Aspen Capital Management, LLC Purchases in Q2 2025

Aspen Capital Management, LLC

  • $357 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
103K
+ 19.24%
$100.35 - $100.71 $10.3M - $10.3M
636K $64B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
43.6K
+ 3.7%
$29.12 - $35.84 $1.27M - $1.56M
1.22M $43.8B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
65.3K
+ 10.57%
$41.1 - $42.37 $2.68M - $2.77M
683K $28.9B
AVDE
American Centy ETF Tr Avantis

ETFs
32.1K
+ 337.37%
$59.32 - $74.36 $1.91M - $2.39M
41.6K $3.08B
DFSU
Dimensional ETF Tr Dimen Us Su
45.5K
+ 69.51%
N/A
111K $4.36B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
13.1K
+ 2.89%
$23.4 - $29.68 $306K - $388K
465K $13.8B
DFSI
Dimensional ETF Tr Dimen Intl
36.4K
+ 80.16%
N/A
81.9K $3.23B
AVUS
American Centy ETF Tr Avantis

ETFs
14.7K
New
$81.38 - $100.82 $1.19M - $1.48M
14.7K $1.48B
NVDA
Nvidia Corp

Technology
176
+ 0.62%
$94.31 - $157.99 $16.6K - $27.8K
28.7K $4.53B
Dimensional ETF Trust
29.8K
+ 6.71%
N/A
474K $12.7B
AVUV
American Centy ETF Tr Avantis

ETFs
9.75K
New
$75.17 - $91.21 $733K - $889K
9.75K $888M
RBLX
Roblox Corp

Communication Services
7.03K
New
$51.22 - $105.59 $360K - $742K
7.03K $739M
USB
Us Bancorp \De\

Financial Services
11
+ 0.0%
$36.4 - $45.76 $400 - $503
237K $10.7B
DFAX
Dimensional ETF Tr
3.74K
+ 1.97%
$23.37 - $29.39 $87.5K - $110K
194K $5.69B
DFSE
Dimensional ETF Tr Dimen Emrgn
18.3K
New
N/A
18.3K $695M
DFSB
Dimensional ETF Tr Dimensional
5.73K
+ 127.09%
N/A
10.2K $537M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
390
+ 80.41%
$456.74 - $568.03 $178K - $222K
875 $497M
TSLA
Tesla, Inc.

Consumer Cyclical
739
New
$221.86 - $362.89 $164K - $268K
739 $235M
META
Meta Platforms, Inc.

Communication Services
314
New
$484.66 - $738.09 $152K - $232K
314 $232M
NFLX
Netflix Inc

Communication Services
172
New
$855.86 - $1339.13 $147K - $230K
172 $230M
CAT
Caterpillar Inc

Industrials
584
New
$273.94 - $388.21 $160K - $227K
584 $227M
ORCL
Oracle Corp

Technology
949
New
$122.82 - $218.63 $117K - $207K
949 $207M
JPM
Jpmorgan Chase & CO

Financial Services
36
+ 0.84%
$210.28 - $289.91 $7.57K - $10.4K
4.32K $1.25B
Dimensional ETF Trust
1.34K
+ 11.19%
N/A
13.3K $893M
SPY
Spdr S&P 500 ETF Trust

ETFs
29
+ 1.23%
$496.48 - $617.85 $14.4K - $17.9K
2.39K $1.48B
IWM
Ishares Russell 2000 ETF

ETFs
26
+ 0.34%
$174.82 - $215.79 $4.55K - $5.61K
7.79K $1.68B
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 1.18%
$451.58 - $565.94 $5.87K - $7.36K
1.11K $605M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
10
+ 0.26%
$86.93 - $109.64 $869 - $1.1K
3.92K $430M
A
Agilent Technologies, Inc.

Healthcare
367
+ 16.64%
$99.29 - $120.52 $36.4K - $44.2K
2.57K $304M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
670
+ 5.88%
$17.76 - $22.1 $11.9K - $14.8K
12.1K $267M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10
+ 0.06%
$19.6 - $24.44 $196 - $244
15.5K $379M
VTV
Vanguard Value ETF

ETFs
36
+ 0.54%
$153.67 - $176.74 $5.53K - $6.36K
6.66K $1.18B
VB
Vanguard Small Cap ETF

ETFs
44
+ 3.23%
$193.73 - $237.37 $8.52K - $10.4K
1.41K $333M
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 1.87%
$908.13 - $1056.85 $8.17K - $9.51K
491 $487M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
103
+ 1.08%
$19.1 - $23.83 $1.97K - $2.45K
9.67K $230M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
+ 0.11%
$51.16 - $62.02 $205 - $248
3.58K $222M
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 2.9%
$335.24 - $380.78 $6.03K - $6.85K
638 $234M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 1.36%
$483.48 - $539.8 $7.25K - $8.1K
1.12K $543M
HPQ
Hp Inc

Technology
159
+ 0.84%
$21.88 - $29.32 $3.48K - $4.66K
19K $464M
AAPL
Apple Inc.

Technology
141
+ 0.64%
$172.42 - $223.89 $24.3K - $31.6K
22K $4.52B
Activity Summary
Buys All Purchases 41 New Holdings 9 Increased Positions 32 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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