StockDriftsStockDriftsTop 50 Aspen Investment Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 7.16% | 35.9K | $23.4M | +0.76%(+271) | $339.04(+118.95%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.86% | 65.7K | $12.6M | +4.35%(+2.74K) | $151.53(+33.91%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.93% | 38.6K | $9.6M | +0.72%(+276) | $158.58(+78.25%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.88% | 104.0K | $9.4M | +1.45%(+1.49K) | $67.74(+43.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.62% | 33.8K | $8.6M | -22.15%(-9.61K) | $192.55(+55.21%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.58% | 22.8K | $8.4M | -4.86%(-1.16K) | $213.08(+90.16%) | 2026-03-31 | |
| IGIB | ISHARES TR | 2.57% | 157.5K | $8.4M | +4.66%(+7.02K) | $51.48(+3.10%) | 2026-03-31 | |
| IGSB | ISHARES TR | 2.45% | 152.0K | $8.0M | +5.16%(+7.46K) | $52.23(+0.29%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.92% | 29.2K | $6.3M | -0.66%(-195) | $207.70(+10.10%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 1.86% | 7.2K | $6.1M | +0.06%(+4) | $337.24(+183.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.55% | +35.10% |
| Top 20 Holdings Unweighted | +10.76% | +35.88% |
Sign up free to track Aspen Investment Management Inc, compare funds side by side, and get alerts the moment positions change.