Loading…
CIK 0001963421 • 6 13F filings • Apr 23, 2025 – Jul 20, 2026
Import this data to Google Sheets with:
=jivedata("koesten-hirschmann-crabtree-inc-0001963421-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADTRAN HOLDINGS INC | COM | $1.1M | 0.5%Prev: 12.9% | 84,854 SH | Increased+14,406 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.9M | 1.4% | 35,729 SH | New |
| APPLE INC | COM | $2.2M | 1.1%Prev: 42.4% | 8,733 SH | Increased-356 SH |
| BROADCOM INC | COM | $210K | 0.1%Prev: 2.3% | 680 SH | Increased+40 SH |
| COLGATE PALMOLIVE CO | COM | $227K | 0.1%Prev: 8.2% | 2,659 SH | Decreased-1,500 SH |
| COSTCO WHOLESALE CORPORATION | COM | $400K | 0.2% | 402 SH | New |
| HENRY JACK & ASSOC INC | COM | $283K | 0.1%Prev: 7.4% | 1,790 SH | Decreased-138 SH |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $355K | 0.2%Prev: 5.2% | 2,145 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $3.9M | 1.9%Prev: 68.4% | 55,907 SH | Increased-4,444 SH |
| ISHARES TR | CORE MSCI EAFE | $16.4M | 8.0%Prev: 256.0% | 180,800 SH | Increased+19,658 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.1M | 0.5%Prev: 24.0% | 15,710 SH | Decreased-3,900 SH |
| ISHARES TR | CORE S&P SCP ETF | $4.0M | 1.9%Prev: 53.6% | 32,125 SH | Increased+7,732 SH |
| ISHARES TR | CORE S&P US VLU | $439K | 0.2%Prev: 9.7% | 4,294 SH | Decreased-710 SH |
| ISHARES TR | CORE S&P500 ETF | $4.1M | 2.0%Prev: 65.7% | 6,352 SH | Increased+782 SH |
| ISHARES TR | CRE U S REIT ETF | $287K | 0.1%Prev: 0.4% | 4,851 SH | Increased+4,551 SH |
| ISHARES TR | IBONDS DEC 2031 | $691K | 0.3%Prev: 14.0% | 33,002 SH | Increased+957 SH |
| ISHARES TR | IBONDS DEC 2032 | $215K | 0.1%Prev: 3.5% | 8,495 SH | Increased+1,755 SH |
| ISHARES TR | IBONDS DEC 2033 | $210K | 0.1%Prev: 3.2% | 8,140 SH | Increased+2,270 SH |
| ISHARES TR | IBONDS DEC 2034 | $301K | 0.1%Prev: 1.8% | 11,550 SH | Increased+8,250 SH |
| ISHARES TR | S&P 500 GRWT ETF | $399K | 0.2%Prev: 7.8% | 3,528 SH | Increased-480 SH |
| ISHARES TR | S&P 500 VAL ETF | $476K | 0.2%Prev: 9.0% | 2,255 SH | Increased |
| MICROSOFT CORP | COM | $389K | 0.2%Prev: 4.0% | 1,051 SH | Increased+542 SH |
| NETFLIX INC. | COM | $702K | 0.3% | 7,302 SH | New |
| PEPSICO INC | COM | $291K | 0.1%Prev: 3.7% | 1,875 SH | Increased+698 SH |
| PROCTER & GAMBLE CO | COM | $422K | 0.2% | 2,923 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.2M | 1.6%Prev: 58.0% | 97,436 SH | Increased-2,745 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | $205K | 0.1%Prev: 3.6% | 7,530 SH | Increased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $47.5M | 23.1%Prev: 894.5% | 1,704,754 SH | Increased-99,585 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $23.8M | 11.6%Prev: 415.3% | 962,569 SH | Increased-37,219 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $983K | 0.5%Prev: 25.5% | 32,231 SH | Decreased-13,401 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $20.7M | 10.1%Prev: 407.0% | 805,708 SH | Increased-72,168 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.8M | 0.9%Prev: 32.2% | 58,449 SH | Increased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $3.4M | 1.7%Prev: 62.1% | 118,002 SH | Increased-8,177 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $266K | 0.1% | 408 SH | New |
| TESLA INC | COM | $349K | 0.2%Prev: 0.0% | 939 SH | Increased+932 SH |
| UMB FINL CORP | COM | $382K | 0.2%Prev: 7.2% | 3,387 SH | Increased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $36.3M | 17.7%Prev: 604.3% | 121,493 SH | Increased+9,529 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $23.0M | 11.2%Prev: 373.4% | 87,707 SH | Increased+7,511 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $347K | 0.2%Prev: 7.1% | 6,965 SH | Increased+135 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $849K | 0.4%Prev: 6.7% | 13,251 SH | Increased+6,962 SH |
| WALMART INC | COM | $243K | 0.1%Prev: 2.5% | 1,952 SH | Increased+620 SH |
| Q3 2025 |
| 13F-HR |
| 0002072075-25-000006 |
| $209.5M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0002072075-26-000018 | $240.2M | View |
| Aug 15, 2025 | Q2 2025 | 13F-HR | 0002072075-25-000003 | $193.3M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002072075-26-000004 | $205.2M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001963421-25-000002 | $4.8M | View |