Filling information for Aspen Investment Management Inc as Treemap, investor disclosed 138 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 33739E108 | 33739E108 | FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 3513 | 219999 | |
| 46138J841 | 46138J841 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 5914 | 287495 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1968 | 6336 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 897 | 12378 | |
| 003261104 | 003261104 | ABRDN ETFS | BBRG ALL COMD K1 | 1059 | 52539 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 1437 | 40295 | |
| 824348106 | 824348106 | SHERWIN WILLIAMS CO | COM | 212 | 800 | |
| 464287101 | 464287101 | ISHARES TR | S&P 100 ETF | 352 | 1700 | |
| 808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 1132 | 19980 | |
| 446150104 | 446150104 | HUNTINGTON BANCSHARES INC | COM | 652 | 60513 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1539 | 14354 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 2675 | 16160 | |
| 717081103 | 717081103 | PFIZER INC | COM | 701 | 19121 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 5539 | 37019 | |
| 81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | SBI INT-INDS | 514 | 4789 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1256 | 10489 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 552 | 3175 | |
| 690742101 | 690742101 | OWENS CORNING NEW | COM | 200 | 1535 | |
| 72352L106 | 72352L106 | PINTEREST INC | CL A | 635 | 23235 | |
| 452308109 | 452308109 | ILLINOIS TOOL WKS INC | COM | 1544 | 6171 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 1136 | 5168 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 1167 | 10706 | |
| 808524888 | 808524888 | SCHWAB STRATEGIC TR | INTL SCEQT ETF | 706 | 20917 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 2577 | 13913 | |
| 46431W507 | 46431W507 | ISHARES U S ETF TR | BLACKROCK ST MAT | 239 | 4800 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 571 | 2342 | |
| G51502105 | G51502105 | JOHNSON CTLS INTL PLC | SHS | 1114 | 16355 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1765 | 13540 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 865 | 3517 | |
| 40412C101 | 40412C101 | HCA HEALTHCARE INC | COM | 245 | 808 | |
| 78464A409 | 78464A409 | SPDR SER TR | PRTFLO S&P500 GW | 1785 | 29253 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 981 | 34181 | |
| 714046109 | 714046109 | REVVITY INC | COM | 916 | 7708 | |
| 298736109 | 298736109 | EURONET WORLDWIDE INC | COM | 268 | 2280 | |
| 46138J866 | 46138J866 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 7488 | 353717 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 1360 | 6179 | |
| 33738R605 | 33738R605 | FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 216 | 4600 | |
| 808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 536 | 7542 | |
| 58155Q103 | 58155Q103 | MCKESSON CORP | COM | 414 | 970 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 4848 | 25888 | |
| 95082P105 | 95082P105 | WESCO INTL INC | COM | 221 | 1235 | |
| 683344105 | 683344105 | ONTO INNOVATION INC | COM | 495 | 4250 | |
| 038222105 | 038222105 | APPLIED MATLS INC | COM | 418 | 2895 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 5142 | 76176 | |
| 369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 245 | 2229 | |
| 244199105 | 244199105 | DEERE & CO | COM | 409 | 1010 | |
| 883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 783 | 1500 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 366 | 4103 | |
| 458140100 | 458140100 | INTEL CORP | COM | 950 | 28408 | |
| 45866F104 | 45866F104 | INTERCONTINENTAL EXCHANGE IN | COM | 1277 | 11292 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 982 | 18980 | |
| 81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 355 | 10520 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 1545 | 6507 | |
| 808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 607 | 24662 | |
| 620076307 | 620076307 | MOTOROLA SOLUTIONS INC | COM NEW | 241 | 820 | |
| 72201R783 | 72201R783 | PIMCO ETF TR | 0-5 HIGH YIELD | 2447 | 26837 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 409 | 9580 | |
| 217204106 | 217204106 | COPART INC | COM | 279 | 3060 | |
| 46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 1003 | 19995 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1053 | 6939 | |
| 464288638 | 464288638 | ISHARES TR | ISHS 5-10YR INVT | 382 | 7556 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 10844 | 24462 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 317 | 659 | |
| 233331107 | 233331107 | DTE ENERGY CO | COM | 230 | 2088 | |
| 464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 205 | 2801 | |
| 98138H101 | 98138H101 | WORKDAY INC | CL A | 244 | 1079 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 603 | 5290 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 6243 | 18332 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 961 | 18343 | |
