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Appleton Partners Inc

Q4 2021 Holdings

Filed 2022-02-03 | 310 holdings | $65.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Dividend Appreciation(VIG)ETF921908844$5863,4120.0%
Linde PLC(LIN)CSG5494J103$5911,7050.0%
Schwab Fundamental U.S. Large(FNDX)ETF808524771$59810,1980.0%
Vanguard Growth ETF(VUG)ETF922908736$6071,8910.0%
Bristol-Myers Squibb Co(BMY)CS110122108$6089,7570.0%
First Trust Nasdaq Clean Edge(QCLN)ETF33733E500$6098,9570.0%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$6303,7970.0%
AIR Products and Chemicals Inc(APD)CS009158106$6332,0800.0%
Vanguard Total Stock Market ET(VTI)ETF922908769$6352,6300.0%
Invitation Homes Inc(INVH)CS46187W107$64214,1550.0%
Fiserv Inc(FISV)CS337738108$6506,2640.0%
Vanguard ESG US Stock ETF(ESGV)ETF921910733$6647,5500.0%
JPMorgan Diversified Return in(JPIN)ETF46641Q209$66511,2450.0%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$6681,2900.0%
Nike Inc(NKE)CS654106103$6714,0250.0%
Schwab Fundamental Internation(FNDF)ETF808524755$67520,7690.0%
Gilead Sciences Inc(GILD)CS375558103$6799,3580.0%
Waste Management Inc(WM)CS94106L109$6844,0970.0%
Chevron Corp(CVX)CS166764100$6955,9250.0%
Honeywell International Inc(HON)CS438516106$7013,3610.0%
Americold Realty Trust(COLD)CS03064D108$70721,5700.0%
EOG Resources Inc(EOG)CS26875P101$7107,9950.0%
Spdr Gold Shares(GLD)ETF78463V107$7114,1580.0%
Oracle Corp(ORCL)CS68389X105$7288,3450.0%
Vanguard High Dividend Yield E(VYM)ETF921946406$7316,5190.0%
Deere & Co(DE)CS244199105$7432,1670.0%
US Diversified Real Estate ETF(PPTY)ETF26922A511$77419,5980.0%
Ishares Russell Mid-Cap Growth(IWP)ETF464287481$7926,8730.0%
Valero Energy Corp(VLO)CS91913Y100$80510,7220.0%
Rivian Automotive Inc(RIVN)CS76954A103$8187,8850.0%
Applied Materials Inc(AMAT)CS038222105$8215,2190.0%
Archer-Daniels-Midland Co(ADM)CS039483102$85412,6370.0%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$8553,0210.0%
Amphenol Corp(APH)CS032095101$8679,9140.0%
Lowe's COS Inc(LOW)CS548661107$8893,4380.0%
Colgate-Palmolive Co(CL)CS194162103$88910,4210.0%
Target Corp(TGT)CS87612E106$9043,9050.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$9097,0430.0%
Illinois Tool Works Inc(ITW)CS452308109$9233,7410.0%
Federated Hermes Inc(FHI)CS314211103$96625,7000.0%
Ebay Inc(EBAY)CS278642103$96814,5610.0%
Ishares Russell 2000 Growth ET(IWO)ETF464287648$9813,3480.0%
Ishares Msci Eafe MIN VOL Fact(EFAV)ETF46429B689$1.0K13,0420.0%
Ishares Msci Emerging Markets(EEM)ETF464287234$1.0K20,8750.0%
Wells Fargo & Co(WFC)CS949746101$1.0K21,4750.0%
Illumina Inc(ILMN)CS452327109$1.1K2,8040.0%
International Business Machine(IBM)CS459200101$1.1K8,1320.0%
Invesco QQQ Trust Series 1(QQQ)ETF46090E103$1.1K2,7800.0%
Technology Select Sector Spdr(XLK)ETF81369Y803$1.1K6,4300.0%
Ishares Russell 1000 Growth ET(IWF)ETF464287614$1.1K3,6620.0%
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