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
+17.52%
+7.19%
56,482.7
 
VEA
Vanguard FTSE Developed Markets ETF
1,221,149
62,051.7
+16.81%
7.440
+1.07%
0.050
+16.01%
+20.43%
157,306.4
 
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
+2.54%
+3.54%
34,907.7
 
SCHZ
Schwab US Aggregate Bond ETF
2,534,350
58,727.9
+2.40%
7.040
+0.17%
0.680
+2.19%
+3.34%
8,511.8
 
VIG
Vanguard Dividend Appreciation FTF
190,076
36,764.4
+0.41%
4.410
+0.02%
0.040
+11.94%
+6.12%
88,455.6
 
SCHP
Schwab U.S. Tips ETF
1,235,816
33,237.3
+4.48%
3.980
+0.17%
0.260
+2.49%
+4.32%
13,427.5
 
SCHD
Schwab US Dividend Equity ETF
1,096,815
30,667.0
-1.85%
3.680
-0.07%
0.040
+9.08%
+1.93%
71,198.8
 
SCHA
Schwab U.S. Small-Cap ETF
1,216,608
28,410.1
+16.34%
3.410
+0.48%
0.180
+20.33%
+0.83%
17,712.8
 
SGOV
iShares 0-3 Month Treasury Bond ETF
216,788
21,814.7
+0.72%
2.610
+0.02%
0.050
+1.06%
+2.27%
49,766.7
 
VNQ
Vanguard Real Estate Index Fund ETF
234,302
21,220.7
+3.73%
2.540
+0.09%
0.060
+8.38%
+2.80%
33,298.5
 

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
$56.87
12.39%
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
$24.70
6.10%
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
$91.56
-0.03%
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
$25.93
1.73%
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
$79.05
0.82%
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
$27.44
12.55%
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
$573.22
6.04%
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
$134.58
15.79%
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
$22.98
0.31%
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
$26.50
0.80%
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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