Alisha Arvold

@Christopher J. Hasenberg, Inc

Latest period2024 - Q4

Reported5d 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
SLQDIshares 0-5 Year Investment Grade Corporate Bond Etf Recent Activity	0.02%	$31,436 632 shares@ $49.75 avg price
BNDVanguard Total Bond Market Etf Recent Activity New Position	0.02%	$30,777 428 shares@ $71.91 avg price	New Position
ITWIllinois Tool Wks Inc Com Recent Activity	0.02%	$30,427 120 shares@ $253.56 avg price
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%
USBUs Bancorp Del Com New Recent Activity	0.02%	$28,794 602 shares@ $47.84 avg price
VZVerizon Communications Inc Com Recent Activity	0.02%	$27,873 697 shares@ $39.99 avg price
NVDANvidia Corporation Com Recent Activity Increased 1%	0.02%	$27,127 202 shares@ $134.3 avg price	Increased 1%
FCXFreeport-mcmoran Inc Cl B Recent Activity Decreased -43.33%	0.02%	$25,894 680 shares@ $38.08 avg price	Decreased -43.33%
AIGAmerican Intl Group Inc Com New Recent Activity	0.02%	$25,480 350 shares@ $72.8 avg price
VTVVanguard Value Etf Recent Activity	0.02%	$24,887 147 shares@ $169.3 avg price