| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 15.8% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 10.7% |
| VANECK ETF TRUST | 7 | Q2 2024 | 13.4% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 9.6% |
| VANGUARD WHITEHALL FDS | 7 | Q2 2024 | 8.5% |
| VANGUARD WHITEHALL FDS | 7 | Q2 2024 | 8.1% |
| ISHARES TR | 7 | Q2 2024 | 5.3% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 3.6% |
| APPLE INC | 7 | Q2 2024 | 2.6% |
| MICROSOFT CORP | 7 | Q2 2024 | 2.2% |
View Aspen Wealth Strategies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-05-12 |
View Aspen Wealth Strategies, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.