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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 Q3 2024 · Filed October 9, 2024 · Accession 0001989869-24-000007

Total Value
$242.1M
Positions
174
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (174)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD S&P 500 ETF92290836366,016$34.8M14.37%
2DIMENSIONAL US HIGH PROFITABILITY ETF25434V831936,563$32.0M13.21%
3ISHARES RUSSELL 3000 ETF46428768990,403$29.5M12.17%
4ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887164,644$22.6M9.34%
5ISHARES RUSSELL 2000 ETF46428765585,575$18.6M7.69%
6INVESCO QQQ TRUST SERIES IIVZ28,964$14.2M5.85%
7ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF464288562146,620$12.5M5.17%
8FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF33740F888433,884$10.8M4.48%
9SPDR GOLD SHARESGLD34,623$8.4M3.47%
10FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506135,142$8.0M3.29%
11SCHWAB U.S. LARGE-CAP GROWTH ETF80852430070,569$7.4M3.05%
12INVESCO NASDAQ 100 ETFIVZ35,755$7.2M2.97%
13FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETFFGDL123,473$7.2M2.96%
14VANGUARD RUSSELL 3000 ETF92206C59927,896$7.1M2.92%
15ISHARES S&P 500 VALUE ETF46428740824,730$4.8M2.00%
16SPDR S&P 600 SMALL CAP GROWTH ETF78464A20132,851$3.0M1.24%
17ISHARES U.S. REAL ESTATE ETF46428773928,366$2.8M1.16%
18AVANTIS U.S. LARGE CAP VALUE ETF02507234928,920$1.9M0.79%
19FASTENAL CO COMFAST20,694$1.5M0.60%
20VANGUARD TOTAL STOCK MARKET ETF9229087694,193$1.2M0.49%
21ELI LILLY & CO COMLLY870$794,9360.33%
22ISHARES CORE U.S. AGGREGATE BOND ETF4642872266,044$603,1310.25%
23ORACLE CORP COMORCL-PD2,561$446,5620.18%
24ENERGY TRANSFER L P COM UT LTD PTNET-PI21,000$339,5700.14%
25ISHARES CORE MSCI EAFE ETF46432F8424,339$331,4560.14%
26XCEL ENERGY INC COMXELLL5,137$323,2710.13%
27FIRST TRUST MANAGED MUNICIPAL ETF33739N1083,213$166,4330.07%
283M CO COMMMM1,221$164,4560.07%
29ISHARES MSCI ACWI ETF4642882571,191$141,7770.06%
30PROCTER AND GAMBLE CO COM742718109739$124,2700.05%
31HOWMET AEROSPACE INC COMHWM1,200$123,5880.05%
32CADIZ INC COM NEWCDZIP39,863$122,3790.05%
33VANGUARD TOTAL WORLD STOCK ETF9220427421,014$120,6560.05%
34JOHNSON & JOHNSON COMJNJ739$118,0110.05%
35INVESCO S&P MIDCAP 400 PURE GROWTH ETFIVZ2,301$113,1490.05%
36WELLS FARGO CO NEW COM9497461011,809$103,6560.04%
37ADVANCED MICRO DEVICES INC COMAMD560$96,7680.04%
38EXXON MOBIL CORP COMXOM740$90,3100.04%
39ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G6721,737$89,7160.04%
40BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A192$87,1300.04%
41AMAZON COM INC COMAMZN454$82,9550.03%
42PROGRESSIVE CORP COM743315103313$77,9430.03%
43SYSCO CORP COMSYY973$73,2860.03%
44SPDR S&P 500 ETF TRUSTSPY124$71,0730.03%
45APPLE INC COMAAPL306$69,0860.03%
46UNITED PARCEL SERVICE INC CL BUPS503$65,8730.03%
47XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF2330512421,256$65,2490.03%
48COSTCO WHSL CORP NEW COM22160K10573$65,0010.03%
49BLACKROCK INC COMBLK62$58,8420.02%
