Legal Name: THE APPLETON GROUP, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 7, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
248,749 |
$20,698k |
|
SCHWAB STRATEGIC TR (808524201)
|
157,244 |
$11,037k |
|
SCHWAB STRATEGIC TRUST (808524409)
|
194,882 |
$10,941k |
|
SCHWAB STRATEGIC TR (808524805)
|
311,196 |
$9,986k |
|
SPDR SERIES TRUST (78464A359)
|
98,988 |
$5,233k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
17,722 |
$5,193k |
|
INVESCO EXCHNG TRADED FD TR (46138E511)
|
327,893 |
$4,797k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
35,787 |
$4,553k |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
54,260 |
$4,378k |
|
SPDR SERIES TRUST (78468R622)
|
17,694 |
$1,928k |
|
ISHARES (464287630)
|
11,837 |
$1,426k |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
26,272 |
$1,392k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
13,184 |
$753k |
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
11,097 |
$644k |
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
10,543 |
$629k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
6,721 |
$623k |
|
SELECT SECTOR SPDR (81369Y704)
|
7,895 |
$611k |
|
SPDR SERIES TRUST (78464A789)
|
16,896 |
$574k |
|
SELECT SECTOR SPDR (81369Y407)
|
4,803 |
$573k |
|
SELECT SECTOR SPDR (81369Y803)
|
6,593 |
$515k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
17,526 |
$484k |
|
FIRST TR EXCHANGE TRADED FD (33733E302)
|
3,002 |
$432k |
|
ISHARES U (464287739)
|
4,857 |
$424k |
|
SELECT SECTOR SPDR (81369Y100)
|
7,235 |
$423k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
5,844 |
$418k |
|
NICOLET BANKSHARES INC COM (65406E102)
|
4,285 |
$266k |
|
ISHARES (464287242)
|
1,847 |
$230k |
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
1,989 |
$225k |
|
EATON CORPORATION (G29183103)
|
2,589 |
$216k |
|