$82.9 Million is the total value of APPLETON GROUP, LLC's 29 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $8,206,000 | – | 285,040 | +100.0% | 9.90% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $6,695,000 | – | 290,309 | +100.0% | 8.08% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $3,239,000 | – | 71,092 | +100.0% | 3.91% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $2,760,000 | – | 49,753 | +100.0% | 3.33% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $2,586,000 | – | 44,927 | +100.0% | 3.12% | – |
| ASB | New | ASSOCIATED BANC CORP | $361,000 | – | 18,436 | +100.0% | 0.44% | – |
| XBI | New | SPDR SERIES TRUSTs&p biotech | $228,000 | – | 3,442 | +100.0% | 0.28% | – |
| FDN | New | FIRST TR EXCHANGE TRADED FDdj internt idx | $225,000 | – | 2,759 | +100.0% | 0.27% | – |
| KIE | New | SPDR SERIES TRUSTs&p ins etf | $207,000 | – | 2,797 | +100.0% | 0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-09
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.