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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
ACWIIshares Msci Acwi Etf
Recent Activity
Increased 24.44%
0.08%
$174,135
1,482 shares@ $117.5 avg price
IAGGIshares Core International Aggregate Bond Etf
Recent Activity
Increased 3.98%
0.04%
$90,156
1,806 shares@ $49.93 avg price
AAPLApple Inc Com
Recent Activity
Increased 0.33%
0.04%
$76,879
307 shares@ $250.43 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 25.75%
0.04%
$74,762
127 shares@ $588.68 avg price
RPMRpm Intl Inc Com
Recent Activity
Increased 4.12%
0.02%
$34,218
278 shares@ $123.09 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 1%
0.02%
$27,127
202 shares@ $134.3 avg price
SOLVSolventum Corp Com Shs
Recent Activity
Increased 5.27%
0.01%
$21,139
320 shares@ $66.06 avg price
PANWPalo Alto Networks Inc Com
Recent Activity
Increased 100%
0.01%
$11,282
62 shares@ $181.97 avg price
SCHBSchwab U.s. Broad Market Etf
Recent Activity
Increased 200%
0.01%
$5,993
264 shares@ $22.71 avg price
SCHDSchwab Us Dividend Equity Etf
Recent Activity
Increased 200%
0.01%
$1,885
69 shares@ $27.32 avg price