0001541596-23-000002.txt : 20230516 0001541596-23-000002.hdr.sgml : 20230516 20230516142920 ACCESSION NUMBER: 0001541596-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230516 DATE AS OF CHANGE: 20230516 EFFECTIVENESS DATE: 20230516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Aspen Investment Management Inc CENTRAL INDEX KEY: 0001541596 IRS NUMBER: 383114625 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14711 FILM NUMBER: 23926782 BUSINESS ADDRESS: STREET 1: 4020 E BELTLINE NE SUITE 103 CITY: GRAND RAPIDS STATE: MI ZIP: 49525 BUSINESS PHONE: 616-361-2500 MAIL ADDRESS: STREET 1: 4020 E BELTLINE NE SUITE 103 CITY: GRAND RAPIDS STATE: MI ZIP: 49525 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001541596 XXXXXXXX 03-31-2023 03-31-2023 Aspen Investment Management Inc

4020 E BELTLINE NE SUITE 103 GRAND RAPIDS MI 49525

13F HOLDINGS REPORT 028-14711 N William Alphenaar 616-325-2760 William Alphenaar Grand Rapids MI 05-15-2023 0 128 156348 false INFORMATION TABLE 2 AspenQ1202313F.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 9403 22966 SH SOLE 0 0 22966 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 8000 379527 SH SOLE 0 0 379527 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 6326 307225 SH SOLE 0 0 307225 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 5018 34701 SH SOLE 0 0 34701 ISHARES TR CORE MSCI EAFE 46432F842 4999 74784 SH SOLE 0 0 74784 MICROSOFT CORP COM 594918104 4869 16889 SH SOLE 0 0 16889 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 4557 100730 SH SOLE 0 0 100730 ISHARES TR RUSSELL 2000 ETF 464287655 4494 25188 SH SOLE 0 0 25188 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 3544 222068 SH SOLE 0 0 222068 APPLE INC COM 037833100 2926 17746 SH SOLE 0 0 17746 ISHARES TR ISHS 1-5YR INVS 464288646 2876 56907 SH SOLE 0 0 56907 ISHARES TR SELECT DIVID ETF 464287168 2676 22839 SH SOLE 0 0 22839 JOHNSON & JOHNSON COM 478160104 2531 16330 SH SOLE 0 0 16330 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 2412 118953 SH SOLE 0 0 118953 JPMORGAN CHASE & CO COM 46625H100 2402 18436 SH SOLE 0 0 18436 PEPSICO INC COM 713448108 2345 12862 SH SOLE 0 0 12862 ISHARES TR CORE S&P500 ETF 464287200 2332 5672 SH SOLE 0 0 5672 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 2254 24685 SH SOLE 0 0 24685 SPDR SER TR PRTFLO S&P500 HI 78468R788 2208 58113 SH SOLE 0 0 58113 WALMART INC COM 931142103 2051 13907 SH SOLE 0 0 13907 CSX CORP COM 126408103 1960 65449 SH SOLE 0 0 65449 GOLDMAN SACHS GROUP INC COM 38141G104 1910 5840 SH SOLE 0 0 5840 HOME DEPOT INC COM 437076102 1893 6416 SH SOLE 0 0 6416 CHEVRON CORP NEW COM 166764100 1696 10394 SH SOLE 0 0 10394 WISDOMTREE TR US SMALLCAP DIVD 97717W604 1674 58600 SH SOLE 0 0 58600 EXXON MOBIL CORP COM 30231G102 1591 14512 SH SOLE 0 0 14512 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1510 18183 SH SOLE 0 0 18183 ILLINOIS TOOL WKS INC COM 452308109 1485 6098 SH SOLE 0 0 6098 VISA INC COM CL A 92826C839 1450 6431 SH SOLE 0 0 6431 AMGEN INC COM 031162100 1413 5844 SH SOLE 0 0 5844 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1399 40201 SH SOLE 0 0 40201 WASTE MGMT INC