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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 Q2 2024 · Filed July 25, 2024 · Accession 0001989869-24-000006

Total Value
$220.7M
Positions
139
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (139)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD S&P 500 ETF92290836363,425$31.7M14.37%
2INVESCO QQQ TRUST SERIES IIVZ59,752$28.6M12.97%
3DIMENSIONAL US HIGH PROFITABILITY ETF25434V831861,948$27.6M12.49%
4ISHARES RUSSELL 3000 ETF46428768981,860$25.3M11.45%
5ISHARES S&P MID-CAP 400 GROWTH ETF464287606248,984$21.9M9.94%
6XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF233051242370,900$18.3M8.28%
7FIRST TRUST ACTIVE FACTOR MID CAP ETF33740F813487,683$14.2M6.44%
8SPDR GOLD SHARESGLD33,757$7.3M3.29%
9SCHWAB U.S. LARGE-CAP GROWTH ETF80852430063,029$6.4M2.88%
10INVESCO NASDAQ 100 ETFIVZ31,802$6.3M2.84%
11FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETFFGDL109,868$6.1M2.77%
12VANGUARD RUSSELL 3000 ETF92206C59924,860$6.0M2.70%
13INVESCO S&P MIDCAP 400 PURE GROWTH ETFIVZ105,803$5.2M2.34%
14ISHARES S&P 500 VALUE ETF46428740821,239$3.9M1.75%
15VANGUARD LONG-TERM CORPORATE BOND ETF92206C81341,674$3.2M1.43%
16AVANTIS U.S. LARGE CAP VALUE ETF02507234927,161$1.7M0.77%
17VANGUARD TOTAL STOCK MARKET ETF9229087694,075$1.1M0.49%
18ELI LILLY & CO COMLLY870$787,6810.36%
19FASTENAL CO COMFAST11,694$734,8510.33%
20ISHARES CORE U.S. AGGREGATE BOND ETF4642872266,271$608,7260.28%
21ORACLE CORP COMORCL-PD2,561$361,6130.16%
22ENERGY TRANSFER L P COM UT LTD PTNET-PI21,000$340,6200.15%
23ISHARES CORE MSCI EAFE ETF46432F8424,266$309,8820.14%
24XCEL ENERGY INC COMXELLL5,137$274,3670.12%
25JOHNSON & JOHNSON COMJNJ938$137,0980.06%
263M CO COMMMM1,313$134,1750.06%
27CADIZ INC COM NEWCDZIP39,863$123,1770.06%
28PROCTER AND GAMBLE CO COM742718109739$121,8760.06%
29VANGUARD TOTAL WORLD STOCK ETF9220427421,014$114,2070.05%
30WELLS FARGO CO NEW COM9497461011,809$107,4370.05%
31ISHARES MSCI ACWI ETF464288257931$104,6440.05%
32SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109249$97,3910.04%
33HOWMET AEROSPACE INC COMHWM1,200$93,1560.04%
34EXXON MOBIL CORP COMXOM782$90,0240.04%
35ADVANCED MICRO DEVICES INC COMAMD500$81,1050.04%
36ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G6721,623$81,0200.04%
37BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A192$78,1060.04%
38SYSCO CORP COMSYY973$69,4620.03%
39UNITED PARCEL SERVICE INC CL BUPS503$68,8360.03%
40PROGRESSIVE CORP COM743315103313$65,0130.03%
41BP PLC SPONSORED ADRBPPFF1,726$62,3090.03%
42INVESCO S&P MIDCAP QUALITY ETFIVZ608$58,9940.03%
43FREEPORT-MCMORAN INC CL BFCX1,200$58,3200.03%
44AMAZON COM INC COMAMZN300$57,9750.03%
45NORDSON CORP COMNDSN212$49,1710.02%
46BLACKROCK INC COMBLK62$48,8140.02%
47CISCO SYS INC COMCSCO1,000$47,5100.02%
48PEPSICO INC COMPEP270$44,5310.02%
49INVESCO S&P 500 QUALITY ETFIVZ658$41,8090.02%
50APPLE INC COMAAPL162$34,1200.02%
51ISHARES CORE S&P 500 ETF46428720061$33,3810.02%
52ALLIANT ENERGY CORP COMLNT630$32,0670.01%
53MICROSOFT CORP COMMSFT70$31,2870.01%
54ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V100632$31,1260.01%
55ILLINOIS TOOL WKS INC COM452308109120$28,4350.01%
56ALPHABET INC CAP STK CL AGOOG140$25,5010.01%
57US BANCORP DEL COM NEWUSB-PS602$23,8990.01%
58WEC ENERGY GROUP INC COMWEC267$20,9490.01%
59VERIZON COMMUNICATIONS INC COMVZ502$20,7020.01%
60SOLVENTUM CORP COM SHSSOLV327$17,2920.01%
61AMERICAN ELEC PWR CO INC COM025537101191$16,7580.01%
62VISA INC COM CL AV59$15,4860.01%
63COSTCO WHSL CORP NEW COM22160K10517$14,4500.01%
64BOSTON SCIENTIFIC CORP COMBSX175$13,4770.01%
65MERCK & CO INC COMMRK94$11,6370.01%
66PHILIP MORRIS INTL INC COM718172109114$11,5520.01%
67VANGUARD TAX-EXEMPT BOND ETF922907746221$11,0740.01%