50BP PLC SPONSORED ADRBPPFF1,826$58,4870.02%
51FREEPORT-MCMORAN INC CL BFCX1,200$58,3080.02%
52ISHARES CORE S&P 500 ETF464287200101$58,1700.02%
53CISCO SYS INC COMCSCO1,100$58,0030.02%
54NORDSON CORP COMNDSN212$53,0660.02%
55WALMART INC COMWMT647$51,5720.02%
56SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109113$47,5500.02%
57PEPSICO INC COMPEP270$46,0130.02%
58BANK AMERICA CORP COM0605051041,014$40,4890.02%
59MICROSOFT CORP COMMSFT95$39,3970.02%
60RPM INTL INC COM749685103267$34,6140.01%
61ALPHABET INC CAP STK CL AGOOG196$32,2180.01%
62ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V100632$31,6130.01%
63ILLINOIS TOOL WKS INC COM452308109120$30,6860.01%
64VERIZON COMMUNICATIONS INC COMVZ697$30,6750.01%
65FIRST TRUST ACTIVE FACTOR MID CAP ETF33740F813869$27,7080.01%
66ISHARES S&P MID-CAP 400 GROWTH ETF464287606296$27,0990.01%
67US BANCORP DEL COM NEWUSB-PS602$26,6450.01%
68NVIDIA CORPORATION COMNVDA200$26,5780.01%
69AMERICAN INTL GROUP INC COM NEW026874784350$26,1210.01%
70VANGUARD VALUE ETF922908744147$25,5050.01%
71DAKOTA GOLD CORP COMDC10,000$22,4000.01%
72FORD MTR CO COM3453708602,016$21,1480.01%
73ISHARES RUSSELL MIDCAP ETF464287499241$21,0850.01%
74SOLVENTUM CORP COM SHSSOLV304$20,4080.01%
75VANGUARD LONG-TERM CORPORATE BOND ETF92206C813244$19,4150.01%
76AMERICAN ELEC PWR CO INC COM025537101191$18,7560.01%
77VISA INC COM CL AV59$16,2230.01%
78AT&T INC COMT-PC722$15,7830.01%
79BOSTON SCIENTIFIC CORP COMBSX175$15,0220.01%
80INTEL CORP COMINTC638$14,8780.01%
81PHILIP MORRIS INTL INC COM718172109114$13,5430.01%
82INVESCO S&P 500 QUALITY ETFIVZ202$13,4790.01%
83WEC ENERGY GROUP INC COMWEC137$12,9260.01%
84ALTRIA GROUP INC COMMO256$12,6850.01%
85KKR & CO INC COMKKRT93$12,2160.01%
86FISERV INC COMFISV65$12,2160.01%
87SERVICENOW INC COMNOW13$11,9860.00%
88MASTERCARD INCORPORATED CL AMA24$11,9290.00%
89META PLATFORMS INC CL AMETA20$11,8580.00%
90RTX CORPORATION COMRTX94$11,6090.00%
91SIMON PPTY GROUP INC NEW COM82880610969$11,5390.00%
92ALERIAN MLP ETF00162Q452245$11,5350.00%
93S&P GLOBAL INC COMSPGI22$11,4040.00%
94GE AEROSPACE COM NEW36960430160$11,2480.00%
95VANGUARD TAX-EXEMPT BOND ETF922907746221$11,2290.00%
96CONOCOPHILLIPS COMCOP100$11,0800.00%
97VANGUARD REAL ESTATE ETF922908553117$11,0520.00%
98VANGUARD MID-CAP ETF92290862942$11,0280.00%
99PALO ALTO NETWORKS INC COMPANW31$11,0090.00%
100ALLETE INC COM NEW018522300167$10,6860.00%
101VERTEX PHARMACEUTICALS INC COMVRTX23$10,5560.00%
102JPMORGAN CHASE & CO. COMVYLD50$10,5380.00%
103MARRIOTT INTL INC NEW CL A57190320241$10,5200.00%
104FEDEX CORP COMFDX39$10,1950.00%
105REGENERON PHARMACEUTICALS COMREGN10$10,0530.00%
106BRISTOL-MYERS SQUIBB CO COMCELG-RI190$9,9710.00%
107FS KKR CAP CORP COMFSK497$9,9400.00%
108UNITEDHEALTH GROUP INC COMUNH17$9,8870.00%
109IQVIA HLDGS INC COMIQV43$9,7490.00%
110COMCAST CORP NEW CL ACCZ238$9,7460.00%
111HEALTH CARE SELECT SECTOR SPDR FUND81369Y20964$9,7150.00%
112LOWES COS INC COM54866110735$9,5640.00%
113TEXTRON INC COMTXT111$9,4340.00%
