Appleton Group is an investment fund managing more than $28.6 billion ran by Karen Anderson. There are currently 20 companies in Mrs. Anderson’s portfolio. The largest investments include Schwab Strategic Tr and Ishares Tr, together worth $21.9 billion.

$28.6 billion Assets Under Management (AUM)

As of 1st November 2023, Appleton Group’s top holding is 289,783 shares of Schwab Strategic Tr currently worth over $18.9 billion and making up 66.2% of the portfolio value. In addition, the fund holds 18,991 shares of Ishares Tr worth $2.97 billion. The third-largest holding is Spdr S&p 500 Etf Tr worth $967 million and the next is Proshares Tr worth $863 million, with 37,689 shares owned.

Currently, Appleton Group's portfolio is worth at least $28.6 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Appleton Group

The Appleton Group office and employees reside in Appleton, Wisconsin. According to the last 13-F report filed with the SEC, Karen Anderson serves as the CCO at Appleton Group.