Aspen Capital Management, LLC: 13F holdings
CIK 20659742026Q2
| Positions | 83 |
|---|
| Reported value | $453.0m |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 83 (+6 vs prior quarter) |
|---|
| Reported value | $453.0m (+12.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFIC DIMENSIONAL ETF TRUST | 2,380,785 | $88.7m | 19.6% |
| DIMENSIONAL ETF TRUST | 1,577,217 | $70.0m | 15.4% |
| DFCF DIMENSIONAL ETF TRUST | 824,636 | $34.8m | 7.7% |
| SGOV ISHARES TR | 341,534 | $34.4m | 7.6% |
| DFEM DIMENSIONAL ETF TRUST | 557,707 | $22.7m | 5.0% |
| DIMENSIONAL ETF TRUST | 274,326 | $19.2m | 4.2% |
| DUSB DIMENSIONAL ETF TRUST | 351,153 | $17.8m | 3.9% |
| DIMENSIONAL ETF TRUST | 214,183 | $17.6m | 3.9% |
| DFGR DIMENSIONAL ETF TRUST | 553,939 | $16.0m | 3.5% |
| USB US BANCORP | 214,834 | $13.0m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2065974")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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