0001541596-20-000002.txt : 20200515
0001541596-20-000002.hdr.sgml : 20200515
20200515145733
ACCESSION NUMBER: 0001541596-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200515
DATE AS OF CHANGE: 20200515
EFFECTIVENESS DATE: 20200515
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: 20884231
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
true
false
0001541596
XXXXXXXX
03-31-2020
03-31-2020
Aspen Investment Management Inc
4020 E BELTLINE NE SUITE 103
GRAND RAPIDS
MI
49525
13F HOLDINGS REPORT
028-14711
N
William Alphenaar
President
616-361-2500
William Alphenaar
Grand Rapids
MI
05-15-2020
0
105
115432
false
INFORMATION TABLE
2
1stQ2020.xml
SPDR S&P 500 ETF TR
TR UNIT
78462F103
13484
52316
SH
SOLE
0
0
52316
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
5917
360773
SH
SOLE
0
0
360773
AMAZON COM INC
COM
023135106
5758
2953
SH
SOLE
0
0
2953
MICROSOFT CORP
COM
594918104
4411
27970
SH
SOLE
0
0
27970
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
3684
88152
SH
SOLE
0
0
88152
ISHARES TR
SH TR CRPORT ETF
464288646
3039
58035
SH
SOLE
0
0
58035
ISHARES TR
RUSSELL 2000 ETF
464287655
2825
24683
SH
SOLE
0
0
24683
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
46138J700
2782
132643
SH
SOLE
0
0
132643
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
2699
130706
SH
SOLE
0
0
130706
PIMCO ETF TR
0-5 HIGH YIELD
72201R783
2536
29575
SH
SOLE
0
0
29575
ISHARES TR
CORE MSCI EAFE
46432F842
2121
42519
SH
SOLE
0
0
42519
JOHNSON & JOHNSON
COM
478160104
1942
14809
SH
SOLE
0
0
14809
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
1914
90371
SH
SOLE
0
0
90371
APPLE INC
COM
037833100
1910
7510
SH
SOLE
0
0
7510
PAYPAL HLDGS INC
COM
70450Y103
1731
18083
SH
SOLE
0
0
18083
ISHARES TR
CORE S&P500 ETF
464287200
1573
6089
SH
SOLE
0
0
6089
WALMART INC
COM
931142103
1562
13751
SH
SOLE
0
0
13751
INTEL CORP
COM
458140100
1446
26716
SH
SOLE
0
0
26716
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
1423
25679
SH
SOLE
0
0
25679
HOME DEPOT INC
COM
437076102
1415
7576
SH
SOLE
0
0
7576
JPMORGAN CHASE & CO
COM
46625H100
1404
15592
SH
SOLE
0
0
15592
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
1395
67294
SH
SOLE
0
0
67294
AMGEN INC
COM
031162100
1354
6680
SH
SOLE
0
0
6680
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1239
17735
SH
SOLE
0
0
17735
CSX CORP
COM
126408103
1207
21065
SH
SOLE
0
0
21065
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1177
45554
SH
SOLE
0
0
45554
PEPSICO INC
COM
713448108
1160
9660
SH
SOLE
0
0
9660
VISA INC
COM CL A
92826C839
1103
6844
SH
SOLE
0
0
6844
NEXTERA ENERGY INC
COM
65339F101
1063
4419
SH
SOLE
0
0
4419
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1037
30915
SH
SOLE
0
0
30915
VERIZON COMMUNICATIONS INC
COM
92343V104
1031
19196
SH
SOLE
0
0
19196
FACEBOOK INC
CL A
30303M102
925
5545
SH
SOLE
0
0
5545
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 HY
46138J809
918
41442
SH
SOLE
0
0
41442
CISCO SYS INC
COM
17275R102
917
23337
SH
SOLE
0
0
23337
SPDR SER TR
BLOMBERG BRC INV
78468R200
907
30844
SH
SOLE
0
0
30844
LOCKHEED MARTIN CORP
COM
539830109
898
2650
SH
SOLE
0
0
2650
WISDOMTREE TR
US SMALLCAP DIVD
97717W604
858
47614
SH
SOLE
0
0
47614
PFIZER INC
COM
717081103
842
25801
SH
SOLE
0
0
25801
AUTOMATIC DATA PROCESSING IN
COM
053015103
841
6153
SH
SOLE
0
0
6153
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
831
9896
SH
SOLE
0
0
9896
DOCUSIGN INC
COM
256163106
830
8978
SH
SOLE
0
0
8978
PROCTER & GAMBLE CO
COM
742718109
827
7515
SH
SOLE
0
0
7515
VANGUARD INDEX FDS
MID CAP ETF
922908629
813
6175
SH
SOLE
0
0
6175
ILLINOIS TOOL WKS INC
COM
452308109
808
5685
SH
SOLE
0
0
5685
MONDELEZ INTL INC
CL A
609207105
808
16137
SH
SOLE
0
0
16137
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
804
9960
SH
SOLE
0
0
9960
ISHARES TR
MSCI EAFE ETF
464287465
