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Home > Institutional Investor > Koesten, Hirschmann & Crabtree, Inc. > Profile

Instuitional Investor - Koesten, Hirschmann & Crabtree, Inc.

Fund Profile
Filing Period:
Fund Name: Koesten, Hirschmann & Crabtree, Inc.
Portfolio Value $4,762,314
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,804,339 $42,600,432 24.44%
2.
Vanguard Index Fds - LARGE CAP ETF
 111,964 $28,778,078 16.51%
3.
Schwab Strategic Trust
 FNDF 999,788 $19,775,816 11.35%
4.
Schwab Strategic Trust
 FNDF 877,876 $19,383,502 11.12%
5.
Vanguard Index Fds - SMALL CP ETF
 80,196 $17,783,326 10.2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)