Operations Manager

0001963421-23-000001.txt : 20230210 0001963421-23-000001.hdr.sgml : 20230210 20230210095306 ACCESSION NUMBER: 0001963421-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230210 EFFECTIVENESS DATE: 20230210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Koesten, Hirschmann & Crabtree, INC. CENTRAL INDEX KEY: 0001963421 IRS NUMBER: 481191016 STATE OF INCORPORATION: KS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22885 FILM NUMBER: 23609008 BUSINESS ADDRESS: STREET 1: 10000 COLLEGE BLVD STREET 2: SUITE 260 CITY: OVERLAND PARK STATE: KS ZIP: 66210 BUSINESS PHONE: 9135211881 MAIL ADDRESS: STREET 1: 10000 COLLEGE BLVD STREET 2: SUITE 260 CITY: OVERLAND PARK STATE: KS ZIP: 66210 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001963421 XXXXXXXX 12-31-2022 12-31-2022 Koesten, Hirschmann & Crabtree, INC.

10000 COLLEGE BLVD SUITE 260 OVERLAND PARK KS 66210

13F HOLDINGS REPORT 028-22885 000107212 801-57971 N Lauren Hinds Operations Manager 9135211881 Lauren Hinds Bonner Springs KS 02-10-2023 0 163 121567930 false INFORMATION TABLE 2 q4.2022_13f.xml 23ANDME HOLDING CO CLASS A COM 90138Q108 4320 2000 SH SOLE 0 0 2000 3M CO COM 88579Y101 39574 330 SH SOLE 0 0 330 ABBVIE INC COM 00287Y109 4771 30 SH SOLE 0 0 30 ACTIVISION BLIZZARD INC COM 00507V109 7655 100 SH SOLE 0 0 100 ADTRAN HOLDINGS INC COM 00486H105 817365 43500 SH SOLE 0 0 43500 AFFIRM HLDGS INC COM CL A 00827B106 1934 200 SH SOLE 0 0 200 AGENUS INC COM NEW 00847G705 2 1 SH SOLE 0 0 1 ALIGNMENT HEALTHCARE INC COM 01625V104 176 15 SH SOLE 0 0 15 ALPHABET INC CAP STK CL A 02079K305 93524 1060 SH SOLE 0 0 1060 ALPHABET INC CAP STK CL C 02079K107 74533 840 SH SOLE 0 0 840 ALTRIA GROUP INC COM 02209S103 7314 160 SH SOLE 0 0 160 AMAZON COM INC COM 023135106 33 0 SH SOLE 0 0 0 AMEREN CORP COM 023608102 24453 275 SH SOLE 0 0 275 AMGEN INC COM 031162100 66001 251 SH SOLE 0 0 251 APPLE INC COM 037833100 1732596 13335 SH SOLE 0 0 13335 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 65360 955 SH SOLE 0 0 955 AT&T INC COM 00206R102 32297 1754 SH SOLE 0 0 1754 BLACKBERRY LTD COM 09228F103 3 1 SH SOLE 0 0 1 BLOCK H & R INC COM 093671105 730 20 SH SOLE 0 0 20 BP PLC SPONSORED ADR 055622104 38248 1095 SH SOLE 0 0 1095 BRISTOL-MYERS SQUIBB CO COM 110122108 99291 1380 SH SOLE 0 0 1380 CAPITOL FED FINL INC COM 14057J101 37195 4300 SH SOLE 0 0 4300 CATERPILLAR INC COM 149123101 38330 160 SH SOLE 0 0 160 CGI INC CL A SUB VTG 12532H104 30146 350 SH SOLE 0 0 350 CHARGEPOINT HOLDINGS INC COM CL A 15961R105 2964 311 SH SOLE 0 0 311 CHEVRON CORP NEW COM 166764100 61027 340 SH SOLE 0 0 340 CIGNA CORP NEW COM 125523100 53677 162 SH SOLE 0 0 162 CLEAN ENERGY FUELS CORP COM 184499101 208 40 SH SOLE 0 0 40 CLOROX CO DEL COM 189054109 35086 250 SH SOLE 0 0 250 COCA COLA CO COM 191216100 1081 17 SH SOLE 0 0 17 COINBASE GLOBAL INC COM CL A 