$75.7 Million is the total value of APPLETON GROUP, LLC's 28 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEV | New | PROSHARES TRsht msci new | $1,019,000 | – | 62,055 | +100.0% | 1.35% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $239,000 | – | 2,939 | +100.0% | 0.32% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $234,000 | – | 10,059 | +100.0% | 0.31% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $219,000 | – | 3,170 | +100.0% | 0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-01
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.