StockDriftsStockDriftsTop 27 Appleton Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 54.37% | 220.0K | $15.6M | +1790.14%(+208.37K) | — | 2023-09-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 6.76% | 43.7K | $1.9M | -3.44%(-1.56K) | — | 2023-09-30 | |
| IJH | ISHARES TR | 3.69% | 4.2K | $1.1M | -88.71%(-33.28K) | — | 2023-09-30 | |
| IWD | ISHARES TR | 3.4% | 6.4K | $973K | +4.30%(+264) | — | 2023-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 3.38% | 2.3K | $967K | +4.29%(+93) | — | 2023-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.94% | 11.6K | $842K | -95.77%(-262.18K) | — | 2023-09-30 | |
| IWN | ISHARES TR | 2.29% | 4.8K | $656K | +4.85%(+224) | — | 2023-09-30 | |
| SCHA | SCHWAB STRATEGIC TR | 2.09% | 14.4K | $598K | -94.39%(-243.09K) | — | 2023-09-30 | |
| SDS | PROSHARES TR | 1.66% | 12.8K | $474K | new | — | 2023-09-30 | |
| MPC | MARATHON PETE CORP | 1.59% | 3.0K | $454K | +0.00%(+0) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Appleton Group, Llc reports $28.63M in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (54.4%), SCHZ (6.8%) and IJH (3.7%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Appleton Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1454759). View Appleton Group, Llc’s 13F filings on SEC