Koesten, Hirschmann & Crabtree, INC.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Koesten, Hirschmann & Crabtree, INC. reported 198 stock positions worth $174.4 million. Its top holding was Schwab Fndmntl US LRG Co. ETF (FNDX) at 24.0% of the portfolio, followed by Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 16.7%) and Schwab US Large-Cap ETF (SCHX, 11.3%). Compared with Q3 2024, it opened 12 new positions, sold out of 12, added to 38 and reduced 21. The biggest buy was Vanguard Most SM-Cap ETF-Usd (VB, shares +14%) and the biggest sale Schwab Intl Equity ETF (SCHF, shares −3%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0001963421
Portfolio Value
$174.4M (Q4 2024)
SEC Filing
0001963421-25-000001 ↗ filed Feb 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $155.7M Q1 2024 Q2 2024: $155.7M Q2 2024 Q3 2024: $171.7M Q3 2024 Q4 2024: $174.4M $174.4M Q4 2024 Q1 2025: $174.3M Q1 2025 Q2 2025: $193.3M Q2 2025 Q3 2025: $209.5M Q3 2025 Q4 2025: $203.3M Q4 2025 Q1 2026: $205.2M Q1 2026 Q2 2026: $240.2M Q2 2026

Holdings 198 stocks · $174.4M
FNDX Schwab Fndmntl US LRG Co. ETF 23.95% 1,763,862 $41.8M Add +3.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 16.68% 107,843 $29.1M Add +4.7%
SCHX Schwab US Large-Cap ETF 11.28% 848,440 $19.7M No change
SCHF Schwab Intl Equity ETF 10.77% 1,014,627 $18.8M Reduce -2.5%
VB Vanguard Most SM-Cap ETF-Usd 10.03% 72,761 $17.5M Add +14.5%
IEFA iShares Core MSCI Eafe ETF 6.75% 167,512 $11.8M Add +6.2%
IEMG iShares Core MSCI Emerging 1.90% 63,349 $3.3M Reduce -1.9%
SCHA Schwab US Small-Cap ETF 1.88% 126,901 $3.3M Reduce -0.2%
IVV iShares Core S&P 500 ETF 1.88% 5,570 $3.3M Reduce -1.8%
IJR iShares Core S&P Small-Cap E 1.61% 24,321 $2.8M Add +0.0%
SCHE Schwab Emrg Mrkts Eqty ETF 1.56% 102,251 $2.7M Reduce -1.7%
AAPL Apple Inc. 1.37% 9,548 $2.4M Reduce -3.6%
SCHM Schwab US Mid Cap ETF 0.93% 58,449 $1.6M No change
IJH iShares Core S&P Midcap ETF 0.70% 19,610 $1.2M Reduce -0.3%
SCHV Schwab US Large-Cap Value 0.68% 45,699 $1.2M Reduce -3.4%
MSFT Microsoft Corp. 0.53% 2,177 $918K Add +6.9%
NFLX Netflix Inc. 0.41% 801 $714K No change
IBDW iShares Ibonds Dec 2031 Corp. 0.37% 31,835 $648K Add +10.5%
CL Colgate-Palmolive Co. 0.27% 5,159 $469K Reduce -3.2%
IUSV iShares Core S&P U.S. Value 0.27% 5,004 $463K Reduce -0.6%
IVW iShares S&P 500 Growth ETF 0.27% 4,558 $463K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.27% 9,220 $462K Add +1318.5%
ADTN Adtran Holdings Inc. 0.26% 54,099 $451K No change
IVE iShares S&P 500 Value ETF 0.26% 2,355 $450K No change
UMBF Umb Financial Corp. 0.22% 3,387 $382K No change
PG The Procter & Gamble Co. 0.20% 2,054 $344K No change
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.19% 1,926 $338K Add +0.1%
VEA Vanguard Ftse Developed ETF 0.17% 6,281 $300K Add +63.1%
GOOGL Alphabet Inc. Class A 0.15% 1,421 $269K Reduce -2.0%
COST Costco Wholesale Corp. 0.14% 270 $247K No change
PPA Invesco Aerospace & Defense 0.14% 2,145 $246K No change