19260Q107 3539 100 SH SOLE 0 0 100 COLGATE PALMOLIVE CO COM 194162103 498662 6329 SH SOLE 0 0 6329 COSTCO WHSL CORP NEW COM 22160K105 123943 272 SH SOLE 0 0 272 CROWDSTRIKE HLDGS INC CL A 22788C105 21058 200 SH SOLE 0 0 200 CYBERARK SOFTWARE LTD SHS M2682V108 101646 784 SH SOLE 0 0 784 DELL TECHNOLOGIES INC CL C 24703L202 40461 1006 SH SOLE 0 0 1006 DELTA AIR LINES INC DEL COM NEW 247361702 32 1 SH SOLE 0 0 1 DEXCOM INC COM 252131107 167 1 SH SOLE 0 0 1 DISNEY WALT CO COM 254687106 46220 532 SH SOLE 0 0 532 DNP SELECT INCOME FD INC COM 23325P104 59625 5300 SH SOLE 0 0 5300 DRAFTKINGS INC NEW COM CL A 26142V105 11 1 SH SOLE 0 0 1 ENTERPRISE PRODS PARTNERS L COM 293792107 33768 1400 SH SOLE 0 0 1400 EPR PPTYS COM SH BEN INT 26884U109 22750 603 SH SOLE 0 0 603 ETF SER SOLUTIONS US GLB JETS 26922A842 32452 1900 SH SOLE 0 0 1900 EVERGY INC COM 30034W106 9502 151 SH SOLE 0 0 151 EXXON MOBIL CORP COM 30231G102 36289 329 SH SOLE 0 0 329 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 5508 222 SH SOLE 0 0 222 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 2566 57 SH SOLE 0 0 57 FISKER INC CL A COM STK 33813J106 727 100 SH SOLE 0 0 100 FLAHERTY & CRUMRINE PFD SECS COM 338478100 2794 186 SH SOLE 0 0 186 FORD MTR CO DEL COM 345370860 2326 200 SH SOLE 0 0 200 FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101 7795 1655 SH SOLE 0 0 1655 FUBOTV INC COM 35953D104 174 100 SH SOLE 0 0 100 GARMIN LTD SHS H2906T109 73094 792 SH SOLE 0 0 792 HANESBRANDS INC COM 410345102 11473 1804 SH SOLE 0 0 1804 HARTFORD FINL SVCS GROUP INC COM 416515104 12057 159 SH SOLE 0 0 159 HENRY JACK & ASSOC INC COM 426281101 344142 1960 SH SOLE 0 0 1960 HOME DEPOT INC COM 437076102 39482 125 SH SOLE 0 0 125 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 2324 50 SH SOLE 0 0 50 INVESCO CURRENCYSHARES BRIT BRIT POUN STRL 46138M109 350743 3020 SH SOLE 0 0 3020 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 168168 2145 SH SOLE 0 0 2145 INVESCO QQQ TR UNIT SER 1 46090E103 112636 423 SH SOLE 0 0 423 ISHARES INC CORE MSCI EMKT 46434G103 4753673 101792 SH SOLE 0 0 101792 ISHARES INC ESG AWR MSCI EM 46434G863 30822 1025 SH SOLE 0 0 1025 ISHARES SILVER TR ISHARES 46428Q109 8037 365 SH SOLE 0 0 365 ISHARES TR CORE DIV GRWTH 46434V621 40000 800 SH SOLE 0 0 800 ISHARES TR CORE MSCI EAFE 46432F842 6879655 111610 SH SOLE 0 0 111610 ISHARES TR CORE MSCI TOTAL 46432F834 1910 33 SH SOLE 0 0 33 ISHARES TR CORE S&P MCP ETF 464287507 1067219 4412 SH SOLE 0 0 4412 ISHARES TR CORE S&P SCP ETF 464287804 2738599 28937 SH SOLE 0 0 28937 ISHARES TR CORE S&P TTL STK 464287150 4070 48 SH SOLE 0 0 48 ISHARES TR CORE S&P US VLU 464287663 546676 7740 SH SOLE 0 0 7740 ISHARES TR CORE S&P500 ETF 464287200 2468571 6425 SH SOLE 0 0 6425 ISHARES TR CORE US AGGBD ET 464287226 17361 179 SH SOLE 0 0 179 ISHARES TR ESG AW MSCI EAFE 46435G516 97295 1480 SH