Aspen Investment Management Inc

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Aspen Investment Management Inc reported 176 stock positions worth $331.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.3% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 3.6%) and Apple (AAPL, 3.6%). Compared with Q3 2025, it opened 32 new positions, sold out of 5, added to 84 and reduced 36. The biggest buy was Apple (AAPL, shares +187%) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −0%).

Most Recent 13F
Q2 2026
Location
GRAND RAPIDS, MI
CIK
0001541596
Portfolio Value
$331.3M (Q4 2025)
SEC Filing
0001541596-26-000001 ↗ filed Feb 6, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $196.9M Q1 2024 Q2 2024: $200.4M Q2 2024 Q3 2024: $214.4M Q3 2024 Q4 2024: $215.4M Q4 2024 Q1 2025: $216.9M Q1 2025 Q2 2025: $237.8M Q2 2025 Q3 2025: $258.8M Q3 2025 Q4 2025: $331.3M $331.3M Q4 2025 Q1 2026: $326.5M Q1 2026 Q2 2026: $372.0M Q2 2026

Holdings 176 stocks · $331.3M
SPY SS SPDR S&P 500 ETF Trust-US 7.34% 35,654 $24.3M Add +1.0%
RSP Invesco S&P 500 Equal Weight 3.64% 62,970 $12.1M Reduce -0.2%
AAPL Apple Inc. 3.56% 43,375 $11.8M Add +186.6%
MSFT Microsoft Corp. 3.50% 23,944 $11.6M Add +40.3%
IWM iShares Russell 2000 ETF 2.85% 38,329 $9.4M Add +5.2%
IEFA iShares Core MSCI Eafe ETF 2.77% 102,468 $9.2M Add +5.7%
IGIB iShares 5-10Y Inv Grade Corp. 2.45% 150,454 $8.1M Add +4.0%
IGSB iShares 1-5Y Inv Grade Corp. 2.31% 144,548 $7.6M Add +11.3%
JPM JPMorgan Chase & Co. 2.01% 20,670 $6.7M Add +12.8%
GOOGL Alphabet Inc. Class A 1.97% 20,890 $6.5M Add +81.2%
VIG Vanguard Dividend Apprec ETF 1.95% 29,415 $6.5M Add +585.8%
GS Goldman Sachs Group Inc. 1.90% 7,171 $6.3M Add +18.8%
VTI VG Morningstar TS MKT ETF-US 1.47% 14,562 $4.9M Add +399.0%
WMT Walmart Inc. 1.47% 43,700 $4.9M Reduce -1.1%
FPE FT-Preferred Secur & Inc. ETF 1.36% 247,954 $4.5M Add +1.5%
NVDA Nvidia Corp. 1.27% 22,497 $4.2M Add +323.7%
AMZN Amazon.com Inc. 1.24% 17,863 $4.1M Add +22.6%
BSCR Invesco Bulletshares 2027 CB 1.14% 192,045 $3.8M Reduce -0.2%
IVV iShares Core S&P 500 ETF 1.14% 5,527 $3.8M Reduce -4.7%
JNJ Johnson & Johnson 1.13% 18,170 $3.8M Add +89.9%
FTSL First Trust Senior Loan ETF 1.03% 74,346 $3.4M Reduce -11.2%
LLY Eli Lilly & Co. 1.02% 3,155 $3.4M Add +149.0%
BSCS Invesco Bulletshares 2028 CB 1.02% 163,710 $3.4M No change
SPYI Neos S&P 500 High Income ETF 0.88% 55,710 $2.9M Add +133.3%
ABBV Abbvie Inc. 0.88% 12,777 $2.9M Add +123.0%
GLW Corning Inc. 0.87% 33,026 $2.9M Add +21.4%
BSCT Invesco Bulletshares 2029 CB 0.86% 150,655 $2.8M No change
GLD SPDR Gold Shares 0.85% 7,111 $2.8M Add +9.1%
XLE SS Energy Select Sector 0.83% 61,801 $2.8M Add +1.5%
BSCQ Invesco Bulletshares 2026 CB 0.81% 137,545 $2.7M Reduce -1.1%
HYS PIMCO 0-5 Year H/Y Corp. Bond 0.81% 28,129 $2.7M Add +0.0%
