本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Aspen Private Advisors, LLC (CIK 2143677) reported $99.7M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVUS ($35.4M, 35.48%), DFAX ($28.2M, 28.25%), USMV ($17.0M, 17.07%), DUHP ($14.7M, 14.70%), JAAA ($3.4M, 3.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $35.4M | 35.48% | 276,168 | New |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $28.2M | 28.25% | 764,320 | New |
| 3 | USMV | ISHARES TR | $17.0M | 17.07% | 176,422 | New |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $14.7M | 14.70% | 351,240 | New |
| 5 | JAAA | JANUS DETROIT STR TR | $3.4M | 3.44% | 67,888 | New |
| 6 | IVV | ISHARES TR | $793,823 | 0.80% | 1,060 | New |
| 7 | VTI | VANGUARD INDEX FDS | $261,248 | 0.26% | 706 | New |
来源：SEC 13F 申报文件 · 截至 2026-06-30