Aspen Capital Management, LLC - Portfolio overview

Aspen Capital Management, LLC has 87 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFIC - DIMENSIONAL ETF TRUST, 19.90%
2. DFAC - DIMENSIONAL ETF TRUST, 14.28%
3. SGOV - ISHARES TR, 13.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.