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
SLYGSpdr S&p 600 Small Cap Growth Etf Recent Activity Decreased -98.78%	0.02%	$36,140 400 shares@ $90.35 avg price	Decreased -98.78%
RFGInvesco S&p Midcap 400 Pure Growth Etf Recent Activity Decreased -73.75%	0.02%	$29,245 604 shares@ $48.42 avg price	Decreased -73.75%
FCXFreeport-mcmoran Inc Cl B Recent Activity Decreased -43.33%	0.02%	$25,894 680 shares@ $38.08 avg price	Decreased -43.33%
PEPPepsico Inc Com Recent Activity Decreased -46.66%	0.01%	$21,897 144 shares@ $152.07 avg price	Decreased -46.66%
AFMCFirst Trust Active Factor Mid Cap Etf Recent Activity Decreased -35.9%	0.01%	$17,593 557 shares@ $31.59 avg price	Decreased -35.9%
AVLVAvantis U.s. Large Cap Value Etf Recent Activity Decreased -99.09%	0.01%	$17,494 262 shares@ $66.78 avg price	Decreased -99.09%
QARPXtrackers Russell 1000 Us Quality At A Reasonable Price Etf Recent Activity Decreased -79.53%	0.01%	$13,480 257 shares@ $52.46 avg price	Decreased -79.53%
IJTIshares S&p Small-cap 600 Growth Etf Recent Activity Decreased -99.98%	0.01%	$4,332 32 shares@ $135.38 avg price	Decreased -99.98%
RDVYFirst Trust Rising Dividend Achievers Etf Recent Activity Decreased -99.95%	0.01%	$3,548 60 shares@ $59.14 avg price	Decreased -99.95%
SPHQInvesco S&p 500 Quality Etf Recent Activity Decreased -86.63%	0.01%	$1,810 27 shares@ $67.04 avg price	Decreased -86.63%