Koesten, Hirschmann & Crabtree, INC.: 13F holdings

CIK 19634212026Q2

Positions52
Reported value$240.2m
Filed2026-07-20

Change since last quarter

Positions52 (+11 vs prior quarter)
Reported value$240.2m (+17.0%)

Top 10 holdings

SecuritySharesValueWeight
FNDX SCHWAB STRATEGIC TR1,694,633$52.7m21.9%
VV VANGUARD INDEX FDS123,599$42.5m17.7%
VB VANGUARD INDEX FDS92,772$28.1m11.7%
SCHF SCHWAB STRATEGIC TR947,807$26.3m10.9%
SCHX SCHWAB STRATEGIC TR794,508$23.4m9.7%
IEFA ISHARES TR187,226$18.1m7.5%
IJR ISHARES TR31,771$4.7m2.0%
IVV ISHARES TR6,252$4.7m1.9%
AVEM AMERICAN CENTY ETF TR47,256$4.6m1.9%
IEMG ISHARES INC54,336$4.5m1.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1963421")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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