13F Filings History of APPLETON GROUP, LLC
- Latest 13F filing
- Q3 2023 - 08 Nov 2023
- Latest reported 13F value
- $28,634,342
- Largest 13F holdings
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SCHD SCHZ IJH IWD SPY SCHG IWN SCHA SDS MPC TWM ETN
+8 more
META HQY TJX SPLK STX DSI OLED WLY - Form 13F summary
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- APPLETON GROUP, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- APPLETON GROUP, LLC reported 27 equity holdings with a total reported market value of $28,634,342 for Q3 2023. Top reported holdings included SCHD, SCHZ, IJH, IWD, and SPY.
- Manager signature
- Karen Anderson - CCO
- Manager location
- Appleton, WI
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q3 2023
Latest value
$28,634,342
Quarter delta
-$43,007,256
Accepted
08 Nov 2023, 14:51
Rows shown
1-25 of 40
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| 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 |