Koesten, Hirschmann & Crabtree, INC. Diversified Active

CIK: 0001963421 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $143,958 (100.0% shares, 0.0% debt)

Holdings (182)

FNDX SCHWAB STRATEGIC TR 25.6%
Value ($000) $36,894 Shares 595,641 Est. Cost $53.44 Unrealized
VV VANGUARD INDEX FDS 13.4%
Value ($000) $19,292 Shares 88,433 Est. Cost $175.97 Unrealized
SCHF SCHWAB STRATEGIC TR 13.1%
Value ($000) $18,832 Shares 509,517 Est. Cost $32.25 Unrealized
SCHX SCHWAB STRATEGIC TR 12.0%
Value ($000) $17,315 Shares 307,006 Est. Cost $45.25 Unrealized
VB VANGUARD INDEX FDS 8.0%
Value ($000) $11,588 Shares 54,320 Est. Cost $185.28 Unrealized
IEFA ISHARES TR 6.2%
Value ($000) $8,991 Shares 127,805 Est. Cost $62.46 Unrealized
IEMG ISHARES INC 2.3%
Value ($000) $3,270 Shares 64,655 Est. Cost $47.24 Unrealized
SCHA SCHWAB STRATEGIC TR 2.2%
Value ($000) $3,178 Shares 67,273 Est. Cost $41.20 Unrealized
IVV ISHARES TR 2.2%
Value ($000) $3,123 Shares 6,539 Est. Cost $389.16 Unrealized
IJR ISHARES TR 1.8%
Value ($000) $2,567 Shares 23,712 Est. Cost $94.64 Unrealized
SCHE SCHWAB STRATEGIC TR 1.7%
Value ($000) $2,449 Shares 98,791 Est. Cost $23.77 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $2,073 Shares 10,768 Est. Cost $140.70 Unrealized +29.9%
SCHM SCHWAB STRATEGIC TR 1.0%
Value ($000) $1,480 Shares 19,648 Est. Cost $65.61 Unrealized
SCHV SCHWAB STRATEGIC TR 0.8%
Value ($000) $1,167 Shares 16,649 Est. Cost $66.02 Unrealized
IJH ISHARES TR 0.8%
Value ($000) $1,112 Shares 4,012 Est. Cost $241.89 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $828 Shares 2,202 Est. Cost $234.30 Unrealized +49.5%
IUSV ISHARES TR 0.4%
Value ($000) $601 Shares 7,126 Est. Cost $70.86 Unrealized
IBDW ISHARES TR 0.4%
Value ($000) $587 Shares 28,257 Est. Cost $20.77 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $425 Shares 5,329 Est. Cost $69.73 Unrealized +2.9%
NFLX NETFLIX INC 0.3%
Value ($000) $410 Shares 842 Est. Cost $28.05 Unrealized +55.6%
ADTN ADTRAN HOLDINGS INC 0.2%
Value ($000) $349 Shares 47,512 Est. Cost $19.29 Unrealized -65.8%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $318 Shares 6,639 Est. Cost $44.77 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $285 Shares 1,948 Est. Cost $129.79 Unrealized +8.3%
UMBF UMB FINL CORP 0.2%
Value ($000) $283 Shares 3,387 Est. Cost $84.02 Unrealized -16.3%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $213 Shares 1,303 Est. Cost $177.18 Unrealized -16.0%
PEP PEPSICO INC 0.1%
Value ($000) $209 Shares 1,230 Est. Cost $160.89 Unrealized -4.4%
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $198 Shares 2,145 Est. Cost $78.40 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $197 Shares 414 Est. Cost $387.66 Unrealized
SPYX SPDR SER TR 0.1%
Value ($000) $189 Shares 4,860 Est. Cost $53.28 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $160 Shares 243 Est. Cost $468.77 Unrealized +22.3%
FNDB SCHWAB STRATEGIC TR 0.1%
Value ($000) $153 Shares 2,510 Est. Cost $52.62 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $153 Shares 615 Est. Cost $188.94 Unrealized +25.8%
GOOGL ALPHABET INC 0.1%
Value ($000) $148 Shares 1,060 Est. Cost $94.37 Unrealized +41.3%
IBDX ISHARES TR 0.1%
Value ($000) $129 Shares 5,100 Est. Cost $25.23 Unrealized
IBDY ISHARES TR 0.1%
Value ($000) $128 Shares 4,970 Est. Cost $25.85 Unrealized
IBDV ISHARES TR 0.1%
Value ($000) $127 Shares 5,850 Est. Cost $21.64 Unrealized
IBDU ISHARES TR 0.1%
Value ($000) $126 Shares 5,456 Est. Cost $23.07 Unrealized
IBDT ISHARES TR 0.1%
Value ($000) $124 Shares 4,960 Est. Cost $25.09 Unrealized
IBDS ISHARES TR 0.1%
Value ($000) $123 Shares 5,160 Est. Cost $23.93 Unrealized
IBDR ISHARES TR 0.1%
Value ($000) $122 Shares 5,110 Est. Cost $23.90 Unrealized
ISHARES TR 0.1%
Value ($000) $121 Shares 4,890 Est. Cost $24.76 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $118 Shares 840 Est. Cost $94.73 Unrealized +42.2%
ISHARES TR 0.1%
