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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 Q4 2024 · Filed January 14, 2025 · Accession 0001989869-25-000001

Total Value
$24.8M
Positions
189
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (189)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD S&P 500 ETF92290836354,545$29.4M11.85%
2VANGUARD SMALL CAP VALUE ETF922908611130,774$25.9M10.45%
3VANGUARD SMALL-CAP ETF922908751106,033$25.5M10.27%
4VANGUARD MID-CAP VALUE ETF922908512147,191$23.8M9.60%
5DIMENSIONAL US HIGH PROFITABILITY ETF25434V831697,779$23.6M9.50%
6INVESCO QQQ TRUST SERIES IIVZ39,590$20.2M8.16%
7ISHARES RUSSELL 3000 ETF46428768956,195$18.8M7.57%
8SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X10938,426$16.4M6.59%
9SCHWAB U.S. LARGE-CAP GROWTH ETF808524300301,044$8.4M3.38%
10SPDR GOLD SHARESGLD34,532$8.4M3.37%
11VANGUARD RUSSELL 3000 ETF92206C59928,909$7.5M3.03%
12FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETFFGDL124,921$7.3M2.95%
13INVESCO NASDAQ 100 ETFIVZ29,755$6.3M2.52%
14ISHARES MORNINGSTAR SMALL CAP VALUE ETF46428870373,669$4.7M1.88%
15VANGUARD S&P MID-CAP 400 VALUE ETF92193284444,721$4.3M1.72%
16ISHARES RUSSELL 2000 ETF46428765518,444$4.1M1.64%
17FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF33740F888150,002$3.7M1.49%
18FASTENAL CO COMFAST20,694$1.5M0.60%
19VANGUARD TOTAL STOCK MARKET ETF9229087694,392$1.3M0.51%
20ELI LILLY & CO COMLLY870$671,6400.27%
21ISHARES CORE U.S. AGGREGATE BOND ETF4642872266,297$610,1790.25%
22ORACLE CORP COMORCL-PD2,561$426,7650.17%
23ENERGY TRANSFER L P COM UT LTD PTNET-PI21,000$411,3900.17%
24ISHARES S&P 500 VALUE ETF4642874081,852$353,5100.14%
25ISHARES CORE MSCI EAFE ETF46432F8424,461$313,5190.13%
26XCEL ENERGY INC COMXELLL4,409$297,6960.12%
27FIRST TRUST MANAGED MUNICIPAL ETF33739N1084,877$248,7760.10%
28CADIZ INC COM NEWCDZIP39,863$207,2880.08%
29ISHARES MSCI ACWI ETF4642882571,482$174,1350.07%
303M CO COMMMM1,221$157,6190.06%
31HOWMET AEROSPACE INC COMHWM1,200$131,2440.05%
32ISHARES U.S. FINANCIALS ETF4642877881,178$130,2630.05%
33WELLS FARGO CO NEW COM9497461011,809$127,0640.05%
34PROCTER AND GAMBLE CO COM742718109739$123,8930.05%
35VANGUARD TOTAL WORLD STOCK ETF9220427421,014$119,1250.05%
36JOHNSON & JOHNSON COMJNJ739$106,8740.04%
37AMAZON COM INC COMAMZN454$99,6030.04%
38ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G6721,806$90,1560.04%
39BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A192$87,0300.04%
40EXXON MOBIL CORP COMXOM740$79,6020.03%
41APPLE INC COMAAPL307$76,8790.03%
42PROGRESSIVE CORP COM743315103313$74,9980.03%
43ISHARES CORE S&P 500 ETF464287200127$74,7620.03%
44SYSCO CORP COMSYY973$74,3960.03%
45SPDR S&P 500 ETF TRUSTSPY124$72,6740.03%
46ADVANCED MICRO DEVICES INC COMAMD560$67,6420.03%
47COSTCO WHSL CORP NEW COM22160K10573$66,8880.03%
48CISCO SYS INC COMCSCO1,100$65,1200.03%
49BLACKROCK INC COMBLK62$63,5570.03%
50UNITED PARCEL SERVICE INC CL BUPS503$63,4280.03%
51WALMART INC COMWMT647$58,4560.02%
52BP PLC SPONSORED ADRBPPFF1,826$53,9770.02%
53BANK AMERICA CORP COM0605051041,014$44,5650.02%
54NORDSON CORP COMNDSN212$44,3590.02%
55ISHARES U.S. REAL ESTATE ETF464287739463$43,0870.02%
56MICROSOFT CORP COMMSFT95$40,0430.02%
57NELNET INC CL ANNI360$38,4520.02%
