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Home > Institutional Investor > Appleton Group, Llc > Profile

Instuitional Investor - Appleton Group, Llc

Fund Profile
Filing Period:
Fund Name: Appleton Group, Llc
Portfolio Value $28,634,342
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 220,012 $15,568,050 54.36%
2.
Schwab Strategic Trust
 FNDF 43,740 $1,934,621 6.75%
3.
Ishares Trust
 IEF 4,234 $1,055,748 3.68%
4.
Ishares Trust
 IEF 6,407 $972,711 3.39%
5.
Spdr S & P 500 Etf Trust
 SPY 2,262 $966,960 3.37%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)