Appleton Partners Inc ETFs

Appleton Partners Inc

$1.41 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SDY Spdr Series Tr Spdr S&P Divide	$0	$811,000 0.06% of portfolio	5,975	Q2 2025 Reduced 1.81%
FNDX Schwab Fundamental U S Large C	$0	$772,000 0.05% of portfolio	31,450	Q2 2025 Reduced 5.45%
VOO Vanguard Index Fds S&P 500 ETF	$0	$742,000 0.05% of portfolio	1,307	Q2 2025 Added 14.85%
VIG Vanguard Dividend Appreciation	$0	$676,000 0.05% of portfolio	3,303	Q2 2025 Reduced 2.94%
IAU Ishares Gold Trust	$53.5B	$665,000 0.05% of portfolio	10,670	Q2 2025 Reduced 1.27%
SCHD Schwab Strategic Tr Us Dividen	$0	$644,000 0.05% of portfolio	24,319	Q2 2025 Reduced 0.21%
FNDF Schwab Fundamental Intl Large	$0	$594,000 0.04% of portfolio	14,836	Q2 2025 Added 12.32%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$587,000 0.04% of portfolio	4,370	Q2 2025 Added 5.63%
VUG Vanguard Growth ETF	$0	$580,000 0.04% of portfolio	1,324	Q2 2025 Reduced 0.82%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$568,000 0.04% of portfolio	1,289	Q2 2025 Reduced 47.0%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$558,000 0.04% of portfolio	6,635	Q2 2025 Reduced 1.34%
XLP Consumer Staples Sector Spdr	$0	$545,000 0.04% of portfolio	6,725	Q2 2025 Added 72.08%
IEFA Ishares Tr	$0	$512,000 0.04% of portfolio	6,133	Q2 2025 Added 13.2%
VB Vanguard Small Cap ETF	$0	$510,000 0.04% of portfolio	2,151	Q2 2025 Added 10.76%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$497,000 0.04% of portfolio	4,530	Q1 2025 Reduced 18.01%
HERO Global X Fds Video Games & Esp	$0	$471,000 0.03% of portfolio	14,402	Q2 2025 Reduced 2.06%
IJR Ishares Core S&P Sm Cap ETF	$0	$456,000 0.03% of portfolio	4,169	Q2 2025 Reduced 3.05%
JUST Goldman Sachs ETF Tr Just Us L	$0	$435,000 0.03% of portfolio	4,953	Q2 2025 Reduced 0.7%
IVE Ishares S&P 500 Value ETF	$0	$428,000 0.03% of portfolio	2,190	Q4 2024 Added 70.69%
ACWV Ishares Msci Global Min Vol Fa	$0	$424,000 0.03% of portfolio	3,575	Q2 2025 Reduced 0.69%
IWN Ishares Russell2000 Val ETF	$0	$409,000 0.03% of portfolio	2,590	Q2 2025 Reduced 6.33%
ESGD Ishares Trust Ishares Esg Awar	$0	$398,000 0.03% of portfolio	4,456	Q2 2025 Reduced 1.11%
SCHM Schwab Strategic U.S. Mid Cap	$0	$387,000 0.03% of portfolio	13,784	Q2 2025 Added 38.66%
ITOT Ishares Core S&P Total U.S. St	$0	$374,000 0.03% of portfolio	2,771	Q2 2025 Reduced 4.15%
SCHB Schwab Strategic Tr Us Broad M	$0	$371,000 0.03% of portfolio	15,549	Q2 2025 Reduced 0.58%
SCHE Schwab Strategic Tr Us Emergin	$0	$361,000 0.03% of portfolio	11,966	Q2 2025 Added 16.84%
GLDM World Gold Trust	$9.76B	$355,000 0.03% of portfolio	5,420	Q2 2025 Reduced 3.7%
FNDA Schwab Fundamental U S Small C	$0	$343,000 0.02% of portfolio	11,968	Q2 2025 Reduced 8.66%
VTV Vanguard Value ETF	$0	$339,000 0.02% of portfolio	1,920	Q2 2025 Added 3.23%
VHT Vanguard Health Care ETF	$0	$335,000 0.02% of portfolio	1,350	Q1 2025 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$329,000 0.02% of portfolio	6,040	Q2 2025 Added 28.1%
IWS Ishares Russell Midcap Value E	$0	$323,000 0.02% of portfolio	2,447	Q3 2024 Reduced 2.97%
EEMV Ishares Msci Emerging Markets	$0	$313,000 0.02% of portfolio	4,987	Q2 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$311,000 0.02% of portfolio	2,330	Q1 2025 Reduced 4.35%
VBR Vanguard Small Cap Value ETF	$0	$305,000 0.02% of portfolio	1,564	Q2 2025 Reduced 3.87%
IYE Ishares Tr	$0	$296,000 0.02% of portfolio	6,539	Q3 2024 Reduced 1.51%
RSP Invesco S&P 500 Equal Weight E	$0	$280,000 0.02% of portfolio	1,540	Q2 2025 Reduced 1.91%
QCLN First Tr Nasdaq Clean Edge Gre	$0	$273,000 0.02% of portfolio	8,365	Q2 2025 Reduced 1.18%
FPX First Trust Us Equity Opportun	$0	$249,000 0.02% of portfolio	1,716	Q2 2025 New
FPE First Tr Pfd Secs & Income ETF	$0	$242,000 0.02% of portfolio	13,607	Q2 2025 New
SPXE Proshares Tr S&P 500 Ex Energy	$0	$242,000 0.02% of portfolio	3,621	Q2 2025 Reduced 1.15%
FNDE Schwab Fundamental Emerging Mk	$0	$239,000 0.02% of portfolio	7,252	Q2 2025 New
AGG Ishares Core U.S. Aggregate Bo	$0	$228,000 0.02% of portfolio	2,303	Q2 2025 Added 10.46%
XLB Select Sector Spdr Fd Material	$0	$209,000 0.01% of portfolio	2,377	Q2 2025 Added 1.62%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$208,000 0.01% of portfolio	2,863	Q2 2025 Reduced 2.39%
PRF Invesco Exchange Traded Fd Tr	$0	$205,000 0.01% of portfolio	4,861	Q2 2025 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$202,000 0.01% of portfolio	2,538	Q2 2025 Reduced 4.15%
USMV Ishares Msci Usa Min Vol Facto	$0	$200,000 0.01% of portfolio	2,134	Q2 2025 New

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