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Christopher J. Hasenberg, Inc 13F 持仓 · 最近申报 2025年Q2

Christopher J. Hasenberg 在 2025年Q2(报告期截至 2025-06-30)的 SEC 13F 申报中报告了 228 只证券,申报市值合计 2.69 亿美元。前几大持仓:SCHF(10.68%)、VUG(10.53%)、SPYV(7.89%)。本季前 25 大持仓中:新建仓 9 只、增持 10 只、减持 6 只。

排名代码公司市值占组合股数变动
1SCHFSCHWAB INTERNATIONAL EQUITY ETF$28.7M10.68%1.3M新建仓
2VUGVANGUARD GROWTH ETF$28.3M10.53%64,605增持
3SPYVSPDR PORTFOLIO S&P 500 VALUE ETF$21.2M7.89%405,567新建仓
4VOVANGUARD MID-CAP ETF$21.2M7.89%75,874增持
5IJRISHARES CORE S&P SMALL CAP ETF$14.8M5.51%135,543增持
6VWOVANGUARD FTSE EMERGING MARKETS ETF$13.7M5.09%277,061增持
7VTVVANGUARD VALUE ETF$13.0M4.84%73,650增持
8SCHISCHWAB 5-10 YEAR CORPORATE BOND ETF$11.6M4.32%511,211新建仓
9AGGISHARES CORE U.S. AGGREGATE BOND ETF$9.6M3.56%96,628增持
10QQQINVESCO QQQ TRUST SERIES I$9.4M3.50%17,061减持
11SCHHSCHWAB U.S. REIT ETF$8.5M3.16%401,402新建仓
12VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF$8.3M3.07%178,124新建仓
13TLTISHARES 20 YEAR TREASURY BOND ETF$8.0M2.96%90,123新建仓
14KOMPSPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF$6.4M2.36%117,008新建仓
15GLDSPDR GOLD SHARES$6.0M2.23%19,693减持
16BNDVANGUARD TOTAL BOND MARKET ETF$5.7M2.11%77,092增持
17IEFAISHARES CORE MSCI EAFE ETF$5.3M1.96%63,308增持
18VTIVANGUARD TOTAL STOCK MARKET ETF$4.1M1.51%13,347增持
19FLQLFRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF$3.6M1.34%57,285减持
20VTHRVANGUARD RUSSELL 3000 ETF$3.5M1.31%12,886减持
21SPYMSPDR PORTFOLIO S&P 500 ETF$3.4M1.27%47,110增持
22SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$3.4M1.26%116,008减持
23QQQMINVESCO NASDAQ 100 ETF$3.4M1.25%14,792减持
24IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF$2.7M1.00%50,737新建仓
25SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF$1.8M0.66%80,133新建仓

来源:SEC 13F 申报文件 · 截至 2025-06-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR