APPLETON GROUP, LLC

13F Portfolio Filings

Latest 13F report
Q3 2023 - Nov 8, 2023
Value $
$28.6M
Signature - Title
Karen Anderson - CCO
Location
100 W Lawrence St 3 Rd Fl, Appleton, WI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 27 $28.6M +$17.6M -$59M -$41.4M SCHD, SCHZ, IJH, IWD, SPY 13F-HR 11/8/2023, 02:51 PM
Q2 2023 37 $71.6M +$24.9M -$9.48M +$15.4M SCHG, SCHX, SCHA, IJH, SCHZ 13F-HR 8/3/2023, 03:03 PM
Q1 2023 32 $51.3M +$24M -$41.9M -$17.9M SCHG, SCHX, SCHZ, VCSH, SCHM 13F-HR 5/9/2023, 01:01 PM
Q4 2022 42 $68.2M +$49.8M -$18.2M +$31.5M SCHD, SCHX, SCHF, JNK, LQD 13F-HR 2/2/2023, 02:13 PM
Q3 2022 22 $35M +$23.3M -$5.4M +$17.9M SCHM, SCHV, SCHX, SCHZ, VCSH 13F-HR 11/8/2022, 03:50 PM
Q2 2022 26 $17.2M +$3.61M -$48.9M -$45.3M SCHZ, VCSH, LQD, CWB, SCHM 13F-HR 7/27/2022, 02:28 PM
Q1 2022 43 $71.8M +$31.3M -$43.3M -$11.9M SCHG, SCHM, SCHV, SCHF, LQD 13F-HR 5/3/2022, 04:29 PM
Q4 2021 51 $99.7M +$14.1M -$38.7M -$24.7M SCHG, SCHV, SCHX, JNK, PGX 13F-HR 2/9/2022, 12:04 PM
Q3 2021 42 $116M +$10.6M -$23.2M -$12.5M SCHG, SCHX, SCHV, SCHA, SCHF 13F-HR 11/15/2021, 05:20 PM
Q2 2021 51 $130M +$60M -$10.5M +$49.5M SCHG, SCHV, SCHX, SCHF, SCHE 13F-HR 8/5/2021, 12:54 PM
Q1 2021 43 $76.5M +$12.7M -$43.9M -$31.2M SCHV, SCHX, SCHA, PGX, VCSH 13F-HR 5/7/2021, 03:40 PM
Q4 2020 33 $102M +$35.6M -$4.6M +$31M SCHG, SCHX, SCHV, SCHA, SCHF 13F-HR 2/5/2021, 04:29 PM
Q3 2020 29 $63.9M +$3.88M -$28.7M -$24.8M SCHG, SCHX, SCHF, CWB, PGX 13F-HR 11/2/2020, 01:43 PM
Q2 2020 30 $83.1M +$60.3M -$900K +$59.4M SCHG, SCHX, SCHV, SCHA, SCHF 13F-HR 7/29/2020, 01:25 PM
Q1 2020 15 $19.8M +$485K -$48.6M -$48.1M SCHG, SCHX, SCHZ, JNK, SPY 13F-HR 5/6/2020, 10:11 AM
Q4 2019 33 $78.8M +$8.03M -$21.2M -$13.1M SCHG, SCHV, SCHX, SCHA, SCHF 13F-HR 1/22/2020, 01:56 PM
Q3 2019 29 $86.1M +$8.41M -$12.6M -$4.21M SCHG, SCHX, SCHV, SCHF, SCHA 13F-HR 10/16/2019, 12:54 PM
Q2 2019 29 $89.6M +$3.55M -$20.6M -$17.1M SCHG, SCHX, SCHV, SCHF, CWB 13F-HR 8/7/2019, 10:39 AM
Q1 2019 32 $104M +$104M $0 +$104M SCHG, SCHX, SCHV, SCHF, SCHA 13F-HR 4/26/2019, 03:30 PM
Q4 2018 0 $0 $0 -$94.4M -$94.4M 13F-HR 2/14/2019, 09:57 AM
Q3 2018 30 $94.4M +$17.8M -$3M +$14.8M SCHG, SPY, SCHV, SCHA, IWD 13F-HR 11/13/2018, 01:17 PM
Q2 2018 26 $76.1M +$21.5M -$34.3M -$12.7M SCHG, SPY, SCHA, CWB, PGX 13F-HR 8/1/2018, 11:56 AM
Q1 2018 29 $87M +$6.71M -$19.4M -$12.7M SPY, SCHV, SCHH, SCHA, QQQ 13F-HR 5/2/2018, 01:44 PM
Q4 2017 36 $101M +$6.51M -$1.5M +$5.01M SPY, SCHF, SCHV, SCHA, QQQ 13F-HR 1/22/2018, 12:22 PM
Q3 2017 32 $93.1M +$1.67M -$196K +$1.47M SPY, SCHF, SCHV, SCHH, QQQ 13F-HR 11/3/2017, 12:43 PM
Q2 2017 30 $88.5M +$1.87M -$2.21M -$341K SPY, SCHF, SCHV, SCHH, SCHA 13F-HR 8/2/2017, 10:05 AM
Q1 2017 33 $86.6M +$12.6M -$5.11M +$7.53M SPY, SCHF, SCHV, SCHH, SCHA 13F-HR 5/4/2017, 11:58 AM
Q4 2016 28 $75.7M +$19M -$27.4M -$8.35M SPY, SCHV, SCHF, SCHH, SCHA 13F-HR 2/1/2017, 12:45 PM
Q3 2016 29 $82.9M +$29.8M -$9.07M +$20.8M SPY, IWD, SCHF, QQQ, SCHE 13F-HR 11/9/2016, 01:10 PM
Q2 2016 22 $60M +$12.7M -$38.7M -$26M SPY, IWD, QQQ, IYR, IWM 13F-HR 8/10/2016, 01:48 PM
Q1 2016 19 $84.2M +$32.9M -$25.8M +$7.07M SPY, IWD, QQQ, ACWX, IYR 13F-HR 5/4/2016, 02:02 PM
Q4 2015 16 $76.8M +$48.5M -$7.1M +$41.4M QQQ, SPY, IWD, IYR, ACWI 13F-HR 2/9/2016, 10:50 AM
Q3 2015 16 $34.2M +$17M -$67.1M -$50.1M IYR, SPY, IWD, ACWI, DXD 13F-HR 11/10/2015, 02:33 PM
Q2 2015 25 $87.9M +$3.68M -$9.6M -$5.92M QQQ, SPY, IWD, ACWI, IWM 13F-HR 8/5/2015, 01:08 PM
Q1 2015 24 $94M +$13.1M -$3.32M +$9.81M QQQ, SPY, IWD, ACWI, IWM 13F-HR 5/6/2015, 02:56 PM
Q4 2014 21 $82.6M +$18.8M -$17.7M +$1.17M QQQ, IYR, IWD, SPY, ACWI 13F-HR 2/10/2015, 10:17 AM
Q3 2014 25 $68.7M +$2.21M -$11.3M -$9.13M SPY, QQQ, IYR, VWO, IJH 13F-HR 11/4/2014, 11:33 AM
Q2 2014 26 $90.1M +$9.69M -$4.69M +$5M IWD, SPY, ACWI, IYR, QQQ 13F-HR 8/6/2014, 11:20 AM
Q1 2014 25 $81.5M +$7.56M -$3.42M +$4.14M QQQ, IWD, SPY, ACWI, IYR 13F-HR 5/13/2014, 03:39 PM
Q4 2013 16 $75.8M $0 $0 QQQ, IWD, SPY, ACWI, IYR 13F-HR 2/5/2014, 10:30 AM