APPLETON GROUP, LLC
13F Portfolio Filings
- Most recent 13FQ3 2023
- Locationappleton, WI
- CIK0001454759
- Alternate namesAPPLETON GROUP WEALTH MANAGEMENT LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
27 | $28.64M | SCHD, SCHZ, IJH, IWD | 13F-HR | Nov 8, 2023 | 000089418923008299 | ||
37 | $71.64M | SCHG, SCHX, SCHA, IJH | 13F-HR | Aug 3, 2023 | 000089418923005378 | ||
32 | $51.29M | SCHG, SCHX, SCHZ, VCSH | 13F-HR | May 9, 2023 | 000089418923003622 | ||
42 | $68.19M | SCHD, SCHX, SCHF, KRE | 13F-HR | Feb 2, 2023 | 000089418923000936 | ||
22 | $35.03M | SCHM, SCHV, SCHX, SCHZ | 13F-HR | Nov 8, 2022 | 000156761922019299 | ||
26 | $17.19M | SCHZ, VCSH, LQD, SPDR SER TR | 13F-HR | Jul 27, 2022 | 000156761922014547 | ||
43 | $71.84M | SCHG, SCHM, SCHV, SCHF | 13F-HR | May 3, 2022 | 000156761922009399 | ||
51 | $99.70M | SCHG, SCHV, SCHX, KRE | 13F-HR | Feb 9, 2022 | 000156761922002997 | ||
42 | $116.22M | SCHG, SCHX, SCHV, SCHA | 13F-HR | Nov 15, 2021 | 000156761921020515 | ||
51 | $130.26M | SCHG, SCHV, SCHX, SCHF | 13F-HR | Aug 5, 2021 | 000156761921014486 | ||
43 | $76.47M | SCHV, SCHX, SCHA, PGX | 13F-HR | May 7, 2021 | 000156761921009294 | ||
33 | $102.49M | SCHG, SCHX, SCHV, SCHA | 13F-HR | Feb 5, 2021 | 000156761921002268 | ||
29 | $63.86M | SCHG, SCHX, SCHF, SPDR SER TR | 13F-HR | Nov 2, 2020 | 000156761920018482 | ||
30 | $83.07M | SCHG, SCHX, SCHV, SCHA | 13F-HR | Jul 29, 2020 | 000156761920013866 | ||
15 | $19.81M | SCHG, SCHX, SCHZ, KRE | 13F-HR | May 6, 2020 | 000156761920009102 | ||
33 | $78.80M | SCHG, SCHV, SCHX, SCHA | 13F-HR | Jan 22, 2020 | 000156761920001337 | ||
29 | $86.13M | SCHG, SCHX, SCHV, SCHF | 13F-HR | Oct 16, 2019 | 000156761919019615 | ||
29 | $89.60M | SCHG, SCHX, SCHV, SCHF | 13F-HR | Aug 7, 2019 | 000156761919015911 | ||
32 | $103.84M | SCHG, SCHX, SCHV, SCHF | 13F-HR | Apr 26, 2019 | 000156761919009237 | ||
1 | $0 | 0 | 13F-HR | Feb 14, 2019 | 000156761919003969 | ||
30 | $94.38M | SCHG, SPY, SCHV, SCHA | 13F-HR | Nov 13, 2018 | 000156761918005713 | ||
26 | $76.09M | SCHG, SPY, SCHA, SPDR SER TR | 13F-HR | Aug 1, 2018 | 000114036118034695 | ||
29 | $87.02M | SPY, SCHV, SCHH, SCHA | 13F-HR | May 2, 2018 | 000114036118021173 | ||
36 | $100.84M | SPY, SCHF, SCHV, SCHA | 13F-HR | Jan 22, 2018 | 000114036118002678 | ||
32 | $93.11M | SPY, SCHF, SCHV, SCHH | 13F-HR | Nov 3, 2017 | 000114036117040891 | ||
30 | $88.45M | SPY, SCHF, SCHV, SCHH | 13F-HR | Aug 2, 2017 | 000114036117029763 | ||
33 | $86.55M | SPY, SCHF, SCHV, SCHH | 13F-HR | May 4, 2017 | 000114036117018387 | ||
28 | $75.72M | SPY, SCHV, SCHF, SCHH | 13F-HR | Feb 1, 2017 | 000114036117003853 | ||
29 | $82.89M | SPY, IWD, SCHF, QQQ | 13F-HR | Nov 9, 2016 | 000114036116085545 | ||
22 | $60.03M | SPY, IWD, QQQ, IYR | 13F-HR | Aug 10, 2016 | 000114036116075616 | ||
19 | $84.23M | SPY, IWD, QQQ, ACWX | 13F-HR | May 4, 2016 | 000114036116063268 | ||
16 | $76.80M | QQQ, SPY, IWD, IYR | 13F-HR | Feb 9, 2016 | 000114036116050763 | ||
16 | $34.18M | IYR, SPY, IWD, ACWI | 13F-HR | Nov 10, 2015 | 000114036115040471 | ||
25 | $87.90M | QQQ, SPY, IWD, ACWI | 13F-HR | Aug 5, 2015 | 000114036115029913 | ||
24 | $94.01M | QQQ, SPY, IWD, ACWI | 13F-HR | May 6, 2015 | 000114036115017933 | ||
21 | $82.62M | QQQ, IYR, IWD, SPY | 13F-HR | Feb 10, 2015 | 000114036115004991 | ||
25 | $79.18M | SPY, IWD, QQQ, IYR | 13F-HR | Nov 4, 2014 | 000114036114039983 | ||
26 | $90.05M | IWD, SPY, ACWI, IYR | 13F-HR | Aug 6, 2014 | 000114036114030907 | ||
25 | $81.48M | QQQ, IWD, SPY, ACWI | 13F-HR | May 13, 2014 | 000114036114020475 | ||
16 | $75.84M | QQQ, IWD, SPY, ACWI | 13F-HR | Feb 5, 2014 | 000114036114004650 |