0000905729-15-000040.txt : 20150209 0000905729-15-000040.hdr.sgml : 20150209 20150209120642 ACCESSION NUMBER: 0000905729-15-000040 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150209 DATE AS OF CHANGE: 20150209 EFFECTIVENESS DATE: 20150209 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: 15587411 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 13F-HR LIVE false false false 0001541596 XXXXXXXX 12-31-2014 12-31-2014 false Aspen Investment Management Inc
4020 E Beltline NE Suite 103 Grand Rapids MI 49525
13F HOLDINGS REPORT 028-14711 N
William John Alphenaar President 616-361-2500 /s/ William John Alphenaar Grand Rapids MI 02-06-2015 0 132 119061
INFORMATION TABLE 2 infotable.xml Interoil Corp COM 460951106 6854 140478 SH SOLE 0 0 0 Interoil Corp COM 460951106 71 1450 SH OTR 0 0 0 Spdr S&P Dividend ETF S&P DIVID ETF 78464A763 6516 82687 SH SOLE 0 0 0 Ishares Int Corp Bond ETF BARCLAYS INTER CR 464288638 5874 53727 SH SOLE 0 0 0 Pimco 0-5 Year High Yld ETF 0-5 HIGH YIELD 72201R783 4397 43604 SH SOLE 0 0 0 SPDR Unit Trust TR UNIT 78462F103 4117 20030 SH SOLE 0 0 0 Powershares Senior Loan Portfolio SENIOR LN PORT 73936Q769 3826 159232 SH SOLE 0 0 0 First Trust Large Cap Value AlphaDex COM SHS 33735J101 3289 75234 SH SOLE 0 0 0 Ishares US Preferred Stock Fund US PFD STK IDX 464288687 2971 75335 SH SOLE 0 0 0 Ishares Tr Russell 2000 RUSSELL 2000 464287655 2740 22906 SH SOLE 0 0 0 iShares Short Maturity Bond SHT MAT BD ETF 46431W507 2711 54200 SH SOLE 0 0 0 Vanguard Reit REIT ETF 922908553 2480 30615 SH SOLE 0 0 0 Vanguard Emerging Market FTSE EMR MKT ETF 922042858 2051 51237 SH SOLE 0 0 0 Ishares Tr Msci EAFE Fd MSCI EFA INDEX 464287465 1946 31979 SH SOLE 0 0 0 First Tr Value Line Divid SHS 33734H106 1797 74372 SH SOLE 0 0 0 Vanguard Mid Cap ETF MID CAP ETF 922908629 1779 14394 SH SOLE 0 0 0 Microsoft Corp COM 594918104 1574 33878 SH SOLE 0 0 0 General Electric COM 369604103 1544 61119 SH SOLE 0 0 0 Wisdomtree Smallcap Div SMALLCAP DIV 97717W604 1529 21561 SH SOLE 0 0 0 Johnson & Johnson COM 478160104 1490 14248 SH SOLE 0 0 0 Exxon Mobil Corporation COM 30231G102 1454 15727 SH SOLE 0 0 0 Ishares DJ International Div DJ INTL SEL DIVD 464288448 1353 40158 SH SOLE 0 0 0 North American Energy Infrastructure Fnd NO AMER ENERGY 33738D101 1308 46466 SH SOLE 0 0 0 Amgen Incorporated COM 031162100 1286 8073 SH SOLE 0 0 0 Du Pont E I De Nemour COM 263534109 1182 15991 SH SOLE 0 0 0 Ishares Short Bond ETF BARCLYS 1-3YR CR 464288646 1143 10870 SH SOLE 0 0 0 Chevron COM 166764100 1095 9763 SH SOLE 0 0 0 Intel Corp COM 458140100 1073 29564 SH SOLE 0 0 0 Pepsico Incorporated COM 713448108 1044 11044 SH SOLE 0 0 0 Wisdomtree Midcap Divdnd ETF MIDCAP DIVI FD 97717W505 1041 12430 SH SOLE 0 0 0 Pfizer Inc COM 717081103 995 31950 SH SOLE 0 0 0 Wells Fargo & Co COM 949746101 995 18153 SH SOLE 0 0 0 JP Morgan COM 46625H100 955 15263 SH SOLE 0 0 0 Verizon