$68.2 Million is the total value of APPLETON GROUP, LLC's 42 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TRrus 1000 val etf | $887,759 | +11.5% | 5,854 | 0.0% | 1.30% | -42.7% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $793,160 | +7.0% | 2,074 | 0.0% | 1.16% | -45.0% | |
| IWN | ISHARES TRrus 2000 val etf | $575,758 | +7.6% | 4,152 | 0.0% | 0.84% | -44.7% | |
| ETN | EATON CORP PLC | $380,918 | +17.6% | 2,427 | 0.0% | 0.56% | -39.6% | |
| MPC | MARATHON PETE CORP | $349,170 | +17.2% | 3,000 | 0.0% | 0.51% | -39.8% | |
| NCBS | NICOLET BANKSHARES INC | $341,900 | +13.2% | 4,285 | 0.0% | 0.50% | -41.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-02
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.