CJ
| |
Christopher J. Hasenberg, Inc13F | |
| Christopher J. Hasenberg, Inc | |
| Last update 2025-07-09 | 228 Stocks (37 new) |
| Value $269.00 Mil | Turnover 72 % |
Christopher J. Hasenberg, Inc Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHF | Schwab International Equity ETF | 1,300,023 | 28,730.5 | New Holding | 10.680 | +10.68% | 0.060 | +11.26% | +18.59% | 48,597.1 | ||
VUG | Vanguard Growth ETF | 64,605 | 28,322.8 | +27.24% | 10.530 | +2.25% | 0.020 | +27.33% | +9.25% | 167,127.0 | ||
VO | Vanguard Mid-Cap ETF | 75,874 | 21,231.8 | +10,098.12% | 7.890 | +7.81% | 0.030 | +15.88% | +7.80% | 80,548.8 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 405,567 | 21,227.4 | New Holding | 7.890 | +7.89% | 0.080 | +11.21% | +3.38% | 26,844.9 | ||
IJR | iShares Core S&P Small-Cap ETF | 135,543 | 14,813.5 | +423,471.88% | 5.510 | +5.51% | 0.020 | +16.17% | -2.91% | 81,337.5 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 277,061 | 13,703.4 | +307,745.56% | 5.090 | +5.09% | 0.020 | +16.61% | +14.65% | 86,951.2 | ||
VTV | Vanguard Value ETF | 73,650 | 13,016.9 | +47,724.68% | 4.840 | +4.83% | 0.010 | +9.83% | +4.94% | 132,881.1 | ||
SCHI | Schwab 5-10 Year Corporate Bond ETF | 511,211 | 11,635.2 | New Holding | 4.320 | +4.32% | 0.130 | +1.80% | +2.31% | 8,682.0 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 96,628 | 9,585.5 | +1,343.29% | 3.560 | +3.31% | 0.010 | +0.25% | +1.25% | 127,979.5 | ||
QQQ | INVESCO QQQ Trust | 17,061 | 9,411.5 | -66.67% | 3.500 | -6.69% | 0.000 | +26.38% | +9.79% | 357,775.2 |
Christopher J. Hasenberg, Inc's Historical Top Holdings Breakdowns
Christopher J. Hasenberg, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UCON |
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
| 2025-06-30 | Reduce Reduce | -13.02% | 24.48 ($24.68) 24.9 | $24.84 | 0.65% | Reduce -97.62% | 30,926 | -1,267,399 | |
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 2025-06-30 | Reduce Reduce | -11.63% | 29.36 ($33.38) 35.56 | $36.17 | 8.36% | Reduce -97.4% | 22,536 | -844,190 | |
SCHF | Schwab International Equity ETF | 2025-06-30 | New Buy New Buy | +10.68% | 17.76 ($20.8) 22.1 | $21.94 | 5.48% | New holding | 1,300,023 | 1,300,023 | |
EFA | iShares MSCI EAFE ETF | 2025-06-30 | Reduce Reduce | -10.08% | 72.96 ($85.32) 90.39 | $88.36 | 3.56% | Reduce -97.25% | 8,385 | -296,550 | |
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 2025-06-30 | Reduce Reduce | -8.86% | 376.48 ($415.03) 440.65 | $443.26 | 6.80% | Reduce -96.66% | 1,758 | -50,902 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-06-30 | New Buy New Buy | +7.89% | 45.11 ($49.99) 52.34 | $52.87 | 5.76% | New holding | 405,567 | 405,567 | |
VO | Vanguard Mid-Cap ETF | 2025-06-30 | Add Add | +7.81% | 228.54 ($262.5) 279.83 | $284.74 | 8.47% | Add 10098.12% | 75,874 | 75,130 | |
IWV | iShares Russell 3000 ETF | 2025-06-30 | Reduce Reduce | -6.98% | 281.67 ($324.69) 351 | $357.07 | 9.97% | Reduce -99.87% | 70 | -52,778 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Reduce Reduce | -6.69% | 416.06 ($496.89) 551.64 | $561.26 | 12.95% | Reduce -66.67% | 17,061 | -34,122 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Add Add | +5.51% | 90.56 ($103.39) 109.49 | $111.87 | 8.20% | Add 423471.88% | 135,543 | 135,511 |
Christopher J. Hasenberg, Inc Total Holding History ($B)
Christopher J. Hasenberg, Inc's Asset Allocation
Christopher J. Hasenberg, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Christopher J. Hasenberg, Inc's Hypothetical Growth since 2025-06-30
Christopher J. Hasenberg, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Christopher J. Hasenberg, Inc's Holdings Heat Map
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Christopher J. Hasenberg, Inc's Holdings Bubble Chart
Christopher J. Hasenberg, Inc News
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