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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
HWMHowmet Aerospace Inc Com
Recent Activity
0.06%
$131,244
1,200 shares@ $109.37 avg price
IYFIshares U.s. Financials Etf
Recent Activity
New Position
0.06%
$130,263
1,178 shares@ $110.58 avg price
WFCWells Fargo Co New Com
Recent Activity
0.06%
$127,064
1,809 shares@ $70.24 avg price
PGProcter And Gamble Co Com
Recent Activity
0.05%
$123,893
739 shares@ $167.65 avg price
VTVanguard Total World Stock Etf
Recent Activity
0.05%
$119,125
1,014 shares@ $117.49 avg price
JNJJohnson & Johnson Com
Recent Activity
0.05%
$106,874
739 shares@ $144.62 avg price
AMZNAmazon Com Inc Com
Recent Activity
0.05%
$99,603
454 shares@ $219.39 avg price
IAGGIshares Core International Aggregate Bond Etf
Recent Activity
Increased 3.98%
0.04%
$90,156
1,806 shares@ $49.93 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
0.04%
$87,030
192 shares@ $453.29 avg price
XOMExxon Mobil Corp Com
Recent Activity
0.04%
$79,602
740 shares@ $107.58 avg price