Christopher J. Hasenberg, Inc historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2023-12-31 to 2025-06-30, Christopher J. Hasenberg, Inc opened 129 positions, added to 96, reduced 79 and sold out of 34.
- Q2 2025: Stock VO; Country of operation —; Class ETF; Shares before 744.
- Q2 2025: Stock IJR; Country of operation —; Class ETF; Shares before 32.
- Q2 2025: Stock VWO; Country of operation —; Class ETF; Shares before 90.
- Q2 2025: Stock VTV; Country of operation —; Class ETF; Shares before 154.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1989869), 6 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-09); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q2 2025 | VO VANGUARD MID-CAP ETF | ETF | 744 | 75,874 | +75,130 | $193,046 | $21,231,821 | +$21,038,775 | 2025-07-09 | |
| Q2 2025 | IJR ISHARES CORE S&P SMALL CAP ETF | ETF | 32 | 135,543 | +135,511 | $3,354 | $14,813,494 | +$14,810,140 | 2025-07-09 | |
| Q2 2025 | VWO VANGUARD FTSE EMERGING MARKETS ETF | ETF | 90 | 277,061 | +276,971 | $4,087 | $13,703,437 | +$13,699,350 | 2025-07-09 | |
| Q2 2025 | VTV VANGUARD VALUE ETF | ETF | 154 | 73,650 | +73,496 | $26,540 | $13,016,901 | +$12,990,361 | 2025-07-09 | |
| Q2 2025 | VUG VANGUARD GROWTH ETF | ETF | 50,776 | 64,605 | +13,829 | $18,998,856 | $28,322,832 | +$9,323,976 | 2025-07-09 | |
| Q2 2025 | AGG ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 6,695 | 96,628 | +89,933 | $662,537 | $9,585,498 | +$8,922,961 | 2025-07-09 | |
| Q2 2025 | SPYM SPDR PORTFOLIO S&P 500 ETF | United States | ETF | 23 | 47,110 | +47,087 | $1,518 | $3,424,426 | +$3,422,908 | 2025-07-09 |
| Q2 2025 | VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 4,925 | 13,347 | +8,422 | $1,358,167 | $4,056,554 | +$2,698,387 | 2025-07-09 | |
| Q2 2025 | IEFA ISHARES CORE MSCI EAFE ETF | ETF | 41,339 | 63,308 | +21,969 | $3,135,150 | $5,284,952 | +$2,149,802 | 2025-07-09 | |
| Q2 2025 | IJH ISHARES CORE S&P MID-CAP ETF | ETF | 223 | 26,303 | +26,080 | $13,081 | $1,631,312 | +$1,618,231 | 2025-07-09 | |
| Q2 2025 | SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF | ETF | 36 | 18,188 | +18,152 | $1,853 | $989,063 | +$987,210 | 2025-07-09 | |
| Q2 2025 | IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | 2,016 | 20,911 | +18,895 | $100,981 | $1,068,343 | +$967,362 | 2025-07-09 | |
| Q2 2025 | BND VANGUARD TOTAL BOND MARKET ETF | ETF | 72,421 | 77,092 | +4,671 | $5,318,598 | $5,676,284 | +$357,686 | 2025-07-09 | |
| Q2 2025 | ACWI ISHARES MSCI ACWI ETF | ETF | 2,052 | 3,539 | +1,487 | $239,674 | $455,115 | +$215,441 | 2025-07-09 | |
| Q2 2025 | SCHB SCHWAB U.S. BROAD MARKET ETF | ETF | 264 | 1,084 | +820 | $5,705 | $25,832 | +$20,127 | 2025-07-09 | |
