StockDriftsStockDriftsTop 50 Aspen Wealth Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 11.44% | 108.5K | $21.3M | +1.09%(+1.17K) | $144.26(+51.93%) | 2026-03-31 | |
| IVV | ISHARES TR | 10.84% | 30.9K | $20.2M | +3.25%(+971) | $483.31(+54.85%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 7.88% | 503.7K | $14.7M | +3.17%(+15.46K) | $14.73(+131.60%) | 2026-03-31 | |
| IEFA | ISHARES TR | 7.84% | 161.2K | $14.6M | +3.14%(+4.91K) | $75.86(+28.26%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 5.1% | 98.2K | $9.5M | -1.36%(-1.35K) | $80.47(+32.08%) | 2026-03-31 | |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 4.25% | 261.9K | $7.9M | +2.01%(+5.17K) | $27.67(-7.16%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.77% | 22.7K | $7.0M | -2.53%(-589) | $189.04(+90.67%) | 2026-03-31 | |
| FMDE | FIDELITY COVINGTON TRUST | 3.72% | 192.6K | $6.9M | +1.13%(+2.14K) | $32.45(+24.45%) | 2026-03-31 | |
| SMLF | ISHARES TR | 3.03% | 74.6K | $5.6M | +0.27%(+202) | $64.53(+36.52%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 2.89% | 52.0K | $5.4M | +0.57%(+296) | $86.52(+30.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.62% | +46.68% |
| Top 20 Holdings Unweighted | +15.76% | +55.11% |
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