Communications COM 92343V104 920 19664 SH SOLE 0 0 0 Ishares Broad Market EAFE ETF CORE MSCI EAFE 46432F842 919 16612 SH SOLE 0 0 0 C S X Corp COM 126408103 917 25321 SH SOLE 0 0 0 Schwab Intl Small Cap ETF INTL SCEQT ETF 808524888 903 31310 SH SOLE 0 0 0 Proctor & Gamble COM 742718109 882 9684 SH SOLE 0 0 0 Intl Business Machines COM 459200101 829 5166 SH SOLE 0 0 0 Illinois Tool Works Inc COM 452308109 825 8716 SH SOLE 0 0 0 Home Depot Inc COM 437076102 807 7688 SH SOLE 0 0 0 Yum Brands Inc COM 988498101 800 10988 SH SOLE 0 0 0 Capital One Financial COM 14040H105 761 9223 SH SOLE 0 0 0 Mondelez Intl COM 609207105 755 20793 SH SOLE 0 0 0 Williams Companies COM 969457100 719 16008 SH SOLE 0 0 0 Bristol Myers Squibb COM 110122108 701 11876 SH SOLE 0 0 0 Auto Data Processing COM 053015103 699 8386 SH SOLE 0 0 0 WisdomTree Investments, Inc. COM 97717P104 698 44522 SH SOLE 0 0 0 Apple Computer Inc COM 037833100 661 5990 SH SOLE 0 0 0 Stryker Corp COM 863667101 644 6830 SH SOLE 0 0 0 Stryker Corp COM 863667101 43 460 SH OTR 0 0 0 Tyco International SHS G91442106 628 14313 SH SOLE 0 0 0 Foot Locker Inc COM 344849104 622 11066 SH SOLE 0 0 0 Duke Power Co COM 26441C204 620 7426 SH SOLE 0 0 0 First Trust Focus Five ETF DORSEY WRT 5 ETF 33738R605 606 27502 SH SOLE 0 0 0 Conocophillips COM 20825C104 595 8615 SH SOLE 0 0 0 Walt Disney COM 254687106 573 6088 SH SOLE 0 0 0 Ishares Ftse China FTSE CHINA 25 IDX 464287184 547 13133 SH SOLE 0 0 0 Lockheed Martin Corp COM 539830109 529 2749 SH SOLE 0 0 0 Cisco Systems Inc COM 17275R102 527 18960 SH SOLE 0 0 0 American Express COM 025816109 521 5601 SH SOLE 0 0 0 Metlife Inc COM 59156R108 521 9628 SH SOLE 0 0 0 Visa Inc Cl A COM 92826C839 520 1982 SH SOLE 0 0 0 Sch US Div Equity Etf US DIVIDEND EQ 808524797 517 12980 SH SOLE 0 0 0 First Trust Preferred Securities Etf PFD SECS IVC ETF 33739E108 509 26990 SH SOLE 0 0 0 Coca Cola COM 191216100 508 12026 SH SOLE 0 0 0 Goldman Sachs Group COM 38141G104 506 2609 SH SOLE 0 0 0 Wisdomtree Emerging Mkt Bond ETF MSCI EMR MKT ETF 97717X867 495 11910 SH SOLE 0 0 0 Medtronic Inc COM 585055106 495 6855 SH SOLE 0 0 0 Bank Of America Corp COM 060505104 479 26783 SH SOLE 0 0 0 Bank Of America Corp COM 060505104 27 1500 SH OTR 0 0 0 Waste Management Inc. COM 94106L109 3296 64227 SH OTR 0 0 0 Waste Management Inc. COM 94106L109 471 9179 SH SOLE 0 0 0 Gilead Sciences Inc COM 375558103 463 4915 SH SOLE 0 0 0 Wal Mart Stores Inc COM 931142103 461 5363 SH SOLE 0 0 0 Wal Mart Stores Inc COM 931142103 816 9500 SH OTR 0 0 0 Merck & Co COM 58933Y105 452 7955 SH SOLE 0 0 0 Nextera Energy Inc COM 65339F101 421 3960 SH SOLE 0 0 0 Emerson Electric Co COM 291011104 413 6683 SH SOLE 0 0 0 Phillip Morris Co. COM 02209S103 392 7946 SH SOLE 0 0 0 Phillip Morris Co. COM 02209S103 5 100 SH OTR 0 0 0 Marathon Group COM 565849106 390 13775 SH SOLE 0 0 0 ABBVIE INC COM 00287Y109 384 5865 SH SOLE 0 0 0 