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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Christopher J. Hasenberg, Inc

Quarter ended Q1 2024 · Filed April 24, 2024 · Accession 0001989869-24-000003

Total Value
$205.5M
Positions
21
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (110)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P MID-CAP 400 GROWTH ETF464287606325,177$29.7M14.57%
2VANGUARD S&P 500 ETF92290836355,365$26.6M13.07%
3DIMENSIONAL US HIGH PROFITABILITY ETF25434V831812,479$25.7M12.61%
4INVESCO QQQ TRUST SERIES IIVZ52,512$23.3M11.45%
5ISHARES RUSSELL 3000 ETF46428768968,486$20.6M10.09%
6INVESCO S&P MIDCAP QUALITY ETFIVZ154,568$17.0M8.35%
7XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF233051242288,402$14.1M6.91%
8SPDR GOLD SHARESGLD31,832$6.5M3.22%
9SCHWAB U.S. LARGE-CAP GROWTH ETF80852430060,174$5.6M2.74%
10FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETFFGDL104,681$5.6M2.74%
11INVESCO NASDAQ 100 ETFIVZ30,349$5.5M2.72%
12VANGUARD RUSSELL 3000 ETF92206C59923,660$5.5M2.71%
13INVESCO S&P MIDCAP 400 PURE GROWTH ETFIVZ99,984$5.1M2.49%
14ISHARES S&P 500 VALUE ETF46428740819,582$3.7M1.80%
15VANGUARD LONG-TERM CORPORATE BOND ETF92206C81339,375$3.1M1.51%
16AVANTIS U.S. LARGE CAP VALUE ETF02507234926,596$1.7M0.84%
17VANGUARD TOTAL STOCK MARKET ETF9229087692,620$680,9380.33%
18ELI LILLY & CO COMLLY870$676,8250.33%
19ENERGY TRANSFER L P COM UT LTD PTNET-PI21,841$343,5590.17%
20ORACLE CORP COMORCL-PD2,561$321,6870.16%
21ISHARES CORE U.S. AGGREGATE BOND ETF4642872263,202$313,6040.15%
22ISHARES CORE MSCI EAFE ETF46432F8422,687$199,4290.10%
233M CO COMMMM1,313$139,2700.07%
24XCEL ENERGY INC COMXELLL2,194$117,9280.06%
25VANGUARD TOTAL WORLD STOCK ETF9220427421,014$112,0470.06%
26SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109268$106,6000.05%
27ISHARES MSCI ACWI ETF464288257870$95,8130.05%
28EXXON MOBIL CORP COMXOM782$90,9000.04%
29ADVANCED MICRO DEVICES INC COMAMD500$90,2450.04%
30HOWMET AEROSPACE INC COMHWM1,200$82,1160.04%
31BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A192$80,7400.04%
32BP PLC SPONSORED ADRBPPFF1,726$65,0360.03%
33NORDSON CORP COMNDSN212$58,2020.03%
34FREEPORT-MCMORAN INC CL BFCX1,200$56,4240.03%
35BLACKROCK INC COMBLK62$51,6890.03%
36CISCO SYS INC COMCSCO1,000$49,9100.02%
37PEPSICO INC COMPEP270$47,2530.02%
38ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G672919$45,9040.02%
39INVESCO S&P 500 QUALITY ETFIVZ718$43,3820.02%
40APPLE INC COMAAPL202$34,6390.02%
41ILLINOIS TOOL WKS INC COM452308109120$32,2000.02%
42ALLIANT ENERGY CORP COMLNT630$31,7520.02%
43JOHNSON & JOHNSON COMJNJ199$31,4800.02%
44ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V100632$31,1070.02%
45ISHARES CORE S&P 500 ETF46428720044$23,1320.01%
46WEC ENERGY GROUP INC COMWEC267$21,9260.01%
47FIRST TRUST ACTIVE FACTOR MID CAP ETF33740F813557$16,8700.01%
48AMERICAN ELEC PWR CO INC COM025537101191$16,4450.01%
49VANGUARD MID-CAP ETF92290862953$13,2430.01%
50COSTCO WHSL CORP NEW COM22160K10517$12,4550.01%
51MERCK & CO INC COMMRK94$12,4030.01%