QQQ Invesco QQQ Trust Series 1 0.80% 4,323 $2.7M Add +0.7%
HOOD Robinhood Markets Inc. Class A 0.79% 23,016 $2.6M Reduce -0.8%
V Visa Inc. Class A 0.78% 7,361 $2.6M Add +0.8%
PLTR Palantir Technologies Inc. Class A 0.75% 13,902 $2.5M Add +1010.4%
SCHW Schwab (charles) Corp. 0.75% 24,721 $2.5M Add +1.5%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.74% 57,529 $2.5M Add +0.7%
AMGN Amgen Inc. 0.74% 7,451 $2.4M Add +30.5%
SYK Stryker Corp. 0.72% 6,823 $2.4M Add +30.7%
PEP Pepsico Inc. 0.70% 16,131 $2.3M Add +30.3%
SCHA Schwab US Small-Cap ETF 0.69% 80,611 $2.3M Add +0.9%
PG The Procter & Gamble Co. 0.69% 15,987 $2.3M Add +114.3%
CAT Caterpillar Inc. 0.67% 3,867 $2.2M Add +32.0%
HD Home Depot Inc. 0.66% 6,392 $2.2M Add +3.9%
ICE Intercontinental Exchange Inc. 0.65% 13,292 $2.2M Reduce -0.4%
SCHX Schwab US Large-Cap ETF 0.64% 78,497 $2.1M Add +2.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.64% 7,122 $2.1M Add +2.3%
TT Trane Technologies PLC 0.62% 5,258 $2.0M Add +0.7%
IWB iShares Russell 1000 ETF 0.61% 5,386 $2.0M Add +56.5%
WM Waste Management Inc. 0.59% 8,859 $1.9M Add +1.7%
DES Wisdomtree US Smallcap Divid 0.58% 57,925 $1.9M Reduce -0.7%
XOM Exxon Mobil Corp. 0.58% 16,029 $1.9M Add +6.1%
GOOG Alphabet Inc. Class C 0.58% 6,143 $1.9M Add +58.3%
CVX Chevron Corp. 0.57% 12,381 $1.9M Add +24.6%
SCHF Schwab Intl Equity ETF 0.55% 75,459 $1.8M Add +0.9%
CSCO Cisco Systems Inc. 0.55% 23,521 $1.8M Add +10.4%
VNQ Vanguard Real Estate ETF 0.54% 20,098 $1.8M Reduce -45.9%
JCI Johnson Controls Internation 0.53% 14,780 $1.8M Reduce -2.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.53% 31,872 $1.8M Reduce -3.9%
FICO Fair Isaac Corp. 0.52% 1,028 $1.7M Reduce -23.1%
CSX CSX Corp. 0.51% 46,384 $1.7M Reduce -3.7%
ABT Abbott Laboratories 0.50% 13,258 $1.7M Add +131.1%
VOX Vanguard Communication Servi 0.48% 8,127 $1.6M New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.47% 5,328 $1.5M Reduce -8.2%
PWR Quanta Services Inc. 0.46% 3,593 $1.5M Add +2.1%
SCHD Schwab US DVD Equity ETF 0.45% 54,244 $1.5M Add +8.7%
TLTW iShares 20+ Bond Buywrite 0.44% 64,960 $1.5M New
KO The Coca-Cola Co. 0.44% 21,040 $1.5M Add +116.3%
JEPI JPMorgan Equity Premium Inco 0.44% 25,707 $1.5M New
ITW Illinois Tool Works 0.44% 5,962 $1.5M Reduce -3.2%
AXP American Express Co. 0.43% 3,839 $1.4M Reduce -0.5%
XLI SS Industrial Select Sector 0.41% 8,763 $1.4M Add +21.7%
WMB Williams Cos Inc. 0.41% 22,615 $1.4M Add +1.2%
MU Micron Technology Inc. 0.41% 4,717 $1.3M No change
ADP Automatic Data Processing 0.39% 5,062 $1.3M Reduce -7.8%
COST Costco Wholesale Corp. 0.39% 1,494 $1.3M Add +175.1%
BRK.B Berkshire Hathaway Inc. Class B 0.39% 2,543 $1.3M New
VYM Vanguard High DVD Yield ETF 0.38% 8,735 $1.3M Add +321.0%
