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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
AGGIshares Core U.s. Aggregate Bond Etf
Recent Activity
Increased 4.19%
0.25%
$610,179
6,297 shares@ $96.9 avg price
ORCLOracle Corp Com
Recent Activity
0.18%
$426,765
2,561 shares@ $166.64 avg price
ETEnergy Transfer L P Com Ut Ltd Ptn
Recent Activity
0.17%
$411,390
21,000 shares@ $19.59 avg price
IVEIshares S&p 500 Value Etf
Recent Activity
Decreased -92.51%
0.15%
$353,510
1,852 shares@ $190.89 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Increased 2.82%
0.13%
$313,519
4,461 shares@ $70.28 avg price
XELXcel Energy Inc Com
Recent Activity
Decreased -14.17%
0.12%
$297,696
4,409 shares@ $67.53 avg price
FMBFirst Trust Managed Municipal Etf
Recent Activity
Increased 51.79%
0.11%
$248,776
4,877 shares@ $51.02 avg price
CDZICadiz Inc Com New
Recent Activity
0.09%
$207,288
39,863 shares@ $5.21 avg price
ACWIIshares Msci Acwi Etf
Recent Activity
Increased 24.44%
0.08%
$174,135
1,482 shares@ $117.5 avg price
MMM3m Co Com
Recent Activity
0.07%
$157,619
1,221 shares@ $129.1 avg price