Aspen Private Advisors, LLC: 13F holdings
CIK 21436772026Q2
| Positions | 7 |
|---|---|
| Reported value | $99.7m |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVUS AMERICAN CENTY ETF TR | 276,168 | $35.4m | 35.5% |
| DFAX DIMENSIONAL ETF TRUST | 764,320 | $28.2m | 28.2% |
| USMV ISHARES TR | 176,422 | $17.0m | 17.1% |
| DIMENSIONAL ETF TRUST | 351,240 | $14.7m | 14.7% |
| JAAA JANUS DETROIT STR TR | 67,888 | $3.4m | 3.4% |
| IVV ISHARES TR | 1,060 | $793,823 | 0.8% |
| VTI VANGUARD INDEX FDS | 706 | $261,248 | 0.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2143677")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.