SPYX SS SPDR S&P 500 Foss FL ETF 0.13% 4,610 $222K Reduce -5.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.11% 323 $189K Reduce -22.0%
PEP Pepsico Inc. 0.10% 1,177 $179K Reduce -11.3%
VTI VG Morningstar TS MKT ETF-US 0.10% 607 $176K No change
FNDB Schwab Fndmntl US BRD Mr ETF 0.10% 7,530 $175K No change
IBDU iShares Ibonds Dec 2029 Term 0.10% 7,526 $172K Add +37.9%
GRMN Garmin Ltd. 0.09% 792 $163K No change
GOOG Alphabet Inc. Class C 0.09% 846 $161K No change
AVGO Broadcom Inc. 0.09% 640 $148K Add +10.3%
IBDY iShares Ibonds Dec 2033 Corp. 0.08% 5,870 $147K Add +18.1%
IBDV iShares Ibonds Dec 2030 Corp. 0.08% 6,850 $146K Add +17.1%
QQQ Invesco QQQ Trust Series 1 0.08% 284 $145K Add +0.3%
IWS iShares Russell Mid-Cap Valu 0.08% 1,108 $143K No change
IBDX iShares Ibonds Dec 2032 TC 0.08% 5,800 $143K Add +13.7%
VGT Vanguard Info Tech ETF 0.08% 228 $142K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 785 $133K Add +0.9%
IBDQ iShares Ibonds Dec 2025 Term 0.07% 5,080 $127K No change
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.07% 5,160 $124K No change
IBDT iShares Ibonds Dec 2028 ETF 0.07% 4,960 $124K No change
IBDR iShares Ibonds Dec 2026 Term 0.07% 5,110 $123K No change
WMT Walmart Inc. 0.07% 1,332 $120K No change
ESGD iShares Trust iShares ESG Aw 0.07% 1,575 $120K Add +6.4%
DELL Dell Technologies -C 0.07% 1,006 $116K No change
IWM iShares Russell 2000 ETF 0.06% 500 $110K No change
IWP iShares Russell Mid-Cap Grow 0.06% 772 $98K No change
IWF iShares Russell 1000 Growth 0.06% 242 $97K No change
VYM Vanguard High DVD Yield ETF 0.05% 750 $96K No change
XLV SS Health Care Select Sector 0.05% 694 $95K Reduce -19.7%
IWR iShares Russell Mid-Cap ETF 0.05% 1,000 $88K Reduce -4.8%
ESML iShares ESG Aware MSCI USA S 0.05% 2,080 $87K No change
IBDZ ISHARESIBONDSDEC2034TMCORP 0.05% 3,300 $84K Add +725.0%
BMY Bristol-Myers Squibb Co. 0.04% 1,380 $78K No change
SUB iShares Short-Term National 0.04% 695 $73K New
EPD Enterprise Products Partners 0.04% 2,297 $72K No change
VTHR Vanguard Russell 3000 0.04% 277 $72K Add +0.4%
AMZN Amazon.com Inc. 0.04% 327 $72K No change
ARES Ares Management Corp. Class A 0.04% 397 $70K No change
AMGN Amgen Inc. 0.04% 251 $65K No change
PSX Phillips 66 0.04% 574 $65K No change
ANET Arista Networks Inc. 0.04% 576 $64K No change
PANW Palo Alto Networks Inc. 0.04% 344 $63K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 551 $61K No change
SOXX iShares Semiconductor ETF 0.04% 284 $61K No change
EAOA iShares ESG Aware 80/20 Aggr 0.04% 1,712 $61K No change
IWB iShares Russell 1000 ETF 0.03% 177 $57K No change
DNP DNP Select Income Fund Inc. 0.03% 6,300 $56K No change
VSGX Vanguard ESG Intl Stock ETF 0.03% 900 $51K No change
EFV iShares MSCI Eafe Value ETF 0.03% 954 $50K No change
SCHW Schwab (charles) Corp. 0.03% 659 $49K No change
ORCL Oracle Corp. 0.03% 276 $46K Reduce -9.2%
TMUS T-Mobile US Inc. 0.03% 208 $46K No change
MDLZ Mondelez International Inc. Class A 0.03% 761 $45K No change
DBEF Xtrackers MSCI Eafe Hedged E 0.03% 1,060 $44K No change
CHD Church & Dwight Co. Inc. 0.02% 414 $43K No change