114WORKDAY INC CL AWDAY38$9,1000.00%
115GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETFNVGLF117$9,0170.00%
116PFIZER INC COMPFE302$8,8120.00%
117LOCKHEED MARTIN CORP COMLMT13$7,9050.00%
118FIDELITY NATL INFORMATION SVCS COM31620M10689$7,6460.00%
119NATIONAL PRESTO INDS INC COM637215104100$7,0540.00%
120SALESFORCE INC COMCRM24$6,9980.00%
121ISHARES U.S. MEDICAL DEVICES ETF464288810120$6,9880.00%
122MONDELEZ INTL INC CL A60920710597$6,8720.00%
123AIR PRODS & CHEMS INC COMAIIR22$6,8280.00%
124INVENTRUST PPTYS CORP COM NEW46124J201234$6,8120.00%
125UNION PAC CORP COMUNP28$6,6520.00%
126PHILLIPS 66 COMPSX50$6,6170.00%
127JOHNSON CTLS INTL PLC SHSG5150210583$6,3370.00%
128CHEVRON CORP NEW COMCVX42$6,2480.00%
129SCHWAB U.S. SMALL-CAP ETF808524607120$6,0910.00%
130ECOLAB INC COMECL24$6,0630.00%
131YUM BRANDS INC COMYUM45$6,0620.00%
132SCHWAB U.S. BROAD MARKET ETF80852410288$5,8410.00%
133ENBRIDGE INC COMENNPF138$5,6040.00%
134MERCK & CO INC COMMRK51$5,5350.00%
135ADOBE INC COMADBE11$5,4590.00%
136NEXTERA ENERGY INC COMNEE-PW62$4,9910.00%
137PPG INDS INC COM69350610739$4,9620.00%
138HONEYWELL INTL INC COM43851610622$4,5540.00%
139PLUG POWER INC COM NEWPLUG2,000$4,1200.00%
140GE VERNOVA INC COMGEV15$3,9640.00%
141BANK MONTREAL QUE COM06367110143$3,8700.00%
142CONAGRA BRANDS INC COMCAG132$3,8540.00%
143THERMO FISHER SCIENTIFIC INC COMTMO6$3,5730.00%
144YUM CHINA HLDGS INC COMYUMC71$3,3430.00%
145INVESCO S&P MIDCAP QUALITY ETFIVZ32$3,2520.00%
146DISNEY WALT CO COM25468710634$3,1450.00%
147ISHARES SILVER TRUSTSLV110$3,0810.00%
148KRAFT HEINZ CO COMKHC83$2,8770.00%
149NYLI MACKAY MUNI INSURED ETF45409F843111$2,7050.00%
150VANGUARD S&P MID-CAP 400 VALUE ETF92193284422$2,0820.00%
151XTRACKERS USD HIGH YIELD CORPORATE BOND ETF23305143255$2,0080.00%
152SPDR PORTFOLIO S&P 400 MID CAP ETF78464A84736$1,9540.00%
153SCHWAB US DIVIDEND EQUITY ETF80852479723$1,9360.00%
154KOHLS CORP COMKSS100$1,9140.00%
155ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY17$1,8650.00%
156SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R85341$1,8270.00%
157GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC20$1,8140.00%
158VANGUARD S&P SMALL-CAP 600 VALUE ETF92193277820$1,8050.00%
159SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40920$1,6640.00%
160TESLA INC COMTSLA6$1,4670.00%
161FIDELITY QUALITY FACTOR ETF31609279022$1,4310.00%
162VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87017$1,4050.00%
163WARNER BROS DISCOVERY INC COM SER AWBD174$1,3430.00%
164SHELL PLC SPON ADSRYDAF19$1,2970.00%
165VANGUARD S&P SMALL-CAP 600 ETF9219328289$9540.00%
166VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF92194679411$7950.00%
167GLOBAL X U.S. PREFERRED ETF37954Y65735$7240.00%
168VODAFONE GROUP PLC NEW SPONSORED ADR92857W30857$5510.00%
169VIATRIS INC COMVTRS46$5210.00%
170WABTEC COM9297401082$3640.00%
171ADIENT PLC ORD SHSADNT8$1710.00%
172ORGANON & CO COMMON STOCKOGN8$1450.00%
173TILRAY BRANDS INC COMTLRY83$1370.00%
174LUMEN TECHNOLOGIES INC COMLUMN13$840.00%