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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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42
2
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21
1
1
ASPEN INVESTMENT MANAGEMENT INC

Time Period2018-12-31

Total Holdings129

Total Value ($x1000)124,657
Activities
New4

Increased25

Unchanged51

Decreased49

Sold Out22

Top 10 Stock Holdingstotal 32.75%
SPY9.38

RSP3.91

IWM3.54

FPE3.04

FTSL2.79

 
MSFT2.17

BSCK2.1

VNQ2.05

BSCL1.92

IEFA1.85

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
9.38%
TR UNIT
RSP
3.91%
S&P500 EQL WGT
IWM
3.54%
RUSSELL 2000 ETF
FPE
3.04%
PFD SECS INC ETF
FTSL
2.79%
SENIOR LN FD
MSFT
2.17%
COM
BSCK
2.1%
BULSHS 2020 CB
VNQ
2.05%
REIT ETF
BSCL
1.92%
BULSHS 2021 CB
IEFA
1.85%
CORE MSCI EAFE
HYS
1.72%
0-5 HIGH YIELD
SCHF
1.6%
INTL EQTY ETF
SCHX
1.58%
US LRG CAP ETF
JPM
1.55%
COM
PYPL
1.41%
COM
JNJ
1.4%
COM
VO
1.37%
MID CAP ETF
DGRW
1.29%
US DIVD GRT FD
IVV
1.21%
CORE S&P500 ETF
AMZN
1.21%
COM
IWD
1.2%
RUS 1000 VAL ETF
CSX
1.12%
COM
AMGN
1.12%
COM
INTC
1.1%
COM
DES
1.07%
SMALLCAP DIVID
CIU
1.06%
INTERM CR BD ETF
DON
0.98%
MIDCAP DIVI FD
PFE
0.98%
COM
V
0.96%
COM CL A
XOM
0.96%
COM
WMT
0.94%
COM
CSJ
0.94%
1-3 YR CR BD ETF
FLRN
0.92%
INV GRD FLT RT
PEP
0.92%
COM
DWDP
0.9%
COM
HD
0.87%
COM
CVX
0.84%
COM
EFA
0.8%
MSCI EAFE ETF
LMT
0.78%
COM
VWO
0.77%
FTSE EMR MKT ETF
SCHA
0.76%
US SML CAP ETF
YUM
0.74%
COM
VZ
0.72%
COM
FB
0.72%
CL A
ITW
0.71%
COM
BAC
0.71%
COM
CSCO
0.7%
COM
AAPL
0.68%
COM
BSJK
0.68%
BULSHS 2020 HY
ADP
0.66%
COM
WM
0.63%
COM
IBB
0.62%
NASDQ BIOTEC ETF
MDLZ
0.62%
CL A
WFC
0.61%
COM
SCHC
0.6%
INTL SCEQT ETF
IEMG
0.59%
CORE MSCI EMKT
DIS
0.58%
COM DISNEY
SCHE
0.57%
EMRG MKTEQ ETF
ICE
0.56%
COM
MDT
0.56%
SHS
PG
0.54%
COM
EW
0.53%
COM
NEE
0.5%
COM
BSCM
0.49%
BULSHS 2022 CB
CAT
0.49%
COM
BSJL
0.48%
BULSHS 2021 HY
ADBE
0.48%
COM
HBC
0.46%
SPON ADR NEW
DUK
0.46%
COM NEW
SYK
0.46%
COM
CHFC
0.45%
COM
BMY
0.45%
COM
FICO
0.44%
COM
BSCJ
0.42%
BULSHS 2019 CB
ABBV
0.42%
COM
KO
0.42%
COM
SCHM
0.41%
US MID-CAP ETF
GS
0.4%
COM
ABT
0.39%
COM
SCHW
0.39%
COM
MRK
0.38%
COM
XLU
0.36%
SBI INT-UTILS
IWF
0.34%
RUS 1000 GRW ETF
COP
0.33%
COM
TXN
0.33%
COM
IWB
0.32%
RUS 1000 ETF
AXP
0.32%
COM
IDV
0.31%
INTL SEL DIV ETF
ORCL
0.3%
COM
FV
0.3%
DORSEY WRT 5 ETF
TMO
0.29%
COM
C
0.29%
COM NEW
IR
0.27%
SHS
MO
0.27%
COM
UTX
0.26%
COM
SCHK
0.26%
1000 INDEX ETF
EMLP
0.26%
NO AMER ENERGY
MET
0.25%
COM
BSCN
0.25%
BULSHS 2023 CB
FXI
0.24%
CHINA LG-CAP ETF
VB
0.24%
SMALL CP ETF
FITB
0.24%
COM
T
0.24%
COM
SCHB
0.24%
US BRD MKT ETF
XLK
0.24%
TECHNOLOGY
INDA
0.22%
MSCI INDIA ETF
MMM
0.22%
COM
XLF
0.22%
SBI INT-FINL
VIG
0.21%
DIV APP ETF
NEAR
0.21%
SHT MAT BD ETF
GLD
0.21%
GOLD SHS
IBM
0.21%
COM
CB
0.19%
COM
DTE
0.19%
COM
IWR
0.18%
RUS MID-CAP ETF
SDY
0.18%
S&P DIVID ETF
YUMC
0.18%
COM
SCHV
0.17%
US LCAP VA ETF
GLW
0.17%
COM
IHDG
0.17%
ITL HDG DIV GT
GSG
0.17%
UNIT BEN INT
MRO
0.17%
COM
EEM
0.17%
MSCI EMG MKT ETF
TRV
0.17%
COM
WMB
0.16%
COM
UNH
0.16%
COM
UMPQ
0.16%
COM
GE
0.16%
COM
HBAN
0.15%
COM
BSJJ
0.8%
BULSHS 2019 HY
KRE
0.69%
S&P REGL BKG
AET
0.64%
COM
SMTC
0.32%
COM
JCI
0.22%
SHS
WETF
0.21%
COM
MDRX
0.2%
COM
BSJM
0.18%
BULSHS 2022 HY
XLE
0.16%
SBI INT-ENERGY
COST
0.15%
COM
SHW
0.15%
COM
GOOGL
0.15%
CAP STK CL A
OEF
0.15%
S&P 100 ETF
BP
0.14%
SPONSORED ADR
BK
0.14%
COM
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