MMM 3M Co. 0.02% 330 $43K No change
NUSC Nuveen ESG Small-Cap ETF 0.02% 980 $41K No change
SCHD Schwab US DVD Equity ETF 0.02% 1,500 $41K No change
CLX Clorox Company 0.02% 250 $41K No change
SCHG Schwab US Large-Cap Growth 0.02% 1,450 $40K Add +0.1%
T AT&T Inc. 0.02% 1,763 $40K Add +0.1%
AGG iShares Core U.S. Aggregate 0.02% 404 $39K Reduce -2.4%
PFE Pfizer Inc. 0.02% 1,400 $37K Add +1.6%
NUEM Nuveen ESG Emerging Markets 0.02% 1,270 $37K No change
TXT Textron Inc. 0.02% 478 $37K No change
CRWD CrowdStrike Holdings Inc. Class A 0.02% 104 $36K No change
NVDA Nvidia Corp. 0.02% 260 $35K Add +160.0%
ESGE iShares Inc. iShares ESG Awar 0.02% 1,025 $34K No change
DVY iShares Select Dividend ETF 0.02% 250 $33K Add +2.0%
BP BP PLC-Spons ADR 0.02% 1,095 $32K No change
JQUA JPMorgan US Quality Factor 0.02% 551 $32K Add +0.4%
LLY Eli Lilly & Co. 0.02% 40 $31K New
META Meta Platforms Inc. Class A 0.02% 50 $29K No change
CVX Chevron Corp. 0.02% 200 $29K No change
EPR Epr Properties filed as EPR PPTYS 0.02% 603 $27K No change
CI The Cigna Group 0.01% 94 $26K No change
CFFN Capitol Federal Financial Inc. 0.01% 4,312 $25K No change
ARM Arm Holdings PLC-ADR 0.01% 200 $25K No change
AEE Ameren Corporation 0.01% 275 $25K No change
XOM Exxon Mobil Corp. 0.01% 200 $22K No change
TSM Taiwan Semiconductor-SP ADR 0.01% 100 $20K New
HIG Hartford Insurance Group Inc. 0.01% 159 $17K No change
PCG P G & E Corp. 0.01% 856 $17K No change
GE General Electric filed as GE AEROSPACE 0.01% 100 $17K New
USRT iShares Core US REIT ETF 0.01% 290 $17K Add +195.9%
VHT Vanguard Health Care ETF 0.01% 60 $15K No change
KMI Kinder Morgan Inc. 0.01% 537 $15K No change
USXF iShares ESG Advance MSCI USA 0.01% 281 $14K Add +0.4%
DDS Dillards Inc. Class A 0.01% 32 $14K No change
CRM Salesforce Inc. 0.01% 41 $14K Add +4000.0%
ITA iShares U.S. Aerospace & Def 0.01% 91 $13K No change
XEL Xcel Energy Inc. 0.01% 192 $13K No change
ARCC Ares Capital Corp. 0.01% 589 $13K Add +2.3%
AMD Advanced Micro Devices 0.01% 100 $12K New
RBLX Roblox Corp. Class A 0.01% 200 $12K No change
VFC VF Corp. 0.01% 500 $11K No change
LUV Southwest Airlines Co. 0.01% 310 $10K No change
FBND Fidelity Total Bond ETF 0.01% 213 $10K Add +12.1%
IBB iShares Biotechnology ETF 0.01% 72 $10K No change
PYPL PayPal Holdings Inc. 0.01% 110 $9K No change
EVRG Evergy Inc. 0.01% 151 $9K No change
JNJ Johnson & Johnson 0.01% 60 $9K No change
DKS Dick's Sporting Goods Inc. 0.00% 37 $8K No change
MU Micron Technology Inc. 0.00% 100 $8K No change
MO Altria Group Inc. 0.00% 160 $8K No change
VDE Vanguard Energy ETF 0.00% 68 $8K No change
FREL Fidelity MSCI RL Est Indx 0.00% 291 $8K Add +0.7%
ROKU Roku Inc. 0.00% 100 $7K No change
ITOT iShares Core S&P Total U.S. 0.00% 48 $6K No change
BNDX Vanguard Total Intl Bond ETF 0.00% 119 $6K Add +6.3%
UNP Union Pacific Corp. 0.00% 25 $6K Reduce -47.9%
SOLV Solventum Corp. 0.00% 82 $5K No change
ABBV Abbvie Inc. 0.00% 30 $5K No change
CCJ Cameco Corp. 0.00% 100 $5K New
OXY Occidental Petroleum Corp. 0.00% 88 $4K No change
