KB

Kohmann Bosshard Financial Services, LLC

13F
Kohmann Bosshard Financial Services, LLC
Last update 2025-05-12 232 Stocks (14 new)
Value $834.00 Mil Turnover 5 %
Countries:
Top Holdings: SCHX(16.29%)VEA(7.44%)VCSH(7.18%)SCHZ(7.04%)VIG(4.41%)
Summary Stock Picks Current Portfolio
Kohmann Bosshard Financial Ser... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
6,181,603
135,900.0
+5.17%
16.290
+0.80%
0.270
+15.95%
+9.17%
57,684.2
 
VEA
Vanguard FTSE Developed Markets ETF
1,221,149
62,051.7
+16.81%
7.440
+1.07%
0.050
+10.97%
+22.24%
161,421.4
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
758,179
59,864.4
+5.49%
7.180
+0.37%
0.170
+1.52%
+3.82%
34,943.4
 
SCHZ
Schwab US Aggregate Bond ETF
2,534,350
58,727.9
+2.40%
7.040
+0.17%
0.680
+0.73%
+3.48%
8,601.6
 
VIG
Vanguard Dividend Appreciation FTF
190,076
36,764.4
+0.41%
4.410
+0.02%
0.040
+10.93%
+7.39%
90,333.2
 
SCHP
Schwab U.S. Tips ETF
1,235,816
33,237.3
+4.48%
3.980
+0.17%
0.260
+1.05%
+4.66%
13,101.1
 
SCHD
Schwab US Dividend Equity ETF
1,096,815
30,667.0
-1.85%
3.680
-0.07%
0.040
+6.82%
+1.28%
70,911.2
 
SCHA
Schwab U.S. Small-Cap ETF
1,216,608
28,410.1
+16.34%
3.410
+0.48%
0.180
+15.34%
+1.65%
17,793.3
 
SGOV
iShares 0-3 Month Treasury Bond ETF
216,788
21,814.7
+0.72%
2.610
+0.02%
0.050
+1.06%
+2.43%
51,444.8
 
VNQ
Vanguard Real Estate Index Fund ETF
234,302
21,220.7
+3.73%
2.540
+0.09%
0.060
+5.55%
+4.16%
33,777.4
 

Kohmann Bosshard Financial Services, LLC's Historical Top Holdings Breakdowns

Kohmann Bosshard Financial Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+1.07%
●
47.4 ($50.6) 52.99
$57.75
14.13%
Add 16.81%
1,221,149
175,738
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Add
Add
+0.80%
●
21.75 ($23.28) 24.28
$25.16
8.09%
Add 5.17%
6,181,603
304,048
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Add
Add
+0.64%
●
91.45 ($91.59) 91.75
$91.71
0.14%
Add 46.21%
167,482
52,930
SCHA
Schwab U.S. Small-Cap ETF
2025-03-31
Add
Add
+0.48%
●
23.16 ($25.49) 27.04
$26.11
2.43%
Add 16.34%
1,216,608
170,892
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.37%
●
77.7 ($78.41) 78.94
$79.26
1.09%
Add 5.49%
758,179
39,447
SCHY
Schwab International Dividend Equity ETF
Schwab International Dividend Equity ETF
2025-03-31
Reduce
Reduce
-0.36%
●
22.91 ($24.38) 25.71
$27.48
12.69%
Reduce -64.47%
70,946
-128,728
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.29%
●
507.05 ($540.58) 563.67
$584.24
8.08%
Add 16.85%
32,177
4,639
VSS
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
2025-03-31
Reduce
Reduce
-0.27%
●
110.75 ($116.23) 119.78
$136.51
17.45%
Reduce -39.07%
31,046
-19,909
SCHZ
Schwab US Aggregate Bond ETF
2025-03-31
Add
Add
+0.17%
●
22.46 ($22.91) 23.26
$23.01
0.44%
Add 2.4%
2,534,350
59,485
SCHP
Schwab U.S. Tips ETF
2025-03-31
Add
Add
+0.17%
●
25.69 ($26.29) 26.89
$26.60
1.18%
Add 4.48%
1,235,816
52,973

Kohmann Bosshard Financial Services, LLC Total Holding History ($B)

To

Kohmann Bosshard Financial Services, LLC's Asset Allocation

To

Kohmann Bosshard Financial Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Kohmann Bosshard Financial Services, LLC's Hypothetical Growth since 2025-03-31

Kohmann Bosshard Financial Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Kohmann Bosshard Financial Services, LLC's Holdings Heat Map

Size field:

Kohmann Bosshard Financial Services, LLC's Holdings Bubble Chart

Kohmann Bosshard Financial Services, LLC News

  • 1

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