Aspen Investment Management Inc

Institutional manager (13F) · CIK 1541596

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $224k

#	Issuer	Value	Shares
1	STATE STR SPDR S&P 500 ETF T	$23k	35,925
2	INVESCO EXCHANGE TRADED FD T	$13k	65,707
3	ISHARES TR	$10k	38,605
4	ISHARES TR	$9k	103,955
5	APPLE INC	$9k	33,767
6	MICROSOFT CORP	$8k	22,781
7	ISHARES TR	$8k	157,470
8	ISHARES TR	$8k	152,004
9	VANGUARD SPECIALIZED FUNDS	$6k	29,220
10	GOLDMAN SACHS GROUP INC	$6k	7,175
11	JPMORGAN CHASE & CO	$6k	20,504
12	ALPHABET INC	$6k	20,793
13	WALMART INC	$5k	43,192
14	VANGUARD INDEX FDS	$5k	14,424
15	CORNING INC	$4k	33,030
16	JOHNSON & JOHNSON	$4k	18,156
17	FIRST TR EXCH TRADED FD III	$4k	247,198
18	AMAZON COM INC	$4k	19,198
19	NVIDIA CORPORATION	$4k	21,590
20	INVESCO EXCH TRD SLF IDX FD	$4k	190,643
21	ISHARES TR	$4k	5,660
22	SELECT SECTOR SPDR TR	$4k	59,233
23	INVESCO EXCH TRD SLF IDX FD	$3k	163,291
24	FIRST TR EXCHANGE-TRADED FD	$3k	73,204
25	ELI LILLY & CO	$3k	3,249
26	ABBVIE INC	$3k	13,279
27	SCHWAB STRATEGIC TR	$3k	93,094
28	INVESCO EXCH TRD SLF IDX FD	$3k	151,230
29	NEOS ETF TRUST	$3k	56,850
30	AMGEN INC	$3k	7,694
31	SELECT SECTOR SPDR TR	$3k	57,459
32	PIMCO ETF TR	$3k	28,150
33	CHEVRON CORPORATION	$3k	12,426
34	EXXON MOBIL CORP	$3k	15,075
35	CATERPILLAR INC	$3k	3,544
36	PEPSICO INC	$3k	16,105
37	SCHWAB CHARLES CORP	$2k	25,277
38	SCHWAB STRATEGIC TR	$2k	80,640
39	PROCTER & GAMBLE CO	$2k	15,966
40	STRYKER CORPORATION	$2k	6,831
41	VISA INC	$2k	7,366
42	TRANE TECHNOLOGIES PLC	$2k	5,300
43	SCHWAB STRATEGIC TR	$2k	85,740
44	HOME DEPOT INC	$2k	6,422
45	INTERCONTINENTAL EXCHANGE IN	$2k	13,322
46	WISDOMTREE TR	$2k	57,776
47	SPDR GOLD TR	$2k	4,816
48	COCA COLA CO	$2k	27,055
49	WASTE MGMT INC DEL	$2k	8,889
50	QUANTA SVCS INC	$2k	3,689

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.