StockDriftsStockDriftsTop 50 Aspen Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 20.02% | 2.28M | $80.9M | +0.32%(+7.23K) | $27.24(+39.82%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 14.36% | 1.49M | $58.0M | +8.55%(+117.65K) | $34.68(+24.63%) | 2026-03-31 | |
| SGOV | ISHARES TR | 13.29% | 533.6K | $53.7M | -14.98%(-94.00K) | $100.54(-0.03%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 8.6% | 823.1K | $34.8M | +9.90%(+74.12K) | $41.85(+0.94%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.57% | 534.4K | $18.5M | +1.81%(+9.49K) | $27.07(+49.27%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.29% | 277.3K | $17.3M | -5.31%(-15.56K) | $53.58(+22.89%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.81% | 216.3K | $15.4M | -2.04%(-4.50K) | $62.42(+22.57%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 3.6% | 546.6K | $14.5M | +1.04%(+5.65K) | $26.07(+10.38%) | 2026-03-31 | |
| USB | US BANCORP | 2.77% | 215.1K | $11.2M | +0.00%(+8) | $45.03(+17.13%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.43% | 280.2K | $9.8M | +1.38%(+3.81K) | $29.72(+23.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.45% | +53.88% |
| Top 20 Holdings Unweighted | +19.19% | +69.34% |
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