$122 Million is the total value of Koesten, Hirschmann & Crabtree, INC.'s 163 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2022 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 26.9% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 13.4% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 13.2% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 12.4% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 7.8% |
ISHARES TR | 4 | Q3 2023 | 6.2% |
ISHARES INC | 4 | Q3 2023 | 3.9% |
ISHARES TR | 4 | Q3 2023 | 2.3% |
ISHARES TR | 4 | Q3 2023 | 2.1% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 2.0% |
View Koesten, Hirschmann & Crabtree, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-09 |
13F-HR | 2023-07-26 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-10 |
View Koesten, Hirschmann & Crabtree, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.