Koshinski Asset Management, Inc.
CIK 1633389 · Holdings on Sep 30, 2025 · First reported Nov 10, 2025
Top ten holdings
Q3 2025- SCHG4.43%
- VTV4.23%
- AAPL2.83%
- RDVY2.49%
- MSFT1.77%
- NVDA1.73%
- SCHM1.42%
- SPY1.42%
- VB1.41%
- ITOT1.41%
Share classes counted separately23.14%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- WCMIWeight increased · +1.19 pp0.04% → 1.23%Shares -30.38K (-100.00%)
- FBNDWeight increased · +1.00 pp0.19% → 1.19%Shares +327.66K (+582.54%)
- TOTLWeight decreased · -0.99 pp1.61% → 0.62%Shares -306.62K (-57.52%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $65.90M | 4.43% | 0 shares | 4.58% → 4.43%-0.15 pp -2.08M (-100.00%) | Reduced | ↗▾ |
| 02 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $62.88M | 4.23% | 337.17K shares | 4.27% → 4.23%-0.04 pp +17.36K (+5.43%) | Added | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $42.05M | 2.83% | 165.13K shares | 2.58% → 2.83%+0.25 pp -779 (-0.47%) | Reduced | ↗▾ |
| 04 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $37.05M | 2.49% | 550.83K shares | 2.58% → 2.49%-0.09 pp +5.32K (+0.97%) | Added | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $26.34M | 1.77% | 50.85K shares | 1.89% → 1.77%-0.12 pp +580 (+1.15%) | Added | ↗▾ |
| 06 | NVDANVIDIA CORP View history and evidence | $25.68M | 1.73% | 137.66K shares | 1.61% → 1.73%+0.12 pp +2.65K (+1.96%) | Added | ↗▾ |
| 07 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $21.07M | 1.42% | 710.85K shares | 1.46% → 1.42%-0.04 pp +19.41K (+2.81%) | Added | ↗▾ |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $21.07M | 1.42% | 31.63K shares | 1.53% → 1.42%-0.11 pp -1.13K (-3.44%) | Reduced | ↗▾ |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $21.02M | 1.41% | 82.67K shares | 1.41% → 1.41%+0.00 pp +3.76K (+4.77%) | Added | ↗▾ |
| 10 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $20.94M | 1.41% | 143.74K shares | 1.51% → 1.41%-0.10 pp -3.98K (-2.69%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 32
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PSR INVESCO ACTIVE US REAL ESTAT | Non-derivative | -29,684 | -$2.71M | SEC filing ↗ | SEC filing ↗ |
| AKX ANSYS INC | Non-derivative | -4,415 | -$1.55M | SEC filing ↗ | SEC filing ↗ |
| FICO FAIR ISAAC CORP | Non-derivative | -432 | -$790.24K | SEC filing ↗ | SEC filing ↗ |
3 / 32 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1633389 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1488255433
}Research all 716 reported holdings.
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