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
QQQInvesco Qqq Trust Series I Recent Activity Increased 36.69%	8.16%	$20.24M 39,590 shares@ $511.24 avg price	Increased 36.69%
DIASpdr Dow Jones Industrial Average Etf Trust Recent Activity Increased 33905.31%	6.59%	$16.35M 38,426 shares@ $425.5 avg price	Increased 33905.31%
SCHGSchwab U.s. Large-cap Growth Etf Recent Activity Increased 326.6%	3.39%	$8.39M 301,044 shares@ $27.87 avg price	Increased 326.6%
VTHRVanguard Russell 3000 Etf Recent Activity Increased 3.64%	3.03%	$7.509M 28,909 shares@ $259.75 avg price	Increased 3.64%
FLQLFranklin U.s. Large Cap Multifactor Index Etf Recent Activity Increased 1.18%	2.96%	$7.325M 124,921 shares@ $58.64 avg price	Increased 1.18%
IVOVVanguard S&p Mid-cap 400 Value Etf Recent Activity Increased 203177.28%	1.73%	$4.273M 44,721 shares@ $95.56 avg price	Increased 203177.28%
VTIVanguard Total Stock Market Etf Recent Activity Increased 4.75%	0.52%	$1.273M 4,392 shares@ $289.82 avg price	Increased 4.75%
AGGIshares Core U.s. Aggregate Bond Etf Recent Activity Increased 4.19%	0.25%	$610,179 6,297 shares@ $96.9 avg price	Increased 4.19%
IEFAIshares Core Msci Eafe Etf Recent Activity Increased 2.82%	0.13%	$313,519 4,461 shares@ $70.28 avg price	Increased 2.82%
FMBFirst Trust Managed Municipal Etf Recent Activity Increased 51.79%	0.11%	$248,776 4,877 shares@ $51.02 avg price	Increased 51.79%