Lori L. Fuerstenberg
Koshinski Asset Management, Inc.
Assets Managed
$1.604B
Holdings
727
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
3.3%(2Q avg: 3.82%)
Sustained Growth
9 quarters
Portfolio positions
This chart displays the top 10 holdings in Koshinski Asset Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 727 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 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.604B in assets, with a quarterly growth rate of 3.3% and a 2-quarter average growth rate of 3.82%. The portfolio is managed by Lori L. Fuerstenberg, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VTV Vanguard Value Etf
| 4.4% | $70.423M 358,937 shares@ $196.21 avg price | Increased 1.72% |
SCHG Schwab Us Large-cap Growth
| 3.87% | $62.046M 2.13M shares@ $29.13 avg price | Increased 1.13% |
AAPL Apple Inc
| 2.64% | $42.302M 166,814 shares@ $253.59 avg price | Increased 1.04% |
RDVY First Trust Rising Dividend
| 2.41% | $38.544M 564,494 shares@ $68.29 avg price | Decreased -0.64% |
WCMI Ft Wcm International Etf
| 1.98% | $31.671M 1.889M shares@ $16.78 avg price | Increased 20.35% |
FBND Fidelity Total Bond Etf
| 1.68% | $26.839M 588,317 shares@ $45.63 avg price | Increased 12.9% |
NVDA Nvidia Corp
| 1.55% | $24.783M 142,107 shares@ $174.41 avg price | Increased 2.59% |
DIVI Franklin International Core
| 1.52% | $24.367M 612,081 shares@ $39.81 avg price | Increased 4.47% |
VB Vanguard Small-cap Etf
| 1.5% | $24.023M 91,720 shares@ $261.93 avg price | Increased 4.53% |
SCHM Schwab Us Mid Cap Etf
| 1.47% | $23.505M 759,197 shares@ $30.96 avg price | Increased 2.13% |
1-10 of 727