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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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43
3
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25
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1
ASPEN INVESTMENT MANAGEMENT INC

Time Period2019-03-31

Total Holdings137

Total Value ($x1000)143,271
Activities
New11

Increased28

Unchanged57

Decreased41

Sold Out3

Top 10 Stock Holdingstotal 32.57%
SPY9.36

RSP4.36

IWM3.5

FPE2.81

FTSL2.54

 
MSFT2.18

VNQ2.1

IEFA1.95

BSCL1.89

BSCK1.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
9.36%
TR UNIT
RSP
4.36%
S&P500 EQL WGT
IWM
3.5%
RUSSELL 2000 ETF
FPE
2.81%
PFD SECS INC ETF
FTSL
2.54%
SENIOR LN FD
MSFT
2.18%
COM
VNQ
2.1%
REIT ETF
IEFA
1.95%
CORE MSCI EAFE
BSCL
1.89%
BULSHS 2021 CB
BSCK
1.88%
BULSHS 2020 CB
SCHF
1.56%
INTL EQTY ETF
HYS
1.55%
0-5 HIGH YIELD
PYPL
1.51%
COM
SCHX
1.47%
US LRG CAP ETF
VO
1.38%
MID CAP ETF
JPM
1.38%
COM
JNJ
1.3%
COM
AMZN
1.27%
COM
IWD
1.24%
RUS 1000 VAL ETF
DGRW
1.2%
US DIVD GRT FD
IVV
1.19%
CORE S&P500 ETF
CSX
1.16%
COM
INTC
1.09%
COM
DES
1.04%
SMALLCAP DIVID
CIU
0.99%
INTERM CR BD ETF
V
0.99%
COM CL A
AMGN
0.95%
COM
DON
0.95%
MIDCAP DIVI FD
AAPL
0.89%
COM
PEP
0.89%
COM
FLRN
0.87%
INV GRD FLT RT
WMT
0.86%
COM
HD
0.85%
COM
CSJ
0.84%
1-3 YR CR BD ETF
CVX
0.83%
COM
PFE
0.83%
COM
XOM
0.8%
COM
FB
0.79%
CL A
SCHA
0.77%
US SML CAP ETF
LMT
0.77%
COM
EFA
0.77%
MSCI EAFE ETF
CSCO
0.76%
COM
DWDP
0.75%
COM
VWO
0.74%
FTSE EMR MKT ETF
BSCM
0.74%
BULSHS 2022 CB
ITW
0.7%
COM
YUM
0.7%
COM
BAC
0.69%
COM
MDLZ
0.67%
CL A
ADP
0.67%
COM
XLU
0.67%
SBI INT-UTILS
BSJK
0.66%
BULSHS 2020 HY
VZ
0.66%
COM
WM
0.64%
COM
IBB
0.63%
NASDQ BIOTEC ETF
BSCN
0.61%
BULSHS 2023 CB
SCHC
0.58%
INTL SCEQT ETF
SCHE
0.58%
EMRG MKTEQ ETF
SYK
0.57%
COM
IEMG
0.57%
CORE MSCI EMKT
EW
0.57%
COM
FICO
0.56%
COM
PG
0.53%
COM
BSJL
0.52%
BULSHS 2021 HY
DIS
0.51%
COM DISNEY
WFC
0.51%
COM
NEE
0.51%
COM
ICE
0.5%
COM
MDT
0.48%
SHS
ADBE
0.47%
COM
SBUX
0.46%
COM
CAT
0.45%
COM
CHFC
0.44%
COM
DUK
0.42%
COM NEW
SCHM
0.4%
US MID-CAP ETF
GS
0.4%
COM
HBC
0.4%
SPON ADR NEW
ABT
0.38%
COM
MRK
0.36%
COM
KO
0.36%
COM
SCHW
0.35%
COM
BMY
0.35%
COM
IWF
0.35%
RUS 1000 GRW ETF
BSCJ
0.34%
BULSHS 2019 CB
TXN
0.32%
COM
ABBV
0.32%
COM
IWB
0.32%
RUS 1000 ETF
AXP
0.31%
COM
COP
0.31%
COM
FV
0.31%
DORSEY WRT 5 ETF
TMO
0.31%
COM
ORCL
0.3%
COM
IR
0.3%
SHS
C
0.3%
COM NEW
SDY
0.28%
S&P DIVID ETF
IDV
0.28%
INTL SEL DIV ETF
MO
0.27%
COM
SCHK
0.26%
1000 INDEX ETF
EMLP
0.26%
NO AMER ENERGY
XLK
0.25%
TECHNOLOGY
VB
0.24%
SMALL CP ETF
FXI
0.24%
CHINA LG-CAP ETF
GOOGL
0.24%
CAP STK CL A
FITB
0.23%
COM
IBM
0.22%
COM
MMM
0.21%
COM
VIG
0.21%
DIV APP ETF
YUMC
0.21%
COM
XLF
0.2%
SBI INT-FINL
T
0.19%
COM
DTE
0.19%
COM
WMB
0.19%
COM
NEAR
0.19%
SHT MAT BD ETF
CB
0.18%
COM
SCHB
0.18%
US BRD MKT ETF
UTX
0.18%
COM
GE
0.18%
COM
IHDG
0.17%
ITL HDG DIV GT
IWR
0.17%
RUS MID-CAP ETF
SCHV
0.17%
US LCAP VA ETF
GSG
0.17%
UNIT BEN INT
TRV
0.17%
COM
GLW
0.17%
COM
EEM
0.16%
MSCI EMG MKT ETF
BSX
0.16%
COM
MRO
0.15%
COM
JCI
0.15%
SHS
COST
0.15%
COM
SHW
0.15%
COM
OEF
0.15%
S&P 100 ETF
UMPQ
0.15%
COM
XLE
0.15%
SBI INT-ENERGY
UNH
0.14%
COM
UNP
0.14%
COM
DE
0.14%
COM
BP
0.14%
SPONSORED ADR
HBAN
0.14%
COM
MET
0.25%
COM
INDA
0.22%
MSCI INDIA ETF
GLD
0.21%
GOLD SHS