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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 2025 · Filed July 9, 2025 · Accession 0001989869-25-000005

Total Value
$269.1M
Positions
228
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (228)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB INTERNATIONAL EQUITY ETF8085248051,300,023$28.7M10.68%
2VANGUARD GROWTH ETF92290873664,605$28.3M10.53%
3VANGUARD MID-CAP ETF92290862975,874$21.2M7.89%
4SPDR PORTFOLIO S&P 500 VALUE ETF78464A508405,567$21.2M7.89%
5ISHARES CORE S&P SMALL CAP ETF464287804135,543$14.8M5.51%
6VANGUARD FTSE EMERGING MARKETS ETF922042858277,061$13.7M5.09%
7VANGUARD VALUE ETF92290874473,650$13.0M4.84%
8SCHWAB 5-10 YEAR CORPORATE BOND ETF808524698511,211$11.6M4.32%
9ISHARES CORE U.S. AGGREGATE BOND ETF46428722696,628$9.6M3.56%
10INVESCO QQQ TRUST SERIES IIVZ17,061$9.4M3.50%
11SCHWAB U.S. REIT ETF808524847401,402$8.5M3.16%
12VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771178,124$8.3M3.07%
13ISHARES 20 YEAR TREASURY BOND ETF46428743290,123$8.0M2.96%
14SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF78468R648117,008$6.4M2.36%
15SPDR GOLD SHARESGLD19,693$6.0M2.23%
16VANGUARD TOTAL BOND MARKET ETF92193783577,092$5.7M2.11%
17ISHARES CORE MSCI EAFE ETF46432F84263,308$5.3M1.96%
18VANGUARD TOTAL STOCK MARKET ETF92290876913,347$4.1M1.51%
19FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETFFGDL57,285$3.6M1.34%
20VANGUARD RUSSELL 3000 ETF92206C59912,886$3.5M1.31%
21SPDR PORTFOLIO S&P 500 ETF78464A85447,110$3.4M1.27%
22SCHWAB U.S. LARGE-CAP GROWTH ETF808524300116,008$3.4M1.26%
23INVESCO NASDAQ 100 ETFIVZ14,792$3.4M1.25%
24ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428863850,737$2.7M1.00%
25SPDR PORTFOLIO MORTGAGE BACKED BOND ETF78464A38380,133$1.8M0.66%
26FASTENAL CO COMFAST41,388$1.7M0.65%
27ISHARES CORE S&P MID-CAP ETF46428750726,303$1.6M0.61%
28VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C70622,694$1.4M0.50%
29SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF78464A67243,399$1.2M0.46%
30ISHARES EXPONENTIAL TECHNOLOGIES ETF46434V38119,020$1.2M0.46%
31ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G67220,911$1.1M0.40%
32SPDR PORTFOLIO S&P 400 MID CAP ETF78464A84718,188$989,0630.37%
33DIMENSIONAL US HIGH PROFITABILITY ETF25434V83122,536$801,3800.30%
34FIDELITY FUNDAMENTAL SMALL-MID CAP ETF31609229528,608$777,8520.29%
35SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1091,758$774,6630.29%
36FIRST TRUST SMITH UNCONSTRAINED BOND ETF33740F88830,926$769,7480.29%
37ISHARES MSCI EAFE ETF4642874658,385$749,5350.28%
38ELI LILLY & CO COMLLY909$708,5930.26%
39SPDR PORTFOLIO LONG TERM TREASURY ETF78464A66426,377$701,1010.26%
40SPDR S&P 500 ETF TRUSTSPY1,067$659,2460.25%
41ORACLE CORP COMORCL-PD2,561$559,9110.21%
42ISHARES MSCI ACWI ETF4642882573,539$455,1150.17%
43ENERGY TRANSFER L P COM UT LTD PTNET-PI20,288$367,8210.14%
44XCEL ENERGY INC COMXELLL4,507$306,9270.11%
45VANGUARD S&P SMALL-CAP 600 GROWTH ETF9219327942,435$278,6370.10%
46DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF25434V7997,971$247,8180.09%
