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Appleton Group Wealth Management Llc Buys Schwab US Aggregate Bond ETF, Schwab U.S. Mid-Cap ETF, Sells Schwab U.S. Small-Cap ETF, Schwab Emerging Markets Equity ETF, SPDR Barclays High Yield Bond ETF

August 07, 2019 | About:

Appleton, WI, based Investment company Appleton Group Wealth Management Llc (Current Portfolio) buys Schwab US Aggregate Bond ETF, Schwab U.S. Mid-Cap ETF, sells Schwab U.S. Small-Cap ETF, Schwab Emerging Markets Equity ETF, SPDR Barclays High Yield Bond ETF, Energy Select Sector SPDR Fund, SPDR S&P Biotech ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Appleton Group Wealth Management Llc. As of 2019Q2, Appleton Group Wealth Management Llc owns 29 stocks with a total value of $90 million. These are the details of the buys and sells.

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
  1. Schwab U.S. Large-Cap Growth ETF (SCHG) - 248,749 shares, 23.10% of the total portfolio. Shares added by 0.94%
  2. Schwab U.S. Large-Cap ETF (SCHX) - 157,244 shares, 12.32% of the total portfolio. Shares added by 0.04%
  3. Schwab U.S. Large-Cap Value ETF (SCHV) - 194,882 shares, 12.21% of the total portfolio. Shares added by 2.26%
  4. Schwab International Equity ETF (SCHF) - 311,196 shares, 11.14% of the total portfolio. Shares added by 2.18%
  5. SPDR Barclays Convertible Securities ETF (CWB) - 98,988 shares, 5.84% of the total portfolio. Shares reduced by 1.25%
Added: Schwab US Aggregate Bond ETF (SCHZ)

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.



Here is the complete portfolio of APPLETON GROUP WEALTH MANAGEMENT LLC. Also check out:

1. APPLETON GROUP WEALTH MANAGEMENT LLC's Undervalued Stocks
2. APPLETON GROUP WEALTH MANAGEMENT LLC's Top Growth Companies, and
3. APPLETON GROUP WEALTH MANAGEMENT LLC's High Yield stocks
4. Stocks that APPLETON GROUP WEALTH MANAGEMENT LLC keeps buying

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