 0 0 11960 ISHARES TR JPMORGAN USD EMG 464288281 465 4007 SH SOLE 0 0 4007 MGIC INVT CORP WIS COM 552848103 150 10653 SH SOLE 0 0 10653 MANITOWOC CO INC COM NEW 563571405 291 7391 SH SOLE 0 0 7391 OSHKOSH CORP COM 688239201 236 2598 SH SOLE 0 0 2598 PLEXUS CORP COM 729132100 218 3585 SH SOLE 0 0 3585 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 7798 50062 SH SOLE 0 0 50062 POWERSHARES ETF TR II PFD PORTFOLIO 73936T565 4984 335364 SH SOLE 0 0 335364 SPDR S&P 500 ETF TR TR UNIT 78462F103 10321 38674 SH SOLE 0 0 38674 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 5726 113160 SH SOLE 0 0 113160 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 2108 57408 SH SOLE 0 0 57408 SPDR SERIES TRUST OILGAS EQUIP 78464A748 859 50167 SH SOLE 0 0 50167 SPDR SERIES TRUST S&P INS ETF 78464A789 614 20003 SH SOLE 0 0 20003 SPDR SERIES TRUST S&P BIOTECH 78464A870 699 8239 SH SOLE 0 0 8239 SPDR SERIES TRUST S&P HOMEBUILD 78464A888 1024 23135 SH SOLE 0 0 23135 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4509 70692 SH SOLE 0 0 70692 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3676 51992 SH SOLE 0 0 51992 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 8878 162389 SH SOLE 0 0 162389 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 413 7748 SH SOLE 0 0 7748 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 7929 113691 SH SOLE 0 0 113691 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 5590 200080 SH SOLE 0 0 200080 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 9208 270266 SH SOLE 0 0 270266 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 662 12727 SH SOLE 0 0 12727 SCHWAB STRATEGIC TR US REIT ETF 808524847 7737 185900 SH SOLE 0 0 185900 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 633 7650 SH SOLE 0 0 7650 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 643 6520 SH SOLE 0 0 6520 SELECT SECTOR SPDR TR ENERGY 81369Y506 958 13255 SH SOLE 0 0 13255 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 669 23982 SH SOLE 0 0 23982 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 829 15734 SH SOLE 0 0 15734 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4727 59606 SH SOLE 0 0 59606 VANGUARD INDEX FDS SM CP VAL ETF 922908611 383 2888 SH SOLE 0 0 2888