Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
APPLETON GROUP LLC 08-03-2023 06-30-2023 37 71,641,598
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR US LCAP GR ETF 1 $20,518,687 273,765 0.03 0.04 -51,604 -15.86 06-30-2023
SCHWAB STRATEGIC TR US LRG CAP ETF 2 $15,705,262 299,890 0.02 0.03 -1,844 -0.61 06-30-2023
SCHWAB STRATEGIC TR US SML CAP ETF 3 $11,280,340 257,542 0.02 0.00 243,842 1779.87 06-30-2023
ISHARES TR CORE S&P MCP ETF 4 $9,809,946 37,517 0.01 37,517 +Inf 06-30-2023
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