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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 $156,352,430
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 729,549 $20,332,541 13%
2.
Vaneck Etf Trust
 218,397 $20,250,874 12.95%
3.
Ishares Trust
 IEF 30,911 $18,196,419 11.63%
4.
Vanguard Index Fds
 92,163 $15,603,181 9.97%
5.
Invesco Exchange Traded Fd T
 86,144 $8,482,576 5.42%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)