Christopher J. Hasenberg, Inc
CIK 1989869 · Holdings on Dec 31, 2024 · First reported Jan 14, 2025
Top ten holdings
Q4 2024- VOO11.85%
- VBR10.45%
- VB10.27%
- VOE9.60%
- DUHP9.50%
- QQQ8.16%
- IWV7.57%
- DIA6.59%
- SCHG3.38%
- GLD3.37%
Share classes counted separately80.74%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DIAWeight increased · +6.57 pp0.02% → 6.59%Shares +38.31K (+33,905.31%)
- IWMWeight decreased · -6.05 pp7.69% → 1.64%Shares -67.13K (-78.45%)
- IWVWeight decreased · -4.60 pp12.17% → 7.57%Shares -34.21K (-37.84%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $29.39M | 11.85% | 54.55K shares | 14.37% → 11.85%-2.52 pp -11.47K (-17.38%) | Reduced | ↗▾ |
| 02 | VBRVNGRD MRNGST SL-CP VAL ETF-UETF View history and evidence | $25.92M | 10.45% | 130.77K shares | Prior unavailable +130.77K | New | ↗▾ |
| 03 | VBVANGUARD MOST SM-CAP ETF-USDETF View history and evidence | $25.48M | 10.27% | 106.03K shares | Prior unavailable +106.03K | New | ↗▾ |
| 04 | VOEVNGRD MRNGSTR MD-CAP VAL ETFETF View history and evidence | $23.81M | 9.60% | 147.19K shares | Prior unavailable +147.19K | New | ↗▾ |
| 05 | DUHPDIMENSIONAL US HIGH PROFI ETETF View history and evidence | $23.58M | 9.50% | 697.78K shares | 13.21% → 9.50%-3.71 pp -238.78K (-25.50%) | Reduced | ↗▾ |
| 06 | QQQINVESCO QQQ TRUST SERIES 1ETF View history and evidence | $20.24M | 8.16% | 39.59K shares | 5.85% → 8.16%+2.31 pp +10.63K (+36.69%) | Added | ↗▾ |
| 07 | IWVISHARES RUSSELL 3000 ETFETF View history and evidence | $18.78M | 7.57% | 56.20K shares | 12.17% → 7.57%-4.60 pp -34.21K (-37.84%) | Reduced | ↗▾ |
| 08 | DIASS SPDR DOW JONES INDUS AVGETF View history and evidence | $16.35M | 6.59% | 38.43K shares | 0.02% → 6.59%+6.57 pp +38.31K (+33,905.31%) | Added | ↗▾ |
| 09 | SCHGSCHWAB US LARGE-CAP GROWTHETF View history and evidence | $8.39M | 3.38% | 301.04K shares | 3.05% → 3.38%+0.33 pp +230.47K (+326.60%) | Added | ↗▾ |
| 10 | GLDSPDR GOLD SHARESETF View history and evidence | $8.36M | 3.37% | 34.53K shares | 3.47% → 3.37%-0.10 pp -91 (-0.26%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| REZ ISHARS RES AND MULTI REALES | Non-derivative | -146,620 | -$12.52M | SEC filing ↗ | SEC filing ↗ |
| VCLT VANGUARD LONG-TERM CORP BOND | Non-derivative | -244 | -$19.41K | SEC filing ↗ | SEC filing ↗ |
| BSX BOSTON SCIENTIFIC CORP | Non-derivative | -175 | -$15.02K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1989869 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jan 14, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 24811497
}Research all 189 reported holdings.
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