Aspen Wealth Management LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $55.95M | 11.8% |
| DIMENSIONAL ETF TRUST | $47.52M | 10.0% |
| iShares MSCI UAE ETF | $45.46M | 9.5% |
| J P MORGAN EXCHANGE TRADED F | $33.46M | 7.0% |
| ISHARES TR | $33.26M | 7.0% |
| DIMENSIONAL ETF TRUST | $31.26M | 6.6% |
| DIMENSIONAL ETF TRUST | $28.06M | 5.9% |
| VANGUARD INTL EQUITY INDEX F | $18.95M | 4.0% |
| J P MORGAN EXCHANGE TRADED F | $17.97M | 3.8% |
| J P MORGAN EXCHANGE TRADED F | $11.01M | 2.3% |
| SPDR S&P 500 ETF TR | $9.56M | 2.0% |
| DIMENSIONAL ETF TRUST | $8.65M | 1.8% |
| DIMENSIONAL ETF TRUST | $8.59M | 1.8% |
| VANGUARD INDEX FDS | $8.26M | 1.7% |
| DIMENSIONAL ETF TRUST | $6.99M | 1.5% |
| VANGUARD SPECIALIZED FUNDS | $6.82M | 1.4% |
| Walmart Inc. | $5.72M | 1.2% |
| J P MORGAN EXCHANGE TRADED F | $5.08M | 1.1% |
| iShares MSCI UAE ETF | $4.44M | 0.9% |
| DIMENSIONAL ETF TRUST | $4.39M | 0.9% |
| EXXON MOBIL CORP | $4.37M | 0.9% |
| BLACKROCK ETF TRUST II | $4.24M | 0.9% |
| DIMENSIONAL ETF TRUST | $3.52M | 0.7% |
| Apple Inc. | $3.50M | 0.7% |
| DIMENSIONAL ETF TRUST | $3.23M | 0.7% |
| DIMENSIONAL ETF TRUST | $3.20M | 0.7% |
| MICROSOFT CORP | $2.35M | 0.5% |
| iShares MSCI UAE ETF | $2.22M | 0.5% |
| SPDR SERIES TRUST | $2.18M | 0.5% |
| VANGUARD INDEX FDS | $2.12M | 0.4% |
| ISHARES TR | $2.03M | 0.4% |
| Warren E. Buffett | $1.70M | 0.4% |
| ISHARES TR | $1.59M | 0.3% |
| VANGUARD INDEX FDS | $1.57M | 0.3% |
| JPMORGAN CHASE & CO | $1.55M | 0.3% |
| DIMENSIONAL ETF TRUST | $1.53M | 0.3% |
| PROSPERITY BANCSHARES INC | $1.38M | 0.3% |
| VANGUARD CHARLOTTE FDS | $1.35M | 0.3% |
| ISHARES TR | $1.18M | 0.2% |
| VANGUARD INDEX FDS | $1.17M | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $1.14M | 0.2% |
| VANGUARD INDEX FDS | $1.13M | 0.2% |
| ISHARES TR | $1.11M | 0.2% |
| ISHARES TR | $1.11M | 0.2% |
| ISHARES TR | $1.10M | 0.2% |
| ISHARES TR | $1.10M | 0.2% |
| ISHARES TR | $1.10M | 0.2% |
| ISHARES TR | $1.10M | 0.2% |
| iShares MSCI UAE ETF | $997.7K | 0.2% |
| NVIDIA Corp | $992.7K | 0.2% |