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Alisha Arvold

@Christopher J. Hasenberg, Inc

Latest period2024 - Q4ReportedManaged Assets$248.115MTotal holdings189
Assets growth rate2.49%Assets growth rate (2-Q avg)6.09%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Christopher J. Hasenberg, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 189 positions.

Assets under management

The assets under management (AUM) of Christopher J. Hasenberg, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 248.115M in assets, with a quarterly growth rate of 2.49% and a 2-quarter average growth rate of 6.09%. The portfolio is managed by Alisha Arvold, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -17.37%
11.85%
$29.389M
54,545 shares@ $538.81 avg price
VBRVanguard Small Cap Value Etf
Recent Activity
New Position
10.45%
$25.917M
130,774 shares@ $198.18 avg price
VBVanguard Small-cap Etf
Recent Activity
New Position
10.27%
$25.478M
106,033 shares@ $240.28 avg price
VOEVanguard Mid-cap Value Etf
Recent Activity
New Position
9.6%
$23.811M
147,191 shares@ $161.77 avg price
DUHPDimensional Us High Profitability Etf
Recent Activity
Decreased -25.49%
9.51%
$23.578M
697,779 shares@ $33.79 avg price
QQQInvesco Qqq Trust Series I
Recent Activity
Increased 36.69%
8.16%
$20.24M
39,590 shares@ $511.24 avg price
IWVIshares Russell 3000 Etf
Recent Activity
Decreased -37.83%
7.58%
$18.783M
56,195 shares@ $334.26 avg price
DIASpdr Dow Jones Industrial Average Etf Trust
Recent Activity
Increased 33905.31%
6.59%
$16.35M
38,426 shares@ $425.5 avg price
SCHGSchwab U.s. Large-cap Growth Etf
Recent Activity
Increased 326.6%
3.39%
$8.39M
301,044 shares@ $27.87 avg price
GLDSpdr Gold Shares
Recent Activity
Decreased -0.26%
3.37%
$8.361M
34,532 shares@ $242.13 avg price