Koesten, Hirschmann & Crabtree, INC.

Est. AUM

$205.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$47.5M	1704754	23.16%	SOLE
2	VANGUARD INDEX FDS	LARGE CAP ETF	$36.3M	121493	17.71%	SOLE
3	SCHWAB STRATEGIC TR	INTL EQTY ETF	$23.8M	962569	11.62%	SOLE
4	VANGUARD INDEX FDS	SMALL CP ETF	$23.0M	87707	11.20%	SOLE
5	SCHWAB STRATEGIC TR	US LRG CAP ETF	$20.7M	805708	10.08%	SOLE
6	ISHARES TR	CORE MSCI EAFE	$16.4M	180800	7.98%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$4.1M	6352	2.02%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$4.0M	32125	1.95%	SOLE
9	ISHARES INC	CORE MSCI EMKT	$3.9M	55907	1.90%	SOLE
10	SCHWAB STRATEGIC TR	US SML CAP ETF	$3.4M	118002	1.67%	SOLE
11	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$3.2M	97436	1.57%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.9M	35729	1.40%	SOLE
13	APPLE INC	COM	$2.2M	8733	1.08%	SOLE
14	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.8M	58449	0.88%	SOLE
15	ADTRAN HOLDINGS INC	COM	$1.1M	84854	0.52%	SOLE
16	ISHARES TR	CORE S&P MCP ETF	$1.1M	15710	0.52%	SOLE
17	SCHWAB STRATEGIC TR	US LCAP VA ETF	$983K	32231	0.48%	SOLE
18	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$849K	13251	0.41%	SOLE
19	NETFLIX INC.	COM	$702K	7302	0.34%	SOLE
20	ISHARES TR	IBONDS DEC 2031	$691K	33002	0.34%	SOLE
21	ISHARES TR	S&P 500 VAL ETF	$476K	2255	0.23%	SOLE
22	ISHARES TR	CORE S&P US VLU	$439K	4294	0.21%	SOLE
23	PROCTER & GAMBLE CO	COM	$422K	2923	0.21%	SOLE
24	COSTCO WHOLESALE CORPORATION	COM	$400K	402	0.20%	SOLE
25	ISHARES TR	S&P 500 GRWT ETF	$399K	3528	0.19%	SOLE
26	MICROSOFT CORP	COM	$389K	1051	0.19%	SOLE
27	UMB FINL CORP	COM	$382K	3387	0.19%	SOLE
28	INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$355K	2145	0.17%	SOLE
29	TESLA INC	COM	$349K	939	0.17%	SOLE
30	VANGUARD MUN BD FDS	TAX EXEMPT BD	$347K	6965	0.17%	SOLE
31	ISHARES TR	IBONDS DEC 2034	$301K	11550	0.15%	SOLE
32	PEPSICO INC	COM	$291K	1875	0.14%	SOLE
33	ISHARES TR	CRE U S REIT ETF	$287K	4851	0.14%	SOLE
34	HENRY JACK & ASSOC INC	COM	$283K	1790	0.14%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$266K	408	0.13%	SOLE
36	WALMART INC	COM	$243K	1952	0.12%	SOLE
37	COLGATE PALMOLIVE CO	COM	$227K	2659	0.11%	SOLE
38	ISHARES TR	IBONDS DEC 2033	$210K	8140	0.10%	SOLE
39	BROADCOM INC	COM	$210K	680	0.10%	SOLE
40	SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$205K	7530	0.10%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.