47FIRST TRUST MANAGED MUNICIPAL ETF33739N1084,877$242,9720.09%
48DIMENSIONAL U.S. SMALL CAP ETF25434V5003,708$236,2370.09%
49HOWMET AEROSPACE INC COMHWM1,200$223,3560.08%
50ISHARES TIPS BOND ETF4642871761,944$213,9180.08%
51VANGUARD S&P 500 ETF922908363343$194,8340.07%
52VANGUARD MEGA CAP GROWTH ETF921910816513$187,8450.07%
533M CO COMMMM1,221$185,8850.07%
54ISHARES CORE S&P 500 ETF464287200234$145,2910.05%
55WELLS FARGO CO NEW COM9497461011,809$144,9370.05%
56ISHARES U.S. FINANCIALS ETF4642877881,178$142,5260.05%
57VANGUARD TOTAL CORPORATE BOND ETF92206C5731,779$137,5700.05%
58DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V2033,908$135,1000.05%
59AMAZON COM INC COMAMZN609$133,6090.05%
60ISHARES S&P 500 VALUE ETF464287408674$131,7130.05%
61VANGUARD TOTAL WORLD STOCK ETF9220427421,014$130,3190.05%
62ARK INNOVATION ETF00214Q1041,816$127,6470.05%
63NEUBERGER BERMAN SMALL-MID CAP ETF64135A8045,044$126,3020.05%
64CADIZ INC COM NEWCDZIP39,863$119,1900.04%
65PROCTER AND GAMBLE CO COM742718109739$117,7370.04%
66BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A240$116,5850.04%
67JOHNSON & JOHNSON COMJNJ739$112,8820.04%
68COSTCO WHSL CORP NEW COM22160K105101$99,9840.04%
69ISHARES CORE TOTAL USD BOND MARKET ETF46434V6131,843$85,2020.03%
70PROGRESSIVE CORP COM743315103313$83,5270.03%
71EXXON MOBIL CORP COMXOM740$79,7720.03%
72CISCO SYS INC COMCSCO1,100$76,3180.03%
73SYSCO CORP COMSYY973$73,6950.03%
74ADVANCED MICRO DEVICES INC COMAMD500$70,9500.03%
75VANGUARD FTSE DEVELOPED MARKETS ETF9219438581,162$66,2460.02%
76WALMART INC COMWMT647$63,2640.02%
77ALPHABET INC CAP STK CL AGOOG348$61,3280.02%
78ISHARES BITCOIN TRUST ETFIBIT993$60,7820.02%
79ISHARES MSCI USA QUALITY FACTOR ETF46432F339331$60,5130.02%
80BP PLC SPONSORED ADRBPPFF1,826$54,6520.02%
81BLACKROCK INC COMBLK52$54,5610.02%
82ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK989$53,8610.02%
83UNITED PARCEL SERVICE INC CL BUPS503$50,7730.02%
84ISHARES MSCI EAFE VALUE ETF464288877791$50,2130.02%
85ISHARES S&P 500 GROWTH ETF464287309452$49,7650.02%
86BANK AMERICA CORP COM0605051041,014$47,9820.02%
87ISHARES MSCI EAFE GROWTH ETF464288885423$47,3760.02%
88MICROSOFT CORP COMMSFT95$47,2540.02%
89JPMORGAN CHASE & CO. COMVYLD156$45,2260.02%
90DAKOTA GOLD CORP COMDC10,000$36,9000.01%
91NORDSON CORP COMNDSN168$36,0140.01%
92FISERV INC COMFISV207$35,6890.01%
93APPLE INC COMAAPL168$34,4690.01%
94ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V100632$31,9730.01%
95NVIDIA CORPORATION COMNVDA202$31,9140.01%
96SALESFORCE INC COMCRM116$31,6320.01%
97INTERNATIONAL BUSINESS MACHS COMINTR106$31,2470.01%
98AMERICAN INTL GROUP INC COM NEW026874784350$29,9570.01%
99ILLINOIS TOOL WKS INC COM452308109120$29,6700.01%
100FREEPORT-MCMORAN INC CL BFCX680$29,4780.01%
101US BANCORP DEL COM NEWUSB-PS602$27,2410.01%
102VERIZON COMMUNICATIONS INC COMVZ611$26,4380.01%
103SCHWAB U.S. BROAD MARKET ETF8085241021,084$25,8320.01%
104VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407498$24,6560.01%
105ISHARES RUSSELL 3000 ETF46428768970$24,5700.01%
106SOLVENTUM CORP COM SHSSOLV320$24,2690.01%
107ISHARES U.S. TREASURY BOND ETF46429B2671,050$24,1290.01%
