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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 $143,958,274
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 595,641 $36,894,052 25.62%
2.
Vanguard Index Fds
 88,433 $19,291,659 13.4%
3.
Schwab Strategic Trust
 FNDF 509,517 $18,831,738 13.08%
4.
Schwab Strategic Trust
 FNDF 307,006 $17,315,121 12.02%
5.
Vanguard Index Fds
 54,320 $11,588,129 8.04%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)