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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
Vanguard Index FDS Growth ETF(VUG)ETF922908736$3481,3550.0%
Dupont de Nemours Inc COM(DD)CS26614N102$3564,6080.0%
Fortive Corp COM(FTV)CS34959J108$3565,0350.0%
Starbucks Corp COM(SBUX)CS855244109$3633,3200.0%
Vail Resorts Inc COM(MTN)CS91879Q109$3641,2480.0%
MGM Resorts International COM(MGM)CS552953101$3679,6550.0%
V F Corp COM(VFC)CS918204108$3714,6460.0%
General MLS Inc COM(GIS)CS370334104$3716,0520.0%
Vanguard Index FDS Real Estate(VNQ)CS922908553$3724,0540.0%
Schwab Strategic TR Schwab FDT(FNDA)ETF808524763$3737,3550.0%
Select Sector Spdr TR SBI Cons(XLY)ETF81369Y407$3742,2250.0%
Digital Rlty TR Inc COM(DLR)CS253868103$3772,6760.0%
PPG Inds Inc COM(PPG)CS693506107$3782,5130.0%
RLI Corp COM(RLI)CS749607107$3813,4150.0%
Salesforce COM Inc COM(CRM)CS79466L302$3811,7980.0%
Trane Technologies PLC SHS(TT)CSG8994E103$3822,3080.0%
Spdr Index SHS FDS Euro Stoxx(FEZ)ETF78463X202$3878,6910.0%
Workday Inc CL A(WDAY)CS98138H101$3981,6030.0%
Oracle Corp COM(ORCL)CS68389X105$4015,7100.0%
Novartis AG Sponsored ADR(NVSN)CS66987V109$4104,7930.0%
ETF Managers TR Etho Climate LETF26924G888$4177,2350.0%
Prudential Finl Inc COM(PRU)CS744320102$4254,6670.0%
Vanguard Index FDS Small CP ET(VB)ETF922908751$4492,0990.0%
First TR Exchange Traded FD US(FPX)ETF336920103$4543,8100.0%
WEC Energy Group Inc COM(WEC)CS92939U106$4554,8570.0%
Comcast Corp New CL A(CMCSA)CS20030N101$4648,5730.0%
Clorox Co del COM(CLX)CS189054109$4752,4640.0%
Vanguard Specialized Funds DIV(VIG)ETF921908844$4763,2380.0%
Nike Inc CL B(NKE)CS654106103$4773,5920.0%
Linde PLC SHS(LIN)CSG5494J103$4811,7170.0%
CF Inds Hldgs Inc COM(CF)CS125269100$48910,7810.0%
Vanguard Index FDS Total STK M(VTI)ETF922908769$5152,4910.0%
Schlumberger LTD COM(SLB)CS806857108$51518,9550.0%
Church & Dwight Inc COM(CHD)CS171340102$5185,9290.0%
Okta Inc CL A(OKTA)CS679295105$5212,3620.0%
Schwab Strategic TR Schwab FDT(FNDX)ETF808524771$53710,3840.0%
Waste Mgmt Inc del COM(WM)CS94106L109$5484,2450.0%
Vanguard Whitehall FDS High DI(VYM)ETF921946406$5555,4880.0%
Ameriprise Finl Inc COM(AMP)CS03076C106$5572,3960.0%
Archer Daniels Midland Co COM(ADM)CS039483102$57210,0370.0%
Spdr S&P Midcap 400 ETF TR UTS(MDY)ETF78467Y107$5831,2250.0%
Gilead Sciences Inc COM(GILD)CS375558103$6099,4230.0%
Chevron Corp New COM(CVX)CS166764100$6105,8210.0%
Lowes COS Inc COM(LOW)CS548661107$6173,2420.0%
ETF SER Solutions US Diversifi(PPTY)ETF26922A511$61919,5110.0%
Ishares TR RUS 2000 VAL ETF(IWN)ETF464287630$6233,9040.0%
First TR Exchange-Traded FD NA(QCLN)ETF33733E500$6259,1140.0%
AIR Prods & Chems Inc COM(APD)CS009158106$6382,2670.0%
Schwab Strategic TR Schwb FDT(FNDF)ETF808524755$64320,0370.0%
Schwab Strategic TR US Aggrega(SCHZ)ETF808524839$65312,0980.0%
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