Appleton Partners Inc ETFs

Appleton Partners Inc

$1.29 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SDY Spdr Series Tr Spdr S&P Divide	$0	$826,000 0.06% of portfolio	6,085	Q1 2025 Added 19.08%
GLD Spdr Gold Trust	$106B	$825,000 0.06% of portfolio	2,864	Q1 2025 Added 2.8%
FNDX Schwab Fundamental U S Large C	$0	$785,000 0.06% of portfolio	33,262	Q1 2025 Reduced 18.39%
IWP Ishares Russell Mid Cap Growth	$0	$731,000 0.06% of portfolio	6,226	Q3 2024 Added 5.96%
SCHD Schwab Strategic Tr Us Dividen	$0	$681,000 0.05% of portfolio	24,369	Q1 2025 Reduced 1.02%
VIG Vanguard Dividend Appreciation	$0	$660,000 0.05% of portfolio	3,403	Q1 2025 Added 15.24%
IAU Ishares Gold Trust	$53.2B	$637,000 0.05% of portfolio	10,807	Q1 2025 Reduced 2.4%
VOO Vanguard Index Fds S&P 500 ETF	$0	$585,000 0.05% of portfolio	1,138	Q1 2025 Added 24.51%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$524,000 0.04% of portfolio	6,725	Q1 2025 Reduced 16.3%
VUG Vanguard Growth ETF	$0	$495,000 0.04% of portfolio	1,335	Q1 2025 Added 134.62%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$478,000 0.04% of portfolio	4,137	Q1 2024 Reduced 0.36%
FNDF Schwab Fundamental Intl Large	$0	$477,000 0.04% of portfolio	13,209	Q1 2025 Reduced 21.74%
IJR Ishares Core S&P Sm Cap ETF	$0	$450,000 0.03% of portfolio	4,300	Q1 2025 Reduced 3.15%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$444,000 0.03% of portfolio	4,530	Q1 2025 Reduced 18.01%
VB Vanguard Small Cap ETF	$0	$431,000 0.03% of portfolio	1,942	Q1 2025 Reduced 6.0%
ACWV Ishares Msci Global Min Vol Fa	$0	$419,000 0.03% of portfolio	3,600	Q1 2025 Reduced 4.64%
IWN Ishares Russell2000 Val ETF	$0	$417,000 0.03% of portfolio	2,765	Q1 2025 Reduced 3.29%
IVE Ishares S&P 500 Value ETF	$0	$417,000 0.03% of portfolio	2,190	Q4 2024 Added 70.69%
IEFA Ishares Tr	$0	$410,000 0.03% of portfolio	5,418	Q1 2025 Added 3.83%
JUST Goldman Sachs ETF Tr Just Us L	$0	$397,000 0.03% of portfolio	4,988	Q1 2025 Reduced 12.54%
ESGD Ishares Trust Ishares Esg Awar	$0	$368,000 0.03% of portfolio	4,506	Q1 2025 Reduced 12.86%
HERO Global X Fds Video Games & Esp	$0	$367,000 0.03% of portfolio	14,705	Q1 2025 Reduced 2.49%
FNDA Schwab Fundamental U S Small C	$0	$359,000 0.03% of portfolio	13,103	Q1 2025 Reduced 28.83%
VHT Vanguard Health Care ETF	$0	$357,000 0.03% of portfolio	1,350	Q1 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$353,000 0.03% of portfolio	2,891	Q1 2025 New
GLDM World Gold Trust	$9.75B	$348,000 0.03% of portfolio	5,628	Q1 2025 Added 0.79%
SCHB Schwab Strategic Tr Us Broad M	$0	$337,000 0.03% of portfolio	15,639	Q1 2025 Reduced 1.34%
IYE Ishares Tr	$0	$322,000 0.02% of portfolio	6,539	Q3 2024 Reduced 1.51%
VTV Vanguard Value ETF	$0	$321,000 0.02% of portfolio	1,860	Q1 2025 Added 18.62%
XLP Consumer Staples Sector Spdr	$0	$319,000 0.02% of portfolio	3,908	Q1 2025 Reduced 5.81%
IWS Ishares Russell Midcap Value E	$0	$308,000 0.02% of portfolio	2,447	Q3 2024 Reduced 2.97%
VBR Vanguard Small Cap Value ETF	$0	$303,000 0.02% of portfolio	1,627	Q1 2025 Reduced 10.11%
VYM Vanguard Whitehall Fds (Vangua	$0	$301,000 0.02% of portfolio	2,330	Q1 2025 Reduced 4.35%
SCHE Schwab Strategic Tr Us Emergin	$0	$282,000 0.02% of portfolio	10,241	Q1 2025 Reduced 3.66%
RSP Invesco S&P 500 Equal Weight E	$0	$272,000 0.02% of portfolio	1,570	Q4 2024 Reduced 5.42%
SCHM Schwab Strategic U.S. Mid Cap	$0	$260,000 0.02% of portfolio	9,941	Q1 2025 Reduced 1.22%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$244,000 0.02% of portfolio	4,715	Q1 2025 Added 14.58%
QCLN First Tr Nasdaq Clean Edge Gre	$0	$242,000 0.02% of portfolio	8,465	Q1 2025 Reduced 2.7%
SPXE Proshares Tr S&P 500 Ex Energy	$0	$220,000 0.02% of portfolio	3,663	Q1 2025 Reduced 3.1%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$219,000 0.02% of portfolio	2,933	Q1 2025 Reduced 11.6%
SCHV Schwab Strategic Tr Us Large C	$0	$211,000 0.02% of portfolio	7,920	Q1 2025 New
AGG Ishares Core U.S. Aggregate Bo	$0	$206,000 0.02% of portfolio	2,085	Q1 2025 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$204,000 0.02% of portfolio	2,648	Q1 2025 Reduced 0.94%
XLB Select Sector Spdr Fd Material	$0	$201,000 0.02% of portfolio	2,339	Q1 2025 Reduced 6.63%
PGF Invesco Exchange Traded Fd Tr	$0	$175,000 0.01% of portfolio	12,226	Q1 2025 Reduced 5.05%

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