Alisha Arvold

@Christopher J. Hasenberg, Inc

Latest period2024 - Q4

Reported4d ago

Managed Assets$248.115M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
REZIshares Residential And Multisector Real Estate Etf Recent Activity Exited	0%	$12.517M 146,620 shares@ $85.37 avg price	Exited
VCLTVanguard Long-term Corporate Bond Etf Recent Activity Exited	0%	$19,415 244 shares@ $79.57 avg price	Exited
BSXBoston Scientific Corp Com Recent Activity Exited	0%	$15,022 175 shares@ $85.84 avg price	Exited
SCHASchwab U.s. Small-cap Etf Recent Activity Exited	0%	$6,091 120 shares@ $50.76 avg price	Exited
XMHQInvesco S&p Midcap Quality Etf Recent Activity Exited	0%	$3,252 32 shares@ $101.63 avg price	Exited
MMINNyli Mackay Muni Insured Etf Recent Activity Exited	0%	$2,705 111 shares@ $24.37 avg price	Exited