AG
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APPLETON GROUP, LLC13F | |
| APPLETON GROUP, LLC | |
| Last update 2023-11-13 | 27 Stocks (9 new) |
| Value $29.00 Mil | Turnover 62 % |
APPLETON GROUP, LLC Top Holdings of 2023-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 220,012 | 15,568.0 | +1,790.14% | 54.370 | +51.49% | 0.030 | +7.41% | +27.52% | 111,319.8 | ||
SCHZ | Schwab US Aggregate Bond ETF | 43,740 | 1,934.6 | -3.44% | 6.760 | -0.10% | 0.030 | -0.29% | -0.38% | 10,695.1 | ||
IJH | iShares Core S&P Mid-Cap ETF | 21,170 | 1,055.8 | -88.71% | 3.690 | -12.15% | 0.000 | +1.94% | +14.73% | 125,191.8 | ||
IWD | iShares Russell 1000 Value ETF | 6,407 | 972.7 | +4.30% | 3.400 | +0.14% | 0.000 | +8.04% | +22.33% | 83,379.4 | ||
SPY | S&P 500 ETF TRUST ETF | 2,262 | 967.0 | +4.29% | 3.380 | +0.14% | 0.000 | +3.88% | +12.92% | 807,423.0 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 11,584 | 842.4 | -95.77% | 2.940 | -27.43% | 0.000 | +4.40% | +8.31% | 62,413.7 | ||
IWN | iShares Russell 2000 Value ETF | 4,839 | 655.9 | +4.85% | 2.290 | +0.11% | 0.010 | +5.83% | +23.71% | 14,490.5 | ||
SCHA | Schwab U.S. Small-Cap ETF | 14,447 | 598.4 | -94.39% | 2.090 | -14.87% | 0.000 | +3.16% | +21.51% | 22,867.7 | ||
SDS |
ProShares UltraShort S&P500 -2x Shares
ProShares UltraShort S&P500 -2x Shares
| 12,774 | 474.0 | New Holding | 1.660 | +1.66% | 0.050 | -5.90% | -18.81% | 386.4 | ||
MPC | Marathon Petroleum Corp | 3,000 | 454.0 | 0% | 1.590 | 0% | 0.000 | +49.85% | +147.43% | 111,703.7 | Oil & Gas |
APPLETON GROUP, LLC's Historical Top Holdings Breakdowns
APPLETON GROUP, LLC Total Holding History ($B)
APPLETON GROUP, LLC's Asset Allocation
APPLETON GROUP, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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APPLETON GROUP, LLC's Hypothetical Growth since 2023-09-30
APPLETON GROUP, LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
APPLETON GROUP, LLC's Holdings Heat Map
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APPLETON GROUP, LLC's Holdings Bubble Chart
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