Value ($000) $118 Shares 4,750 Est. Cost $24.91 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $116 Shares 283 Est. Cost $267.66 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $116 Shares 373 Est. Cost $214.35 Unrealized
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $112 Shares 510 Est. Cost $182.64 Unrealized
ESGD ISHARES TR 0.1%
Value ($000) $112 Shares 1,480 Est. Cost $65.74 Unrealized
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $106 Shares 1,150 Est. Cost $82.73 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $102 Shares 792 Est. Cost $82.67 Unrealized +35.0%
IWM ISHARES TR 0.1%
Value ($000) $100 Shares 500 Est. Cost $174.67 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $96 Shares 406 Est. Cost $236.93 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $93 Shares 1,147 Est. Cost $80.14 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $82 Shares 1,050 Est. Cost $67.45 Unrealized
ESML ISHARES TR 0.1%
Value ($000) $79 Shares 2,080 Est. Cost $32.88 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $77 Shares 1,006 Est. Cost $37.09 Unrealized +84.1%
PSX PHILLIPS 66 0.1%
Value ($000) $76 Shares 574 Est. Cost $91.37 Unrealized +21.5%
WMT WALMART INC 0.1%
Value ($000) $76 Shares 483 Est. Cost $45.66 Unrealized +13.1%
IWF ISHARES TR 0.1%
Value ($000) $73 Shares 242 Est. Cost $214.10 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $72 Shares 251 Est. Cost $242.73 Unrealized +5.1%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $71 Shares 1,380 Est. Cost $65.23 Unrealized -27.9%
AVGO BROADCOM INC 0.0%
Value ($000) $65 Shares 58 Est. Cost $92.23 Unrealized 0.0%
DVY ISHARES TR 0.0%
Value ($000) $63 Shares 539 Est. Cost $120.56 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $62 Shares 525 Est. Cost $65.79 Unrealized +55.7%
SPMD SPDR SER TR 0.0%
Value ($000) $61 Shares 1,247 Est. Cost $48.72 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $57 Shares 651 Est. Cost $88.29 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $55 Shares 761 Est. Cost $58.01 Unrealized +10.9%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $53 Shares 6,300 Est. Cost $10.81 Unrealized
EAOA ISHARES TR 0.0%
Value ($000) $53 Shares 1,660 Est. Cost $27.75 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $53 Shares 765 Est. Cost $74.21 Unrealized -24.4%
MANAGED PORTFOLIO SERIES 0.0%
Value ($000) $50 Shares 1,910 Est. Cost $24.69 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $48 Shares 531 Est. Cost $93.45 Unrealized -7.8%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $47 Shares 642 Est. Cost $73.55 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $46 Shares 840 Est. Cost $49.84 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $46 Shares 177 Est. Cost $210.52 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $43 Shares 202 Est. Cost $183.05 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $43 Shares 535 Est. Cost $67.67 Unrealized +14.3%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $42 Shares 306 Est. Cost $134.22 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $39 Shares 414 Est. Cost $93.12 Unrealized -4.1%
BP BP PLC 0.0%
Value ($000) $39 Shares 1,095 Est. Cost $34.93 Unrealized
NUSC NUSHARES ETF TR 0.0%
Value ($000) $39 Shares 990 Est. Cost $34.18 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $38 Shares 500 Est. Cost $75.54 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $38 Shares 1,316 Est. Cost $39.79 Unrealized -33.6%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $37 Shares 1,400 Est. Cost $24.12 Unrealized
MMM 3M CO 0.0%
Value ($000) $36 Shares 330 Est. Cost $90.68 Unrealized -16.7%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $36 Shares 155 Est. Cost $232.65 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $36 Shares 250 Est. Cost $127.85 Unrealized -3.0%
NUEM NUSHARES ETF TR 0.0%