58ALPHABET INC CAP STK CL AGOOG196$37,1030.01%
59SPDR S&P 600 SMALL CAP GROWTH ETF78464A201400$36,1400.01%
60RPM INTL INC COM749685103278$34,2180.01%
61ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V100632$31,4360.01%
62VANGUARD TOTAL BOND MARKET ETF921937835428$30,7770.01%
63ILLINOIS TOOL WKS INC COM452308109120$30,4270.01%
64INVESCO S&P MIDCAP 400 PURE GROWTH ETFIVZ604$29,2450.01%
65US BANCORP DEL COM NEWUSB-PS602$28,7940.01%
66VERIZON COMMUNICATIONS INC COMVZ697$27,8730.01%
67NVIDIA CORPORATION COMNVDA202$27,1270.01%
68FREEPORT-MCMORAN INC CL BFCX680$25,8940.01%
69AMERICAN INTL GROUP INC COM NEW026874784350$25,4800.01%
70VANGUARD VALUE ETF922908744147$24,8870.01%
71DAKOTA GOLD CORP COMDC10,000$22,0000.01%
72PEPSICO INC COMPEP144$21,8970.01%
73ISHARES RUSSELL MIDCAP ETF464287499241$21,3040.01%
74SOLVENTUM CORP COM SHSSOLV320$21,1390.01%
75FORD MTR CO COM3453708602,016$19,9580.01%
76VISA INC COM CL AV59$18,6460.01%
77AMERICAN ELEC PWR CO INC COM025537101191$17,6160.01%
78FIRST TRUST ACTIVE FACTOR MID CAP ETF33740F813557$17,5930.01%
79AVANTIS U.S. LARGE CAP VALUE ETF025072349262$17,4940.01%
80AT&T INC COMT-PC722$16,4400.01%
81SERVICENOW INC COMNOW13$13,7820.01%
82KKR & CO INC COMKKRT93$13,7560.01%
83PHILIP MORRIS INTL INC COM718172109114$13,7200.01%
84XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF233051242257$13,4800.01%
85ALTRIA GROUP INC COMMO256$13,3860.01%
86FISERV INC COMFISV65$13,3520.01%
87WEC ENERGY GROUP INC COMWEC137$12,8830.01%
88INTEL CORP COMINTC638$12,7920.01%
89MASTERCARD INCORPORATED CL AMA24$12,6380.01%
90JPMORGAN CHASE & CO. COMVYLD50$11,9860.00%
91SIMON PPTY GROUP INC NEW COM82880610969$11,8820.00%
92ALERIAN MLP ETF00162Q452245$11,7990.00%
93META PLATFORMS INC CL AMETA20$11,7100.00%
94FIDELITY TOTAL BOND ETF316188309257$11,5320.00%
95MARRIOTT INTL INC NEW CL A57190320241$11,4370.00%
96PALO ALTO NETWORKS INC COMPANW62$11,2820.00%
97VANGUARD MID-CAP ETF92290862942$11,0930.00%
98VANGUARD TAX-EXEMPT BOND ETF922907746221$11,0790.00%
99FEDEX CORP COMFDX39$10,9720.00%
100S&P GLOBAL INC COMSPGI22$10,9570.00%
101RTX CORPORATION COMRTX94$10,8780.00%
102ALLETE INC COM NEW018522300167$10,8220.00%
103FS KKR CAP CORP COMFSK497$10,7950.00%
104BRISTOL-MYERS SQUIBB CO COMCELG-RI190$10,7460.00%
105VANGUARD REAL ESTATE ETF922908553117$10,4220.00%
106GE AEROSPACE COM NEW36960430160$10,0070.00%
107CONOCOPHILLIPS COMCOP100$9,9170.00%
108NATIONAL PRESTO INDS INC COM637215104100$9,8420.00%
109WORKDAY INC CL AWDAY38$9,8050.00%
110VERTEX PHARMACEUTICALS INC COMVRTX23$9,2620.00%
111GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETFNVGLF117$9,0350.00%
112COMCAST CORP NEW CL ACCZ238$8,9320.00%
113HEALTH CARE SELECT SECTOR SPDR FUND81369Y20964$8,8040.00%
114PRINCIPAL FINANCIAL GROUP INC COMPFG113$8,7470.00%
115LOWES COS INC COM54866110735$8,6380.00%
116UNITEDHEALTH GROUP INC COMUNH17$8,6000.00%
117TEXTRON INC COMTXT111$8,4900.00%
118IQVIA HLDGS INC COMIQV43$8,4500.00%
119ISHARES 20 YEAR TREASURY BOND ETF46428743293$8,1220.00%
120SALESFORCE INC COMCRM24$8,0240.00%
121PFIZER INC COMPFE302$8,0120.00%
122SCHWAB INTERNATIONAL EQUITY ETF808524805433$8,0110.00%
123FIDELITY NATL INFORMATION SVCS COM31620M10689$7,1890.00%
124REGENERON PHARMACEUTICALS COMREGN10$7,1230.00%