VWO Vanguard Ftse Emerging Marke 0.38% 23,128 $1.2M Add +2.5%
MCD McDonald's Corp. 0.37% 4,064 $1.2M New
NEE Nextera Energy Inc. 0.37% 15,446 $1.2M Reduce -0.5%
VOO Vanguard S&P 500 ETF 0.37% 1,964 $1.2M New
EFA iShares MSCI Eafe ETF 0.37% 12,680 $1.2M Add +4.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.37% 10,482 $1.2M Reduce -1.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.36% 3,833 $1.2M Add +121.2%
ORCL Oracle Corp. 0.35% 5,870 $1.1M Add +96.4%
ETN Eaton Corp. PLC 0.34% 3,578 $1.1M Reduce -0.0%
BSX Boston Scientific Corp. 0.34% 11,694 $1.1M Add +4.3%
QLTY GMO U.S. Quality ETF 0.31% 26,590 $1.0M New
WFC Wells Fargo & Co. 0.30% 10,738 $1.0M No change
XLK SS Technology Select Sector 0.30% 6,935 $998K Add +35.8%
GE General Electric filed as GE AEROSPACE 0.29% 3,110 $958K Add +28.6%
SCHC Schwab Intl Small-Cap Equity 0.29% 20,978 $955K Add +1.9%
EW Edwards Lifesciences Corp. 0.27% 10,381 $885K Add +1.5%
LMT Lockheed Martin Corp. 0.27% 1,819 $880K No change
IEMG iShares Core MSCI Emerging 0.25% 12,543 $843K Add +11.7%
SLV iShares Silver Trust 0.25% 13,034 $840K Add +34.1%
AVGO Broadcom Inc. 0.24% 2,335 $808K Add +13.8%
MDLZ Mondelez International Inc. Class A 0.24% 14,687 $791K Reduce -4.2%
PYPL PayPal Holdings Inc. 0.23% 13,222 $772K Reduce -0.1%
SCHE Schwab Emrg Mrkts Eqty ETF 0.22% 21,998 $720K Add +0.2%
CMF iShares California Muni Bond 0.22% 12,410 $713K No change
HBAN Huntington Bancshares Inc. 0.21% 40,409 $701K Reduce -29.0%
META Meta Platforms Inc. Class A 0.21% 1,046 $690K Add +142.7%
VGT Vanguard Info Tech ETF 0.21% 908 $684K No change
AMD Advanced Micro Devices 0.20% 3,166 $678K Add +7.3%
MRVL Marvell Technology Inc. 0.20% 7,837 $666K Add +0.0%
SMH Vaneck Semiconductor ETF 0.20% 1,805 $650K Add +125.9%
IJH iShares Core S&P Midcap ETF 0.20% 9,834 $649K Reduce -1.4%
SCHM Schwab US Mid Cap ETF 0.20% 21,592 $649K Reduce -0.9%
UNM Unum Group 0.20% 8,330 $646K New
MDT Medtronic PLC 0.19% 6,659 $640K Add +66.9%
IYW iShares Ustechnology ETF 0.19% 3,200 $639K New
CIBR First Trust Nasdaq Cybersecu 0.19% 8,832 $631K Add +52.2%
MRK Merck & Co. Inc. 0.19% 5,969 $628K New
TXN Texas Instruments Inc. 0.19% 3,610 $626K No change
AIG American International Group 0.18% 7,147 $611K Add +0.3%
DUK Duke Energy Corp. 0.18% 5,161 $605K No change
OEF iShares S&P 100 ETF 0.18% 1,700 $583K No change
IWF iShares Russell 1000 Growth 0.18% 1,230 $582K No change
SCHG Schwab US Large-Cap Growth 0.18% 17,846 $582K Reduce -2.1%
BMY Bristol-Myers Squibb Co. 0.17% 10,664 $575K Add +53.7%
IVW iShares S&P 500 Growth ETF 0.17% 4,554 $561K New
EMLP First Trust North American E 0.17% 14,670 $556K Reduce -1.3%
EBAY eBay Inc. 0.16% 6,098 $531K New
NVS Novartis AG-Sponsored ADR 0.16% 3,790 $523K New
DON Wisdomtree US Midcap Dividen 0.15% 9,630 $497K No change