Value ($000) $34 Shares 1,270 Est. Cost $25.44 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $34 Shares 227 Est. Cost $140.50 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $33 Shares 208 Est. Cost $138.81 Unrealized +3.1%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $33 Shares 154 Est. Cost $40.21 Unrealized -2.0%
ESGE ISHARES INC 0.0%
Value ($000) $33 Shares 1,025 Est. Cost $30.07 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $32 Shares 327 Est. Cost $98.05 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $30 Shares 200 Est. Cost $153.23 Unrealized -10.1%
T AT&T INC 0.0%
Value ($000) $30 Shares 1,759 Est. Cost $15.11 Unrealized -5.9%
EPR EPR PPTYS 0.0%
Value ($000) $29 Shares 603 Est. Cost $37.73 Unrealized
SPAB SPDR SER TR 0.0%
Value ($000) $29 Shares 1,120 Est. Cost $25.64 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $28 Shares 284 Est. Cost $96.28 Unrealized +1.4%
CI THE CIGNA GROUP 0.0%
Value ($000) $28 Shares 94 Est. Cost $298.87 Unrealized -6.1%
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $28 Shares 4,300 Est. Cost $6.70 Unrealized -30.2%
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $23 Shares 530 Est. Cost $43.71 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $23 Shares 276 Est. Cost $65.27 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $22 Shares 729 Est. Cost $29.78 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $20 Shares 275 Est. Cost $76.15 Unrealized -6.8%
META META PLATFORMS INC 0.0%
Value ($000) $18 Shares 50 Est. Cost $179.09 Unrealized +80.6%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $52.69 Unrealized +107.2%
IEI ISHARES TR 0.0%
Value ($000) $17 Shares 144 Est. Cost $117.13 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $15 Shares 856 Est. Cost $14.95 Unrealized +11.7%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.14 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $14 Shares 513 Est. Cost $24.84 Unrealized
DDS DILLARDS INC 0.0%
Value ($000) $13 Shares 32 Est. Cost $303.11 Unrealized -3.3%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $13 Shares 159 Est. Cost $67.68 Unrealized +7.1%
XEL XCEL ENERGY INC 0.0%
Value ($000) $12 Shares 192 Est. Cost $59.61 Unrealized -6.9%
UNP UNION PAC CORP 0.0%
Value ($000) $12 Shares 48 Est. Cost $190.19 Unrealized +10.0%
ITA ISHARES TR 0.0%
Value ($000) $11 Shares 90 Est. Cost $127.03 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $11 Shares 538 Est. Cost $14.48 Unrealized +10.2%
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $11 Shares 220 Est. Cost $47.86 Unrealized
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $10 Shares 226 Est. Cost $47.35 Unrealized -23.7%
IBB ISHARES TR 0.0%
Value ($000) $10 Shares 72 Est. Cost $131.29 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $10 Shares 162 Est. Cost $59.32 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $9 Shares 537 Est. Cost $15.18 Unrealized +1.0%
USXF ISHARES TR 0.0%
Value ($000) $9 Shares 238 Est. Cost $32.12 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $9 Shares 60 Est. Cost $157.06 Unrealized -8.6%
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $9 Shares 1,655 Est. Cost $4.71 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $52.25 Unrealized +60.1%
RBLX ROBLOX CORP 0.0%
Value ($000) $9 Shares 200 Est. Cost $35.12 Unrealized +5.2%
GIB CGI INC 0.0%
Value ($000) $9 Shares 84 Est. Cost $81.93 Unrealized +23.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $53.81 Unrealized +36.8%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $8 Shares 103 Est. Cost $76.60 Unrealized -12.6%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $8 Shares 68 Est. Cost $121.28 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $8 Shares 151 Est. Cost $52.51 Unrealized -12.5%
DGS WISDOMTREE TR 0.0%
Value ($000) $7 Shares 131 Est. Cost $49.92 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $6 Shares 120 Est. Cost $54.07 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $6 Shares 160 Est. Cost $35.03 Unrealized -0.6%
IDEV ISHARES TR 0.0%
