Koesten, Hirschmann & Crabtree, INC. - Portfolio overview

Koesten, Hirschmann & Crabtree, INC. has 263 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. FNDX - SCHWAB STRATEGIC TR, 22.43%
2. VV - VANGUARD INDEX FDS, 17.15%
3. SCHF - SCHWAB STRATEGIC TR, 11.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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