CRWD CrowdStrike Holdings Inc. Class A 0.14% 1,022 $479K Reduce -1.4%
INTC Intel Corp. 0.14% 12,914 $477K Reduce -7.3%
ETD Ethan Allen Interiors Inc. 0.14% 20,346 $465K Reduce -2.2%
UBER Uber Technologies Inc. 0.14% 5,672 $463K New
COP Conocophillips 0.14% 4,939 $462K No change
XLV SS Health Care Select Sector 0.14% 2,929 $453K Add +20.6%
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS 0.13% 22,762 $445K Reduce -30.9%
IGPT Invesco AI and Next Gen Soft 0.13% 7,447 $443K Add +61.3%
IAU iShares Gold Trust 0.13% 5,408 $439K New
C Citigroup Inc. 0.13% 3,739 $436K No change
DE Deere & Co. 0.13% 925 $431K No change
MPC Marathon Petroleum Corp. 0.13% 2,622 $426K No change
PANW Palo Alto Networks Inc. 0.13% 2,314 $426K New
GMOI GMO International Value ETF 0.13% 12,580 $422K New
SBUX Starbucks Corp. 0.13% 4,915 $414K New
TRV The Travelers Cos Inc. 0.12% 1,388 $403K Reduce -1.3%
BX Blackstone Inc. 0.12% 2,591 $399K New
XLF SS Financial Select Sector 0.12% 7,208 $395K Add +0.3%
DEM Wisdomtree Emerging Markets 0.11% 8,090 $378K New
VIGI Vanguard Int Div App Indx FD 0.11% 4,063 $372K New
MTZ Mastec Inc. 0.11% 1,670 $363K Add +1.5%
IWP iShares Russell Mid-Cap Grow 0.11% 2,638 $361K New
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.11% 4,342 $360K Reduce -4.3%
HCA HCA Healthcare Inc. 0.11% 749 $350K Add +7.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.10% 1,805 $345K Add +43.3%
GEV GE Vernova Inc. 0.10% 523 $342K Add +3.6%
YOU Clear Secure Inc. Class A 0.10% 9,675 $339K New
XSD SS SPDR S&P Semiconductor 0.10% 1,034 $333K No change
GMOV GMO U.S. Value ETF 0.10% 12,100 $333K New
URA Global X Uranium ETF 0.10% 7,580 $324K Add +13.1%
IVE iShares S&P 500 Value ETF 0.10% 1,519 $322K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 2,557 $291K Reduce -7.3%
ONTO Onto Innovation Inc. 0.09% 1,810 $286K New
DOCU Docusign Inc. 0.09% 4,133 $283K No change
MDY State Street SPDR S&P Midcap 0.08% 463 $279K No change
IHDG Wisdomtree International Hed 0.08% 5,650 $275K No change
SNOW Snowflake Inc. 0.08% 1,211 $266K Add +9.6%
SCHV Schwab US Large-Cap Value 0.08% 8,946 $265K Reduce -3.1%
MSI Motorola Solutions Inc. 0.08% 690 $264K No change
SHOP Shopify Inc. Class A 0.08% 1,630 $262K Add +2.2%
IWR iShares Russell Mid-Cap ETF 0.08% 2,700 $260K No change
CLX Clorox Company 0.07% 2,450 $247K New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.07% 6,491 $246K No change
PFE Pfizer Inc. 0.07% 9,851 $245K New
NTRS Northern Trust Corp. 0.07% 1,760 $240K New
HSIC Henry Schein Inc. 0.07% 3,000 $227K New
XLY SS Consumer Disc Select Sect 0.07% 1,830 $219K New
OHI Omega Healthcare Investors 0.06% 4,850 $215K New
SHW The Sherwin-Williams Co. 0.06% 650 $211K No change

Options reported separately and not counted above: AMZN calls ($462K).