108ISHARES RUSSELL MIDCAP ETF464287499241$22,1650.01%
109FORD MTR CO COM3453708602,016$21,8740.01%
110NELNET INC CL ANNI180$21,8020.01%
111VISA INC COM CL AV59$20,9480.01%
112AT&T INC COMT-PC722$20,8950.01%
113PHILIP MORRIS INTL INC COM718172109114$20,7630.01%
114AMERICAN ELEC PWR CO INC COM025537101191$19,8180.01%
115FIRST TRUST ACTIVE FACTOR MID CAP ETF33740F813557$17,8960.01%
116ISHARES GLOBAL CLEAN ENERGY ETF4642882241,330$17,4360.01%
117ISHARES CORE S&P US VALUE ETF464287663179$16,9390.01%
118VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406123$16,3970.01%
119ALTRIA GROUP INC COMMO276$16,1820.01%
120GE AEROSPACE COM NEW36960430160$15,4430.01%
121META PLATFORMS INC CL AMETA20$14,7620.01%
122INTEL CORP COMINTC638$14,2910.01%
123WEC ENERGY GROUP INC COMWEC137$14,2750.01%
124RTX CORPORATION COMRTX94$13,7260.01%
125MASTERCARD INCORPORATED CL AMA24$13,4870.01%
126SERVICENOW INC COMNOW13$13,3650.00%
127PALO ALTO NETWORKS INC COMPANW62$12,6880.00%
128INVESCO S&P MIDCAP 400 PURE GROWTH ETFIVZ260$12,6760.00%
129KKR & CO INC COMKKRT93$12,3720.00%
130XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF233051242225$12,0940.00%
131AVANTIS U.S. LARGE CAP VALUE ETF025072349176$12,0050.00%
132ALERIAN MLP ETF00162Q452245$11,9710.00%
133S&P GLOBAL INC COMSPGI22$11,6000.00%
134SPDR S&P 600 SMALL CAP GROWTH ETF78464A201128$11,3600.00%
135MARRIOTT INTL INC NEW CL A57190320241$11,2020.00%
136SIMON PPTY GROUP INC NEW COM82880610969$11,0920.00%
137JPMORGAN ACTIVE GROWTH ETF46654Q609128$11,0170.00%
138VANGUARD TAX-EXEMPT BOND ETF922907746221$10,8360.00%
139ISHARES CORE S&P U.S. GROWTH ETF46428767172$10,8290.00%
140ALLETE INC COM NEW018522300167$10,7000.00%
141VANGUARD REAL ESTATE ETF922908553117$10,4200.00%
142FS KKR CAP CORP COMFSK497$10,3130.00%
143VERTEX PHARMACEUTICALS INC COMVRTX23$10,2400.00%
144DIMENSIONAL EMERGING MARKETS VALUE ETF25434V740338$10,1370.00%
145NATIONAL PRESTO INDS INC COM637215104100$9,7960.00%
146GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETFNVGLF117$9,5400.00%
147MERCK & CO INC COMMRK114$9,0240.00%
148CONOCOPHILLIPS COMCOP100$8,9740.00%
149JOHNSON CTLS INTL PLC SHSG5150210583$8,7660.00%
150HEALTH CARE SELECT SECTOR SPDR FUND81369Y20964$8,6270.00%
151CAPITAL GROUP GLOBAL GROWTH EQUITY ETF14020X104264$8,4400.00%
152ISHARES RUSSELL 2000 ETF46428765539$8,4160.00%
153VANGUARD S&P MID-CAP 400 VALUE ETF92193284486$8,2100.00%
154GE VERNOVA INC COMGEV15$7,9370.00%
155LOWES COS INC COM54866110735$7,7650.00%
156ISHARES U.S. MEDICAL DEVICES ETF464288810120$7,5170.00%
157PFIZER INC COMPFE302$7,3200.00%
158FIDELITY NATL INFORMATION SVCS COM31620M10689$7,2450.00%
159COCA COLA CO COMKO100$7,0750.00%
160YUM BRANDS INC COMYUM45$6,6680.00%
161MONDELEZ INTL INC CL A60920710597$6,5420.00%
162UNION PAC CORP COMUNP28$6,4420.00%
163INVENTRUST PPTYS CORP COM NEW46124J201234$6,4120.00%
164ENBRIDGE INC COMENNPF138$6,2540.00%
165AIR PRODS & CHEMS INC COMAIIR22$6,2050.00%
166SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375183$6,1450.00%
167LOCKHEED MARTIN CORP COMLMT13$6,0210.00%
168CHEVRON CORP NEW COMCVX42$6,0140.00%