| Q2 2025 | IBIT ISHARES BITCOIN TRUST ETF | ETF | 946 | 993 | +47 | $45,692 | $60,782 | +$15,090 | 2025-07-09 | |
| Q2 2025 | IUSV ISHARES CORE S&P US VALUE ETF | ETF | 56 | 179 | +123 | $5,162 | $16,939 | +$11,777 | 2025-07-09 | |
| Q2 2025 | EFV ISHARES MSCI EAFE VALUE ETF | ETF | 728 | 791 | +63 | $42,952 | $50,213 | +$7,261 | 2025-07-09 | |
| Q2 2025 | SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 20 | 40 | +20 | $1,619 | $3,813 | +$2,194 | 2025-07-09 | |
| Q2 2025 | VBK VANGUARD SMALL-CAP GROWTH ETF | ETF | 2 | 8 | +6 | $506 | $2,216 | +$1,710 | 2025-07-09 | |
| Q2 2025 | SCHD SCHWAB US DIVIDEND EQUITY ETF | ETF | 69 | 99 | +30 | $1,923 | $2,624 | +$701 | 2025-07-09 | |
| Q1 2025 | UCON FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF | ETF | 150,002 | 1,298,325 | +1,148,323 | $3,697,549 | $32,146,527 | +$28,448,978 | 2025-04-30 | |
| Q1 2025 | DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 38,426 | 52,660 | +14,234 | $16,350,263 | $22,095,609 | +$5,745,346 | 2025-04-30 | |
| Q1 2025 | BND VANGUARD TOTAL BOND MARKET ETF | ETF | 428 | 72,421 | +71,993 | $30,777 | $5,318,598 | +$5,287,821 | 2025-04-30 | |
| Q1 2025 | DUHP DIMENSIONAL US HIGH PROFITABILITY ETF | ETF | 697,779 | 866,726 | +168,947 | $23,577,952 | $28,757,969 | +$5,180,017 | 2025-04-30 | |
| Q1 2025 | SPY SPDR S&P 500 ETF TRUST | ETF | 124 | 9,166 | +9,042 | $72,674 | $5,141,851 | +$5,069,177 | 2025-04-30 | |
| Q1 2025 | QQQ INVESCO QQQ TRUST SERIES I | ETF | 39,590 | 51,183 | +11,593 | $20,239,596 | $24,194,204 | +$3,954,608 | 2025-04-30 | |
| Q1 2025 | IEFA ISHARES CORE MSCI EAFE ETF | ETF | 4,461 | 41,339 | +36,878 | $313,519 | $3,135,150 | +$2,821,631 | 2025-04-30 | |
| Q1 2025 | VO VANGUARD MID-CAP ETF | ETF | 42 | 744 | +702 | $11,093 | $193,046 | +$181,953 | 2025-04-30 | |
| Q1 2025 | VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 4,392 | 4,925 | +533 | $1,272,846 | $1,358,167 | +$85,321 | 2025-04-30 | |
| Q1 2025 | ACWI ISHARES MSCI ACWI ETF | ETF | 1,482 | 2,052 | +570 | $174,135 | $239,674 | +$65,539 | 2025-04-30 | |
| Q1 2025 | IVV ISHARES CORE S&P 500 ETF | ETF | 127 | 234 | +107 | $74,762 | $131,925 | +$57,163 | 2025-04-30 | |
| Q1 2025 | AGG ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 6,297 | 6,695 | +398 | $610,179 | $662,537 | +$52,358 | 2025-04-30 | |
| Q1 2025 | IBIT ISHARES BITCOIN TRUST ETF | ETF | 9 | 946 | +937 | $477 | $45,692 | +$45,215 | 2025-04-30 | |
| Q1 2025 | IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | 1,806 | 2,016 | +210 | $90,156 | $100,981 | +$10,825 | 2025-04-30 | |
| Q1 2025 | IJH ISHARES CORE S&P MID-CAP ETF | ETF | 83 | 223 | +140 | $5,172 | $13,081 | +$7,909 | 2025-04-30 | |
