0001541596-22-000001.txt : 20220126
0001541596-22-000001.hdr.sgml : 20220126
20220126111218
ACCESSION NUMBER: 0001541596-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220126
DATE AS OF CHANGE: 20220126
EFFECTIVENESS DATE: 20220126
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: 22556482
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
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0001541596
XXXXXXXX
12-31-2021
12-31-2021
Aspen Investment Management Inc
4020 E BELTLINE NE SUITE 103
GRAND RAPIDS
MI
49525
13F HOLDINGS REPORT
028-14711
N
William Alphenaar
CCP
616-361-2500
William Alphenaar
Grand Rapids
MI
01-26-2022
0
140
203040
false
INFORMATION TABLE
2
Aspen4Q2021.xml
SPDR S&P 500 ETF TR
TR UNIT
78462F103
9318
19619
SH
SOLE
0
0
19619
MICROSOFT CORP
COM
594918104
8280
24619
SH
SOLE
0
0
24619
ISHARES TR
RUSSELL 2000 ETF
464287655
7040
31649
SH
SOLE
0
0
31649
ISHARES TR
CORE MSCI EAFE
46432F842
6068
81302
SH
SOLE
0
0
81302
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
5467
269057
SH
SOLE
0
0
269057
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
4947
230530
SH
SOLE
0
0
230530
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
4718
98453
SH
SOLE
0
0
98453
APPLE INC
COM
037833100
4421
24899
SH
SOLE
0
0
24899
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
4273
36834
SH
SOLE
0
0
36834
JPMORGAN CHASE & CO
COM
46625H100
3695
23337
SH
SOLE
0
0
23337
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
3457
158362
SH
SOLE
0
0
158362
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
3451
161320
SH
SOLE
0
0
161320
ISHARES TR
ISHS 1-5YR INVS
464288646
3320
61625
SH
SOLE
0
0
61625
PIMCO ETF TR
0-5 HIGH YIELD
72201R783
3272
33018
SH
SOLE
0
0
33018
HOME DEPOT INC
COM
437076102
3168
7633
SH
SOLE
0
0
7633
AMAZON COM INC
COM
023135106
3021
906
SH
SOLE
0
0
906
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
2970
18248
SH
SOLE
0
0
18248
ISHARES TR
CORE S&P500 ETF
464287200
2903
6086
SH
SOLE
0
0
6086
JOHNSON & JOHNSON
COM
478160104
2881
16843
SH
SOLE
0
0
16843
WALMART INC
COM
931142103
2880
19906
SH
SOLE
0
0
19906
PAYPAL HLDGS INC
COM
70450Y103
2865
15190
SH
SOLE
0
0
15190
GOLDMAN SACHS GROUP INC
COM
38141G104
2851
7453
SH
SOLE
0
0
7453
CSX CORP
COM
126408103
2472
65737
SH
SOLE
0
0
65737
ALPHABET INC
CAP STK CL A
02079K305
2448
845
SH
SOLE
0
0
845
PEPSICO INC
COM
713448108
2370
13645
SH
SOLE
0
0
13645
PERKINELMER INC
COM
714046109
2313
11503
SH
SOLE
0
0
11503
VANGUARD INDEX FDS
MID CAP ETF
922908629
2151
8441
SH
SOLE
0
0
8441
META PLATFORMS INC
CL A
30303M102
1939
5765
SH
SOLE
0
0
5765
WISDOMTREE TR
US SMALLCAP DIVD
97717W604
1813
55174
SH
SOLE
0
0
55174
BK OF AMERICA CORP
COM
060505104
1767
39707
SH
SOLE
0
0
39707
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1722
34815
SH
SOLE
0
0
34815
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1718
44195
SH
SOLE
0
0
44195
EDWARDS LIFESCIENCES CORP
COM
28176E108
1707
13178
SH
SOLE
0
0
13178
SCHWAB CHARLES CORP
COM
808513105
1687
20065
SH
SOLE
0
0
20065
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1678
16386
SH
SOLE
0
0
16386
FIFTH THIRD BANCORP
COM
316773100
1617
37120
SH
SOLE
0
0
37120
COSTCO WHSL CORP NEW
COM
22160K105
1591
2803
SH
SOLE
0
0
2803
ILLINOIS TOOL WKS INC
COM
452308109
1577
6390
SH
SOLE
0
0
6390
ABBOTT LABS
COM
002824100
1531
10876
SH
SOLE
0
0
10876
NEXTERA ENERGY INC
COM
65339F101
1531
16400
SH
SOLE
0
0
16400
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1523
11135
SH
SOLE
0
0
11135
CISCO SYS INC
COM
17275R102
1499
23662
SH
SOLE
0
0
23662
VISA INC
COM CL A
92826C839
1471
6786
SH
SOLE
0
0
6786
