0001567619-21-009294.txt : 20210507 0001567619-21-009294.hdr.sgml : 20210507 20210507154023 ACCESSION NUMBER: 0001567619-21-009294 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210507 DATE AS OF CHANGE: 20210507 EFFECTIVENESS DATE: 20210507 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: 21902329 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 03-31-2021 03-31-2021 APPLETON GROUP, LLC

100 W LAWRENCE ST 3RD FL APPLETON WI 54911

13F HOLDINGS REPORT 028-13465 N Karen M Anderson 920-993-7727 Karen M Anderson Appleton WI 05-07-2021 0 43 76469 false INFORMATION TABLE 2 form13fInfoTable.xml SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 18533 283900 SH SOLE 0 0 283900 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 3701 246757 SH SOLE 0 0 246757 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 17955 186977 SH SOLE 0 0 186977 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 13497 135419 SH SOLE 0 0 135419 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2070 38362 SH SOLE 0 0 38362 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2283 27671 SH SOLE 0 0 27671 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 817 21725 SH SOLE 0 0 21725 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 569 17895 SH SOLE 0 0 17895 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1296 17408 SH SOLE 0 0 17408 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2135 16448 SH SOLE 0 0 16448 BUILDERS FIRSTSOURCE INC COM 12008R107 564 12156 SH SOLE 0 0 12156 SKECHERS U S A INC CL A 830566105 417 9996 SH SOLE 0 0 9996 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 338 9912 SH SOLE 0 0 9912 PFIZER INC COM 717081103 346 9561 SH SOLE 0 0 9561 SELECT SECTOR SPDR TR ENERGY 81369Y506 370 7550 SH SOLE 0 0 7550 ISHARES TR RUS 1000 VAL ETF 464287598 954 6293 SH SOLE 0 0 6293 SEAGATE TECHNOLOGY PLC SHS G7945M107 471 6131 SH SOLE 0 0 6131 ISHARES TR RUS 2000 VAL ETF 464287630 852 5343 SH SOLE 0 0 5343 ISHARES TR MSCI KLD400 SOC 464288570 399 5221 SH SOLE 0 0 5221 CVS HEALTH CORP COM 126650100 349 4642 SH SOLE 0 0 4642 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 343 4390 SH SOLE 0 0 4390 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 278 4346 SH SOLE 0 0 4346 NICOLET BANKSHARES INC COM 65406E102 358 4285 SH SOLE 0 0 4285 HEALTHEQUITY INC COM 42226A107 272 4005 SH SOLE 0 0 4005 SPDR SER TR SPDR S&P 500 ETF 78468R796 393 4004 SH SOLE 0 0 4004 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 272 3988 SH SOLE 0 0 3988 CIRRUS LOGIC INC COM 172755100 318 3748 SH SOLE 0 0 3748 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 274 3478 SH SOLE 0 0 3478 ISHARES TR U.S. REAL ES ETF 464287739 287 3117 SH SOLE 0 0 3117 EXTRA SPACE STORAGE INC COM 30225T102 393 2964 SH SOLE 0 0 2964 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 284 2886 SH SOLE 0 0 2886 AMERICAN EXPRESS CO COM 025816109 397 2808 SH SOLE 0 0 2808 SPDR S&P 500 ETF TR TR UNIT 78462F103 1072 2704 SH SOLE 0 0 2704 GARMIN LTD SHS H2906T109 349 2645 SH SOLE 0 0 2645 EATON CORP PLC SHS G29183103 358 2589 SH SOLE 0 0 2589 SPDR SER TR BLOOMBERG BRCLYS 78468R622 276 2535 SH SOLE 0 0 2535 VMWARE INC CL A COM 928563402 346 2303 SH SOLE 0 0 2303 DISNEY WALT CO COM 254687106 423 2290 SH SOLE 0 0 2290 MARRIOTT INTL INC NEW CL A 571903202 327 2205 SH SOLE 0 0 2205 FACEBOOK INC CL A 30303M102 563 1912 SH SOLE 0 0 1912 PPG INDS INC COM 693506107 257 1710 SH SOLE 0 0 1710 KANSAS CITY SOUTHERN COM NEW 485170302 439 1662 SH SOLE 0 0 1662 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 274 1632 SH SOLE 0 0 1632