| Q1 2025 | VTV VANGUARD VALUE ETF | ETF | 147 | 154 | +7 | $24,887 | $26,540 | +$1,653 | 2025-04-30 | |
| Q1 2025 | VWO VANGUARD FTSE EMERGING MARKETS ETF | ETF | 63 | 90 | +27 | $2,775 | $4,087 | +$1,312 | 2025-04-30 | |
| Q4 2024 | DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 113 | 38,426 | +38,313 | $47,550 | $16,350,263 | +$16,302,713 | 2025-01-14 | |
| Q4 2024 | QQQ INVESCO QQQ TRUST SERIES I | ETF | 28,964 | 39,590 | +10,626 | $14,172,085 | $20,239,596 | +$6,067,511 | 2025-01-14 | |
| Q4 2024 | IVOV VANGUARD S&P MID-CAP 400 VALUE ETF | ETF | 22 | 44,721 | +44,699 | $2,082 | $4,273,369 | +$4,271,287 | 2025-01-14 | |
| Q4 2024 | SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 70,569 | 301,044 | +230,475 | $7,382,929 | $8,390,096 | +$1,007,167 | 2025-01-14 | |
| Q4 2024 | VTHR VANGUARD RUSSELL 3000 ETF | ETF | 27,896 | 28,909 | +1,013 | $7,068,846 | $7,508,824 | +$439,978 | 2025-01-14 | |
| Q4 2024 | FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | ETF | 123,473 | 124,921 | +1,448 | $7,166,373 | $7,325,367 | +$158,994 | 2025-01-14 | |
| Q4 2024 | VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 4,193 | 4,392 | +199 | $1,184,648 | $1,272,846 | +$88,198 | 2025-01-14 | |
| Q4 2024 | FMB FIRST TRUST MANAGED MUNICIPAL ETF | ETF | 3,213 | 4,877 | +1,664 | $166,433 | $248,776 | +$82,343 | 2025-01-14 | |
| Q4 2024 | ACWI ISHARES MSCI ACWI ETF | ETF | 1,191 | 1,482 | +291 | $141,777 | $174,135 | +$32,358 | 2025-01-14 | |
| Q4 2024 | IEFA ISHARES CORE MSCI EAFE ETF | ETF | 4,339 | 4,461 | +122 | $331,456 | $313,519 | -$17,937 | 2025-01-14 | |
| Q4 2024 | IVV ISHARES CORE S&P 500 ETF | ETF | 101 | 127 | +26 | $58,170 | $74,762 | +$16,592 | 2025-01-14 | |
| Q4 2024 | AGG ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 6,044 | 6,297 | +253 | $603,131 | $610,179 | +$7,048 | 2025-01-14 | |
| Q4 2024 | IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | 1,737 | 1,806 | +69 | $89,716 | $90,156 | +$440 | 2025-01-14 | |
| Q4 2024 | SCHB SCHWAB U.S. BROAD MARKET ETF | ETF | 88 | 264 | +176 | $5,841 | $5,993 | +$152 | 2025-01-14 | |
| Q4 2024 | SCHD SCHWAB US DIVIDEND EQUITY ETF | ETF | 23 | 69 | +46 | $1,936 | $1,885 | -$51 | 2025-01-14 | |
| Q3 2024 | IWM ISHARES RUSSELL 2000 ETF | ETF | 10 | 85,575 | +85,565 | $2,029 | $18,619,409 | +$18,617,380 | 2024-10-09 | |
| Q3 2024 | DUHP DIMENSIONAL US HIGH PROFITABILITY ETF | ETF | 861,948 | 936,563 | +74,615 | $27,573,717 | $31,983,626 | +$4,409,909 | 2024-10-09 | |
| Q3 2024 | IWV ISHARES RUSSELL 3000 ETF | ETF | 81,860 | 90,403 | +8,543 | $25,267,726 | $29,466,858 | +$4,199,132 | 2024-10-09 | |
| Q3 2024 | VOO VANGUARD S&P 500 ETF | ETF | 63,425 | 66,016 | +2,591 | $31,720,745 | $34,780,530 | +$3,059,785 | 2024-10-09 | |