169PHILLIPS 66 COMPSX50$5,9650.00%
170ECOLAB INC COMECL22$5,9280.00%
171VANGUARD SMALL CAP VALUE ETF92290861130$5,8500.00%
172UNITEDHEALTH GROUP INC COMUNH17$5,3030.00%
173CONAGRA BRANDS INC COMCAG243$4,9740.00%
174BANK MONTREAL QUE COM06367110143$4,7570.00%
175TESLA INC COMTSLA14$4,4470.00%
176SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888103$4,3870.00%
177ADOBE INC COMADBE11$4,2560.00%
178SCHWAB U.S. MID-CAP ETF808524508145$4,0670.00%
179SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40940$3,8130.00%
180ISHARES GLOBAL CONSUMER DISCRETIONARY ETF46428874520$3,7640.00%
181KIMBERLY-CLARK CORP COMKMB29$3,7390.00%
182APPLIED MATLS INC COM03822210520$3,6610.00%
183ISHARES SILVER TRUSTSLV110$3,6090.00%
184COCA COLA CONS INC COMCOKE30$3,3500.00%
185YUM CHINA HLDGS INC COMYUMC71$3,1740.00%
186AGNC INVT CORP COM00123Q104330$3,0330.00%
187PLUG POWER INC COM NEWPLUG2,000$2,9800.00%
188PEGASYSTEMS INC COMPEGA54$2,9230.00%
189SCHWAB US DIVIDEND EQUITY ETF80852479799$2,6240.00%
190TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910011$2,4910.00%
191SUPER MICRO COMPUTER INC COM NEWSMCI49$2,4010.00%
192RPM INTL INC COM74968510320$2,2170.00%
193VANGUARD SMALL-CAP GROWTH ETF9229085958$2,2160.00%
194GRAYSCALE ETHEREUM TRUST ETF389638107100$2,0860.00%
195ISHARES RUSSELL MID-CAP GROWTH ETF46428748115$2,0800.00%
196XTRACKERS USD HIGH YIELD CORPORATE BOND ETF23305143255$2,0310.00%
197WISDOMTREE U.S. MIDCAP DIVIDEND FUNDWT39$1,9550.00%
198ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY17$1,9280.00%
199INVESCO S&P 500 QUALITY ETFIVZ27$1,9240.00%
200WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT58$1,8420.00%
201SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R85341$1,7470.00%
202PEPSICO INC COMPEP13$1,7170.00%
203VANGUARD S&P SMALL-CAP 600 VALUE ETF92193277820$1,7110.00%
204VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976824$1,6580.00%
205ASML HOLDING N V N Y REGISTRY SHSASMLF2$1,6030.00%
206NUTRIBAND INC COM NEWNTRBW200$1,5740.00%
207FIDELITY QUALITY FACTOR ETF31609279022$1,5320.00%
208GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC20$1,4810.00%
209VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87017$1,4100.00%
210SHELL PLC SPON ADSRYDAF19$1,3380.00%
211ISHARES U.S. REAL ESTATE ETF46428773914$1,3270.00%
212CALEDONIA MNG CORP PLC SHS NEWG1757E11360$1,1590.00%
213LAMB WESTON HLDGS INC COMLW21$1,0890.00%
214VANGUARD S&P SMALL-CAP 600 ETF9219328289$9110.00%
215VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF92194679411$8810.00%
216KOHLS CORP COMKSS100$8480.00%
217FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF33738R70410$8140.00%
218GLOBAL X U.S. PREFERRED ETF37954Y65735$6590.00%
219WABTEC COM9297401082$4190.00%
220VIATRIS INC COMVTRS46$4110.00%
221APPLOVIN CORP COM CL AAPP1$3500.00%
222WEYERHAEUSER CO MTN BE COM NEWWY12$3080.00%
223SIRIUSXM HOLDINGS INC COMMON STOCK82993310010$2300.00%
224TRUMP MEDIA & TECHNOLOGY GROUP COMDJTWW12$2160.00%
225ADIENT PLC ORD SHSADNT8$1560.00%
226ORGANON & CO COMMON STOCKOGN8$770.00%
227LUMEN TECHNOLOGIES INC COMLUMN13$570.00%
228TILRAY BRANDS INC COMTLRY83$340.00%