125INVENTRUST PPTYS CORP COM NEW46124J201234$7,0500.00%
126ISHARES U.S. MEDICAL DEVICES ETF464288810120$7,0020.00%
127JOHNSON CTLS INTL PLC SHSG5150210583$6,5510.00%
128VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768109$6,4230.00%
129UNION PAC CORP COMUNP28$6,3850.00%
130AIR PRODS & CHEMS INC COMAIIR22$6,3810.00%
131LOCKHEED MARTIN CORP COMLMT13$6,3170.00%
132CHEVRON CORP NEW COMCVX42$6,0830.00%
133YUM BRANDS INC COMYUM45$6,0370.00%
134SCHWAB U.S. BROAD MARKET ETF808524102264$5,9930.00%
135ENBRIDGE INC COMENNPF138$5,8550.00%
136MONDELEZ INTL INC CL A60920710597$5,7940.00%
137PHILLIPS 66 COMPSX50$5,6970.00%
138ECOLAB INC COMECL24$5,6240.00%
139ISHARES CORE S&P MID-CAP ETF46428750783$5,1720.00%
140MERCK & CO INC COMMRK51$5,0730.00%
141HONEYWELL INTL INC COM43851610622$4,9700.00%
142GE VERNOVA INC COMGEV15$4,9340.00%
143ADOBE INC COMADBE11$4,8910.00%
144PPG INDS INC COM69350610739$4,6590.00%
145ISHARES CORE S&P SMALL CAP ETF46428780440$4,6090.00%
146NEXTERA ENERGY INC COMNEE-PW62$4,4450.00%
147ISHARES S&P SMALL-CAP 600 GROWTH ETF46428788732$4,3320.00%
148PLUG POWER INC COM NEWPLUG2,000$4,2600.00%
149BANK MONTREAL QUE COM06367110143$4,1730.00%
150DISNEY WALT CO COM25468710634$3,7860.00%
151CONAGRA BRANDS INC COMCAG132$3,6630.00%
152FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R50660$3,5480.00%
153YUM CHINA HLDGS INC COMYUMC71$3,4200.00%
154INVESCO S&P 500 EQUAL WEIGHT ETFIVZ19$3,3290.00%
155THERMO FISHER SCIENTIFIC INC COMTMO6$3,1210.00%
156ISHARES SILVER TRUSTSLV110$2,8960.00%
157VANGUARD FTSE EMERGING MARKETS ETF92204285863$2,7750.00%
158KRAFT HEINZ CO COMKHC83$2,5490.00%
159ISHARES MSCI USA VALUE FACTOR ETF46432F38824$2,5350.00%
160TESLA INC COMTSLA6$2,4230.00%
161ISHARES MSCI EUROZONE ETF46428660846$2,1710.00%
162XTRACKERS USD HIGH YIELD CORPORATE BOND ETF23305143255$1,9840.00%
163SPDR PORTFOLIO S&P 400 MID CAP ETF78464A84736$1,9690.00%
164SCHWAB US DIVIDEND EQUITY ETF80852479769$1,8850.00%
165VANGUARD S&P SMALL-CAP 600 VALUE ETF92193277820$1,8670.00%
166SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R85341$1,8420.00%
167WARNER BROS DISCOVERY INC COM SER AWBD174$1,8390.00%
168INVESCO S&P 500 QUALITY ETFIVZ27$1,8100.00%
169SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40920$1,7580.00%
170GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC20$1,5640.00%
171ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY17$1,4410.00%
172FIDELITY QUALITY FACTOR ETF31609279022$1,4390.00%
173KOHLS CORP COMKSS100$1,4040.00%
174VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87017$1,3650.00%
175SHELL PLC SPON ADSRYDAF19$1,1900.00%
176ISHARES S&P MID-CAP 400 GROWTH ETF46428760611$1,0000.00%
177VANGUARD S&P SMALL-CAP 600 ETF9219328289$9540.00%
178VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF92194679411$7470.00%
179GLOBAL X U.S. PREFERRED ETF37954Y65735$6830.00%
180VIATRIS INC COMVTRS46$5730.00%
181VODAFONE GROUP PLC NEW SPONSORED ADR92857W30857$4840.00%
182ISHARES BITCOIN TRUST ETFIBIT9$4770.00%
183WABTEC COM9297401082$3790.00%
184WEYERHAEUSER CO MTN BE COM NEWWY12$3380.00%
185APPLOVIN CORP COM CL AAPP1$3240.00%
186ADIENT PLC ORD SHSADNT8$1380.00%
187ORGANON & CO COMMON STOCKOGN8$1190.00%
188TILRAY BRANDS INC COMTLRY83$1100.00%
189LUMEN TECHNOLOGIES INC COMLUMN13$690.00%