Notify me when APPLETON GROUP, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 27 | $28,634,342 | +$17,648,996 | -$59,027,216 | -$41,378,220 | SCHD, SCHZ, IJH, IWD, SPY | 13F-HR | 08 Nov 2023, 14:51 |
| Q2 2023 | 37 | $71,641,598 | +$24,893,720 | -$9,484,864 | +$15,408,856 | SCHG, SCHX, SCHA, IJH, SCHZ | 13F-HR | 03 Aug 2023, 15:03 |
| Q1 2023 | 32 | $51,290,549 | +$23,987,789 | -$41,873,590 | -$17,885,801 | SCHG, SCHX, SCHZ, VCSH, SCHM | 13F-HR | 09 May 2023, 13:01 |
| Q4 2022 | 42 | $68,185,316 | +$49,761,343 | -$18,246,302 | +$31,515,041 | SCHD, SCHX, SCHF, JNK, LQD | 13F-HR | 02 Feb 2023, 14:13 |
| Q3 2022 | 22 | $35,029,000 | +$23,304,183 | -$5,402,878 | +$17,901,305 | SCHM, SCHV, SCHX, SCHZ, VCSH | 13F-HR | 08 Nov 2022, 15:50 |
| Q2 2022 | 26 | $17,187,000 | +$3,608,436 | -$48,862,970 | -$45,254,534 | SCHZ, VCSH, LQD, CWB, SCHM | 13F-HR | 27 Jul 2022, 14:28 |
| Q1 2022 | 43 | $71,840,000 | +$31,319,839 | -$43,266,188 | -$11,946,349 | SCHG, SCHM, SCHV, SCHF, LQD | 13F-HR | 03 May 2022, 16:29 |
| Q4 2021 | 51 | $99,704,000 | +$14,053,680 | -$38,716,625 | -$24,662,945 | SCHG, SCHV, SCHX, JNK, PGX | 13F-HR | 09 Feb 2022, 12:04 |
| Q3 2021 | 42 | $116,217,000 | +$10,610,286 | -$23,155,089 | -$12,544,803 | SCHG, SCHX, SCHV, SCHA, SCHF | 13F-HR | 15 Nov 2021, 17:20 |
| Q2 2021 | 51 | $130,261,000 | +$59,950,685 | -$10,453,594 | +$49,497,091 | SCHG, SCHV, SCHX, SCHF, SCHE | 13F-HR | 05 Aug 2021, 12:54 |
| Q1 2021 | 43 | $76,469,000 | +$12,697,140 | -$43,887,296 | -$31,190,156 | SCHV, SCHX, SCHA, PGX, VCSH | 13F-HR | 07 May 2021, 15:40 |
| Q4 2020 | 33 | $102,488,000 | +$35,643,461 | -$4,602,665 | +$31,040,796 | SCHG, SCHX, SCHV, SCHA, SCHF | 13F-HR | 05 Feb 2021, 16:29 |
| Q3 2020 | 29 | $63,864,000 | +$3,883,484 | -$28,723,911 | -$24,840,427 | SCHG, SCHX, SCHF, CWB, PGX | 13F-HR | 02 Nov 2020, 13:43 |
| Q2 2020 | 30 | $83,066,000 | +$60,342,222 | -$899,840 | +$59,442,382 | SCHG, SCHX, SCHV, SCHA, SCHF | 13F-HR | 29 Jul 2020, 13:25 |
| Q1 2020 | 15 | $19,814,000 | +$484,959 | -$48,588,465 | -$48,103,506 | SCHG, SCHX, SCHZ, JNK, SPY | 13F-HR | 06 May 2020, 10:11 |
| Q4 2019 | 33 | $78,797,000 | +$8,027,961 | -$21,165,088 | -$13,137,127 | SCHG, SCHV, SCHX, SCHA, SCHF | 13F-HR | 22 Jan 2020, 13:56 |
| Q3 2019 | 29 | $86,127,000 | +$8,406,164 | -$12,613,939 | -$4,207,775 | SCHG, SCHX, SCHV, SCHF, SCHA | 13F-HR | 16 Oct 2019, 12:54 |
| Q2 2019 | 29 | $89,602,000 | +$3,546,978 | -$20,636,735 | -$17,089,757 | SCHG, SCHX, SCHV, SCHF, CWB | 13F-HR | 07 Aug 2019, 10:39 |
| Q1 2019 | 32 | $103,839,000 | +$103,839,000 | $0 | +$103,839,000 | SCHG, SCHX, SCHV, SCHF, SCHA | 13F-HR | 26 Apr 2019, 15:30 |