SOLE 0 0 1480 ISHARES TR ESG AWARE AGGRSV 46436E668 46061 1660 SH SOLE 0 0 1660 ISHARES TR ESG AWARE MSCI 46435U663 68390 2080 SH SOLE 0 0 2080 ISHARES TR ESG MSCI USA ETF 46436E767 5207 170 SH SOLE 0 0 170 ISHARES TR IBOXX HI YD ETF 464288513 35342 480 SH SOLE 0 0 480 ISHARES TR ISHARES BIOTECH 464287556 9453 72 SH SOLE 0 0 72 ISHARES TR RUS 1000 ETF 464287622 37262 177 SH SOLE 0 0 177 ISHARES TR RUS 1000 GRW ETF 464287614 77718 363 SH SOLE 0 0 363 ISHARES TR RUS 1000 VAL ETF 464287598 2040 13 SH SOLE 0 0 13 ISHARES TR RUS MID CAP ETF 464287499 70822 1050 SH SOLE 0 0 1050 ISHARES TR RUSSELL 2000 ETF 464287655 87180 500 SH SOLE 0 0 500 ISHARES TR SELECT DIVID ETF 464287168 64039 531 SH SOLE 0 0 531 JOHNSON & JOHNSON COM 478160104 11836 67 SH SOLE 0 0 67 KINDER MORGAN INC DEL COM 49456B101 9709 537 SH SOLE 0 0 537 LUMEN TECHNOLOGIES INC COM 550241103 3033 581 SH SOLE 0 0 581 MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 56167N720 109500 4435 SH SOLE 0 0 4435 MEDTRONIC PLC SHS G5960L103 109 1 SH SOLE 0 0 1 META PLATFORMS INC CL A 30303M102 22624 188 SH SOLE 0 0 188 MICRON TECHNOLOGY INC COM 595112103 4998 100 SH SOLE 0 0 100 MICROSOFT CORP COM 594918104 627369 2616 SH SOLE 0 0 2616 MOLSON COORS BEVERAGE CO CL B 60871R209 567 11 SH SOLE 0 0 11 MONDELEZ INTL INC CL A 609207105 50721 761 SH SOLE 0 0 761 NETFLIX INC COM 64110L106 248584 843 SH SOLE 0 0 843 NIO INC SPON ADS 62914V106 975 100 SH SOLE 0 0 100 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 32309 1270 SH SOLE 0 0 1270 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 35205 1030 SH SOLE 0 0 1030 NVIDIA CORPORATION COM 67066G104 153155 1048 SH SOLE 0 0 1048 OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 454 11 SH SOLE 0 0 11 OCCIDENTAL PETE CORP COM 674599105 5543 88 SH SOLE 0 0 88 OPENDOOR TECHNOLOGIES INC COM 683712103 232 200 SH SOLE 0 0 200 PEPSICO INC COM 713448108 220033 1218 SH SOLE 0 0 1218 PFIZER INC COM 717081103 64433 1257 SH SOLE 0 0 1257 PG&E CORP COM 69331C108 13919 856 SH SOLE 0 0 856 PHILLIPS 66 COM 718546104 59742 574 SH SOLE 0 0 574 PINTEREST INC CL A 72352L106 2428 100 SH SOLE 0 0 100 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 108760 1296 SH SOLE 0 0 1296 PROCTER AND GAMBLE CO COM 742718109 292965 1933 SH SOLE 0 0 1933 PRUDENTIAL FINL INC COM 744320102 7957 80 SH SOLE 0 0 80 ROBLOX CORP CL A 771049103 5692 200 SH SOLE 0 0 200 ROKU INC COM CL A 77543R102 4070 100 SH SOLE 0 0 100 SALESFORCE INC COM 79466L302 133 1 SH SOLE 0 0 1 SCHLUMBERGER LTD COM STK 806857108 10157 190 SH SOLE 0 0 190 SCHWAB CHARLES CORP COM 808513105 81345 977 SH SOLE 0 0 977 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2437194 102966 SH SOLE 0 0 102966 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 16058605 498560 SH SOLE 0 0 498560 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 132076 2510 SH SOLE 0 0 