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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 $137,537,299
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 216,109 $17,928,362 13.03%
2.
Vaneck Etf Trust
 204,329 $17,341,431 12.6%
3.
Vanguard Index Fds
 85,045 $12,714,161 9.24%
4.
Ishares Trust
 IEF 25,332 $12,099,422 8.79%
5.
Invesco Exchange Traded Fd T
 73,616 $6,530,439 4.74%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)