DEL COM 94106L109 1384 8481 SH SOLE 0 0 8481 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1383 32983 SH SOLE 0 0 32983 LOCKHEED MARTIN CORP COM 539830109 1309 2770 SH SOLE 0 0 2770 VANGUARD INDEX FDS MID CAP ETF 922908629 1303 6179 SH SOLE 0 0 6179 PAYPAL HLDGS INC COM 70450Y103 1264 16645 SH SOLE 0 0 16645 SCHWAB CHARLES CORP COM 808513105 1209 23073 SH SOLE 0 0 23073 NEXTERA ENERGY INC COM 65339F101 1187 15405 SH SOLE 0 0 15405 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1162 11142 SH SOLE 0 0 11142 AUTOMATIC DATA PROCESSING IN COM 053015103 1149 5163 SH SOLE 0 0 5163 STRYKER CORPORATION COM 863667101 1146 4016 SH SOLE 0 0 4016 FAIR ISAAC CORP COM 303250104 1123 1598 SH SOLE 0 0 1598 ABRDN ETFS BBRG ALL COMD K1 003261104 1114 53614 SH SOLE 0 0 53614 ABBOTT LABS COM 002824100 1089 10758 SH SOLE 0 0 10758 LEGG MASON ETF INVT ROYCE QUANT SML 52468L877 1037 29298 SH SOLE 0 0 29298 PROCTER AND GAMBLE CO COM 742718109 1032 6939 SH SOLE 0 0 6939 PERKINELMER INC COM 714046109 1027 7708 SH SOLE 0 0 7708 MONDELEZ INTL INC CL A 609207105 1025 14705 SH SOLE 0 0 14705 AMAZON COM INC COM 023135106 997 9649 SH SOLE 0 0 9649 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 993 19739 SH SOLE 0 0 19739 CISCO SYS INC COM 17275R102 992 18980 SH SOLE 0 0 18980 JOHNSON CTLS INTL PLC SHS G51502105 985 16355 SH SOLE 0 0 16355 BANK AMERICA CORP COM 060505104 977 34161 SH SOLE 0 0 34161 ISHARES INC CORE MSCI EMKT 46434G103 951 19494 SH SOLE 0 0 19494 TRANE TECHNOLOGIES PLC SHS G8994E103 941 5117 SH SOLE 0 0 5117 EDWARDS LIFESCIENCES CORP COM 28176E108 900 10878 SH SOLE 0 0 10878 ISHARES TR MSCI EAFE ETF 464287465 885 12378 SH SOLE 0 0 12378 THERMO FISHER SCIENTIFIC INC COM 883556102 865 1500 SH SOLE 0 0 1500 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 863 17850 SH SOLE 0 0 17850 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 825 20412 SH SOLE 0 0 20412 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 844 6348 SH SOLE 0 0 6348 CATERPILLAR INC COM 149123101 805 3517 SH SOLE 0 0 3517 ABBVIE INC COM 00287Y109 798 5005 SH SOLE 0 0 5005 PFIZER INC COM 717081103 780 19121 SH SOLE 0 0 19121 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 756 7469 SH SOLE 0 0 7469 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 705 20917 SH SOLE 0 0 20917 HUNTINGTON BANCSHARES INC COM 446150104 695 62013 SH SOLE 0 0 62013 INTEL CORP COM 458140100 694 21236 SH SOLE 0 0 21236 TEXAS INSTRS INC COM 882508104 690 3711 SH SOLE 0 0 3711 BRISTOL-MYERS SQUIBB CO COM 110122108 667 9617 SH SOLE 0 0 9617 COCA COLA CO COM 191216100 640 10324 SH SOLE 0 0 10324 ETHAN ALLEN INTERIORS INC COM 297602104 607 22100 SH SOLE 0 0 22100 ALPHABET INC CAP STK CL A 02079K305 604 5821 SH SOLE 0 0 5821 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 602 24551 SH SOLE 0 0 24551 VERIZON COMMUNICATIONS INC COM 92343V104 578 14850 SH SOLE 0 0 14850 ORACLE CORP COM 68389X105 574 6182 SH SOLE 0 0 6182 TEREX CORP NEW COM 880779103 532 10995 SH SOLE 0 0 10995 ISHARES TR RUS 1000 ETF 464287622 529 2347 SH SOLE 0 0 2347 SPDR SER TR BLOOMBERG INVT 78468R200 527 17308 SH SOLE 0 0 17308 AMERICAN EXPRESS CO COM 