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Kohmann Bosshard Financial Services, LLC13F | |
Kohmann Bosshard Financial Services, LLC | |
Last update 2025-05-12 | 232 Stocks (14 new) |
Value $834.00 Mil | Turnover 5 % |
Kohmann Bosshard Financial Ser... Top Holdings of 2025-03-31
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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 | +15.40% | +6.69% | 56,551.3 | ||
VEA | Vanguard FTSE Developed Markets ETF | 1,221,149 | 62,051.7 | +16.81% | 7.440 | +1.07% | 0.050 | +16.82% | +19.85% | 158,523.5 | ||
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 | +0.74% | +1.42% | 34,938.6 | ||
SCHZ | Schwab US Aggregate Bond ETF | 2,534,350 | 58,727.9 | +2.40% | 7.040 | +0.17% | 0.680 | +0.61% | +1.63% | 8,545.1 | ||
VIG | Vanguard Dividend Appreciation FTF | 190,076 | 36,764.4 | +0.41% | 4.410 | +0.02% | 0.040 | +10.85% | +5.59% | 88,820.7 | ||
SCHP | Schwab U.S. Tips ETF | 1,235,816 | 33,237.3 | +4.48% | 3.980 | +0.17% | 0.260 | +0.23% | +2.75% | 13,447.8 | ||
SCHD | Schwab US Dividend Equity ETF | 1,096,815 | 30,667.0 | -1.85% | 3.680 | -0.07% | 0.040 | +5.49% | -0.11% | 71,094.5 | ||
SCHA | Schwab U.S. Small-Cap ETF | 1,216,608 | 28,410.1 | +16.34% | 3.410 | +0.48% | 0.180 | +17.08% | +1.01% | 17,842.6 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 216,788 | 21,814.7 | +0.72% | 2.610 | +0.02% | 0.050 | +0.01% | +0.13% | 49,737.0 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 234,302 | 21,220.7 | +3.73% | 2.540 | +0.09% | 0.060 | +5.49% | +0.12% | 33,087.0 |
Kohmann Bosshard Financial Services, LLC's Historical Top Holdings Breakdowns
Kohmann Bosshard Financial Services, LLC's Top Stock Picks
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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 | $57.31 | 13.26% | 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 | $24.73 | 6.23% | 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 | $91.52 | -0.08% | 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 | $26.12 | 2.47% | 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 | $79.12 | 0.91% | 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 | $27.50 | 12.80% | 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 | $573.61 | 6.11% | 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 | $135.16 | 16.29% | 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 | $23.07 | 0.70% | 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 | $26.54 | 0.95% | Add 4.48% | 1,235,816 | 52,973 |
Kohmann Bosshard Financial Services, LLC Total Holding History ($B)
Kohmann Bosshard Financial Services, LLC's Asset Allocation
Kohmann Bosshard Financial Services, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Kohmann Bosshard Financial Services, LLC's Hypothetical Growth since 2025-03-31
Kohmann Bosshard Financial Services, LLC's Yearly Returns
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Kohmann Bosshard Financial Services, LLC's Holdings Heat Map
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