§ 13F · FUND PROFILE
Koesten, Hirschmann & Crabtree, INC..
AUM · $240M (13F)Positions · 52Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | 1.69M | $53M | 21.9% | −1% |
| 2 | VV | VANGUARD INDEX FDS | 124K | $43M | 17.7% | +2% |
| 3 | VB | VANGUARD INDEX FDS | 93K | $28M | 11.7% | +6% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 948K | $26M | 10.9% | −2% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 795K | $23M | 9.7% | −1% |
| 6 | IEFA | ISHARES TR | 187K | $18M | 7.5% | +4% |
| 7 | IJR | ISHARES TR | 32K | $5M | 2.0% | −1% |
| 8 | IVV | ISHARES TR | 6K | $5M | 1.9% | −2% |
| 9 | AVEM | AMERICAN CENTY ETF TR | 47K | $5M | 1.9% | +32% |
| 10 | IEMG | ISHARES INC | 54K | $5M | 1.9% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KOESTEN, SIGNAL
AC read
Koesten, Hirschmann & Crabtree, INC. is a Other fund managing $240 million in assets. The fund runs a portfolio of 52 positions.
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