Aspen Investment Management Inc
172 holdingsFiling period: 2026-03-31Current AUM: $364.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 35.9K | $23.4M | $26.8M | 7.36% | +271 | 2026-03-31 |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 65.7K | $12.6M | $14.1M | 3.88% | +2.7K | 2026-03-31 |
| 3 | IWM | ISHARES TR | 38.6K | $9.6M | $11.2M | 3.08% | +276 | 2026-03-31 |
| 4 | IEFA | ISHARES TR | 104.0K | $9.4M | $10.2M | 2.80% | +1.5K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 33.8K | $8.6M | $10.4M | 2.86% | -9,608 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 22.8K | $8.4M | $10.6M | 2.91% | -1,163 | 2026-03-31 |
| 7 | IGIB | ISHARES TR | 157.5K | $8.4M | $8.2M | 2.26% | +7.0K | 2026-03-31 |
| 8 | IGSB | ISHARES TR | 152.0K | $8.0M | $7.9M | 2.18% | +7.5K | 2026-03-31 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 29.2K | $6.3M | $7.0M | 1.92% | -195 | 2026-03-31 |
| 10 | GS | GOLDMAN SACHS GROUP INC | 7.2K | $6.1M | $7.3M | 2.01% | +4 | 2026-03-31 |
| 11 | JPM | JPMORGAN CHASE & CO | 20.5K | $6.0M | $7.2M | 1.98% | -166 | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 20.8K | $6.0M | $7.4M | 2.03% | -97 | 2026-03-31 |
| 13 | WMT | WALMART INC | 43.2K | $5.4M | $4.8M | 1.32% | -508 | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 14.4K | $4.6M | $5.3M | 1.46% | -138 | 2026-03-31 |
| 15 | GLW | CORNING INC | 33.0K | $4.5M | $4.6M | 1.25% | +4 | 2026-03-31 |
| 16 | JNJ | JOHNSON & JOHNSON | 18.2K | $4.4M | $4.7M | 1.28% | -14 | 2026-03-31 |
| 17 | FPE | FIRST TR EXCH TRADED FD III | 247.2K | $4.4M | $4.4M | 1.21% | -756 | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 19.2K | $4.0M | $5.2M | 1.43% | -665 | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 21.6K | $3.8M | $4.3M | 1.19% | -907 | 2026-03-31 |
| 20 | BSCR | INVESCO EXCH TRD SLF IDX FD | 190.6K | $3.7M | $3.7M | 1.03% | -1,402 | 2026-03-31 |
| 21 | IVV | ISHARES TR | 5.7K | $3.7M | $4.2M | 1.17% | +133 | 2026-03-31 |
| 22 | XLE | SELECT SECTOR SPDR TR | 59.2K | $3.6M | $3.5M | 0.97% | -2,568 | 2026-03-31 |
| 23 | BSCS | INVESCO EXCH TRD SLF IDX FD | 163.3K | $3.3M | $3.3M | 0.91% | -419 | 2026-03-31 |
| 24 | FTSL | FIRST TR EXCHANGE-TRADED FD | 73.2K | $3.3M | $3.3M | 0.90% | -1,142 | 2026-03-31 |
| 25 | LLY | ELI LILLY & CO | 3.2K | $3.0M | $3.7M | 1.02% | +94 | 2026-03-31 |
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