| Q4 2018 | 0 | $0 | $0 | -$94,383,000 | -$94,383,000 | 13F-HR | 14 Feb 2019, 09:57 | |
| Q3 2018 | 30 | $94,383,000 | +$17,841,341 | -$3,002,695 | +$14,838,646 | SCHG, SPY, SCHV, SCHA, IWD | 13F-HR | 13 Nov 2018, 13:17 |
| Q2 2018 | 26 | $76,091,000 | +$21,540,912 | -$34,267,466 | -$12,726,554 | SCHG, SPY, SCHA, CWB, PGX | 13F-HR | 01 Aug 2018, 11:56 |
| Q1 2018 | 29 | $87,020,000 | +$6,707,147 | -$19,430,308 | -$12,723,161 | SPY, SCHV, SCHH, SCHA, QQQ | 13F-HR | 02 May 2018, 13:44 |
| Q4 2017 | 36 | $100,836,000 | +$6,510,320 | -$1,502,870 | +$5,007,450 | SPY, SCHF, SCHV, SCHA, QQQ | 13F-HR | 22 Jan 2018, 12:22 |
| Q3 2017 | 32 | $93,109,000 | +$1,666,515 | -$195,787 | +$1,470,728 | SPY, SCHF, SCHV, SCHH, QQQ | 13F-HR | 03 Nov 2017, 12:43 |
| Q2 2017 | 30 | $88,451,000 | +$1,867,758 | -$2,209,001 | -$341,243 | SPY, SCHF, SCHV, SCHH, SCHA | 13F-HR | 02 Aug 2017, 10:05 |
| Q1 2017 | 33 | $86,552,000 | +$12,641,999 | -$5,109,937 | +$7,532,062 | SPY, SCHF, SCHV, SCHH, SCHA | 13F-HR | 04 May 2017, 11:58 |
| Q4 2016 | 28 | $75,719,000 | +$19,049,199 | -$27,403,623 | -$8,354,424 | SPY, SCHV, SCHF, SCHH, SCHA | 13F-HR | 01 Feb 2017, 12:45 |
| Q3 2016 | 29 | $82,889,000 | +$29,826,868 | -$9,066,918 | +$20,759,950 | SPY, IWD, SCHF, QQQ, SCHE | 13F-HR | 09 Nov 2016, 13:10 |
| Q2 2016 | 22 | $60,028,000 | +$12,657,891 | -$38,672,964 | -$26,015,073 | SPY, IWD, QQQ, IYR, IWM | 13F-HR | 10 Aug 2016, 13:48 |
| Q1 2016 | 19 | $84,226,000 | +$32,904,431 | -$25,836,784 | +$7,067,647 | SPY, IWD, QQQ, ACWX, IYR | 13F-HR | 04 May 2016, 14:02 |
| Q4 2015 | 16 | $76,799,000 | +$48,503,463 | -$7,096,846 | +$41,406,617 | QQQ, SPY, IWD, IYR, ACWI | 13F-HR | 09 Feb 2016, 10:50 |
| Q3 2015 | 16 | $34,176,000 | +$17,017,440 | -$67,105,225 | -$50,087,785 | IYR, SPY, IWD, ACWI, DXD | 13F-HR | 10 Nov 2015, 14:33 |
| Q2 2015 | 25 | $87,903,000 | +$3,681,792 | -$9,602,738 | -$5,920,946 | QQQ, SPY, IWD, ACWI, IWM | 13F-HR | 05 Aug 2015, 13:08 |
| Q1 2015 | 24 | $94,008,000 | +$13,120,886 | -$3,315,105 | +$9,805,781 | QQQ, SPY, IWD, ACWI, IWM | 13F-HR | 06 May 2015, 14:56 |
| Q4 2014 | 21 | $82,617,000 | +$18,841,646 | -$17,667,588 | +$1,174,058 | QQQ, IYR, IWD, SPY, ACWI | 13F-HR | 10 Feb 2015, 10:17 |
| Q3 2014 | 25 | $68,708,000 | +$2,209,995 | -$11,342,691 | -$9,132,696 | SPY, QQQ, IYR, VWO, IJH | 13F-HR | 04 Nov 2014, 11:33 |
| Q2 2014 | 26 | $90,051,000 | +$9,689,272 | -$4,687,444 | +$5,001,828 | IWD, SPY, ACWI, IYR, QQQ | 13F-HR | 06 Aug 2014, 11:20 |
| Q1 2014 | 25 | $81,476,000 | +$7,562,912 | -$3,424,350 | +$4,138,562 | QQQ, IWD, SPY, ACWI, IYR | 13F-HR | 13 May 2014, 15:39 |
| Q4 2013 | 16 | $75,844,000 | $0 | $0 | $0 | QQQ, IWD, SPY, ACWI, IYR | 13F-HR | 05 Feb 2014, 10:30 |