| Q3 2024 | SLYG SPDR S&P 600 SMALL CAP GROWTH ETF | ETF | 91 | 32,851 | +32,760 | $7,813 | $3,013,094 | +$3,005,281 | 2024-10-09 | |
| Q3 2024 | VTHR VANGUARD RUSSELL 3000 ETF | ETF | 24,860 | 27,896 | +3,036 | $5,956,456 | $7,068,846 | +$1,112,390 | 2024-10-09 | |
| Q3 2024 | FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | ETF | 109,868 | 123,473 | +13,605 | $6,106,463 | $7,166,373 | +$1,059,910 | 2024-10-09 | |
| Q3 2024 | SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 63,029 | 70,569 | +7,540 | $6,355,844 | $7,382,929 | +$1,027,085 | 2024-10-09 | |
| Q3 2024 | IVE ISHARES S&P 500 VALUE ETF | ETF | 21,239 | 24,730 | +3,491 | $3,865,710 | $4,835,704 | +$969,994 | 2024-10-09 | |
| Q3 2024 | QQQM INVESCO NASDAQ 100 ETF | ETF | 31,802 | 35,755 | +3,953 | $6,268,492 | $7,200,342 | +$931,850 | 2024-10-09 | |
| Q3 2024 | AVLV AVANTIS U.S. LARGE CAP VALUE ETF | ETF | 27,161 | 28,920 | +1,759 | $1,706,797 | $1,902,358 | +$195,561 | 2024-10-09 | |
| Q3 2024 | VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 4,075 | 4,193 | +118 | $1,090,103 | $1,184,648 | +$94,545 | 2024-10-09 | |
| Q3 2024 | ACWI ISHARES MSCI ACWI ETF | ETF | 931 | 1,191 | +260 | $104,644 | $141,777 | +$37,133 | 2024-10-09 | |
| Q3 2024 | IVV ISHARES CORE S&P 500 ETF | ETF | 61 | 101 | +40 | $33,381 | $58,170 | +$24,789 | 2024-10-09 | |
| Q3 2024 | IEFA ISHARES CORE MSCI EAFE ETF | ETF | 4,266 | 4,339 | +73 | $309,882 | $331,456 | +$21,574 | 2024-10-09 | |
| Q3 2024 | IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | 1,623 | 1,737 | +114 | $81,020 | $89,716 | +$8,696 | 2024-10-09 | |
| Q3 2024 | VNQ VANGUARD REAL ESTATE ETF | ETF | 37 | 117 | +80 | $3,099 | $11,052 | +$7,953 | 2024-10-09 | |
| Q2 2024 | AFMC FIRST TRUST ACTIVE FACTOR MID CAP ETF | ETF | 557 | 487,683 | +487,126 | $16,870 | $14,220,593 | +$14,203,723 | 2024-07-25 | |
| Q2 2024 | QQQ INVESCO QQQ TRUST SERIES I | ETF | 52,512 | 59,752 | +7,240 | $23,315,853 | $28,627,781 | +$5,311,928 | 2024-07-25 | |
| Q2 2024 | VOO VANGUARD S&P 500 ETF | ETF | 55,365 | 63,425 | +8,060 | $26,613,956 | $31,720,745 | +$5,106,789 | 2024-07-25 | |
| Q2 2024 | IWV ISHARES RUSSELL 3000 ETF | ETF | 68,486 | 81,860 | +13,374 | $20,551,279 | $25,267,726 | +$4,716,447 | 2024-07-25 | |
| Q2 2024 | QARP XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF | ETF | 288,402 | 370,900 | +82,498 | $14,077,796 | $18,269,496 | +$4,191,700 | 2024-07-25 | |
| Q2 2024 | DUHP DIMENSIONAL US HIGH PROFITABILITY ETF | ETF | 812,479 | 861,948 | +49,469 | $25,682,461 | $27,573,717 | +$1,891,256 | 2024-07-25 | |
| Q2 2024 | SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 60,174 | 63,029 | +2,855 | $5,579,333 | $6,355,844 | +$776,511 | 2024-07-25 | |
