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
SCHFSchwab International Equity Etf Recent Activity New Position	0.01%	$8,011 433 shares@ $18.51 avg price	New Position
VXUSVanguard Total International Stock Etf Recent Activity New Position	0.01%	$6,423 109 shares@ $58.93 avg price	New Position
IJHIshares Core S&p Mid-cap Etf Recent Activity New Position	0.01%	$5,172 83 shares@ $62.32 avg price	New Position
IJRIshares Core S&p Small Cap Etf Recent Activity New Position	0.01%	$4,609 40 shares@ $115.23 avg price	New Position
RSPInvesco S&p 500 Equal Weight Etf Recent Activity New Position	0.01%	$3,329 19 shares@ $175.22 avg price	New Position
VWOVanguard Ftse Emerging Markets Etf Recent Activity New Position	0.01%	$2,775 63 shares@ $44.05 avg price	New Position
VLUEIshares Msci Usa Value Factor Etf Recent Activity New Position	0.01%	$2,535 24 shares@ $105.63 avg price	New Position
EZUIshares Msci Eurozone Etf Recent Activity New Position	0.01%	$2,171 46 shares@ $47.2 avg price	New Position
IBITIshares Bitcoin Trust Etf Recent Activity New Position	0.01%	$477 9 shares@ $53.0 avg price	New Position
WYWeyerhaeuser Co Mtn Be Com New Recent Activity New Position	0.01%	$338 12 shares@ $28.17 avg price	New Position