Aspen Private Advisors, LLC
7 holdingsFiling period: 2026-06-30Current AUM: $100.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 276.2K | $35.4M | $35.5M | 35.20% | -- | 2026-06-30 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 764.3K | $28.2M | $28.8M | 28.56% | -- | 2026-06-30 |
| 3 | USMV | ISHARES TR | 176.4K | $17.0M | $17.5M | 17.31% | -- | 2026-06-30 |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 351.2K | $14.7M | $14.6M | 14.47% | -- | 2026-06-30 |
| 5 | JAAA | JANUS DETROIT STR TR | 67.9K | $3.4M | $3.4M | 3.40% | -- | 2026-06-30 |
| 6 | IVV | ISHARES TR | 1.1K | $793K | $806K | 0.80% | -- | 2026-06-30 |
| 7 | VTI | VANGUARD INDEX FDS | 706 | $261K | $263K | 0.26% | -- | 2026-06-30 |
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