2510 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 32683538 611593 SH SOLE 0 0 611593 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 20792 464 SH SOLE 0 0 464 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 37770 500 SH SOLE 0 0 500 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1251388 18955 SH SOLE 0 0 18955 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 13801107 305672 SH SOLE 0 0 305672 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1303343 19865 SH SOLE 0 0 19865 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2269040 56012 SH SOLE 0 0 56012 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 41570 306 SH SOLE 0 0 306 SNAP INC CL A 83304A106 448 50 SH SOLE 0 0 50 SONOS INC COM 83570H108 1690 100 SH SOLE 0 0 100 SPDR S&P 500 ETF TR TR UNIT 78462F103 178585 467 SH SOLE 0 0 467 SPDR SER TR SPDR S&P 500 ETF 78468R796 151227 1620 SH SOLE 0 0 1620 STARBUCKS CORP COM 855244109 794 8 SH SOLE 0 0 8 TESLA INC COM 88160R101 75756 615 SH SOLE 0 0 615 TEXTRON INC COM 883203101 42321 598 SH SOLE 0 0 598 T-MOBILE US INC COM 872590104 29120 208 SH SOLE 0 0 208 TRACTOR SUPPLY CO COM 892356106 71315 317 SH SOLE 0 0 317 UMB FINL CORP COM 902788108 282882 3387 SH SOLE 0 0 3387 UNION PAC CORP COM 907818108 25470 123 SH SOLE 0 0 123 UNITED AIRLS HLDGS INC COM 910047109 25711 682 SH SOLE 0 0 682 UNITED PARCEL SERVICE INC CL B 911312106 389 2 SH SOLE 0 0 2 UNITI GROUP INC COM 91325V108 39 7 SH SOLE 0 0 7 US BANCORP DEL COM NEW 902973304 1003 23 SH SOLE 0 0 23 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1660 35 SH SOLE 0 0 35 VANGUARD INDEX FDS GROWTH ETF 922908736 79428 373 SH SOLE 0 0 373 VANGUARD INDEX FDS LARGE CAP ETF 922908637 14471638 83075 SH SOLE 0 0 83075 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5114 62 SH SOLE 0 0 62 VANGUARD INDEX FDS SMALL CP ETF 922908751 8614216 46934 SH SOLE 0 0 46934 VANGUARD INDEX FDS VALUE ETF 922908744 28916 206 SH SOLE 0 0 206 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 160451 3823 SH SOLE 0 0 3823 VANGUARD WORLD FD ESG INTL STK ETF 921910725 36892 750 SH SOLE 0 0 750 VANGUARD WORLD FDS ENERGY ETF 92204A306 8247 68 SH SOLE 0 0 68 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 95140 1150 SH SOLE 0 0 1150 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 93146 510 SH SOLE 0 0 510 VERIZON COMMUNICATIONS INC COM 92343V104 4925 125 SH SOLE 0 0 125 VIATRIS INC COM 92556V106 1708 153 SH SOLE 0 0 153 VMWARE INC CL A COM 928563402 54383 443 SH SOLE 0 0 443 WALMART INC COM 931142103 79544 561 SH SOLE 0 0 561 WARNER BROS DISCOVERY INC COM SER A 934423104 4010 423 SH SOLE 0 0 423 XCEL ENERGY INC COM 98389B100 13461 192 SH SOLE 0 0 192 YUM BRANDS INC COM 988498101 256 2 SH SOLE 0 0 2 ZILLOW GROUP INC CL C CAP STK 98954M200 3253 101 SH SOLE 0 0 101 ZIONS BANCORPORATION N A COM 989701107 6382 130 SH SOLE 0 0 130