68T. ROWE PRICE DIVIDEND GROWTH ETF87283Q404286$11,0110.00%
69MASTERCARD INCORPORATED CL AMA24$10,5880.00%
70SIMON PPTY GROUP INC NEW COM82880610969$10,4740.00%
71ALLETE INC COM NEW018522300167$10,4120.00%
72VANGUARD MID-CAP ETF92290862942$10,1680.00%
73META PLATFORMS INC CL AMETA20$10,0840.00%
74FS KKR CAP CORP COMFSK497$9,8060.00%
75UNITEDHEALTH GROUP INC COMUNH17$8,6570.00%
76GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETFNVGLF117$8,3250.00%
77BRISTOL-MYERS SQUIBB CO COMCELG-RI190$7,8910.00%
78SPDR S&P 600 SMALL CAP GROWTH ETF78464A20191$7,8130.00%
79LOWES COS INC COM54866110735$7,7160.00%
80JPMORGAN ULTRA-SHORT INCOME ETF46641Q837152$7,6710.00%
81ISHARES CORE S&P SMALL CAP ETF46428780471$7,5730.00%
82ISHARES S&P 500 GROWTH ETF46428730973$6,7550.00%
83ISHARES U.S. MEDICAL DEVICES ETF464288810120$6,7250.00%
84FIDELITY NATL INFORMATION SVCS COM31620M10689$6,7070.00%
85ISHARES CORE MSCI EMERGING MARKETS ETF46434G103124$6,6380.00%
86CHEVRON CORP NEW COMCVX42$6,5700.00%
87BANK AMERICA CORP COM060505104162$6,4430.00%
88ALTRIA GROUP INC COMMO140$6,3770.00%
89MONDELEZ INTL INC CL A60920710597$6,3480.00%
90UNION PAC CORP COMUNP28$6,3350.00%
91SALESFORCE INC COMCRM24$6,1700.00%
92ADOBE INC COMADBE11$6,1110.00%
93LOCKHEED MARTIN CORP COMLMT13$6,0720.00%
94AVANTIS INTERNATIONAL SMALL CAP VALUE ETF02507280292$5,9750.00%
95YUM BRANDS INC COMYUM45$5,9610.00%
96INVENTRUST PPTYS CORP COM NEW46124J201234$5,7940.00%
97ECOLAB INC COMECL24$5,7120.00%
98SCHWAB U.S. SMALL-CAP ETF808524607120$5,6940.00%
99AIR PRODS & CHEMS INC COMAIIR22$5,6770.00%
100SCHWAB U.S. BROAD MARKET ETF80852410288$5,5330.00%
101ENBRIDGE INC COMENNPF138$4,9110.00%
102PPG INDS INC COM69350610739$4,9100.00%
103HONEYWELL INTL INC COM43851610622$4,6980.00%
104NEXTERA ENERGY INC COMNEE-PW62$4,3900.00%
105PFIZER INC COMPFE142$3,9730.00%
106ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF46428653368$3,8900.00%
107SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66341$3,7630.00%
108CONAGRA BRANDS INC COMCAG132$3,7510.00%
109ISHARES TIPS BOND ETF46428717634$3,6310.00%
110BANK MONTREAL QUE COM06367110143$3,6060.00%
111VANGUARD TOTAL BOND MARKET ETF92193783549$3,5300.00%
112DISNEY WALT CO COM25468710634$3,3760.00%
113THERMO FISHER SCIENTIFIC INC COMTMO6$3,3180.00%
114KFA MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF500767652113$3,2950.00%
115VANGUARD REAL ESTATE ETF92290855337$3,0990.00%
116ISHARES SILVER TRUSTSLV110$2,9230.00%
117KRAFT HEINZ CO COMKHC83$2,6740.00%
118IQ MACKAY MUNICIPAL INSURED ETF45409F843111$2,6660.00%
119YUM CHINA HLDGS INC COMYUMC71$2,1900.00%
120ISHARES RUSSELL 2000 ETF46428765510$2,0290.00%
121ISHARES 20 YEAR TREASURY BOND ETF46428743222$2,0190.00%
122XTRACKERS USD HIGH YIELD CORPORATE BOND ETF23305143255$1,9500.00%
123VANGUARD S&P MID-CAP 400 VALUE ETF92193284422$1,9270.00%
124SPDR PORTFOLIO S&P 400 MID CAP ETF78464A84736$1,8470.00%
125SCHWAB US DIVIDEND EQUITY ETF80852479723$1,7880.00%
126SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R85341$1,7030.00%
127VANGUARD S&P SMALL-CAP 600 VALUE ETF92193277820$1,6730.00%
128SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40920$1,6030.00%
129SHELL PLC SPON ADSRYDAF19$1,3710.00%
130VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87017$1,3590.00%
131FIDELITY QUALITY FACTOR ETF31609279022$1,3490.00%
132ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY17$1,2240.00%
133TESLA INC COMTSLA6$1,1870.00%
134VANGUARD S&P SMALL-CAP 600 ETF9219328289$8840.00%
135VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF92194679411$7540.00%
136GLOBAL X U.S. PREFERRED ETF37954Y65735$6890.00%
137VANGUARD GROWTH ETF9229087361$3740.00%
138VIATRIS INC COMVTRS16$1700.00%
139ORGANON & CO COMMON STOCKOGN8$1660.00%