The Analysis of Koesten, Hirschmann & Crabtree, INC.'s Holdings
Currently, Koesten, Hirschmann & Crabtree, INC. holds 42 types of securities in its portfolio with a total value $203.3M. In the most recent quarter, they have increased their positions in AVEM (+27.2K shares, valued at $2.1M), NFLX (+6.4K shares, valued at $598.5K), IEFA (+3.3K shares, valued at $290.8K); decreased their positions in FNDX (-125.8K shares, valued at $3.4M), SCHX (-59.5K shares, valued at $1.6M), VV (-3.3K shares, valued at $1.0M); initiated new positions in IBDY (+8.1K shares, valued at $212.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FNDX SCHWAB STRATEGIC TR1.7M shares-6.83%2025-12-312026-02-09
VV VANGUARD INDEX FDS118.2K shares-2.71%2025-12-312026-02-09 SCHF SCHWAB STRATEGIC TR965.8K shares-1.70%2025-12-312026-02-09 VB VANGUARD INDEX FDS84.7K shares-1.10%2025-12-312026-02-09 SCHX SCHWAB STRATEGIC TR808.3K shares-6.86%2025-12-312026-02-09 IEFA ISHARES TR174.4K shares1.90%2025-12-312026-02-09 IVV ISHARES TR6.4K shares-7.16%2025-12-312026-02-09 IEMG ISHARES INC58.1K shares-4.30%2025-12-312026-02-09 IJR ISHARES TR32.1K shares-0.94%2025-12-312026-02-09 SCHA SCHWAB STRATEGIC TR118.8K shares-6.29%2025-12-312026-02-09 SCHE SCHWAB STRATEGIC TR97.4K shares-0.26%2025-12-312026-02-09 AAPL APPLE INC9.1K shares-1.63%2025-12-312026-02-09 AVEM AMERICAN CENTY ETF TR27.4K shares19590.65%2025-12-312026-02-09 SCHM SCHWAB STRATEGIC TR58.4K shares0.00%2025-12-312026-02-09 IJH ISHARES TR15.8K shares-19.15%2025-12-312026-02-09 SCHV SCHWAB STRATEGIC TR32.6K shares-24.03%2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS13.3K shares-3.32%2025-12-312026-02-09 IBDW ISHARES TR32.8K shares0.85%2025-12-312026-02-09 NFLX NETFLIX INC7.1K shares900.28%2025-12-312026-02-09 IVW ISHARES TR4.0K shares0.00%2025-12-312026-02-09 IVE ISHARES TR2.3K shares0.00%2025-12-312026-02-09 IUSV ISHARES TR4.6K shares0.00%2025-12-312026-02-09 MSFT MICROSOFT CORP876 shares86.38%2025-12-312026-02-09 TSLA TESLA INC939 shares-1.47%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW477 shares45.87%2025-12-312026-02-09 PG PROCTER AND GAMBLE CO2.9K shares39.48%2025-12-312026-02-09 UMBF UMB FINL CORP3.4K shares0.00%2025-12-312026-02-09 VTEB VANGUARD MUN BD FDS7.0K shares-0.14%2025-12-312026-02-09 PPA INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2025-12-312026-02-09 JKHY HENRY JACK & ASSOC INC1.8K shares0.11%2025-12-312026-02-09 IBDZ ISHARES TR11.0K shares234.09%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR408 shares-1.21%2025-12-312026-02-09 USRT ISHARES TR4.9K shares0.00%2025-12-312026-02-09 PEP PEPSICO INC1.9K shares59.30%2025-12-312026-02-09 BROADCOM INC BROADCOM INC680 shares0.00%2025-12-312026-02-09 WMT WALMART INC2.0K shares11.42%2025-12-312026-02-09 IBDX ISHARES TR8.5K shares0.00%2025-12-312026-02-09 IBDY ISHARES TR8.1K sharesnew addition2025-12-312026-02-09 CL COLGATE PALMOLIVE CO2.7K shares0.00%2025-12-312026-02-09 VTI VANGUARD INDEX FDS607 shares0.00%2025-12-312026-02-09 FNDB SCHWAB STRATEGIC TR7.5K shares0.00%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available