$51.8 Million is the total value of APPLETON GROUP, LLC's 10 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | New | PowerShares QQQ Trust, Series 1 | $9,106,000 | – | 127,763 | +100.0% | 17.57% | – |
| IWD | New | iShares Russell 1000 Value ETF | $9,048,000 | – | 107,987 | +100.0% | 17.46% | – |
| ACWI | New | iShares MSCI ACWI ETF | $8,786,000 | – | 175,722 | +100.0% | 16.95% | – |
| IYR | New | iShares US Real Estate ETF | $7,438,000 | – | 111,962 | +100.0% | 14.35% | – |
| IJH | New | iShares Core S&P Mid-Cap ETF | $5,210,000 | – | 45,107 | +100.0% | 10.05% | – |
| IWN | New | iShares Russell 2000 Value ETF | $4,491,000 | – | 52,276 | +100.0% | 8.67% | – |
| XLB | New | Materials Select Sector SPDR | $4,335,000 | – | 113,049 | +100.0% | 8.36% | – |
| EEV | New | UltraShort MSCI Emerging Markets ETF | $2,924,000 | – | 112,294 | +100.0% | 5.64% | – |
| LQD | New | iShares iBoxx Investment Grade Corporate Bond ETF | $275,000 | – | 2,422 | +100.0% | 0.53% | – |
| CWB | New | SPDR Barclays Convertible Securities ETF | $213,000 | – | 4,985 | +100.0% | 0.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 41 | Q3 2023 | 18.7% |
| SPDR S&P 500 ETF TR | 40 | Q3 2023 | 20.3% |
| ISHARES TR | 40 | Q3 2023 | 8.7% |
| VANGUARD SCOTTSDALE FDS | 35 | Q1 2023 | 9.1% |
| SCHWAB STRATEGIC TR | 34 | Q3 2023 | 13.9% |
| SCHWAB STRATEGIC TR | 33 | Q3 2023 | 41.3% |
| SPDR SER TR | 32 | Q4 2022 | 8.6% |
| ISHARES TR | 30 | Q4 2022 | 8.8% |
| SCHWAB STRATEGIC TR | 29 | Q3 2022 | 24.2% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 17.6% |
View APPLETON GROUP, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-05 |
View APPLETON GROUP, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.