774
14483
SH
SOLE
0
0
14483
WASTE MGMT INC DEL
COM
94106L109
774
8362
SH
SOLE
0
0
8362
EDWARDS LIFESCIENCES CORP
COM
28176E108
760
4027
SH
SOLE
0
0
4027
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
753
14614
SH
SOLE
0
0
14614
WELLS FARGO CO NEW
COM
949746101
739
25762
SH
SOLE
0
0
25762
BK OF AMERICA CORP
COM
060505104
719
33888
SH
SOLE
0
0
33888
MEDTRONIC PLC
SHS
G5960L103
691
7667
SH
SOLE
0
0
7667
FAIR ISAAC CORP
COM
303250104
688
2235
SH
SOLE
0
0
2235
CHEVRON CORP NEW
COM
166764100
685
9454
SH
SOLE
0
0
9454
DISNEY WALT CO
COM DISNEY
254687106
685
7090
SH
SOLE
0
0
7090
STRYKER CORP
COM
863667101
673
4045
SH
SOLE
0
0
4045
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
665
10861
SH
SOLE
0
0
10861
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
633
25924
SH
SOLE
0
0
25924
COSTCO WHSL CORP NEW
COM
22160K105
621
2177
SH
SOLE
0
0
2177
ISHARES INC
CORE MSCI EMKT
46434G103
617
15241
SH
SOLE
0
0
15241
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
613
29616
SH
SOLE
0
0
29616
ADOBE INC
COM
00724F101
562
1767
SH
SOLE
0
0
1767
EXXON MOBIL CORP
COM
30231G102
558
14702
SH
SOLE
0
0
14702
BRISTOL-MYERS SQUIBB CO
COM
110122108
528
9476
SH
SOLE
0
0
9476
ABBOTT LABS
COM
002824100
507
6422
SH
SOLE
0
0
6422
DUKE ENERGY CORP NEW
COM NEW
26441C204
504
6234
SH
SOLE
0
0
6234
HSBC HLDGS PLC
SPON ADR NEW
404280406
485
17300
SH
SOLE
0
0
17300
STARBUCKS CORP
COM
855244109
484
7366
SH
SOLE
0
0
7366
COCA COLA CO
COM
191216100
476
10746
SH
SOLE
0
0
10746
CATERPILLAR INC DEL
COM
149123101
472
4070
SH
SOLE
0
0
4070
THERMO FISHER SCIENTIFIC INC
COM
883556102
454
1600
SH
SOLE
0
0
1600
GOLDMAN SACHS GROUP INC
COM
38141G104
437
2824
SH
SOLE
0
0
2824
MERCK & CO. INC
COM
58933Y105
424
5514
SH
SOLE
0
0
5514
ABBVIE INC
COM
00287Y109
411
5395
SH
SOLE
0
0
5395
ISHARES TR
RUS 1000 ETF
464287622
409
2887
SH
SOLE
0
0
2887
TEXAS INSTRS INC
COM
882508104
388
3886
SH
SOLE
0
0
3886
CITIGROUP INC
COM NEW
172967424
372
8843
SH
SOLE
0
0
8843
TRANE TECHNOLOGIES PLC
SHS
G8994E103
357
4319
SH
SOLE
0
0
4319
SCHWAB CHARLES CORP
COM
808513105
352
10483
SH
SOLE
0
0
10483
TCF FINANCIAL CORPORATION NE
COM
872307103
332
14636
SH
SOLE
0
0
14636
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
328
7780
SH
SOLE
0
0
7780
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
33738D101
320
17970
SH
SOLE
0
0
17970
AMERICAN EXPRESS CO
COM
025816109
316
3688
SH
SOLE
0
0
3688
ALPHABET INC
CAP STK CL A
02079K305
288
248
SH
SOLE
0
0
248
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
259
3220
SH
SOLE
0
0
3220
ISHARES U S ETF TR
SHT MAT BD ETF
46431W507
257
5300
SH
SOLE
0
0
5300
ORACLE CORP
COM
68389X105
256
5297
SH
SOLE
0
0
5297
YUM CHINA HLDGS INC
COM
98850P109
246
5766
SH
SOLE
0
0
5766
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 HY
46138J858
242
10800
SH
SOLE
0
0
10800
NUVEEN NASDAQ 100 DYNAMIC OV
COM SHS
670699107
242
12750
SH
SOLE
0
0
12750
WISDOMTREE TR
US MIDCAP DIVID
97717W505
236
9785
SH
SOLE
0
0
9785
INTERNATIONAL BUSINESS MACHS
COM
459200101
233
2101
SH
SOLE
0
0
2101
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
233
2249
SH
SOLE
0
0
2249
AT&T INC
COM
00206R102
228
7831
SH
SOLE
0
0
7831
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
226
10841
SH
SOLE
0
0
10841
ISHARES TR
INTL SEL DIV ETF
464288448
215
9529
SH
SOLE
0
0
9529
DUPONT DE NEMOURS INC
COM
26614N102
209
6127
SH
SOLE
0
0
6127
WISDOMTREE TR
ITL HDG QTLY DIV
97717X594
209
6900
SH
SOLE
0
0
6900
ALTRIA GROUP INC
COM
02209S103
206
5323
SH
SOLE
0
0
5323
DTE ENERGY CO
COM
233331107
205
2163
SH
SOLE
0
0
2163
UNITEDHEALTH GROUP INC
COM
91324P102
204
818
SH
SOLE
0
0
818
ISHARES TR
S&P 100 ETF
464287101
202
1700
SH
SOLE
0
0
1700
GENERAL ELECTRIC CO
COM
369604103
163
20535
SH
SOLE
0
0
20535
HUNTINGTON BANCSHARES INC
COM
446150104
138
16850
SH
SOLE
0
0
16850