Oracle Corporation COM 68389X105 378 8402 SH SOLE 0 0 0 Computer Assoc Intl Inc COM 12673P105 371 12170 SH SOLE 0 0 0 Intrcontinentalexchange COM 45866F104 370 1685 SH SOLE 0 0 0 Ishares Tr Russell 1000 RUSSELL 1000 464287622 365 3187 SH SOLE 0 0 0 United Technologies COM 913017109 363 3160 SH SOLE 0 0 0 AT & T COM 00206R102 353 10500 SH SOLE 0 0 0 Amazon Com Inc COM 023135106 344 1110 SH SOLE 0 0 0 Caterpillar Inc COM 149123101 340 3714 SH SOLE 0 0 0 Stericycle Inc COM 858912108 333 2540 SH SOLE 0 0 0 Charles Schwab COM 808513105 333 11018 SH SOLE 0 0 0 Sch US Agg Bnd Etf US AGGREGATE B 808524839 313 5970 SH SOLE 0 0 0 3M Company COM 88579Y101 306 1861 SH SOLE 0 0 0 Aetna Life & Casualty COM 00817Y108 304 3427 SH SOLE 0 0 0 Schwab US Large Cap ETF US LRG CAP ETF 808524201 297 6052 SH SOLE 0 0 0 Bp Plc Adr SPONSORED ADR 055622104 290 7620 SH SOLE 0 0 0 Ishares Msci Emrg Mkt Fd MSCI EMER MKT 464287234 280 7133 SH SOLE 0 0 0 Fair Isaac & Co COM 303250104 277 3835 SH SOLE 0 0 0 Ishares Trust S&P 500 CORE S&P500 ETF 464287200 274 1326 SH SOLE 0 0 0 Anadarko Petroleum Corp COM 032511107 273 3312 SH SOLE 0 0 0 First Trust Dorsey Wright Intl Foc 5 DORSEY WRIGHT 33738R886 273 15000 SH SOLE 0 0 0 Ford Motor Company COM 345370860 267 17250 SH SOLE 0 0 0 Ford Motor Company COM 345370860 16 1000 SH OTR 0 0 0 Vanguard Div Apprciation DIV APP ETF 921908844 260 3200 SH SOLE 0 0 0 Texas Instruments Inc COM 882508104 258 4831 SH SOLE 0 0 0 Walgreen Boots Alliance Inc Com COM 931427108 257 3375 SH SOLE 0 0 0 Abbott Labs COM 002824100 256 5683 SH SOLE 0 0 0 ZILLOW INC COM 98954A107 254 2395 SH SOLE 0 0 0 Thermo Fisher Scientific COM 883556102 251 2000 SH SOLE 0 0 0 Allsripts COM 01988P108 244 19135 SH SOLE 0 0 0 Halliburton Co COM 406216101 241 6132 SH SOLE 0 0 0 Schwab Emerging Mkt ETF EMRG MKTEQ ETF 808524706 239 10006 SH SOLE 0 0 0 Travelers Companies Inc COM 89417E109 239 2258 SH SOLE 0 0 0 Union Pacific Corp COM 907818108 238 2000 SH SOLE 0 0 0 Kraft Foods Group COM 50076Q106 235 3749 SH SOLE 0 0 0 Ishares Tr Russell 1000 Growth RUSSELL 1000GRW 464287614 234 2452 SH SOLE 0 0 0 Edwards Lifesciences Cp COM 28176E108 234 1835 SH SOLE 0 0 0 Schwab Small Cap ETF US SML CAP ETF 808524607 230 4175 SH SOLE 0 0 0 Gold ETF GOLD ETF 78463V107 227 2000 SH SOLE 0 0 0 Weyerhaeuser Co COM 962166104 222 6181 SH SOLE 0 0 0 Adobe Systems Inc COM 00724F101 220 3021 SH SOLE 0 0 0 Deere & Co COM 244199105 215 2430 SH SOLE 0 0 0 Ishares Russell Midcap RUS MID-CAP ETF 464287499 207 1240 SH SOLE 0 0 0 Chemical Financial Corp COM 163731102 133 4325 SH SOLE 0 0 0 Chemical Financial Corp COM 163731102 358 11693 SH OTR 0 0 0 Semtech Corp COM 816850101 69 2500 SH SOLE 0 0 0 Semtech Corp COM 816850101 302 10950 SH OTR 0 0 0 Endo Pharm Holdings Inc SHS G30401106 216 3000 SH OTR 0 0 0 Dynacert Inc F COM 26780A108 5 40350 SH OTR 0 0 0 D T E Energy Company COM 233331107 224 2588 SH OTR 0 0 0