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Lori L. Fuerstenberg

@Koshinski Asset Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$1.169BTotal holdings628
Assets growth rate1.12%Assets growth rate (2-Q avg)4.15%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Koshinski Asset Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 628 positions.

Assets under management

The assets under management (AUM) of Koshinski Asset Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.169B in assets, with a quarterly growth rate of 1.12% and a 2-quarter average growth rate of 4.15%. The portfolio is managed by Lori L. Fuerstenberg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHGSchwab Strategic Tr
Recent Activity
Increased 324108.53%
4.8%
$56.111M
1.564B shares@ $0.04 avg price
VTVVanguard Index Fds
Recent Activity
Increased 1.75%
4.15%
$48.511M
286,540 shares@ $169.3 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.71%
2.63%
$30.686M
518,874 shares@ $59.15 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.2%
1.77%
$20.585M
48,838 shares@ $421.51 avg price
TOTLSsga Active Etf Tr
Recent Activity
Increased 6.18%
1.7%
$19.783M
502,240 shares@ $39.39 avg price
ITOTIshares Tr
Recent Activity
Increased 1.85%
1.55%
$18.008M
140,006 shares@ $128.62 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 168.93%
1.54%
$17.999M
658,825 shares@ $27.33 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 209.24%
1.53%
$17.872M
644,951 shares@ $27.72 avg price
VBVanguard Index Fds
Recent Activity
Increased 5.04%
1.5%
$17.502M
72,841 shares@ $240.29 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 4.16%
1.49%
$17.386M
29,665 shares@ $586.08 avg price