INTC Intel Corp. 0.00% 200 $4K New
SCHZ Schwab US Aggregate Bond ETF 0.00% 159 $4K Add +0.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 18 $4K Add +20.0%
PINS Pinterest Inc. Class A 0.00% 100 $3K No change
XFFCX Flaherty & Crumrine Pref Inc. 0.00% 186 $3K No change
KD Kyndryl Holdings Inc. 0.00% 76 $3K No change
IWD iShares Russell 1000 Value E 0.00% 14 $3K No change
IXUS iShares Core Intl Stock ETF 0.00% 38 $3K No change
SCHH Schwab US REIT ETF 0.00% 108 $2K Add +30.1%
VTRS Viatris Inc. 0.00% 168 $2K Add +1.2%
F Ford Motor Co. filed as FORD MTR CO 0.00% 200 $2K No change
SCHB Schwab US Broad Market ETF 0.00% 84 $2K No change
GSLC Goldman Activebeta US LC ETF 0.00% 16 $2K No change
SMR Nuscale Power Corp. 0.00% 100 $2K New
VIG Vanguard Dividend Apprec ETF 0.00% 9 $2K No change
VWO Vanguard Ftse Emerging Marke 0.00% 39 $2K Add +18.2%
SPGP Invesco S&P 500 Garp ETF 0.00% 16 $2K No change
PRU Prudential Financial Inc. 0.00% 14 $2K No change
APLD Applied Digital Corp. 0.00% 200 $2K New
SONO Sonos Inc. 0.00% 100 $2K No change
CDC Victoryshares US Eq Income E 0.00% 24 $2K No change
QQQM Invesco Nasdaq 100 ETF 0.00% 6 $1K No change
SMH Vaneck Semiconductor ETF 0.00% 5 $1K No change
KVUE Kenvue Inc. 0.00% 56 $1K No change
USB US Bancorp 0.00% 23 $1K No change
CHAT Roundhill Gen AI & Tech ETF 0.00% 27 $1K No change
KO The Coca-Cola Co. 0.00% 17 $1K No change
HRB H&R Block Inc. filed as BLOCK H & R INC 0.00% 20 $1K No change
LUMN Lumen Technologies Inc. 0.00% 170 $903 Reduce -44.6%
SPMD SS SPDR P S&P 400 Midcap ETF 0.00% 14 $766 Reduce -83.7%
IQLT iShares MSCI International Q 0.00% 20 $743 No change
FRDM Freedom 100 Emeging MRKT ETF 0.00% 19 $621 No change
DIVI Franklin International Core 0.00% 20 $601 No change
SCHK Schwab 1000 Index ETF 0.00% 20 $567 No change
SNAP Snap Inc. Class A 0.00% 50 $539 No change
NIO Nio Inc. - ADR 0.00% 100 $436 No change
TSLA Tesla Inc. 0.00% 1 $404 New
CHPT Chargepoint Holdings Inc. 0.00% 311 $333 No change
UPS United Parcel Service Class B 0.00% 2 $308 No change
YUM Yum! Brands Inc. 0.00% 2 $269 No change
FBTC Fidelity Wise Origin Bitcoin 0.00% 3 $245 New
WBD Warner Bros Discovery Inc. 0.00% 21 $222 No change
ALHC Alignment Healthcare Inc. 0.00% 15 $169 No change
CGEN Compugen Ltd. 0.00% 100 $153 New
FUBO Fubotv Inc. 0.00% 100 $126 No change
DXCM Dexcom Inc. 0.00% 1 $115 No change
MDT Medtronic PLC 0.00% 1 $113 No change
CLNE Clean Energy Fuels Corp. 0.00% 40 $101 No change
KR Kroger Co. 0.00% 2 $94 No change
DAL Delta Air Lines Inc. 0.00% 1 $60 No change
GTO Invesco Total Return Bond Et 0.00% 1 $47 No change
UNIT Uniti Group LLC Com SHS 0.00% 7 $39 No change
DKNG Draftkings Inc. Class A 0.00% 1 $38 No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $304 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 11$304No change
Lines left out (1) · $84 — a value with no share or principal amount
SecurityClassSharesValue
VRTX Vertex Pharmaceuticals Inc. COM0$84

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $174.4M.

