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Appleton Partners Inc

Q1 2022 Holdings

Filed 2022-04-05 | 302 holdings | $58.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard High Dividend Yield E(VYM)ETF921946406$6055,3910.0%
JPMorgan Diversified Return in(JPIN)ETF46641Q209$60510,7150.0%
Schwab Fundamental U.S. Large(FNDX)ETF808524771$60710,3760.0%
Sportradar Holding AG(SRAD)CSH8088L103$60836,5270.0%
Invitation Homes Inc(INVH)CS46187W107$61115,2100.0%
Vanguard ESG US Stock ETF(ESGV)ETF921910733$6177,6150.0%
Honeywell International Inc(HON)CS438516106$6313,2440.0%
Oracle Corp(ORCL)CS68389X105$6357,6710.0%
Regeneron Pharmaceuticals Inc(REGN)CS75886F107$6419180.0%
Waste Management Inc(WM)CS94106L109$6424,0510.0%
Lowe's COS Inc(LOW)CS548661107$6543,2330.0%
Schwab Fundamental Internation(FNDF)ETF808524755$66520,6200.0%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$6661,3580.0%
Ishares Russell Mid-Cap Growth(IWP)ETF464287481$6766,7230.0%
BlackRock Ultra Short-Term BON(ICSH)ETF46434V878$67613,4830.0%
Applied Materials Inc(AMAT)CS038222105$6885,2190.0%
Bristol-Myers Squibb Co(BMY)CS110122108$6939,4920.0%
Ebay Inc(EBAY)CS278642103$70512,3160.0%
Illinois Tool Works Inc(ITW)CS452308109$7133,4060.0%
Schlumberger NV(SLB)CS806857108$71817,3780.0%
Amphenol Corp(APH)CS032095101$7189,5280.0%
US Diversified Real Estate ETF(PPTY)ETF26922A511$73419,3280.0%
Colgate-Palmolive Co(CL)CS194162103$76710,1100.0%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$8233,0670.0%
Ishares Russell 2000 Growth ET(IWO)ETF464287648$8313,2480.0%
Federated Hermes Inc(FHI)CS314211103$84324,7510.0%
Citigroup Inc(C)CS172967424$86416,1850.0%
Deere & Co(DE)CS244199105$8722,0990.0%
Chevron Corp(CVX)CS166764100$8865,4430.0%
Domino's Pizza Inc(DPZ)CS25754A201$8992,2090.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$9007,0230.0%
Spdr Gold Shares(GLD)ETF78463V107$9024,9920.0%
Rivian Automotive Inc(RIVN)CS76954A103$91318,1760.0%
Illumina Inc(ILMN)CS452327109$9232,6430.0%
EOG Resources Inc(EOG)CS26875P101$9247,7530.0%
Ishares Msci Eafe MIN VOL Fact(EFAV)ETF46429B689$93813,0070.0%
Ishares Msci Emerging Markets(EEM)ETF464287234$93920,8000.0%
S&P Global Inc(SPGI)CS78409V104$9402,2920.0%
Ishares Russell 1000 Growth ET(IWF)ETF464287614$1.0K3,6640.0%
Wells Fargo & Co(WFC)CS949746101$1.0K21,2610.0%
3M Co(MMM)CS88579Y101$1.0K6,9310.0%
Catalent Inc(CTLTEUR)CS148806102$1.0K9,4390.0%
International Business Machine(IBM)CS459200101$1.1K8,2670.0%
Technology Select Sector Spdr(XLK)ETF81369Y803$1.1K6,9360.0%
Nextera Energy Inc(NEE)CS65339F101$1.1K13,1030.0%
Archer-Daniels-Midland Co(ADM)CS039483102$1.1K12,6370.0%
Ishares Core U.S. Aggregate BO(AGG)ETF464287226$1.2K10,8110.0%
Northern Trust Corp(NTRS)CS665859104$1.2K9,9490.0%
Texas Instruments Inc(TXN)CS882508104$1.2K6,6080.0%
Pfizer Inc(PFE)CS717081103$1.2K23,7480.0%
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