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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
45
2
3
1
0
0
23
1
5
ASPEN INVESTMENT MANAGEMENT INC

Time Period2018-03-31

Total Holdings140

Total Value ($x1000)139,498
Activities
New6

Increased45

Unchanged37

Decreased52

Sold Out6

Top 10 Stock Holdingstotal 32.74%
SPY9.56

RSP3.31

IWM3.27

FPE2.98

BSCJ2.68

 
SCHF2.6

IEFA2.57

FTSL2.07

VNQ1.88

DGRW1.82

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
9.56%
TR UNIT
RSP
3.31%
GUG S&P500 EQ WT
IWM
3.27%
RUSSELL 2000 ETF
FPE
2.98%
PFD SECS INC ETF
BSCJ
2.68%
GUG BULL2019 E
SCHF
2.6%
INTL EQTY ETF
IEFA
2.57%
CORE MSCI EAFE
FTSL
2.07%
SENIOR LN FD
VNQ
1.88%
REIT ETF
DGRW
1.82%
US DIVD GRT FD
MSFT
1.77%
COM
BSCK
1.73%
GUG BULL2020 E
HYS
1.7%
0-5 HIGH YIELD
VO
1.4%
MID CAP ETF
JNJ
1.24%
COM
JPM
1.24%
COM
IWD
1.21%
RUS 1000 VAL ETF
CSJ
1.17%
1-3 YR CR BD ETF
PYPL
1.14%
COM
IVV
1.12%
CORE S&P500 ETF
SCHE
1.1%
EMRG MKTEQ ETF
EFA
1.07%
MSCI EAFE ETF
DES
1.05%
SMALLCAP DIVID
INTC
1.04%
COM
DON
1.03%
MIDCAP DIVI FD
DWDP
0.96%
COM
VWO
0.95%
FTSE EMR MKT ETF
CIU
0.94%
INTERM CR BD ETF
WMT
0.9%
COM
CSX
0.89%
COM
AMZN
0.88%
COM
AMGN
0.87%
COM
XOM
0.83%
COM
PEP
0.82%
COM
ITW
0.82%
COM
V
0.79%
COM CL A
HD
0.79%
COM
CVX
0.78%
COM
BSJJ
0.77%
GUG BUL 2019 HY
FB
0.77%
CL A
KRE
0.76%
S&P REGL BKG
IEMG
0.75%
CORE MSCI EMKT
PFE
0.71%
COM
IDV
0.68%
INTL SEL DIV ETF
BAC
0.68%
COM
SCHC
0.67%
INTL SCEQT ETF
WFC
0.64%
COM
SCHX
0.63%
US LRG CAP ETF
BSJK
0.63%
GUG BUL 2020 HY
IBB
0.63%
NASDQ BIOTEC ETF
LMT
0.62%
COM
CHFC
0.61%
COM
YUM
0.61%
COM
AAPL
0.6%
COM
AET
0.6%
COM
C
0.59%
COM NEW
MDLZ
0.58%
CL A
VZ
0.55%
COM
CSCO
0.55%
COM
GS
0.54%
COM
WM
0.53%
COM
BMY
0.53%
COM
ADP
0.52%
COM
SCHA
0.51%
US SML CAP ETF
CAT
0.5%
COM
GE
0.49%
COM
HBC
0.49%
SPON ADR NEW
BSCM
0.48%
GUGG BULSH 2022
ICE
0.47%
COM
BSJL
0.46%
2021 HG YLD CB
ADBE
0.44%
COM
EW
0.43%
COM
NEE
0.43%
COM
SCHW
0.42%
COM
PG
0.41%
COM
MDT
0.41%
SHS
CDK
0.41%
COM
IWF
0.4%
RUS 1000 GRW ETF
FICO
0.4%
COM
SYK
0.39%
COM
ABBV
0.38%
COM
DUK
0.37%
COM NEW
DIS
0.36%
COM DISNEY
KO
0.34%
COM
TXN
0.33%
COM
CA
0.32%
COM
IWB
0.32%
RUS 1000 ETF
IBM
0.31%
COM
EEM
0.31%
MSCI EMG MKT ETF
MO
0.31%
COM
XLF
0.3%
SBI INT-FINL
FV
0.3%
DORSEY WRT 5 ETF
ABT
0.29%
COM
WMB
0.29%
COM
T
0.29%
COM
UTX
0.28%
COM
SCHM
0.28%
US MID-CAP ETF
MET
0.27%
COM
COP
0.27%
COM
FXI
0.27%
CHINA LG-CAP ETF
SMTC
0.26%
COM
AXP
0.26%
COM
INDA
0.26%
MSCI INDIA ETF
ORCL
0.25%
COM
WETF
0.25%
COM
IWR
0.24%
RUS MID-CAP ETF
MRK
0.24%
COM
YUMC
0.24%
COM
TMO
0.24%
COM
EMLP
0.24%
NO AMER ENERGY
MRO
0.23%
COM
BSCN
0.23%
2023 CORP BOND
JCI
0.23%
SHS
MMM
0.23%
COM
NEAR
0.23%
SHT MAT BD ETF
IR
0.22%
SHS
BSJM
0.2%
2022 HG YLD CB
UMPQ
0.2%
COM
UNH
0.19%
COM
GLD
0.19%
GOLD SHS
CB
0.18%
COM
MDRX
0.18%
COM
VIG
0.18%
DIV APP ETF
GSG
0.18%
UNIT BEN INT
HBAN
0.17%
COM
TRV
0.17%
COM
SLV
0.17%
ISHARES
SCHB
0.17%
US BRD MKT ETF
HAL
0.16%
COM
DTE
0.16%
COM
BK
0.16%
COM
KHC
0.16%
COM
XLE
0.15%
SBI INT-ENERGY
BLK
0.15%
COM
GILD
0.15%
COM
IHDG
0.15%
ITL HDG DIV GT
AMID
0.12%
COM UNITS
F
0.09%
COM PAR $0.01
MCBC
0.07%
COM
ZNGA
0.03%
CL A
BUFF
0.54%
COM
PFF
0.45%
U.S. PFD STK ETF
BSCL
0.41%
GUGG BULSH 2021
GLW
0.16%
COM
SHW
0.15%
COM
OEF
0.14%
S&P 100 ETF