Instuitional Investor - Aspen Wealth Strategies, Llc
Fund Profile
Filing Period:
| Fund Name: | Aspen Wealth Strategies, Llc |
| Portfolio Value | $156,352,430 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 729,549 | $20,332,541 | 13% | |
| 2. | Vaneck Etf Trust | 218,397 | $20,250,874 | 12.95% | |
| 3. | IEF | 30,911 | $18,196,419 | 11.63% | |
| 4. | Vanguard Index Fds - VALUE ETF | 92,163 | $15,603,181 | 9.97% | |
| 5. | Invesco Exchange Traded Fd T - S&P MDCP QUALITY | 86,144 | $8,482,576 | 5.42% |
