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| Name: |
Koesten Hirschmann & Crabtree INC. |
| City: |
OVERLAND PARK |
| State: |
KS |
| Zip: |
66210 |
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data |
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| Holdings
Found :
30 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VV |
Vanguard Large Cap VIPERS |
2 |
- |
$243.08 |
$19,292,000 |
88,433 |
13.4% |
2,437,000 |
2,301 |
0.07 |
Closed - End Fund - E... |
|
|
SCHF |
Schwab Strategic Trust |
3 |
- |
$39.81 |
$18,832,000 |
509,517 |
13.08% |
1,683,000 |
4,548 |
0.057 |
Closed - End Fund - Debt |
|
|
VB |
Vanguard Small Cap VIPERS |
5 |
- |
$226.94 |
$11,588,000 |
54,320 |
8.05% |
1,607,000 |
1,531 |
0.029 |
Closed - End Fund - E... |
|
|
IEFA |
Ishares Core Msci Eafe |
6 |
- |
$0.00 |
$8,991,000 |
127,805 |
6.25% |
1,157,000 |
6,060 |
0.001 |
N/A |
|
|
IEMG |
Ishares Core Msci Emerging ... |
7 |
- |
$54.55 |
$3,270,000 |
64,655 |
2.27% |
589,000 |
8,311 |
0.001 |
N/A |
|
|
SCHA |
Schwab Strategic Trust |
8 |
- |
$49.04 |
$3,178,000 |
67,273 |
2.21% |
612,000 |
5,315 |
0.005 |
Closed - End Fund - Debt |
|
|
IVV |
iShares Core S&P 500 Etf |
9 |
- |
$532.48 |
$3,123,000 |
6,539 |
2.17% |
463,000 |
346 |
0 |
Closed - End Fund - E... |
|
|
SCHE |
Schwab Emerging Markets Equ... |
11 |
- |
$26.90 |
$2,449,000 |
98,791 |
1.7% |
269,000 |
7,731 |
0.037 |
N/A |
|
|
IWW |
iShares Russell 3000 Value |
17 |
- |
$90.09 |
$601,000 |
7,126 |
0.42% |
78,000 |
120 |
0.001 |
Closed - End Fund - E... |
|
|
VEA |
Vanguard Europe Pacific ETF |
21 |
- |
$49.56 |
$318,000 |
6,639 |
0.22% |
165,000 |
3,132 |
0 |
Closed - End Fund - F... |
|
|
SPY |
Standard & Poors Depository... |
27 |
- |
$529.78 |
$197,000 |
414 |
0.14% |
29,000 |
21 |
0 |
Closed - End Fund - E... |
|
|
VCIT |
Vanguard Intermediate-Term |
48 |
- |
$79.94 |
$93,000 |
1,147 |
0.06% |
74,000 |
901 |
0 |
Closed - End Fund - Debt |
|
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DVY |
iShares Dow Select Div |
58 |
- |
$125.56 |
$63,000 |
539 |
0.04% |
6,000 |
6 |
0 |
Closed - End Fund - E... |
|
|
DNP |
DNP Select Income Fund Inc |
63 |
- |
$8.86 |
$53,000 |
6,300 |
0.04% |
3,000 |
1,000 |
0.021 |
Closed - End Fund - E... |
|
|
VSGX |
Vanguard Esg International ... |
70 |
- |
$0.00 |
$46,000 |
840 |
0.03% |
8,000 |
90 |
0 |
N/A |
|
|
PFE |
Pfizer Inc |
78 |
- |
$28.82 |
$38,000 |
1,316 |
0.03% |
-5,000 |
18 |
0 |
Drug Manufacturers - ... |
|
|
VTV |
Vanguard Value VIPERS |
83 |
- |
$163.36 |
$34,000 |
227 |
0.02% |
3,000 |
5 |
0.007 |
Closed - End Fund - E... |
|
|
AGG |
iShares Barclays Agency Bond |
88 |
- |
$97.19 |
$32,000 |
327 |
0.02% |
4,000 |
34 |
0 |
Closed - End Fund - E... |
|
|
T |
AT&T Corp |
89 |
- |
$17.33 |
$30,000 |
1,759 |
0.02% |
4,000 |
2 |
0 |
Long Distance Carriers |
|
|
FREL |
Fidelity Msci Real Estate I... |
105 |
- |
$0.00 |
$14,000 |
513 |
0.01% |
3,000 |
38 |
0.001 |
N/A |
|
|
ARCC |
Ares Capital Corp |
110 |
- |
$21.17 |
$11,000 |
538 |
0.01% |
1,000 |
25 |
0 |
Closed - End Fund - Debt |
|
|
ZION |
Zions Bancorporation |
114 |
- |
$45.10 |
$10,000 |
226 |
0.01% |
2,000 |
3 |
0 |
Domestic Regional Banks |
|
|
USXF |
Ishares Esg Advanced Msci U... |
119 |
- |
$0.00 |
$9,000 |
238 |
0.01% |
1,000 |
2 |
0 |
N/A |
|
|
FBND |
Fidelity Total Bond Etf |
133 |
- |
$0.00 |
$5,000 |
118 |
0% |
0 |
14 |
0 |
N/A |
|
|
BNDX |
Vanguard Total Internationa... |
141 |
- |
$48.92 |
$2,000 |
49 |
0% |
0 |
5 |
0 |
N/A |
|
|
VTRS |
Upjohn Inc |
145 |
- |
$11.07 |
$2,000 |
161 |
0% |
0 |
2 |
0 |
N/A |
|
|
IXUS |
Ishares Core Msci Total Int... |
144 |
- |
$69.93 |
$2,000 |
38 |
0% |
0 |
5 |
0 |
N/A |
|
|
VWO |
Vanguard Emerging Markets S... |
152 |
- |
$44.40 |
$1,000 |
17 |
0% |
1,000 |
5 |
0 |
Closed - End Fund - E... |
|
|
SCHH |
Schwab Us Reit |
150 |
- |
$20.04 |
$1,000 |
43 |
0% |
0 |
9 |
0 |
N/A |
|
|
VBR |
Vanguard Small Cap Val VIPER |
151 |
- |
$191.11 |
$1,000 |
8 |
0% |
0 |
2 |
0 |
Closed - End Fund - E... |
|
