StockDriftsStockDriftsTop 50 Aspen Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 10.63% | 751.5K | $53.3M | -0.39%(-2.95K) | $63.27(+24.65%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 9.89% | 1.40M | $49.6M | +1.21%(+16.70K) | $25.77(+44.65%) | 2026-03-31 | |
| QUAL | ISHARES TR | 8.71% | 227.7K | $43.7M | -0.53%(-1.22K) | $147.09(+41.07%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 7.21% | 767.9K | $36.2M | +8.66%(+61.23K) | $46.98(-0.41%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.68% | 536.2K | $33.5M | +2.14%(+11.24K) | $54.90(+22.30%) | 2026-03-31 | |
| IUSG | ISHARES TR | 6.14% | 198.3K | $30.8M | +0.15%(+288) | $110.57(+62.56%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.07% | 782.3K | $30.4M | +10.39%(+73.61K) | $29.19(+46.24%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.77% | 350.1K | $18.9M | -0.70%(-2.48K) | $45.67(+29.96%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.57% | 254.2K | $12.9M | +16.80%(+36.57K) | $50.43(+0.07%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2.32% | 232.2K | $11.6M | -34.76%(-123.73K) | $50.18(+0.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.23% | +37.61% |
| Top 20 Holdings Unweighted | +10.73% | +35.78% |
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