AMGEN INC
COM
031162100
1414
6284
SH
SOLE
0
0
6284
WASTE MGMT INC DEL
COM
94106L109
1409
8441
SH
SOLE
0
0
8441
NUVEEN NASDAQ 100 DYNAMIC OV
COM SHS
670699107
1402
45733
SH
SOLE
0
0
45733
ISHARES TR
SELECT DIVID ETF
464287168
1395
11379
SH
SOLE
0
0
11379
AUTOMATIC DATA PROCESSING IN
COM
053015103
1394
5653
SH
SOLE
0
0
5653
JOHNSON CTLS INTL PLC
SHS
G51502105
1338
16455
SH
SOLE
0
0
16455
INTEL CORP
COM
458140100
1301
25261
SH
SOLE
0
0
25261
PFIZER INC
COM
717081103
1283
21725
SH
SOLE
0
0
21725
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1281
2475
SH
SOLE
0
0
2475
CHEVRON CORP NEW
COM
166764100
1267
10799
SH
SOLE
0
0
10799
SPDR SER TR
BLOOMBERG INVT
78468R200
1253
40974
SH
SOLE
0
0
40974
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1246
10949
SH
SOLE
0
0
10949
PROCTER AND GAMBLE CO
COM
742718109
1200
7335
SH
SOLE
0
0
7335
TARGET CORP
COM
87612E106
1162
5022
SH
SOLE
0
0
5022
ISHARES TR
MSCI EAFE ETF
464287465
1145
14553
SH
SOLE
0
0
14553
TRANE TECHNOLOGIES PLC
SHS
G8994E103
1137
5629
SH
SOLE
0
0
5629
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
1132
27657
SH
SOLE
0
0
27657
MONDELEZ INTL INC
CL A
609207105
1126
16980
SH
SOLE
0
0
16980
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 HY
46138J874
1119
48151
SH
SOLE
0
0
48151
STRYKER CORPORATION
COM
863667101
1118
4180
SH
SOLE
0
0
4180
STARBUCKS CORP
COM
855244109
1100
9401
SH
SOLE
0
0
9401
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
1075
7628
SH
SOLE
0
0
7628
DISNEY WALT CO
COM
254687106
1068
6898
SH
SOLE
0
0
6898
HUNTINGTON BANCSHARES INC
COM
446150104
1034
67025
SH
SOLE
0
0
67025
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
1027
46905
SH
SOLE
0
0
46905
THERMO FISHER SCIENTIFIC INC
COM
883556102
1001
1500
SH
SOLE
0
0
1500
VERIZON COMMUNICATIONS INC
COM
92343V104
984
18931
SH
SOLE
0
0
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EXXON MOBIL CORP
COM
30231G102
956
15626
SH
SOLE
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FAIR ISAAC CORP
COM
303250104
952
2195
SH
SOLE
0
0
2195
APPLIED MATLS INC
COM
038222105
947
6021
SH
SOLE
0
0
6021
ORACLE CORP
COM
68389X105
932
10687
SH
SOLE
0
0
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ISHARES INC
CORE MSCI EMKT
46434G103
929
15525
SH
SOLE
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0
15525
LOCKHEED MARTIN CORP
COM
539830109
901
2535
SH
SOLE
0
0
2535
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
883
5080
SH
SOLE
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5080
WORKDAY INC
CL A
98138H101
846
3097
SH
SOLE
0
0
3097
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
842
28442
SH
SOLE
0
0
28442
COCA COLA CO
COM
191216100
832
14047
SH
SOLE
0
0
14047
DOCUSIGN INC
COM
256163106
829
5441
SH
SOLE
0
0
5441
CATERPILLAR INC
COM
149123101
818
3958
SH
SOLE
0
0
3958
ROCKWELL AUTOMATION INC
COM
773903109
818
2346
SH
SOLE
0
0
2346
ADOBE SYSTEMS INCORPORATED
COM
00724F101
810
1429
SH
SOLE
0
0
1429
SPDR SER TR
PRTFLO S&P500 HI
78468R788
799
18998
SH
SOLE
0
0
18998
UNITI GROUP INC
COM
91325V108
788
56233
SH
SOLE
0
0
56233
MEDTRONIC PLC
SHS
G5960L103
788
7622
SH
SOLE
0
0
7622
TEXAS INSTRS INC
COM
882508104
731
3881
SH
SOLE
0
0
3881
ABBVIE INC
COM
00287Y109
730
5395
SH
SOLE
0
0
5395
UNITEDHEALTH GROUP INC
COM
91324P102
697
1388
SH
SOLE
0
0
1388
PRICE T ROWE GROUP INC
COM
74144T108
679
3452
SH
SOLE
0
0
3452
ADVANCED MICRO DEVICES INC
COM
007903107
673
4676
SH
SOLE
0
0
4676
CVS HEALTH CORP
COM
126650100
666
6456
SH
SOLE
0
0
6456
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
651
7182
SH
SOLE
0
0
7182
NVIDIA CORPORATION
COM
67066G104
648
2202
