Appleton Group, LLC — Q1 2020 13F 持股

Name: Appleton Group, LLC — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001454759

申报总市值

US$2863.4万

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SCHG	Schwab US Large-cap Growth	ETF-其他	35.52%	—	-47.64%
2	SCHX	Schwab US Large-cap ETF	ETF-其他	23.39%	—	-46.45%
3	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	8.96%	—	+5.17%
4	JNK	Ss Spdr Bb High Yield Bond	ETF-非投资级债	8.20%	—	-2.63%
5	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	3.40%	—	+0.04%
6	SCHM	Schwab US Mid Cap ETF	ETF-其他	3.34%	—	+7.70%
7	SCHV	Schwab US Large-cap Value	ETF-其他	3.13%	—	-92.27%
8	IWD	Ishares Russell 1000 Value E	ETF-其他	2.92%	—	+4.75%
9	SCHA	Schwab US Small-cap ETF	ETF-其他	2.13%	—	-92.06%
10	XLP	Ss Consumer Staples Sel Sect	ETF-其他	1.96%	—	-16.85%
11	XLK	Ss Technology Select Sector	ETF-科技型	1.71%	—	-17.02%
12	DXD	Proshares Ultrashort Dow30	ETF-其他	1.58%	—	—
13	NFLX	Netflix INC	股票-通信服务	1.57%	—	+3.63%
14	NIC	Nicolet Bankshares INC	股票-其他	1.18%	—	—
15	ETN	Eaton Corporation plc	股票-工业	1.01%	—	—

本季持股变动

Appleton Group, LLC 于截至 Q1 2020 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SCHG	Schwab US Large-cap Growth	+15.6%	-47.64%	减仓
2	SCHX	Schwab US Large-cap ETF	+9.6%	-46.45%	减仓
3	SCHZ	Schwab US Aggregate Bond ETF	+6.9%	+5.17%	加仓
4	JNK	Ss Spdr Bb High Yield Bond	+5.8%	-2.63%	减仓
5	SPY	Ss Spdr S&p 500 ETF Trust-us	+2.3%	+0.04%	加仓
6	SCHM	Schwab US Mid Cap ETF	+2.2%	+7.70%	加仓
7	IWD	Ishares Russell 1000 Value E	+2%	+4.75%	加仓
8	XLP	Ss Consumer Staples Sel Sect	+1.3%	-16.85%	减仓
9	NFLX	Netflix INC	+1.2%	+3.63%	加仓
10	XLK	Ss Technology Select Sector	+1.1%	-17.02%	减仓
11	NIC	Nicolet Bankshares INC	+0.8%	—	不变
12	ETN	Eaton Corporation plc	+0.7%	—	不变
13	SCHA	Schwab US Small-cap ETF	-7.8%	-92.06%	减仓
14	SCHV	Schwab US Large-cap Value	-10.7%	-92.27%	减仓
15	SCHF	Schwab Intl Equity ETF	—	EXIT	清仓
16	SCHE	Schwab Emrg Mrkts Eqty ETF	—	EXIT	清仓
17	PGX	Invesco Preferred ETF	—	EXIT	清仓
18	CWB	Ss Spdr Bb Conv Sec ETF	—	EXIT	清仓
19	VCSH	Vanguard S/t CORP Bond ETF	—	EXIT	清仓
20	XLV	Ss Health Care Select Sector	—	EXIT	清仓
21	XLU	St Sr Utl Sl Se Spdr Etf-usd	—	EXIT	清仓
22	XLI	Ss Industrial Select Sector	—	EXIT	清仓
23	XLY	Ss Consumer Disc Select Sect	—	EXIT	清仓
24	KIE	Ss Spdr S&p Insurance ETF	—	EXIT	清仓
25	XLF	Ss Financial Select Sector	—	EXIT	清仓
26	XLE	Ss Energy Select Sector	—	EXIT	清仓
27	XBI	Ss Spdr S&p Biotech ETF	—	EXIT	清仓
28	XLB	Ss Materials Select Sector	—	EXIT	清仓
29	IYR	Ishares US Real Estate ETF	—	EXIT	清仓
30	DXD	Proshares Ultrashort Dow30	—	NEW	新建仓
31	FDN	First Trust Dj Internet Ind	—	EXIT	清仓
32	IWN	Ishares Russell 2000 Value E	—	EXIT	清仓
33	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	—	EXIT	清仓
34	EMB	Ishares Jp Morgan Usd Emergi	—	EXIT	清仓