52ALPHABET INC CAP STK CL AGOOG80$12,0740.01%
53BOSTON SCIENTIFIC CORP COMBSX175$11,9860.01%
54MICROSOFT CORP COMMSFT26$10,9390.01%
55T. ROWE PRICE DIVIDEND GROWTH ETF87283Q404286$10,8680.01%
56SIMON PPTY GROUP INC NEW COM82880610969$10,7980.01%
57SPDR S&P 600 SMALL CAP GROWTH ETF78464A201122$10,6420.01%
58BRISTOL-MYERS SQUIBB CO COMCELG-RI190$10,3040.01%
59ALLETE INC COM NEW018522300167$9,9600.00%
60LOWES COS INC COM54866110735$8,9160.00%
61GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETFNVGLF117$8,5190.00%
62UNITEDHEALTH GROUP INC COMUNH17$8,4100.00%
63ISHARES CORE S&P SMALL CAP ETF46428780471$7,8470.00%
64JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND46641Q837152$7,6680.00%
65VISA INC COM CL AV27$7,5350.00%
66SALESFORCE INC COMCRM24$7,2280.00%
67AMAZON COM INC COMAMZN40$7,2150.00%
68ISHARES U.S. MEDICAL DEVICES ETF464288810120$7,0310.00%
69UNION PAC CORP COMUNP28$6,8860.00%
70PROCTER AND GAMBLE CO COM74271810941$6,6520.00%
71CHEVRON CORP NEW COMCVX42$6,6250.00%
72ISHARES CORE MSCI EMERGING MARKETS ETF46434G103124$6,3980.00%
73YUM BRANDS INC COMYUM45$6,2390.00%
74ISHARES S&P 500 GROWTH ETF46428730973$6,1640.00%
75BANK AMERICA CORP COM060505104162$6,1430.00%
76AVANTIS INTERNATIONAL SMALL CAP VALUE ETF02507280292$6,0590.00%
77LOCKHEED MARTIN CORP COMLMT13$5,9130.00%
78SCHWAB U.S. SMALL-CAP ETF808524607120$5,9090.00%
79PPG INDS INC COM69350610739$5,6510.00%
80ECOLAB INC COMECL24$5,5420.00%
81SCHWAB U.S. BROAD MARKET ETF80852410288$5,3720.00%
82AIR PRODS & CHEMS INC COMAIIR22$5,3300.00%
83ENBRIDGE INC COMENNPF138$4,9930.00%
84HONEYWELL INTL INC COM43851610622$4,5160.00%
85DISNEY WALT CO COM25468710634$4,1600.00%
86NEXTERA ENERGY INC COMNEE-PW62$3,9620.00%
87PFIZER INC COMPFE142$3,9410.00%
88ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF46428653368$3,8480.00%
89SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66341$3,7640.00%
90ISHARES TIPS BOND ETF46428717634$3,6520.00%
91VERIZON COMMUNICATIONS INC COMVZ86$3,6090.00%
92VANGUARD TOTAL BOND MARKET ETF92193783549$3,5590.00%
93THERMO FISHER SCIENTIFIC INC COMTMO6$3,4870.00%
94KFA MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF500767652113$3,3780.00%
95VANGUARD REAL ESTATE ETF92290855337$3,2000.00%
96ISHARES SILVER TRUSTSLV110$2,5030.00%
97ISHARES RUSSELL 2000 ETF46428765510$2,1030.00%
98ISHARES 20 YEAR TREASURY BOND ETF46428743222$2,0820.00%
99VANGUARD S&P MID-CAP 400 VALUE ETF92193284422$1,9980.00%
100XTRACKERS USD HIGH YIELD CORPORATE BOND ETF23305143255$1,9640.00%
101SPDR PORTFOLIO S&P 400 MID CAP ETF78464A84736$1,9200.00%
102VANGUARD S&P SMALL-CAP 600 VALUE ETF92193277820$1,7680.00%
103SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R85341$1,7650.00%
104VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87017$1,3690.00%
105TESLA INC COMTSLA6$1,0550.00%
106VANGUARD GROWTH ETF9229087361$3440.00%
107VIATRIS INC COMVTRS16$1910.00%
108ORGANON & CO COMMON STOCKOGN8$1500.00%
109HEWLETT PACKARD ENTERPRISE CO COMHPE-PC8$1420.00%
110ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871500$00.00%