SH
SOLE
0
0
2202
DUKE ENERGY CORP NEW
COM NEW
26441C204
642
6120
SH
SOLE
0
0
6120
ETHAN ALLEN INTERIORS INC
COM
297602104
631
24000
SH
SOLE
0
0
24000
ISHARES TR
RUS 1000 ETF
464287622
631
2387
SH
SOLE
0
0
2387
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
593
7372
SH
SOLE
0
0
7372
BRISTOL-MYERS SQUIBB CO
COM
110122108
581
9326
SH
SOLE
0
0
9326
FORTINET INC
COM
34959E109
563
1566
SH
SOLE
0
0
1566
AMERICAN EXPRESS CO
COM
025816109
546
3338
SH
SOLE
0
0
3338
WELLS FARGO CO NEW
COM
949746101
510
10629
SH
SOLE
0
0
10629
ISHARES TR
CORE S&P MCP ETF
464287507
507
1792
SH
SOLE
0
0
1792
ABRDN ETFS
BBRG ALL COMD K1
003261104
503
21870
SH
SOLE
0
0
21870
LOWES COS INC
COM
548661107
501
1940
SH
SOLE
0
0
1940
EMCOR GROUP INC
COM
29084Q100
486
3814
SH
SOLE
0
0
3814
ALCOA CORP
COM
013872106
485
8136
SH
SOLE
0
0
8136
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
33738D101
460
18410
SH
SOLE
0
0
18410
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
453
11593
SH
SOLE
0
0
11593
ALPHABET INC
CAP STK CL C
02079K107
449
155
SH
SOLE
0
0
155
CITIGROUP INC
COM NEW
172967424
440
7281
SH
SOLE
0
0
7281
WISDOMTREE TR
US MIDCAP DIVID
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434
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SOLE
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0
9785
TENET HEALTHCARE CORP
COM NEW
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414
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SH
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0
0
5069
WILLIAMS COS INC
COM
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15086
SH
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DEERE & CO
COM
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1130
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DIV APP ETF
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379
2209
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2209
ISHARES TR
S&P 100 ETF
464287101
373
1700
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1700
MERCK & CO INC
COM
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363
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SH
SOLE
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0
4742
CONOCOPHILLIPS
COM
20825C104
351
4857
SH
SOLE
0
0
4857
PAYCHEX INC
COM
704326107
326
2390
SH
SOLE
0
0
2390
SHERWIN WILLIAMS CO
COM
824348106
317
900
SH
SOLE
0
0
900
WISDOMTREE TR
ITL HDG QTLY DIV
97717X594
313
6850
SH
SOLE
0
0
6850
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
307
1872
SH
SOLE
0
0
1872
ISHARES TR
RUS MID CAP ETF
464287499
264
3180
SH
SOLE
0
0
3180
GENERAL ELECTRIC CO
COM NEW
369604301
263
2788
SH
SOLE
0
0
2788
INTERNATIONAL BUSINESS MACHS
COM
459200101
256
1916
SH
SOLE
0
0
1916
DTE ENERGY CO
COM
233331107
250
2088
SH
SOLE
0
0
2088
ALTRIA GROUP INC
COM
02209S103
246
5190
SH
SOLE
0
0
5190
YUM CHINA HLDGS INC
COM
98850P109
244
4896
SH
SOLE
0
0
4896
3M CO
COM
88579Y101
242
1361
SH
SOLE
0
0
1361
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
240
4800
SH
SOLE
0
0
4800
TRAVELERS COMPANIES INC
COM
89417E109
238
1522
SH
SOLE
0
0
1522
ISHARES TR
INTL SEL DIV ETF
464288448
233
7486
SH
SOLE
0
0
7486
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
33738R605
226
4600
SH
SOLE
0
0
4600
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 HY
46138J858
220
8700
SH
SOLE
0
0
8700
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
218
2060
SH
SOLE
0
0
2060
ISHARES TR
ISHARES BIOTECH
464287556
209
1372
SH
SOLE
0
0
1372
CORNING INC
COM
219350105
204
5472
SH
SOLE
0
0
5472
UNION PAC CORP
COM
907818108
202
800
SH
SOLE
0
0
800