Value ($000) $6 Shares 99 Est. Cost $63.67 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $5 Shares 37 Est. Cost $123.89 Unrealized -6.6%
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $5 Shares 118 Est. Cost $45.09 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $5 Shares 88 Est. Cost $64.70 Unrealized -9.4%
ITOT ISHARES TR 0.0%
Value ($000) $5 Shares 48 Est. Cost $84.79 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 121 Est. Cost $40.07 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $137.37 Unrealized -1.2%
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $4 Shares 70 Est. Cost $56.47 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $23.85 Unrealized +31.8%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 77 Est. Cost $46.21 Unrealized
FLAHERTY & CRUMRINE PFD SECS 0.0%
Value ($000) $3 Shares 186 Est. Cost $15.02 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $2 Shares 38 Est. Cost $58.81 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.07 Unrealized -4.3%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $2 Shares 49 Est. Cost $47.64 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $2 Shares 74 Est. Cost $31.77 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $2 Shares 14 Est. Cost $156.22 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 161 Est. Cost $9.05 Unrealized -4.0%
SONO SONOS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.28 Unrealized -17.2%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $2 Shares 76 Est. Cost $14.19 Unrealized +20.4%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $86.71 Unrealized -0.1%
GTO INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $46.51 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 8 Est. Cost $164.15 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $1 Shares 56 Est. Cost $21.04 Unrealized -12.5%
KO COCA COLA CO 0.0%
Value ($000) $1 Shares 17 Est. Cost $55.11 Unrealized -3.4%
USB US BANCORP DEL 0.0%
Value ($000) $1 Shares 23 Est. Cost $36.71 Unrealized -9.8%
HRB BLOCK H & R INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $36.99 Unrealized +13.3%
NIO NIO INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.75 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 43 Est. Cost $19.42 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $9.86 Unrealized +24.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $87.55 Unrealized +5.3%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $1 Shares 311 Est. Cost $9.53 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1 Shares 17 Est. Cost $40.50 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $46.45 Unrealized +20.5%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 307 Est. Cost $6.15 Unrealized -76.9%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $41.27 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $154.78 Unrealized -13.3%
FUBO FUBOTV INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.05 Unrealized -5.5%
CRM SALESFORCE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $144.17 Unrealized +55.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $114.06 Unrealized +5.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $11.29 Unrealized -4.4%
DXCM DEXCOM INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $109.79 Unrealized -6.9%
FISKER INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $7.27 Unrealized
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $6.14 Unrealized -40.7%
ALHC ALIGNMENT HEALTHCARE INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.16 Unrealized -39.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.46 Unrealized -2.7%
UNITI GROUP INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $5.57 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.24 Unrealized +9.9%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.92 Unrealized +140.4%
AGENUS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.00 Unrealized