- Added Positions: SCHZ, SCHV, SCHF, SCHM, IWD, SPY, IWN,
- Reduced Positions: SCHA, JNK, VCSH, PGX, CWB, XLP, XLU, XLV, KIE, XLI, XLK, XLY, IYR, LQD, FDN, EMB, XLF, XLB,
- Sold Out: SCHE, XLE, XBI,
For the details of APPLETON GROUP WEALTH MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/appleton+group+wealth+management+llc/current-portfolio/portfolioportfolio
These are the top 5 holdings of APPLETON GROUP WEALTH MANAGEMENT LLC- Schwab U.S. Large-Cap Growth ETF (SCHG) - 248,749 shares, 23.10% of the total portfolio. Shares added by 0.94%
- Schwab U.S. Large-Cap ETF (SCHX) - 157,244 shares, 12.32% of the total portfolio. Shares added by 0.04%
- Schwab U.S. Large-Cap Value ETF (SCHV) - 194,882 shares, 12.21% of the total portfolio. Shares added by 2.26%
- Schwab International Equity ETF (SCHF) - 311,196 shares, 11.14% of the total portfolio. Shares added by 2.18%
- SPDR Barclays Convertible Securities ETF (CWB) - 98,988 shares, 5.84% of the total portfolio. Shares reduced by 1.25%
Appleton Group Wealth Management Llc added to a holding in Schwab US Aggregate Bond ETF by 52.43%. The purchase prices were between $51.44 and $53, with an estimated average price of $52. The stock is now traded at around $53.76. The impact to a portfolio due to this purchase was 0.53%. The holding were 26,272 shares as of .
Added: Schwab U.S. Mid-Cap ETF (SCHM)Appleton Group Wealth Management Llc added to a holding in Schwab U.S. Mid-Cap ETF by 31.09%. The purchase prices were between $53.41 and $57.55, with an estimated average price of $56.11. The stock is now traded at around $55.23. The impact to a portfolio due to this purchase was 0.2%. The holding were 13,184 shares as of .
Sold Out: Schwab Emerging Markets Equity ETF (SCHE)Appleton Group Wealth Management Llc sold out a holding in Schwab Emerging Markets Equity ETF. The sale prices were between $24.49 and $26.96, with an estimated average price of $25.9.
Sold Out: Energy Select Sector SPDR Fund (XLE)Appleton Group Wealth Management Llc sold out a holding in Energy Select Sector SPDR Fund. The sale prices were between $58.77 and $68.61, with an estimated average price of $64.04.
Sold Out: SPDR S&P Biotech ETF (XBI)Appleton Group Wealth Management Llc sold out a holding in SPDR S&P Biotech ETF. The sale prices were between $79.44 and $93.8, with an estimated average price of $85.25.
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