| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 15.8% |
| VANGUARD WHITEHALL FDS | 4 | Q3 2023 | 8.5% |
| ISHARES TR | 4 | Q3 2023 | 9.1% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 9.6% |
| VANGUARD WHITEHALL FDS | 4 | Q3 2023 | 8.1% |
| VANGUARD SPECIALIZED FUNDS | 4 | Q3 2023 | 7.5% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 7.3% |
| ISHARES TR | 4 | Q3 2023 | 5.3% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 2.6% |
| APPLE INC | 4 | Q3 2023 | 2.5% |
View Aspen Wealth Strategies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.