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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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Market Cap
Large
Value
Mid
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Small
Growth
45
2
3
0
0
0
24
2
4
ASPEN INVESTMENT MANAGEMENT INC

Time Period2018-09-30

Total Holdings147

Total Value ($x1000)151,267
Activities
New5

Increased47

Unchanged48

Decreased47

Sold Out6

Top 10 Stock Holdingstotal 33.53%
SPY9.85

IWM4.09

RSP3.89

BSCJ2.92

FPE2.68

 
FTSL2.55

MSFT2.05

IEFA1.93

VNQ1.83

BSCK1.74

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
9.85%
TR UNIT
IWM
4.09%
RUSSELL 2000 ETF
RSP
3.89%
S&P500 EQL WGT
BSCJ
2.92%
BULSHS 2019 CB
FPE
2.68%
PFD SECS INC ETF
FTSL
2.55%
SENIOR LN FD
MSFT
2.05%
COM
IEFA
1.93%
CORE MSCI EAFE
VNQ
1.83%
REIT ETF
BSCK
1.74%
BULSHS 2020 CB
HYS
1.61%
0-5 HIGH YIELD
VO
1.47%
MID CAP ETF
DGRW
1.41%
US DIVD GRT FD
SCHF
1.31%
INTL EQTY ETF
IWD
1.3%
RUS 1000 VAL ETF
JNJ
1.23%
COM
PYPL
1.22%
COM
JPM
1.17%
COM
IVV
1.16%
CORE S&P500 ETF
XOM
1.14%
COM
CSX
1.1%
COM
CSJ
1.08%
1-3 YR CR BD ETF
DES
1.07%
SMALLCAP DIVID
AMGN
0.98%
COM
DON
0.97%
MIDCAP DIVI FD
EFA
0.95%
MSCI EAFE ETF
INTC
0.91%
COM
V
0.9%
COM CL A
CIU
0.9%
INTERM CR BD ETF
DWDP
0.89%
COM
AMZN
0.86%
COM
WMT
0.84%
COM
HD
0.84%
COM
PFE
0.81%
COM
BSJJ
0.8%
BULSHS 2019 HY
CVX
0.78%
COM
PEP
0.77%
COM
BSCL
0.76%
BULSHS 2021 CB
VWO
0.75%
FTSE EMR MKT ETF
FB
0.74%
CL A
AAPL
0.74%
COM
SCHX
0.72%
US LRG CAP ETF
KRE
0.69%
S&P REGL BKG
IBB
0.68%
NASDQ BIOTEC ETF
ITW
0.68%
COM
BAC
0.64%
COM
AET
0.64%
COM
ADP
0.63%
COM
C
0.61%
COM NEW
YUM
0.6%
COM
SCHC
0.6%
INTL SCEQT ETF
IEMG
0.6%
CORE MSCI EMKT
SCHA
0.6%
US SML CAP ETF
CSCO
0.6%
COM
LMT
0.59%
COM
BSJK
0.59%
BULSHS 2020 HY
WFC
0.59%
COM
VZ
0.56%
COM
MDLZ
0.55%
CL A
CHFC
0.54%
COM
WM
0.52%
COM
SCHE
0.51%
EMRG MKTEQ ETF
EW
0.5%
COM
MDT
0.5%
SHS
BMY
0.48%
COM
CAT
0.48%
COM
ADBE
0.47%
COM
IDV
0.47%
INTL SEL DIV ETF
ICE
0.46%
COM
GS
0.46%
COM
IWF
0.45%
RUS 1000 GRW ETF
FICO
0.45%
COM
BSJL
0.42%
BULSHS 2021 HY
BSCM
0.41%
BULSHS 2022 CB
HBC
0.41%
SPON ADR NEW
SYK
0.41%
COM
PG
0.39%
COM
NEE
0.39%
COM
GE
0.38%
COM
SCHW
0.38%
COM
DIS
0.37%
COM DISNEY
ABBV
0.35%
COM
DUK
0.35%
COM NEW
COP
0.34%
COM
SCHM
0.34%
US MID-CAP ETF
KO
0.33%
COM
ABT
0.33%
COM
IWB
0.33%
RUS 1000 ETF
SMTC
0.32%
COM
MRO
0.31%
COM
TXN
0.31%
COM
FV
0.3%
DORSEY WRT 5 ETF
SCHK
0.3%
1000 INDEX ETF
MRK
0.29%
COM
WMB
0.29%
COM
UTX
0.28%
COM
IBM
0.28%
COM
MO
0.27%
COM
AXP
0.27%
COM
SCHB
0.27%
US BRD MKT ETF
ORCL
0.26%
COM
TMO
0.26%
COM
IR
0.25%
SHS
MET
0.25%
COM
EEM
0.25%
MSCI EMG MKT ETF
T
0.25%
COM
INDA
0.24%
MSCI INDIA ETF
EMLP
0.23%
NO AMER ENERGY
JCI
0.22%
SHS
FXI
0.22%
CHINA LG-CAP ETF
WETF
0.21%
COM
XLF
0.21%
SBI INT-FINL
BSCN
0.2%
BULSHS 2023 CB
MMM
0.2%
COM
VIG
0.2%
DIV APP ETF
MDRX
0.2%
COM
IWR
0.2%
RUS MID-CAP ETF
XLU
0.19%
SBI INT-UTILS
YUMC
0.18%
COM
GSG
0.18%
UNIT BEN INT
BSJM
0.18%
BULSHS 2022 HY
NEAR
0.18%
SHT MAT BD ETF
UMPQ
0.18%
COM
GLD
0.17%
GOLD SHS
CB
0.17%
COM
SDY
0.16%
S&P DIVID ETF
GLW
0.16%
COM
IHDG
0.16%
ITL HDG DIV GT
XLE
0.16%
SBI INT-ENERGY
HBAN
0.16%
COM
DTE
0.16%
COM
COST
0.15%
COM
GOOGL
0.15%
CAP STK CL A
SHW
0.15%
COM
TRV
0.15%
COM
OEF
0.15%
S&P 100 ETF
UNH
0.14%
COM
BP
0.14%
SPONSORED ADR
BK
0.14%
COM
XLK
0.14%
TECHNOLOGY
XLV
0.14%
SBI HEALTHCARE
GILD
0.13%
COM
BKLN
0.13%
SR LN ETF
MCBC
0.08%
COM
F
0.06%
COM PAR $0.01
ZNGA
0.03%
CL A
UAN
0.03%
COM
CDK
0.4%
COM
CA
0.33%
COM
SLV
0.16%
ISHARES
KHC
0.15%
COM
HAL
0.14%
COM
AMID
0.11%
COM UNITS