| Q2 2024 | QQQM INVESCO NASDAQ 100 ETF | ETF | 30,349 | 31,802 | +1,453 | $5,544,459 | $6,268,492 | +$724,033 | 2024-07-25 | |
| Q2 2024 | FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | ETF | 104,681 | 109,868 | +5,187 | $5,574,263 | $6,106,463 | +$532,200 | 2024-07-25 | |
| Q2 2024 | VTHR VANGUARD RUSSELL 3000 ETF | ETF | 23,660 | 24,860 | +1,200 | $5,511,834 | $5,956,456 | +$444,622 | 2024-07-25 | |
| Q2 2024 | VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 2,620 | 4,075 | +1,455 | $680,938 | $1,090,103 | +$409,165 | 2024-07-25 | |
| Q2 2024 | AGG ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 3,202 | 6,271 | +3,069 | $313,604 | $608,726 | +$295,122 | 2024-07-25 | |
| Q2 2024 | IVE ISHARES S&P 500 VALUE ETF | ETF | 19,582 | 21,239 | +1,657 | $3,658,113 | $3,865,710 | +$207,597 | 2024-07-25 | |
| Q2 2024 | IEFA ISHARES CORE MSCI EAFE ETF | ETF | 2,687 | 4,266 | +1,579 | $199,429 | $309,882 | +$110,453 | 2024-07-25 | |
| Q2 2024 | RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF | ETF | 99,984 | 105,803 | +5,819 | $5,069,189 | $5,157,896 | +$88,707 | 2024-07-25 | |
| Q2 2024 | VCLT VANGUARD LONG-TERM CORPORATE BOND ETF | ETF | 39,375 | 41,674 | +2,299 | $3,080,306 | $3,161,390 | +$81,084 | 2024-07-25 | |
| Q2 2024 | IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | 919 | 1,623 | +704 | $45,904 | $81,020 | +$35,116 | 2024-07-25 | |
| Q2 2024 | IVV ISHARES CORE S&P 500 ETF | ETF | 44 | 61 | +17 | $23,132 | $33,381 | +$10,249 | 2024-07-25 | |
| Q2 2024 | ACWI ISHARES MSCI ACWI ETF | ETF | 870 | 931 | +61 | $95,813 | $104,644 | +$8,831 | 2024-07-25 | |
| Q2 2024 | AVLV AVANTIS U.S. LARGE CAP VALUE ETF | ETF | 26,596 | 27,161 | +565 | $1,709,059 | $1,706,797 | -$2,262 | 2024-07-25 | |
| Q1 2024 | SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 59,981 | 60,174 | +193 | $4,976,024 | $5,579,333 | +$603,309 | 2024-04-24 | |
| Q1 2024 | FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | ETF | 104,362 | 104,681 | +319 | $4,980,155 | $5,574,263 | +$594,108 | 2024-04-24 | |
| Q1 2024 | VTHR VANGUARD RUSSELL 3000 ETF | ETF | 23,147 | 23,660 | +513 | $4,926,376 | $5,511,834 | +$585,458 | 2024-04-24 | |
| Q1 2024 | QQQM INVESCO NASDAQ 100 ETF | ETF | 30,229 | 30,349 | +120 | $5,094,796 | $5,544,459 | +$449,663 | 2024-04-24 | |
| Q1 2024 | IVE ISHARES S&P 500 VALUE ETF | ETF | 19,374 | 19,582 | +208 | $3,368,945 | $3,658,113 | +$289,168 | 2024-04-24 | |
| Q1 2024 | VCLT VANGUARD LONG-TERM CORPORATE BOND ETF | ETF | 37,862 | 39,375 | +1,513 | $3,034,639 | $3,080,306 | +$45,667 | 2024-04-24 |
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