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Appleton Partners Inc

Q1 2021 Holdings

Filed 2021-04-19 | 279 holdings | $47.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
ECN Cap Corp COM(ECNCF)CS26829L107$11618,3750.0%
Everi Hldgs Inc COM(G2C)CS30034T103$15210,7750.0%
Southern Co COM(SO)CS842587107$2033,2730.0%
United Parcel Service Inc CL B(UPS)CS911312106$2051,2070.0%
Vanguard Index FDS Value ETF(VTV)ETF922908744$2101,5940.0%
Norfolk Southn Corp COM(NSC)CS655844108$2107820.0%
Ocado Group PLC Sponsored ADR(OCDDY)CS674488101$2123,7750.0%
Vale S A Sponsored ADS(VALE)CS91912E105$21212,2250.0%
Vanguard Scottsdale FDS Mortg-(VMBS)ETF92206C771$2214,1500.0%
Schwab Strategic TR US Mid-Cap(SCHM)ETF808524508$2222,9770.0%
Select Sector Spdr TR SBI Int-(XLF)ETF81369Y605$2246,5760.0%
Spdr DOW Jones Indl Average ET(DIA)CS78467X109$2256800.0%
Ishares TR S&P 500 VAL ETF(IVE)ETF464287408$2291,6240.0%
PNC Finl Svcs Group Inc COM(PNC)CS693475105$2331,3300.0%
Schwab Strategic TR US Dividen(SCHD)ETF808524797$2363,2380.0%
CVS Health Corp COM(CVS)CS126650100$2423,2180.0%
Vanguard BD Index FDS Total BN(BND)ETF921937835$2422,8600.0%
Ishares Gold TR Ishares(IAUUSD)ETF464285105$24715,2150.0%
Ishares TR Core S&P US VLU(IUSV)ETF464287663$2483,5970.0%
Synopsys Inc COM(SNPS)CS871607107$2481,0020.0%
Vanguard World FD ESG US STK E(ESGV)ETF921910733$2563,4670.0%
Becton Dickinson & Co COM(BDX)CS075887109$2611,0750.0%
Ishares TR S&P MC 400VL ETF(IJJ)ETF464287705$2672,6200.0%
Ishares TR RUS Mdcp VAL ETF(IWS)ETF464287473$2672,4450.0%
Zimmer Biomet Holdings Inc COM(ZBH)CS98956P102$2681,6770.0%
LAM Research Corp COM(LRCXEUR)CS512807108$2684500.0%
Anthem Inc COM(ELV)CS036752103$2737600.0%
Ishares TR Expnd TEC SC ETF(IGM)ETF464287549$2777670.0%
Ishares TR ESG AW Msci Eafe(ESGD)ETF46435G516$2773,6500.0%
Schwab Strategic TR Emrg Mkteq(SCHE)ETF808524706$2798,7800.0%
Stanley Black & Decker Inc COM(SWK)CS854502101$2831,4150.0%
Nushares ETF TR Nuveen ESG Mid(NUMG)ETF67092P409$2865,7200.0%
Spdr SER TR S&P 400 Mdcp VAL(MDYV)ETF78464A839$2914,4450.0%
Vanguard Admiral FDS Inc Midcp(IVOO)ETF921932885$2951,6700.0%
Ishares TR Core Msci Eafe(IEFA)ETF46432F842$2974,1240.0%
Vanguard Index FDS SM CP VAL E(VBR)ETF922908611$3041,8370.0%
Renaissance Cap Greenwich FDS(IPO)ETF759937204$3054,9000.0%
Ishares TR Russell 3000 ETF(IWV)ETF464287689$3081,3000.0%
Caterpillar Inc COM(CAT)CS149123101$3121,3460.0%
Ishares TR Core S&P SCP ETF(IJR)ETF464287804$3152,8980.0%
Schwab Strategic TR Schwb FDT(FNDE)ETF808524730$32010,4050.0%
Servicenow Inc COM(NOW)CS81762P102$3206400.0%
Ishares TR 1 3 YR Treas BD(SHY)ETF464287457$3343,8750.0%
Schwab Strategic TR SHT TM US(SCHO)ETF808524862$3386,5930.0%
Sensata Technologies Hldng PLC(ST)CSG8060N102$3395,8470.0%
Travelers Companies Inc COM(TRV)CS89417E109$3412,2660.0%
Vanguard Index FDS S&P 500 ETF(VOO)ETF922908363$3429390.0%
Carlisle COS Inc COM(CSL)CS142339100$3442,0900.0%
Chubb Limited COM(CB)CSH1467J104$3442,1800.0%
Ishares TR Msci USA MIN VOL(USMV)ETF46429B697$3475,0190.0%
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