Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Christopher J. Hasenberg, Inc 13F Holdings -- Portfolio & Top Positions (2025-06-30)

Christopher J. Hasenberg, Inc (CIK 1989869) reported $269.1M across 228 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: SCHF ($28.7M, 10.68%), VUG ($28.3M, 10.53%), SPYV ($21.2M, 7.89%), VO ($21.2M, 7.89%), IJR ($14.8M, 5.51%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SCHFSCHWAB INTERNATIONAL EQUITY ETF$28.7M10.68%1.3MNew
2VUGVANGUARD GROWTH ETF$28.3M10.53%64,605Added
3SPYVSPDR PORTFOLIO S&P 500 VALUE ETF$21.2M7.89%405,567New
4VOVANGUARD MID-CAP ETF$21.2M7.89%75,874Added
5IJRISHARES CORE S&P SMALL CAP ETF$14.8M5.51%135,543Added
6VWOVANGUARD FTSE EMERGING MARKETS ETF$13.7M5.09%277,061Added
7VTVVANGUARD VALUE ETF$13.0M4.84%73,650Added
8SCHISCHWAB 5-10 YEAR CORPORATE BOND ETF$11.6M4.32%511,211New
9AGGISHARES CORE U.S. AGGREGATE BOND ETF$9.6M3.56%96,628Added
10QQQINVESCO QQQ TRUST SERIES I$9.4M3.50%17,061Trimmed
11SCHHSCHWAB U.S. REIT ETF$8.5M3.16%401,402New
12VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF$8.3M3.07%178,124New
13TLTISHARES 20 YEAR TREASURY BOND ETF$8.0M2.96%90,123New
14KOMPSPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF$6.4M2.36%117,008New
15GLDSPDR GOLD SHARES$6.0M2.23%19,693Trimmed
16BNDVANGUARD TOTAL BOND MARKET ETF$5.7M2.11%77,092Added
17IEFAISHARES CORE MSCI EAFE ETF$5.3M1.96%63,308Added
18VTIVANGUARD TOTAL STOCK MARKET ETF$4.1M1.51%13,347Added
19FLQLFRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF$3.6M1.34%57,285Trimmed
20VTHRVANGUARD RUSSELL 3000 ETF$3.5M1.31%12,886Trimmed
21SPLGSPDR PORTFOLIO S&P 500 ETF$3.4M1.27%47,110Added
22SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$3.4M1.26%116,008Trimmed
23QQQMINVESCO NASDAQ 100 ETF$3.4M1.25%14,792Trimmed
24IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF$2.7M1.00%50,737New
25SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF$1.8M0.66%80,133New

Source: SEC Form 13F filings · as of 2025-06-30