Koesten, Hirschmann & Crabtree

Koesten, Hirschmann & Crabtree as of Dec. 31, 2025

Portfolio Holdings for Koesten, Hirschmann & Crabtree

Koesten, Hirschmann & Crabtree holds 42 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Fundamental Us L (FNDX) 23.0 $47M 1.7M 27.21
Vanguard Index Fds Large Cap Etf (VV) 18.3 $37M 118k 314.80
Schwab Strategic Tr Intl Eqty Etf (SCHF) 11.4 $23M 966k 24.04
Vanguard Index Fds Small Cp Etf (VB) 10.7 $22M 85k 257.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.7 $22M 808k 26.91
Ishares Tr Core Msci Eafe (IEFA) 7.7 $16M 174k 89.46
Ishares Tr Core S&p500 Etf (IVV) 2.1 $4.4M 6.4k 684.96
Ishares Core Msci Emkt (IEMG) 1.9 $3.9M 58k 67.22
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $3.9M 32k 120.18
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.7 $3.4M 119k 28.48
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.6 $3.2M 97k 32.75
Apple (AAPL) 1.2 $2.5M 9.1k 271.86
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $2.1M 27k 77.02
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $1.8M 58k 30.07
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.0M 16k 66.00
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $967k 33k 29.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $828k 13k 62.47
Ishares Tr Ibonds Dec 2031 (IBDW) 0.3 $693k 33k 21.15
Netflix (NFLX) 0.3 $665k 7.1k 93.76
Adtran Holdings (ADTN) 0.3 $612k 70k 8.69
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $494k 4.0k 123.26
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $478k 2.3k 212.07
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $471k 4.6k 102.54
Microsoft Corporation (MSFT) 0.2 $424k 876.00 483.46
Tesla Motors (TSLA) 0.2 $422k 939.00 449.50
Costco Wholesale Corporation (COST) 0.2 $411k 477.00 861.75
Procter & Gamble Company (PG) 0.2 $411k 2.9k 143.31
UMB Financial Corporation (UMBF) 0.2 $390k 3.4k 115.04
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $350k 7.0k 50.29
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.2 $336k 2.1k 156.63
Jack Henry & Associates (JKHY) 0.2 $326k 1.8k 182.44
Ishares Tr Ibonds Dec 2034 (IBDZ) 0.1 $291k 11k 26.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $279k 408.00 682.48
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $276k 4.9k 56.96
Pepsi (PEP) 0.1 $269k 1.9k 143.52
Broadcom (AVGO) 0.1 $235k 680.00 346.10
Wal-Mart Stores (WMT) 0.1 $218k 2.0k 111.41
Ishares Tr Ibonds Dec 2032 (IBDX) 0.1 $217k 8.5k 25.53
Ishares Tr Ibonds Dec 2033 (IBDY) 0.1 $213k 8.1k 26.14
Colgate-Palmolive Company (CL) 0.1 $210k 2.7k 79.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $204k 607.00 335.27
Schwab Strategic Tr Fundamental Us B (FNDB) 0.1 $200k 7.5k 26.57