$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PGX | Exit | POWERSHARES ETF TR IIpfd portfolio | $0 | – | -104,577 | -100.0% | -1.91% | – |
PFF | Exit | ISHARES TRu.s. pfd stk etf | $0 | – | -52,442 | -100.0% | -2.50% | – |
IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -39,191 | -100.0% | -5.87% | – |
IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -68,678 | -100.0% | -6.68% | – |
SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -290,309 | -100.0% | -8.08% | – |
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.