Portfolio Sells Q3 2024 → Q4 2024
SCHF Schwab Intl Equity ETF Reduce -2.5% 10.77% −1.70
IEMG iShares Core MSCI Emerging Reduce -1.9% 1.90% −0.26
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -1.7% 1.56% −0.21
IBDP iShares Ibonds Dec 2024 Term Sold out 0.00% −0.08
SCHV Schwab US Large-Cap Value Reduce -3.4% 0.68% −0.06
CL Colgate-Palmolive Co. Reduce -3.2% 0.27% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -22.0% 0.11% −0.03
PEP Pepsico Inc. Reduce -11.3% 0.10% −0.03
SCHA Schwab US Small-Cap ETF Reduce -0.2% 1.88% −0.03
IVV iShares Core S&P 500 ETF Reduce -1.8% 1.88% −0.02
XLV SS Health Care Select Sector Reduce -19.7% 0.05% −0.02
IUSV iShares Core S&P U.S. Value Reduce -0.6% 0.27% −0.01
IJH iShares Core S&P Midcap ETF Reduce -0.3% 0.70% −0.01
IBTJ iShares Ibonds Dec 2029 Term Sold out 0.00% −0.01
SPYX SS SPDR S&P 500 Foss FL ETF Reduce -5.1% 0.13% −0.01
PFG Principal Financial Group Sold out 0.00% −0.01
ORCL Oracle Corp. Reduce -9.2% 0.03% −0.00
UNP Union Pacific Corp. Reduce -47.9% 0.00% −0.00
IWR iShares Russell Mid-Cap ETF Reduce -4.8% 0.05% −0.00
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -83.7% 0.00% −0.00
MPWR Monolithic Power Systems Inc. Sold out 0.00% −0.00
AGG iShares Core U.S. Aggregate Reduce -2.4% 0.02% −0.00
CBRE CBRE Group Inc. Class A Sold out 0.00% −0.00
DHI D.R. Horton Inc. Sold out 0.00% −0.00
GATX Gatx Corp. Sold out 0.00% −0.00
CRUS Cirrus Logic Inc. Sold out 0.00% −0.00
SPR Spirit Aerosystems Hold Class A Sold out 0.00% −0.00
CRL Charles River Laboratories Sold out 0.00% −0.00
MYGN Myriad Genetics Inc. Sold out 0.00% −0.00
LUMN Lumen Technologies Inc. Reduce -44.6% 0.00% −0.00
KEY Keycorp Sold out 0.00% −0.00
GOOGL Alphabet Inc. Class A Reduce -2.0% 0.15% +0.01
AAPL Apple Inc. Reduce -3.6% 1.37% +0.03

Portfolio Buys Q3 2024 → Q4 2024
VB Vanguard Most SM-Cap ETF-Usd Add +14.5% 10.03% +1.24
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +4.7% 16.68% +0.88
VTEB Vanguard Tax-Exempt Bond ETF Add +1318.5% 0.27% +0.25
FNDX Schwab Fndmntl US LRG Co. ETF Add +3.0% 23.95% +0.09
VEA Vanguard Ftse Developed ETF Add +63.1% 0.17% +0.05
SUB iShares Short-Term National New 0.04% +0.04
IBDZ ISHARESIBONDSDEC2034TMCORP Add +725.0% 0.05% +0.04
AVGO Broadcom Inc. Add +10.3% 0.09% +0.03
IBDU iShares Ibonds Dec 2029 Term Add +37.9% 0.10% +0.02
LLY Eli Lilly & Co. New 0.02% +0.02
MSFT Microsoft Corp. Add +6.9% 0.53% +0.02