025816109 521 3158 SH SOLE 0 0 3158 DUKE ENERGY CORP NEW COM NEW 26441C204 516 5344 SH SOLE 0 0 5344 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 508 7488 SH SOLE 0 0 7488 SELECT SECTOR SPDR TR ENERGY 81369Y506 502 6060 SH SOLE 0 0 6060 MERCK & CO INC COM 58933Y105 499 4692 SH SOLE 0 0 4692 CONOCOPHILLIPS COM 20825C104 484 4880 SH SOLE 0 0 4880 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 479 3175 SH SOLE 0 0 3175 MEDTRONIC PLC SHS G5960L103 461 5719 SH SOLE 0 0 5719 WILLIAMS COS INC COM 969457100 458 15344 SH SOLE 0 0 15344 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 447 16780 SH SOLE 0 0 16780 INTERNATIONAL BUSINESS MACHS COM 459200101 445 3398 SH SOLE 0 0 3398 DEERE & CO COM 244199105 427 1035 SH SOLE 0 0 1035 TECK RESOURCES LTD CL B 878742204 424 11625 SH SOLE 0 0 11625 DISNEY WALT CO COM 254687106 417 4163 SH SOLE 0 0 4163 QUALCOMM INC COM 747525103 405 3175 SH SOLE 0 0 3175 WISDOMTREE TR US MIDCAP DIVID 97717W505 402 9810 SH SOLE 0 0 9810 DOLLAR TREE INC COM 256746108 394 2742 SH SOLE 0 0 2742 ISHARES TR ISHS 5-10YR INVT 464288638 387 7556 SH SOLE 0 0 7556 WELLS FARGO CO NEW COM 949746101 358 9580 SH SOLE 0 0 9580 EATON CORP PLC SHS G29183103 350 2041 SH SOLE 0 0 2041 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 341 2211 SH SOLE 0 0 2211 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 336 10454 SH SOLE 0 0 10454 MONSTER BEVERAGE CORP NEW COM 61174X109 335 6198 SH SOLE 0 0 6198 UNITEDHEALTH GROUP INC COM 91324P102 330 699 SH SOLE 0 0 699 ISHARES TR S&P 100 ETF 464287101 318 1700 SH SOLE 0 0 1700 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 317 3928 SH SOLE 0 0 3928 JUNIPER NETWORKS INC COM 48203R104 306 8880 SH SOLE 0 0 8880 ALPHABET INC CAP STK CL C 02079K107 280 2690 SH SOLE 0 0 2690 APPLIED MATLS INC COM 038222105 277 2259 SH SOLE 0 0 2259 PAYCHEX INC COM 704326107 273 2385 SH SOLE 0 0 2385 BUILDERS FIRSTSOURCE INC COM 12008R107 268 3020 SH SOLE 0 0 3020 TRAVELERS COMPANIES INC COM 89417E109 261 1522 SH SOLE 0 0 1522 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 258 6550 SH SOLE 0 0 6550 TERADATA CORP DEL COM 88076W103 255 6340 SH SOLE 0 0 6340 MARATHON PETE CORP COM 56585A102 249 1845 SH SOLE 0 0 1845 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 238 4800 SH SOLE 0 0 4800 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 236 3230 SH SOLE 0 0 3230 CARLYLE GROUP INC COM 14316J108 233 7515 SH SOLE 0 0 7515 MOTOROLA SOLUTIONS INC COM NEW 620076307 230 805 SH SOLE 0 0 805 ALCOA CORP COM 013872106 230 5400 SH SOLE 0 0 5400 DTE ENERGY CO COM 233331107 229 2088 SH SOLE 0 0 2088 WORKDAY INC CL A 98138H101 222 1077 SH SOLE 0 0 1077 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 222 3409 SH SOLE 0 0 3409 NUVEEN NASDAQ 100 DYNAMIC OV COM SHS 670699107 219 9150 SH SOLE 0 0 9150 ARCHER DANIELS MIDLAND CO COM 039483102 217 2718 SH SOLE 0 0 2718 GENERAL ELECTRIC CO COM NEW 369604301 213 2229 SH SOLE 0 0 2229 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 212 463 SH SOLE 0 0 463 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 207 4600 SH SOLE 0 0 4600 CITIGROUP INC COM NEW 172967424 204 4361 SH SOLE 0 0 4361