13F Filings for Koesten, Hirschmann Crabtree, INC. (CIK: 1963421)
View the most recent portfolio holdings disclosed by Koesten, Hirschmann Crabtree, INC. in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| FNDX - SCHWAB STRATEGIC TR(Class: FUNDAMENTAL US L) | 1.85M | $45.42M | 23.50% | Increased | 46.62K (2.0%, $2.82M) |
| VV - VANGUARD INDEX FDS(Class: LARGE CAP ETF) | 116.19K | $33.15M | 17.15% | Increased | 4.22K (3.0%, $4.37M) |
| SCHF - SCHWAB STRATEGIC TR(Class: INTL EQTY ETF) | 983.59K | $21.74M | 11.24% | Decreased | 16.20K (1.0%, $1.96M) |
| SCHX - SCHWAB STRATEGIC TR(Class: US LRG CAP ETF) | 881.33K | $21.54M | 11.14% | Increased | 3.46K (0.0%, $2.16M) |
| VB - VANGUARD INDEX FDS(Class: SMALL CP ETF) | 84.86K | $20.11M | 10.40% | Increased | 4.66K (5.0%, $2.33M) |
| N/A - ISHARES TR(Class: CORE MSCI EAFE) | 152.35K | $12.72M | 6.58% | Decreased | 8.79K (5.0%, $527.52K) |
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 6.85K | $4.25M | 2.20% | Increased | 1.28K (23.0%, $1.12M) |
| IEMG - ISHARES INC(Class: CORE MSCI EMKT) | 59.62K | $3.58M | 1.85% | Decreased | 735 (1.0%, $321.61K) |
| IJR - ISHARES TR(Class: CORE SP SCP ETF) | 32.59K | $3.56M | 1.84% | Increased | 8.20K (33.0%, $1.01M) |
| SCHA - SCHWAB STRATEGIC TR(Class: US SML CAP ETF) | 127.12K | $3.22M | 1.66% | Increased | 940 (0.0%, $259.74K) |
| SCHE - SCHWAB STRATEGIC TR(Class: EMRG MKTEQ ETF) | 97.41K | $2.94M | 1.52% | Decreased | 2.77K (2.0%, $173.86K) |
| AAPL - APPLE INC(Class: COM) | 9.37K | $1.92M | 0.99% | Increased | 283 (3.0%, $96.02K) |
| SCHM - SCHWAB STRATEGIC TR(Class: US MID-CAP ETF) | 58.45K | $1.64M | 0.85% | Unchanged | |
| SCHV - SCHWAB STRATEGIC TR(Class: US LCAP VA ETF) | 45.13K | $1.25M | 0.65% | Decreased | 503 (1.0%, $35.82K) |
| IJH - ISHARES TR(Class: CORE SP MCP ETF) | 19.58K | $1.21M | 0.63% | Decreased | 30 (0.0%, $70.11K) |
| NFLX - NETFLIX INC(Class: COM) | 801 | $1.07M | 0.55% | Unchanged | |
| VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 13.70K | $780.79K | 0.40% | Increased | 7.41K (117.0%, $461.14K) |
| IBDW - ISHARES TR(Class: IBONDS DEC 2031) | 32.29K | $679.32K | 0.35% | Increased | 242 (0.0%, $14.38K) |
| ADTN - ADTRAN HOLDINGS INC(Class: COM) | 70.45K | $631.92K | 0.33% | Unchanged | |
| IVW - ISHARES TR(Class: SP 500 GRWT ETF) | 4.01K | $441.28K | 0.23% | Unchanged | |
| IVE - ISHARES TR(Class: SP 500 VAL ETF) | 2.25K | $440.67K | 0.23% | Unchanged | |
| IUSV - ISHARES TR(Class: CORE SP US VLU) | 4.59K | $434.73K | 0.22% | Decreased | 410 (8.0%, $27.09K) |
| UMBF - UMB FINL CORP(Class: COM) | 3.39K | $356.18K | 0.18% | Unchanged | |
| JKHY - HENRY JACK ASSOC INC(Class: COM) | 1.93K | $347.77K | 0.18% | Increased | 2 (0.0%, $4.33K) |
| PG - PROCTER AND GAMBLE CO(Class: COM) | 2.05K | $327.24K | 0.17% | Unchanged |