Koesten, Hirschmann & Crabtree, INC.
41 holdingsFiling period: 2026-03-31Current AUM: $231.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | 1.70M | $47.5M | $54.1M | 23.42% | -11,198 | 2026-03-31 |
| 2 | VV | VANGUARD INDEX FDS | 121.5K | $36.3M | $41.7M | 18.07% | +3.3K | 2026-03-31 |
| 3 | SCHF | SCHWAB STRATEGIC TR | 962.6K | $23.8M | $26.4M | 11.43% | -3,210 | 2026-03-31 |
| 4 | VB | VANGUARD INDEX FDS | 87.7K | $23.0M | $25.9M | 11.20% | +3.0K | 2026-03-31 |
| 5 | SCHX | SCHWAB STRATEGIC TR | 805.7K | $20.7M | $23.7M | 10.27% | -2,550 | 2026-03-31 |
| 6 | IEFA | ISHARES TR | 180.8K | $16.4M | $17.8M | 7.69% | +6.4K | 2026-03-31 |
| 7 | IVV | ISHARES TR | 6.4K | $4.1M | $4.8M | 2.06% | -- | 2026-03-31 |
| 8 | IJR | ISHARES TR | 32.1K | $4.0M | $4.7M | 2.02% | -24 | 2026-03-31 |
| 9 | IEMG | ISHARES INC | 55.9K | $3.9M | $4.3M | 1.88% | -2,226 | 2026-03-31 |
| 10 | SCHA | SCHWAB STRATEGIC TR | 118.0K | $3.4M | $4.0M | 1.71% | -803 | 2026-03-31 |
| 11 | SCHE | SCHWAB STRATEGIC TR | 97.4K | $3.2M | $3.5M | 1.52% | +53 | 2026-03-31 |
| 12 | AVEM | AMERICAN CENTY ETF TR | 35.7K | $2.9M | $3.2M | 1.38% | +8.4K | 2026-03-31 |
| 13 | AAPL | APPLE INC | 8.7K | $2.2M | $2.7M | 1.17% | -384 | 2026-03-31 |
| 14 | SCHM | SCHWAB STRATEGIC TR | 58.4K | $1.8M | $2.0M | 0.88% | -- | 2026-03-31 |
| 15 | ADTN | ADTRAN HOLDINGS INC | 84.9K | $1.1M | $722K | 0.31% | +14.4K | 2026-03-31 |
| 16 | IJH | ISHARES TR | 15.7K | $1.1M | $1.2M | 0.51% | -120 | 2026-03-31 |
| 17 | SCHV | SCHWAB STRATEGIC TR | 32.2K | $983K | $1.1M | 0.48% | -413 | 2026-03-31 |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | 13.3K | $849K | $936K | 0.40% | -- | 2026-03-31 |
| 19 | NFLX | NETFLIX INC. | 7.3K | $702K | $524K | 0.23% | +210 | 2026-03-31 |
| 20 | IBDW | ISHARES TR | 33.0K | $690K | $680K | 0.29% | +225 | 2026-03-31 |
| 21 | IVE | ISHARES TR | 2.3K | $476K | $522K | 0.23% | -- | 2026-03-31 |
| 22 | IUSV | ISHARES TR | 4.3K | $439K | $482K | 0.21% | -300 | 2026-03-31 |
| 23 | PG | PROCTER & GAMBLE CO | 2.9K | $422K | $422K | 0.18% | +58 | 2026-03-31 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | 402 | $400K | $382K | 0.17% | -75 | 2026-03-31 |
| 25 | IVW | ISHARES TR | 3.5K | $399K | $477K | 0.21% | -480 | 2026-03-31 |
← Scroll →
Page 1 of 2