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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
46
2
3
1
0
0
21
2
5
ASPEN INVESTMENT MANAGEMENT INC

Time Period2017-12-31

Total Holdings140

Total Value ($x1000)140,669
Activities
New6

Increased32

Unchanged65

Decreased37

Sold Out4

Top 10 Stock Holdingstotal 32.86%
SPY10.57

RSP3.37

CIU3.29

IWM3.15

SCHF2.42

 
IEFA2.15

FPE2.11

BSCJ1.99

VNQ1.95

MSFT1.86

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SPY
10.57%
TR UNIT
RSP
3.37%
GUG S&P500 EQ WT
CIU
3.29%
INTERM CR BD ETF
IWM
3.15%
RUSSELL 2000 ETF
SCHF
2.42%
INTL EQTY ETF
IEFA
2.15%
CORE MSCI EAFE
FPE
2.11%
PFD SECS INC ETF
BSCJ
1.99%
GUG BULL2019 E
VNQ
1.95%
REIT ETF
MSFT
1.86%
COM
DGRW
1.81%
US DIVD GRT FD
HYS
1.68%
0-5 HIGH YIELD
VO
1.44%
MID CAP ETF
JNJ
1.4%
COM
BSCK
1.35%
GUG BULL2020 E
XOM
1.25%
COM
JPM
1.23%
COM
CSJ
1.18%
1-3 YR CR BD ETF
PYPL
1.13%
COM
IVV
1.12%
CORE S&P500 ETF
DES
1.11%
SMALLCAP DIVID
DWDP
1.1%
COM
EFA
1.07%
MSCI EAFE ETF
DON
1.07%
MIDCAP DIVI FD
ITW
1.06%
COM
FTSL
1.04%
SENIOR LN FD
HD
1.03%
COM
IWD
1.01%
RUS 1000 VAL ETF
WMT
0.99%
COM
INTC
0.92%
COM
CSX
0.92%
COM
SCHE
0.9%
EMRG MKTEQ ETF
PEP
0.89%
COM
AMGN
0.88%
COM
FB
0.87%
CL A
VWO
0.84%
FTSE EMR MKT ETF
CVX
0.83%
COM
AET
0.76%
COM
V
0.75%
COM CL A
WFC
0.75%
COM
PFE
0.74%
COM
SCHC
0.67%
INTL SCEQT ETF
GE
0.63%
COM
BAC
0.62%
COM
AMZN
0.61%
COM
C
0.61%
COM NEW
VZ
0.61%
COM
MDLZ
0.6%
CL A
CHFC
0.59%
COM
IEMG
0.59%
CORE MSCI EMKT
LMT
0.59%
COM
AAPL
0.58%
COM
YUM
0.57%
COM
IDV
0.56%
INTL SEL DIV ETF
ADP
0.55%
COM
BUFF
0.54%
COM
GS
0.54%
COM
IBB
0.54%
NASDQ BIOTEC ETF
WM
0.54%
COM
CAT
0.53%
COM
HBC
0.53%
SPON ADR NEW
BMY
0.51%
COM
CSCO
0.48%
COM
PG
0.48%
COM
CDK
0.47%
COM
SCHX
0.46%
US LRG CAP ETF
PFF
0.45%
U.S. PFD STK ETF
ICE
0.44%
COM
SYK
0.44%
COM
SCHA
0.43%
US SML CAP ETF
NEE
0.42%
COM
DUK
0.42%
COM NEW
BSCL
0.41%
GUGG BULSH 2021
MDT
0.41%
SHS
SCHW
0.41%
COM
WETF
0.4%
COM
BSJJ
0.4%
GUG BUL 2019 HY
ADBE
0.39%
COM
BSJK
0.39%
GUG BUL 2020 HY
DIS
0.39%
COM DISNEY
ABBV
0.37%
COM
FICO
0.37%
COM
KO
0.36%
COM
MO
0.35%
COM
T
0.34%
COM
TXN
0.34%
COM
EW
0.34%
COM
IWB
0.33%
RUS 1000 ETF
WMB
0.33%
COM
IWF
0.32%
RUS 1000 GRW ETF
CA
0.32%
COM
IBM
0.31%
COM
MMM
0.31%
COM
MET
0.31%
COM
ORCL
0.3%
COM
EEM
0.3%
MSCI EMG MKT ETF
MRK
0.29%
COM
BSJL
0.29%
2021 HG YLD CB
FV
0.29%
DORSEY WRT 5 ETF
JCI
0.28%
SHS
UTX
0.28%
COM
ABT
0.27%
COM
AXP
0.27%
COM
UNH
0.26%
COM
SCHM
0.26%
US MID-CAP ETF
FXI
0.26%
CHINA LG-CAP ETF
IWR
0.25%
RUS MID-CAP ETF
EMLP
0.25%
NO AMER ENERGY
COP
0.25%
COM
MRO
0.24%
COM
KHC
0.24%
COM
VIG
0.24%
DIV APP ETF
BSCM
0.24%
GUGG BULSH 2022
YUMC
0.23%
COM
NEAR
0.22%
SHT MAT BD ETF
IR
0.22%
SHS
TMO
0.22%
COM
MDRX
0.21%
COM
CB
0.2%
COM
SCHB
0.19%
US BRD MKT ETF
UMPQ
0.19%
COM
GLD
0.18%
GOLD SHS
BK
0.17%
COM
GSG
0.17%
UNIT BEN INT
XLF
0.17%
SBI INT-FINL
SMTC
0.17%
COM
BSJM
0.17%
2022 HG YLD CB
DTE
0.17%
COM
HAL
0.17%
COM
TRV
0.17%
COM
GLW
0.16%
COM
XLE
0.15%
SBI INT-ENERGY
IHDG
0.15%
ITL HDG DIV GT
SHW
0.15%
COM
OEF
0.14%
S&P 100 ETF
HBAN
0.12%
COM
SLV
0.12%
ISHARES
F
0.11%
COM PAR $0.01
MCBC
0.07%
COM
ZNGA
0.03%
CL A
BKLN
1.23%
SENIOR LN PORT
BC
0.25%
COM
GILD
0.17%
COM
SCHZ
0.16%
US AGGREGATE B