account_balance
Investment manager · 13F filer · SEC CIK 1895252
Aspen Wealth Management LLC
Reported value$627Mas of Sep 30, 2026
Positions134 12 new, 10 sold out
Top 10 weight64.1%DFUS alone is 12%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUSDimensional ETF Trust
11.8%Added +7%
DFICDimensional ETF Trust
9.8%Added +8%
QUALiShares Tr
9.1%Added +5%
IUSGiShares Tr
6.9%Added +6%
DFATDimensional ETF Trust
6.3%Added +2%
JCPBJ P Morgan Exchange Traded F
5.8%Trimmed −5%
DFACDimensional ETF Trust
5.6%
VWOVanguard Intl Equity Index F
3.9%Added +10%
MUBiShares Tr
2.6%
JPSTJ P Morgan Exchange Traded F
2.3%
AGGiShares Tr
1.9%
JMUBJ P Morgan Exchange Traded F
1.9%
DFUSDimensional ETF Trust
11.8%Added +7%
DFICDimensional ETF Trust
9.8%Added +8%
QUALiShares Tr
9.1%+5%
IUSGiShares Tr
6.9%+6%
DFATDimensional ETF Trust
6.3%+2%
JCPBJ P Morgan Exchange Traded F
5.8%
DFACDimensional ETF Trust
5.6%
VWO3.9%
MUB2.6%
JPST
AGG
JMUB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFUS Dimensional ETF Trust 11.8% Added +7%
DFIC Dimensional ETF Trust 9.8% Added +8%
QUAL iShares Tr 9.1% Added +5%
IUSG iShares Tr 6.9% Added +6%
DFAT Dimensional ETF Trust 6.3% Added +2%
JCPB J P Morgan Exchange Traded F 5.8% Trimmed −5%
DFAC Dimensional ETF Trust 5.6% Held
VWO Vanguard Intl Equity Index F 3.9% Added +10%
MUB iShares Tr 2.6% Added +93%
JPST J P Morgan Exchange Traded F 2.3% Added +7%
AGG iShares Tr 1.9% Added +236%
JMUB J P Morgan Exchange Traded F 1.9% Trimmed −19%
What changed
Biggest moves since Jun 30, 2026
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