APPLETON GROUP, LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 90,051
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 8/6/2014 | 26 | 90,051 | 13F-HR | APPLETON GROUP, LLC |
| Q1 2014 | 5/13/2014 | 25 | 81,476 | 13F-HR | APPLETON GROUP, LLC |
| Q4 2013 | 2/5/2014 | 16 | 75,844 | 13F-HR | APPLETON GROUP WEALTH MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.628 K | 10.7% | 0 | 1.732 K | -1.732 K |
| ETFs | 80.42 K | 89.3% | 10.31 K | 0 | 10.31 K |
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Fund Snapshot
Q2 2014
Latest filed
8/6/2014
Total value ($000)
90,051
Holdings
26
QoQ value change ($000)
8,575
(10.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.