| 20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 494 | 4763 | |
| 28176E108 | 28176E108 | EDWARDS LIFESCIENCES CORP | COM | 1026 | 10878 | |
| 33738D309 | 33738D309 | FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 4464 | 98537 | |
| 00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 760 | 1555 | |
| 609207105 | 609207105 | MONDELEZ INTL INC | CL A | 1073 | 14705 | |
| 97717W604 | 97717W604 | WISDOMTREE TR | US SMALLCAP DIVD | 1687 | 58602 | |
| 303250104 | 303250104 | FAIR ISAAC CORP | COM | 1287 | 1590 | |
| 464288646 | 464288646 | ISHARES TR | ISHS 1-5YR INVS | 3849 | 76720 | |
| 26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 480 | 5344 | |
| 172967424 | 172967424 | CITIGROUP INC | COM NEW | 201 | 4361 | |
| 101137107 | 101137107 | BOSTON SCIENTIFIC CORP | COM | 223 | 4115 | |
| 704326107 | 704326107 | PAYCHEX INC | COM | 267 | 2385 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 538 | 14468 | |
| G8994E103 | G8994E103 | TRANE TECHNOLOGIES PLC | SHS | 998 | 5220 | |
| 464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 1847 | 16305 | |
| 33738D101 | 33738D101 | FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 442 | 16380 | |
| 46138J825 | 46138J825 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 2340 | 116259 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 844 | 6359 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 2529 | 5674 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 674 | 5005 | |
| 46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 864 | 17525 | |
| 88076W103 | 88076W103 | TERADATA CORP DEL | COM | 332 | 6220 | |
| 297602104 | 297602104 | ETHAN ALLEN INTERIORS INC | COM | 625 | 22100 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 985 | 8267 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 668 | 3711 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 1620 | 10296 | |
| 126408103 | 126408103 | CSX CORP | COM | 2183 | 64027 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 1126 | 2445 | |
| 61174X109 | 61174X109 | MONSTER BEVERAGE CORP NEW | COM | 353 | 6142 | |
| 97717W505 | 97717W505 | WISDOMTREE TR | US MIDCAP DIVID | 413 | 9810 | |
| 70450Y103 | 70450Y103 | PAYPAL HLDGS INC | COM | 1340 | 20085 | |
| 14448C104 | 14448C104 | CARRIER GLOBAL CORPORATION | COM | 401 | 8075 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 222 | 463 | |
| 97717X594 | 97717X594 | WISDOMTREE TR | ITL HDG QTLY DIV | 263 | 6550 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 1449 | 33074 | |
| 81369Y100 | 81369Y100 | SELECT SECTOR SPDR TR | SBI MATERIALS | 304 | 3673 | |
| 670699107 | 670699107 | NUVEEN NASDAQ 100 DYNAMIC OV | COM SHS | 228 | 9150 | |
| G29183103 | G29183103 | EATON CORP PLC | SHS | 430 | 2136 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 455 | 3400 | |
| 880779103 | 880779103 | TEREX CORP NEW | COM | 626 | 10470 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 1471 | 8481 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 379 | 4674 | |
| 931142103 | 931142103 | WALMART INC | COM | 2186 | 13907 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 622 | 10324 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 882 | 21673 | |
| 969457100 | 969457100 | WILLIAMS COS INC | COM | 526 | 16123 | |
| 037833100 | 037833100 | APPLE INC | COM | 3363 | 17336 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 251 | 3455 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 205 | 380 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 615 | 9617 | |
| 78468R788 | 78468R788 | SPDR SER TR | PRTFLO S&P500 HI | 1329 | 35843 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 325 | 2690 | |
| 56585A102 | 56585A102 | MARATHON PETE CORP | COM | 216 | 1850 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 541 | 4692 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 1241 | 4069 | |
| 89417E109 | 89417E109 | TRAVELERS COMPANIES INC | COM | 264 | 1522 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 2677 | 18405 | |
| 808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 256 | 3412 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 359 | 2209 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 447 | 1497 | |
| 031162100 | 031162100 | AMGEN INC | COM | 1273 | 5732 | |
| G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 504 | 5719 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 577 | 3310 | |
| 38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 1889 | 5856 | |
| 52468L877 | 52468L877 | LEGG MASON ETF INVT | ROYCE QUANT SML | 966 | 26352 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 1134 | 15280 | |
| 808524409 | 808524409 | SCHWAB STRATEGIC TR | US LCAP VA ETF | 201 | 2999 | |
| 256746108 | 256746108 | DOLLAR TREE INC | COM | 391 | 2724 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 1515 | 18124 |