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Koesten, Hirschmann & Crabtree, Inc.

Portfolio Manager
Koesten, Hirschmann & Crabtree, INC.
Performance
-0.06% (2026 Q1)
AUM (13F)
$205.25M
# of Holdings
41
Performance Rank
Allocation (Top 20)
96.73%

Koesten, Hirschmann & Crabtree, Inc. Holdings Map

Top 41 Koesten, Hirschmann & Crabtree, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FNDX
SCHWAB STRATEGIC TR
23.13%1.70M$47.5M
-0.65%(-11.20K)
2025-Q1: 1.80M shares2025-Q2: 1.85M shares2025-Q3: 1.84M shares2025-Q4: 1.72M shares2026-Q1: 1.70M shares
$17.39(+73.61%)
2026-03-31
VV
VANGUARD INDEX FDS
17.69%121.5K$36.3M
+2.80%(+3.31K)
2025-Q1: 112.0K shares2025-Q2: 116.2K shares2025-Q3: 121.5K shares2025-Q4: 118.2K shares2026-Q1: 121.5K shares
$201.50(+65.18%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
11.61%962.6K$23.8M
-0.33%(-3.21K)
2025-Q1: 999.8K shares2025-Q2: 983.6K shares2025-Q3: 982.5K shares2025-Q4: 965.8K shares2026-Q1: 962.6K shares
$15.27(+74.51%)
2026-03-31
VB
VANGUARD INDEX FDS
11.19%87.7K$23.0M
+3.55%(+3.01K)
2025-Q1: 80.2K shares2025-Q2: 84.9K shares2025-Q3: 85.6K shares2025-Q4: 84.7K shares2026-Q1: 87.7K shares
$201.00(+42.63%)
2026-03-31
SCHX
SCHWAB STRATEGIC TR
10.07%805.7K$20.7M
-0.32%(-2.55K)
2025-Q1: 877.9K shares2025-Q2: 881.3K shares2025-Q3: 867.8K shares2025-Q4: 808.3K shares2026-Q1: 805.7K shares
$14.92(+91.07%)
2026-03-31
IEFA
ISHARES TR
7.97%180.8K$16.4M
+3.65%(+6.36K)
2025-Q1: 161.1K shares2025-Q2: 152.3K shares2025-Q3: 171.2K shares2025-Q4: 174.4K shares2026-Q1: 180.8K shares
$66.03(+44.52%)
2026-03-31
IVV
ISHARES TR
2.02%6.4K$4.1M
+0.00%(+0)
2025-Q1: 5.6K shares2025-Q2: 6.9K shares2025-Q3: 6.8K shares2025-Q4: 6.4K shares2026-Q1: 6.4K shares
$415.96(+74.77%)
2026-03-31
IJR
ISHARES TR
1.95%32.1K$4.0M
-0.07%(-24)
2025-Q1: 24.4K shares2025-Q2: 32.6K shares2025-Q3: 32.5K shares2025-Q4: 32.1K shares2026-Q1: 32.1K shares
$95.43(+44.72%)
2026-03-31
IEMG
ISHARES INC
1.9%55.9K$3.9M
-3.83%(-2.23K)
2025-Q1: 60.4K shares2025-Q2: 59.6K shares2025-Q3: 60.7K shares2025-Q4: 58.1K shares2026-Q1: 55.9K shares
$46.07(+73.98%)
2026-03-31
SCHA
SCHWAB STRATEGIC TR
1.67%118.0K$3.4M
-0.68%(-803)
2025-Q1: 126.2K shares2025-Q2: 127.1K shares2025-Q3: 126.8K shares2025-Q4: 118.8K shares2026-Q1: 118.0K shares
$20.04(+65.46%)
2026-03-31

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