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Home > Institutional Investor > Aspen Wealth Strategies, Llc > 13F Holdings

Instuitional Investor - Aspen Wealth Strategies, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 32,300 $24,189,358 11.7%
2.
Vanguard Index Fds - VALUE ETF
 110,634 $24,110,453 11.67%
3.
Schwab Strategic Trust
 SCHD 518,026 $17,530,001 8.48%
4.
Ishares Trust
 HYG 166,874 $16,116,669 7.8%
5.
Market Vectors Etf Trust
 GDX 93,536 $9,723,988 4.7%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.