Appleton Group, LLC — Q2 2017 13F 持股

Name: Appleton Group, LLC — 13F Holdings, Q2 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001454759

申報總市值

US$2863.4萬

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	10.86%	—	-1.77%
2	SCHF	Schwab Intl Equity ETF	ETF-其他	9.64%	—	-0.70%
3	SCHV	Schwab US Large-cap Value	ETF-其他	8.94%	—	+0.08%
4	SCHH	Schwab US Reit ETF	ETF-其他	8.54%	—	-0.38%
5	SCHA	Schwab US Small-cap ETF	ETF-其他	8.02%	—	-0.54%
6	✓	Powershares Qqq Trust Ser 1	股票-其他	8.01%	—	-0.60%
7	CWB	Ss Spdr Bb Conv Sec ETF	ETF-其他	6.00%	—	-0.66%
8	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	5.51%	—	+0.14%
9	✓		股票-其他	5.35%	—	-0.36%
10	VCSH	Vanguard S/t CORP Bond ETF	ETF-投資等級公司債	4.98%	—	-0.97%
11	IWD	Ishares Russell 1000 Value E	ETF-其他	4.97%	—	-0.43%
12	SCHX	Schwab US Large-cap ETF	ETF-其他	4.16%	—	+2.48%
13	SCHG	Schwab US Large-cap Growth	ETF-其他	3.32%	—	+2.37%
14	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	ETF-科技型	2.12%	—	+1.54%
15	IWN	Ishares Russell 2000 Value E	ETF-中小型股	1.59%	—	-0.68%
16	XHB	Ss Spdr S&p Homebldrs ETF	ETF-其他	0.99%	—	+23.63%
17	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	0.89%	—	+21.50%
18	XBI	Ss Spdr S&p Biotech ETF	ETF-科技型	0.71%	—	+24.21%
19	FDN	First Trust Dj Internet Ind	ETF-其他	0.69%	—	+20.57%
20	XLV	Ss Health Care Select Sector	ETF-其他	0.67%	—	+24.44%
21	KIE	Ss Spdr S&p Insurance ETF	ETF-其他	0.64%	—	+21.02%
22	XLF	Ss Financial Select Sector	ETF-其他	0.64%	—	+28.35%
23	XLY	Ss Consumer Disc Select Sect	ETF-其他	0.64%	—	+21.99%
24	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.39%	—	+2.21%
25	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	0.38%	—	—
26	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投資等級公司債	0.38%	—	-0.40%
27	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	0.37%	—	-1.77%
28	SCHM	Schwab US Mid Cap ETF	ETF-其他	0.26%	—	—
29	MTW	The Manitowoc Company, Inc.	股票-其他	0.20%	—	-11.87%
30	MTG	Mgic Investment CORP	股票-金融	0.13%	—	—

本季持股變動

Appleton Group, LLC 於截至 Q2 2017 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	SCHF	Schwab Intl Equity ETF	+0.3%	-0.70%	減碼
2	XHB	Ss Spdr S&p Homebldrs ETF	+0.2%	+23.63%	加碼
3	XBI	Ss Spdr S&p Biotech ETF	+0.2%	+24.21%	加碼
4	XLV	Ss Health Care Select Sector	+0.2%	+24.44%	加碼
5	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.2%	+21.50%	加碼
6	XLF	Ss Financial Select Sector	+0.2%	+28.35%	加碼
7	FDN	First Trust Dj Internet Ind	+0.2%	+20.57%	加碼
8	SCHG	Schwab US Large-cap Growth	+0.1%	+2.37%	加碼
9	SCHX	Schwab US Large-cap ETF	+0.1%	+2.48%	加碼
10	XLY	Ss Consumer Disc Select Sect	+0.1%	+21.99%	加碼
11	KIE	Ss Spdr S&p Insurance ETF	+0.1%	+21.02%	加碼
12	✓	Powershares Qqq Trust Ser 1	+0.1%	-0.60%	減碼
13	SCHE	Schwab Emrg Mrkts Eqty ETF	+0.1%	+0.14%	加碼
14	CWB	Ss Spdr Bb Conv Sec ETF	0%	-0.66%	減碼
15	VBR	Vanguard Small-cap Value ETF	0%	+2.21%	加碼
16	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	—	+1.54%	加碼
17	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	—	-0.40%	減碼
18	EMB	Ishares Jp Morgan Usd Emergi	0%	-1.77%	減碼
19	MTW	The Manitowoc Company, Inc.	0%	-11.87%	減碼
20	✓		0%	-0.36%	減碼
21	IWN	Ishares Russell 2000 Value E	0%	-0.68%	減碼
22	IWD	Ishares Russell 1000 Value E	-0.1%	-0.43%	減碼
23	SCHV	Schwab US Large-cap Value	-0.1%	+0.08%	加碼
24	SCHA	Schwab US Small-cap ETF	-0.1%	-0.54%	減碼
25	SCHH	Schwab US Reit ETF	-0.1%	-0.38%	減碼
26	VCSH	Vanguard S/t CORP Bond ETF	-0.1%	-0.97%	減碼
27	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-1.77%	減碼
28	TWMUSD	Proshares Ultrashort R2000	—	EXIT	清倉
29	SCHZ	Schwab US Aggregate Bond ETF	—	NEW	新建倉
30	ASB	Associated Banc-corp	—	EXIT	清倉
31	SCHM	Schwab US Mid Cap ETF	—	NEW	新建倉
32	ROK	Rockwell Automation INC	—	EXIT	清倉
33	PLXS	Plexus CORP	—	EXIT	清倉
34	HOG	Harley-davidson INC	—	EXIT	清倉
35	NEE	Nextera Energy INC	—	EXIT	清倉
36	MTG	Mgic Investment CORP	—	NEW	新建倉