SEC Form 13F

Aspen Investment Management Inc 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$371,968,000
Positions187

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$24,868,00033,300
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$14,208,00066,777
ISHARES TRIWMRUSSELL 2000 ETF$12,384,00041,217
ISHARES TRIEFACORE MSCI EAFE$10,363,000107,296
APPLE INCAAPLCOM$9,925,00034,299
MICROSOFT CORPMSFTCOM$8,652,00023,195
ISHARES TRIGIBISHS 5-10YR INVT$8,616,000162,040
ISHARES TRIGSBISHS 1-5YR INVS$8,327,000158,883
CORNING INCGLWCOM$7,657,00029,977
ALPHABET INCGOOGLCAP STK CL A$7,451,00020,850

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page