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Home > Institutional Investor > Aspen Wealth Strategies, Llc > Profile

Instuitional Investor - Aspen Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Aspen Wealth Strategies, Llc
Portfolio Value $182,750,472
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 107,349 $20,502,591 11.22%
2.
Ishares Trust
 IEF 29,902 $20,481,024 11.21%
3.
Schwab Strategic Trust
 FNDF 488,206 $15,925,290 8.71%
4.
Ishares Trust
 VLUE 156,305 $13,983,054 7.65%
5.
Market Vectors Etf Trust
 SMH 99,571 $10,311,558 5.64%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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