Portfolio Sells Q3 2025 → Q4 2025
RSP Invesco S&P 500 Equal Weight Reduce -0.2% 3.64% −0.98
VNQ Vanguard Real Estate ETF Reduce -45.9% 0.54% −0.78
BSCP Invesco Bulletshares 2025 CB Sold out 0.00% −0.59
HOOD Robinhood Markets Inc. Class A Reduce -0.8% 0.79% −0.50
FTSL First Trust Senior Loan ETF Reduce -11.2% 1.03% −0.45
IVV iShares Core S&P 500 ETF Reduce -4.7% 1.14% −0.36
BSCR Invesco Bulletshares 2027 CB Reduce -0.2% 1.14% −0.32
WMT Walmart Inc. Reduce -1.1% 1.47% −0.29
FICO Fair Isaac Corp. Reduce -23.1% 0.52% −0.25
BSCQ Invesco Bulletshares 2026 CB Reduce -1.1% 0.81% −0.24
ADP Automatic Data Processing Reduce -7.8% 0.39% −0.23
ICE Intercontinental Exchange Inc. Reduce -0.4% 0.65% −0.22
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -8.2% 0.47% −0.19
ITW Illinois Tool Works Reduce -3.2% 0.44% −0.18
DES Wisdomtree US Smallcap Divid Reduce -0.7% 0.58% −0.17
ETN Eaton Corp. PLC Reduce -0.0% 0.34% −0.17
HBAN Huntington Bancshares Inc. Reduce -29.0% 0.21% −0.17
CSX CSX Corp. Reduce -3.7% 0.51% −0.15
BCI Abrdn Bloomberg All Commodit Reduce -30.9% 0.13% −0.14
BAC Bank of America Corp. Reduce -3.9% 0.53% −0.13
MDLZ Mondelez International Inc. Class A Reduce -4.2% 0.24% −0.13
XHB SS SPDR S&P Homebldrs ETF Sold out 0.00% −0.13
MNST Monster Beverage Corp. Sold out 0.00% −0.12
PYPL PayPal Holdings Inc. Reduce -0.1% 0.23% −0.11
JCI Johnson Controls Internation Reduce -2.0% 0.53% −0.11
ETD Ethan Allen Interiors Inc. Reduce -2.2% 0.14% −0.10
PAYX Paychex Inc. Sold out 0.00% −0.09
RSG Republic Services Inc. Sold out 0.00% −0.08
NEE Nextera Energy Inc. Reduce -0.5% 0.37% −0.08
BNY Bank of New York Mellon Corp. Reduce -1.1% 0.37% −0.08
IRM Iron Mountain Inc. Reduce -4.3% 0.11% −0.07
AXP American Express Co. Reduce -0.5% 0.43% −0.07
IJH iShares Core S&P Midcap ETF Reduce -1.4% 0.20% −0.06
SCHM Schwab US Mid Cap ETF Reduce -0.9% 0.20% −0.05
CRWD CrowdStrike Holdings Inc. Class A Reduce -1.4% 0.14% −0.05
EMLP First Trust North American E Reduce -1.3% 0.17% −0.05
SCHG Schwab US Large-Cap Growth Reduce -2.1% 0.18% −0.05
INTC Intel Corp. Reduce -7.3% 0.14% −0.04
DIS The Walt Disney Co. Reduce -7.3% 0.09% −0.03
TRV The Travelers Cos Inc. Reduce -1.3% 0.12% −0.03
SCHV Schwab US Large-Cap Value Reduce -3.1% 0.08% −0.02

Portfolio Buys Q3 2025 → Q4 2025
AAPL Apple Inc. Add +186.6% 3.56% +2.07
VIG Vanguard Dividend Apprec ETF Add +585.8% 1.95% +1.59
VTI VG Morningstar TS MKT ETF-US Add +399.0% 1.47% +1.10
GOOGL Alphabet Inc. Class A Add +81.2% 1.97% +0.89
NVDA Nvidia Corp. Add +323.7% 1.27% +0.88
PLTR Palantir Technologies Inc. Class A Add +1010.4% 0.75% +0.66
