Aspen Wealth Management LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| J P MORGAN EXCHANGE TRADED F | $5.08M | 1.1% |
| Walmart Inc. | $5.72M | 1.2% |
| VANGUARD SPECIALIZED FUNDS | $6.82M | 1.4% |
| DIMENSIONAL ETF TRUST | $6.99M | 1.5% |
| VANGUARD INDEX FDS | $8.26M | 1.7% |
| DIMENSIONAL ETF TRUST | $8.59M | 1.8% |
| DIMENSIONAL ETF TRUST | $8.65M | 1.8% |
| SPDR S&P 500 ETF TR | $9.56M | 2.0% |
| J P MORGAN EXCHANGE TRADED F | $11.01M | 2.3% |
| J P MORGAN EXCHANGE TRADED F | $17.97M | 3.8% |
| VANGUARD INTL EQUITY INDEX F | $18.95M | 4.0% |
| DIMENSIONAL ETF TRUST | $28.06M | 5.9% |
| DIMENSIONAL ETF TRUST | $31.26M | 6.6% |
| ISHARES TR | $33.26M | 7.0% |
| J P MORGAN EXCHANGE TRADED F | $33.46M | 7.0% |
| iShares MSCI UAE ETF | $45.46M | 9.5% |
| DIMENSIONAL ETF TRUST | $47.52M | 10.0% |
| DIMENSIONAL ETF TRUST | $55.95M | 11.8% |