$79.2 Million is the total value of APPLETON GROUP, LLC's 25 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -6,130 | -100.0% | -0.22% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -1,937 | -100.0% | -0.23% | – |
| KIE | Exit | SPDR SERIES TRUSTs&p ins etf | $0 | – | -3,538 | -100.0% | -0.25% | – |
| XLE | Exit | SELECT SECTOR SPDR TRsbi int-energy | $0 | – | -2,375 | -100.0% | -0.26% | – |
| XES | Exit | SPDR SERIES TRUSToilgas equip | $0 | – | -6,893 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-04
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.