Appleton Group Wealth Management Llc Buys Schwab U.S. Large-Cap Growth, SPDR Series Trust S&P Oil & Gas Equipment & Servic, SPDR Select Sector Fund - Energy Select Sector, Sells Schwab U.S. REIT, Schwab U.S. Large-Cap Value, Schwab Emerging Markets Equity

• New Purchases: XES, XLE, SCHP, MTG,
• Added Positions: SCHG, VCSH, JNK, XLV, SCHZ,
• Reduced Positions: SCHV, SPY, XLU,
• Sold Out: SCHH, SCHE, XLF, VBR, ETN, BMI, PLXS,

For the details of APPLETON GROUP WEALTH MANAGEMENT LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=APPLETON+GROUP+WEALTH+MANAGEMENT+LLC

1. Schwab U.S. Large-Cap Growth (SCHG) - 236,494 shares, 25.38% of the total portfolio. Shares added by 322.91%
2. SPDR S&P 500 (SPY) - 37,804 shares, 14.52% of the total portfolio. Shares reduced by 2.42%
3. Schwab U.S. Small-Cap (SCHA) - 118,108 shares, 12.31% of the total portfolio. Shares added by 0.51%
4. SPDR Bloomberg Barclays Convertible Securities (CWB) - 115,185 shares, 8.65% of the total portfolio. Shares reduced by 0.86%
5. Schwab U.S. Large-Cap (SCHX) - 77,744 shares, 7.16% of the total portfolio. Shares added by 0.92%

Appleton Group Wealth Management Llc initiated holding in SPDR Series Trust S&P Oil & Gas Equipment & Servic. The purchase prices were between $14.14 and $18.88, with an estimated average price of $16.92. The stock is now traded at around $16.73. The impact to a portfolio due to this purchase was 1.21%. The holding were 50,150 shares as of 2018-06-30.

Appleton Group Wealth Management Llc initiated holding in SPDR Select Sector Fund - Energy Select Sector. The purchase prices were between $66.06 and $78.91, with an estimated average price of $74.31. The stock is now traded at around $75.87. The impact to a portfolio due to this purchase was 1.17%. The holding were 10,906 shares as of 2018-06-30.

Appleton Group Wealth Management Llc initiated holding in Schwab U.S. TIPs. The purchase prices were between $54.03 and $54.97, with an estimated average price of $54.57. The stock is now traded at around $54.16. The impact to a portfolio due to this purchase was 0.28%. The holding were 3,653 shares as of 2018-06-30.

Appleton Group Wealth Management Llc initiated holding in MGIC Investment Corp. The purchase prices were between $10.01 and $12.99, with an estimated average price of $10.89. The stock is now traded at around $12.29. The impact to a portfolio due to this purchase was 0.18%. The holding were 11,595 shares as of 2018-06-30.

Appleton Group Wealth Management Llc added to a holding in Schwab U.S. Large-Cap Growth by 322.91%. The purchase prices were between $69.99 and $78.03, with an estimated average price of $74.49. The stock is now traded at around $77.83. The impact to a portfolio due to this purchase was 19.38%. The holding were 236,494 shares as of 2018-06-30.

Appleton Group Wealth Management Llc sold out a holding in Schwab U.S. REIT. The sale prices were between $37.51 and $41.8, with an estimated average price of $39.57.

Appleton Group Wealth Management Llc sold out a holding in Schwab Emerging Markets Equity. The sale prices were between $25.2 and $28.69, with an estimated average price of $27.49.

Appleton Group Wealth Management Llc sold out a holding in SPDR Select Sector Fund - Financial. The sale prices were between $26.36 and $28.34, with an estimated average price of $27.58.

Appleton Group Wealth Management Llc sold out a holding in Vanguard Small-Cap Value. The sale prices were between $126.42 and $139.77, with an estimated average price of $134.2.

Appleton Group Wealth Management Llc sold out a holding in Eaton Corp PLC. The sale prices were between $72.82 and $80.81, with an estimated average price of $77.36.

Appleton Group Wealth Management Llc sold out a holding in Badger Meter Inc. The sale prices were between $41.5 and $47.2, with an estimated average price of $44.27.