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Aspen Investment Management Inc.




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ETF Holdings

Name Assets
iShares Intermediate Credit Bond ETF $5,639,000
SPDR S&P 500 ETF Trust $4,733,000
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund $3,565,000
First Trust Large Cap Value AlphaDEX Fund $2,584,000
iShares Russell 2000 ETF $2,483,000
First Trust Preferred Securities and Income ETF $2,432,000
Vanguard REIT Index Fund $2,407,000
First Trust Dorsey Wright Focus 5 ETF $1,888,000
Vanguard Mid-Cap Index Fund $1,875,000
iShares Core MSCI EAFE ETF $1,846,000
PowerShares Senior Loan Portfolio $1,641,000
iShares MSCI EAFE ETF $1,499,000
iShares 1-3 Year Credit Bond ETF $1,319,000
WisdomTree MidCap Dividend Fund $1,094,000
Vanguard Emerging Markets Stock Index Fund $887,000
iShares International Select Dividend ETF $878,000
Schwab International Small-Cap Equity ETF $849,000
First Trust Dorsey Wright International Focus 5 ETF $701,000
Guggenheim S&P 500 Equal Weight ETF $690,000
WisdomTree International Hedged Quality Dividend Growth Fund $681,000
iShares US Preferred Stock ETF $678,000
iShares China Large-Cap ETF $434,000
iShares Russell 1000 ETF $361,000
iShares Short Maturity Bond ETF $315,000
iShares Core MSCI Emerging Markets ETF $312,000
Schwab US Small-Cap ETF $288,000
iShares Core S&P 500 ETF $272,000
PowerShares DWA Momentum Portfolio $261,000
Schwab US Large-Cap ETF $258,000
Vanguard Dividend Appreciation Index Fund $257,000
Schwab US Mid-Cap ETF $253,000
First Trust North American Energy Infrastructure Fund $239,000
Schwab International Equity ETF $208,000
SPDR Gold Shares $203,000
Schwab Emerging Markets Equity ETF $201,000



    Last updated on Feb. 15, 2020
      • $215.4M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 501
      • $429.9K
        Estimated Average Account Balance


    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.


    Current Advisors

    # of advisors


    name start date
    Deborah Kay Pelton
    September 2011
    John Brian Hoogland
    September 2011
    Richard Gregory Knoor
    September 2011
    William John Alphenaar
    May 2006



      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      William John Alphenaar Chief Compliance Officer October, 2011 25% to 50%
      Richard Gregory Knoor Treasurer October, 2011 25% to 50%
      John Brian Hoogland Secretary October, 2011 25% to 50%
        Source: SEC


        Types of Compensation Arrangements

        • Percentage Of Assets