0001567619-21-020515.txt : 20211115 0001567619-21-020515.hdr.sgml : 20211115 20211115172056 ACCESSION NUMBER: 0001567619-21-020515 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211412545 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 09-30-2021 09-30-2021 APPLETON GROUP, LLC

100 W LAWRENCE ST 3RD FL APPLETON WI 54911

13F HOLDINGS REPORT 028-13465 N Karen Anderson 920-993-7727 Karen Anderson Appleton WI 11-12-2021 0 42 116217 false INFORMATION TABLE 2 form13fInfoTable.xml SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 24798 167449 SH SOLE 0 0 167449 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 20046 192696 SH SOLE 0 0 192696 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 19441 288103 SH SOLE 0 0 288103 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 13692 136780 SH SOLE 0 0 136780 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6662 172132 SH SOLE 0 0 172132 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 5458 179075 SH SOLE 0 0 179075 SPDR SER TR BLOOMBERG BRCLYS 78468R622 3813 34862 SH SOLE 0 0 34862 SPDR SER TR BLMBRG BRC CNVRT 78464A359 3592 42091 SH SOLE 0 0 42091 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2139 39429 SH SOLE 0 0 39429 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1740 21117 SH SOLE 0 0 21117 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1385 18064 SH SOLE 0 0 18064 SPDR S&P 500 ETF TR TR UNIT 78462F103 1168 2722 SH SOLE 0 0 2722 ISHARES TR RUS 1000 VAL ETF 464287598 999 6382 SH SOLE 0 0 6382 ISHARES TR RUS 2000 VAL ETF 464287630 853 5321 SH SOLE 0 0 5321 FACEBOOK INC CL A 30303M102 575 1693 SH SOLE 0 0 1693 EXTRA SPACE STORAGE INC COM 30225T102 498 2964 SH SOLE 0 0 2964 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 467 5661 SH SOLE 0 0 5661 ADVANCED MICRO DEVICES INC COM 007903107 457 4437 SH SOLE 0 0 4437 ISHARES TR MSCI KLD400 SOC 464288570 435 5225 SH SOLE 0 0 5225 SPDR SER TR SPDR S&P 500 ETF 78468R796 428 4033 SH SOLE 0 0 4033 NETFLIX INC COM 64110L106 419 687 SH SOLE 0 0 687 GARMIN LTD SHS H2906T109 412 2650 SH SOLE 0 0 2650 PFIZER INC COM 717081103 396 9209 SH SOLE 0 0 9209 CVS HEALTH CORP COM 126650100 384 4521 SH SOLE 0 0 4521 COOPER COS INC COM NEW 216648402 382 924 SH SOLE 0 0 924 TJX COS INC NEW COM 872540109 381 5770 SH SOLE 0 0 5770 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 379 5109 SH SOLE 0 0 5109 BLUEBIRD BIO INC COM 09609G100 373 19495 SH SOLE 0 0 19495 MARRIOTT INTL INC NEW CL A 571903202 373 2518 SH SOLE 0 0 2518 FORD MTR CO DEL COM 345370860 364 25704 SH SOLE 0 0 25704 EATON CORP PLC SHS G29183103 362 2427 SH SOLE 0 0 2427 HEALTHEQUITY INC COM 42226A107 360 5566 SH SOLE 0 0 5566 CIRRUS LOGIC INC COM 172755100 342 4151 SH SOLE 0 0 4151 KANSAS CITY SOUTHERN COM NEW 485170302 323 1192 SH SOLE 0 0 1192 NICOLET BANKSHARES INC COM 65406E102 318 4285 SH SOLE 0 0 4285 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 317 5789 SH SOLE 0 0 5789 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 292 2293 SH SOLE 0 0 2293 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 287 1924 SH SOLE 0 0 1924 SELECT SECTOR SPDR TR ENERGY 81369Y506 284 5453 SH SOLE 0 0 5453 DISNEY WALT CO COM 254687106 283 1672 SH SOLE 0 0 1672 TYLER TECHNOLOGIES INC COM 902252105 276 601 SH SOLE 0 0 601 SPDR SER TR S&P BIOTECH 78464A870 264 2097 SH SOLE 0 0 2097