IBDW iShares Ibonds Dec 2031 Corp. Add +10.5% 0.37% +0.02
NVDA Nvidia Corp. Add +160.0% 0.02% +0.01
TSM Taiwan Semiconductor-SP ADR New 0.01% +0.01
GE General Electric New 0.01% +0.01
IBDV iShares Ibonds Dec 2030 Corp. Add +17.1% 0.08% +0.01
IBDY iShares Ibonds Dec 2033 Corp. Add +18.1% 0.08% +0.01
CRM Salesforce Inc. Add +4000.0% 0.01% +0.01
AMD Advanced Micro Devices New 0.01% +0.01
USRT iShares Core US REIT ETF Add +195.9% 0.01% +0.01
IBDX iShares Ibonds Dec 2032 TC Add +13.7% 0.08% +0.01
CCJ Cameco Corp. New 0.00% +0.00
QQQ Invesco QQQ Trust Series 1 Add +0.3% 0.08% +0.00
INTC Intel Corp. New 0.00% +0.00
SCHG Schwab US Large-Cap Growth Add +0.1% 0.02% +0.00
SMR Nuscale Power Corp. New 0.00% +0.00
APLD Applied Digital Corp. New 0.00% +0.00
VTHR Vanguard Russell 3000 Add +0.4% 0.04% +0.00
T AT&T Inc. Add +0.1% 0.02% +0.00
ARCC Ares Capital Corp. Add +2.3% 0.01% +0.00
FBND Fidelity Total Bond ETF Add +12.1% 0.01% +0.00
SCHH Schwab US REIT ETF Add +30.1% 0.00% +0.00
TSLA Tesla Inc. New 0.00% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +20.0% 0.00% +0.00
FBTC Fidelity Wise Origin Bitcoin New 0.00% +0.00
BNDX Vanguard Total Intl Bond ETF Add +6.3% 0.00% +0.00
VWO Vanguard Ftse Emerging Marke Add +18.2% 0.00% +0.00
VTRS Viatris Inc. Add +1.2% 0.00% +0.00
CGEN Compugen Ltd. New 0.00% +0.00
USXF iShares ESG Advance MSCI USA Add +0.4% 0.01% 0.00
JQUA JPMorgan US Quality Factor Add +0.4% 0.02% 0.00
SCHZ Schwab US Aggregate Bond ETF Add +0.6% 0.00% −0.00
FREL Fidelity MSCI RL Est Indx Add +0.7% 0.00% −0.00
DVY iShares Select Dividend ETF Add +2.0% 0.02% −0.00
PFE Pfizer Inc. Add +1.6% 0.02% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +0.9% 0.08% −0.00
ESGD iShares Trust iShares ESG Aw Add +6.4% 0.07% −0.00
JKHY Jack Henry & Associates Inc. Add +0.1% 0.19% −0.00
IJR iShares Core S&P Small-Cap E Add +0.0% 1.61% −0.05
IEFA iShares Core MSCI Eafe ETF Add +6.2% 6.75% −0.42

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 52$240.2MFNDX, VV, VB, SCHF, SCHX
Q1 2026 41$205.2MFNDX, VV, SCHF, VB, SCHX
Q4 2025 42$203.3MFNDX, VV, SCHF, VB, SCHX
Q3 2025 253$209.5MFNDX, VV, SCHF, SCHX, VB
Q2 2025 343$193.3MFNDX, VV, SCHF, SCHX, VB
Q1 2025 209$174.3MFNDX, VV, SCHF, SCHX, VB
Q4 2024 198$174.4MFNDX, VV, SCHX, SCHF, VB
Q3 2024 198$171.7MFNDX, VV, SCHF, SCHX, VB
Q2 2024 220$155.7MFNDX, VV, SCHF, SCHX, VB
Q1 2024 220$155.7MFNDX, VV, SCHF, SCHX, VB