LLY Eli Lilly & Co. Add +149.0% 1.02% +0.65
VOX Vanguard Communication Servi New 0.48% +0.48
JNJ Johnson & Johnson Add +89.9% 1.13% +0.45
TLTW iShares 20+ Bond Buywrite New 0.44% +0.44
JEPI JPMorgan Equity Premium Inco New 0.44% +0.44
SPYI Neos S&P 500 High Income ETF Add +133.3% 0.88% +0.40
BRK.B Berkshire Hathaway Inc. Class B New 0.39% +0.39
MCD McDonald's Corp. New 0.37% +0.37
VOO Vanguard S&P 500 ETF New 0.37% +0.37
ABBV Abbvie Inc. Add +123.0% 0.88% +0.37
QLTY GMO U.S. Quality ETF New 0.31% +0.31
VYM Vanguard High DVD Yield ETF Add +321.0% 0.38% +0.27
PG The Procter & Gamble Co. Add +114.3% 0.69% +0.25
GOOG Alphabet Inc. Class C Add +58.3% 0.58% +0.22
ABT Abbott Laboratories Add +131.1% 0.50% +0.20
UNM Unum Group New 0.20% +0.20
KO The Coca-Cola Co. Add +116.3% 0.44% +0.19
COST Costco Wholesale Corp. Add +175.1% 0.39% +0.19
IYW iShares Ustechnology ETF New 0.19% +0.19
MRK Merck & Co. Inc. New 0.19% +0.19
IVW iShares S&P 500 Growth ETF New 0.17% +0.17
EBAY eBay Inc. New 0.16% +0.16
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +121.2% 0.36% +0.16
NVS Novartis AG-Sponsored ADR New 0.16% +0.16
UBER Uber Technologies Inc. New 0.14% +0.14
IAU iShares Gold Trust New 0.13% +0.13
PANW Palo Alto Networks Inc. New 0.13% +0.13
CAT Caterpillar Inc. Add +32.0% 0.67% +0.13
GMOI GMO International Value ETF New 0.13% +0.13
SBUX Starbucks Corp. New 0.13% +0.13
IWB iShares Russell 1000 ETF Add +56.5% 0.61% +0.12
BX Blackstone Inc. New 0.12% +0.12
DEM Wisdomtree Emerging Markets New 0.11% +0.11
AMGN Amgen Inc. Add +30.5% 0.74% +0.11
VIGI Vanguard Int Div App Indx FD New 0.11% +0.11
IWP iShares Russell Mid-Cap Grow New 0.11% +0.11
YOU Clear Secure Inc. Class A New 0.10% +0.10
GMOV GMO U.S. Value ETF New 0.10% +0.10
IVE iShares S&P 500 Value ETF New 0.10% +0.10
SMH Vaneck Semiconductor ETF Add +125.9% 0.20% +0.10
SLV iShares Silver Trust Add +34.1% 0.25% +0.09
ONTO Onto Innovation Inc. New 0.09% +0.09
META Meta Platforms Inc. Class A Add +142.7% 0.21% +0.09
MSFT Microsoft Corp. Add +40.3% 3.50% +0.08

Options Activity Q3 2025 → Q4 2025
AMZN Amazon.com Inc. call New 2,000 $462K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 187$372.0MSPY, RSP, IWM, IEFA, AAPL
Q1 2026 171$326.5MSPY, RSP, IWM, IEFA, AAPL
Q4 2025 176$331.3MSPY, RSP, AAPL, MSFT, IWM
Q3 2025 149$258.8MSPY, RSP, MSFT, IWM, IEFA
Q2 2025 147$237.8MSPY, RSP, MSFT, IWM, IEFA
Q1 2025 146$216.9MSPY, RSP, IGIB, MSFT, IWM
Q4 2024 141$215.4MSPY, RSP, IWM, MSFT, IGIB
Q3 2024 147$214.4MSPY, RSP, IWM, MSFT, IGIB
Q2 2024 148$200.4MSPY, RSP, MSFT, IWM, IGIB
Q1 2024 153$196.9MSPY, MSFT, RSP, IWM, IEFA