Quick Takeaways
- APPLETON GROUP, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q3 2023.
- Latest reported holdings value: $28,634,342.
13F Filings History of APPLETON GROUP, LLC
- Latest 13F report
- Q3 2023 - 08 Nov 2023
- Value $
- $28,634,342
- Signature - Title
- Karen Anderson - CCO
- Location
- Appleton, WI
- Summary
- This page shows a list of all the recent 13F filings made by APPLETON GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. APPLETON GROUP, LLC reported 27 stock holdings with total value $28,634,342 as of Q3 2023. Top holdings included SCHD, SCHZ, IJH, IWD, and SPY.
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Holdings Value
What Changed
- Most recent filing was accepted on 08 Nov 2023, 14:51.
- Reported value moved from $71,641,598 to $28,634,342.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| 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 |