Kohmann Bosshard Financial Services
Latest statistics and disclosures from Kohmann Bosshard Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, VEA, VCSH, SCHZ, SCHA, and represent 41.09% of Kohmann Bosshard Financial Services's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$18M), SUTXX (+$17M), VEA (+$11M), SCHZ (+$5.3M), VCSH (+$5.2M), SGUXX, BIL, FXAIX, VFIAX, SCHP.
- Started 774 new stock positions in UPST, NEU, Dodge & Cox Stk Fd Com mutual funds, DIS, MPC, Austin Tex Wtr & Wa, XBI, BA, BDX, Adama Technologies Xxx.
- Reduced shares in these 10 stocks: SCHD (-$5.7M), BSCP, SNAXX, BRK.A, VB, SCHW, AMZN, SWVXX, GOOGL, GOOG.
- Sold out of its positions in ABNB, BRK.A, Charles Schwab B 4.15 25cd Fdic Ins Due 12/09/25, Cleveland Ohio Inco 5 25spl Tax Due 10/01/25, DDOG, HUBS, AIVSX, BSMP, BSCP, Jpmorgan Chase B 4.25 26cd Fdic Ins Due 07/14/26. Jpmorgan Chase Ba 4.2 26cd Fdic Ins Due 05/14/26, Jpmorgan Chase B, Jpmorgan Chase B, Mentor Ohio 1.25 25go Ltx Due 12/01/25, NGD, Olentangy Loc Sch D 2 25go Utx Due 12/01/25, Us Treasury Bill25u S T Bill Due 11 28 25.
- Kohmann Bosshard Financial Services was a net buyer of stock by $135M.
- Kohmann Bosshard Financial Services has $1.1B in assets under management (AUM), dropping by 14.64%.
- Central Index Key (CIK): 0001696615
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Portfolio Holdings for Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services holds 1082 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Kohmann Bosshard Financial Services has 1082 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Kohmann Bosshard Financial Services Dec. 31, 2025 positions
- Download the Kohmann Bosshard Financial Services December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Us Large Cap Etf Uie (SCHX) | 17.2 | $193M | +10% | 7.1M | 27.00 |
|
| Vanguard Ftse Developed Uie (VEA) | 8.0 | $89M | +14% | 1.4M | 62.47 |
|
| Vanguard Short Term Cor Uie (VCSH) | 6.3 | $70M | +8% | 881k | 79.73 |
|
| Schwab Us Aggregate Bond Uie (SCHZ) | 6.1 | $69M | +8% | 2.9M | 23.37 |
|
| Schwab Us Small Cap Etf Uie (SCHA) | 3.5 | $39M | +3% | 1.4M | 28.48 |
|
| Vanguard Dividend Uie (VIG) | 3.3 | $37M | 169k | 219.79 |
|
|
| Schwab Us Tips Etf Uie (SCHP) | 3.2 | $36M | +6% | 1.4M | 26.49 |
|
| Ishares 0-3 Month Uie (SGOV) | 2.2 | $25M | +6% | 246k | 100.50 |
|
| Vanguard Real Estate Uie (VNQ) | 2.1 | $24M | +7% | 268k | 88.49 |
|
| State Srt Spdr Prtfl Hgh Uie (SPHY) | 2.1 | $24M | +5% | 999k | 23.67 |
|
| Vanguard Growth Etf Uie (VUG) | 2.1 | $23M | 48k | 487.87 |
|
|
| Vanguard Small Cap Etf Uie (VB) | 1.8 | $21M | -4% | 79k | 257.95 |
|
| Ishares Core High Uie (HDV) | 1.7 | $20M | 161k | 121.62 |
|
|
| Vanguard S&p 500 Etf Uie (VOO) | 1.7 | $19M | 31k | 627.13 |
|
|
| Schwab Us Dividend Uie (SCHD) | 1.7 | $19M | -23% | 689k | 27.43 |
|
| Vanguard Ftse Emerging Uie (VWO) | 1.6 | $18M | +5% | 336k | 53.76 |
|
| St Stert Spdr Blmbg 1 3 Uie (BIL) | 1.5 | $17M | +21% | 188k | 91.37 |
|
| Schwab Us Treasury Money MMN (SUTXX) | 1.5 | $17M | NEW | 17M | 1.00 |
|
| State Street Spdr Portfl Uie (SPYM) | 1.3 | $15M | 185k | 80.22 |
|
|
| Schwab Government Money MMN (SGUXX) | 1.2 | $13M | +33% | 13M | 1.00 |
|
| Apple (AAPL) | 1.1 | $13M | 47k | 271.86 |
|
|
| Vanguard Intl Dividend Uie (VIGI) | 0.9 | $10M | +11% | 112k | 91.46 |
|
| Vanguard Small Cap Value Uie (VBR) | 0.9 | $9.9M | +18% | 47k | 211.79 |
|
| Schwab International Uie (SCHF) | 0.8 | $8.4M | +2% | 350k | 24.04 |
|
| Charles Schwab Corporation (SCHW) | 0.6 | $7.1M | -6% | 71k | 99.91 |
|
| Vanguard Large Cap Etf Uie (VV) | 0.6 | $6.4M | 20k | 314.80 |
|
|
| Charles Schwab Us Mc Uie (SCHM) | 0.6 | $6.3M | -2% | 210k | 30.07 |
|
| Schwab Prime Advantage M MMN (SWVXX) | 0.5 | $6.0M | -6% | 6.0M | 1.00 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $5.8M | +3% | 31k | 186.51 |
|
| Vanguard Total Uie (VTI) | 0.5 | $5.6M | 17k | 335.27 |
|
|
| Schwab Emerging Markets Uie (SCHE) | 0.4 | $4.8M | 147k | 32.75 |
|
|
| Schwab Prime Advantage M MMN (SNAXX) | 0.4 | $4.5M | -30% | 4.5M | 1.00 |
|
| Ishares Core S&p 500 Uie (IVV) | 0.4 | $4.3M | 6.3k | 684.94 |
|
|
| Vgrd Ftse All Wrld Ex Us Uie (VSS) | 0.4 | $4.2M | -2% | 29k | 143.33 |
|
| Vanguard Mid Cap Value Uie (VOE) | 0.4 | $4.1M | 23k | 177.37 |
|
|
| Microsoft Corporation (MSFT) | 0.3 | $3.8M | 7.8k | 483.62 |
|
|
| Ishares S&p 500 Growth Uie (IVW) | 0.3 | $3.6M | 29k | 123.26 |
|
|
| St Stret Spdr Prtfl S&p Uie (SPSM) | 0.3 | $3.3M | 71k | 46.86 |
|
|
| Schwab Government Money MMN (SNVXX) | 0.3 | $3.2M | +7% | 3.2M | 1.00 |
|
| Vanguard High Dividend Uie (VYM) | 0.3 | $3.1M | 22k | 143.52 |
|
|
| Schwab Us Large Cap Uie (SCHG) | 0.3 | $3.1M | 94k | 32.62 |
|
|
| Fidelity 500 Index MFC (FXAIX) | 0.3 | $2.9M | NEW | 12k | 237.11 |
|
| Ishares Core Dividend Uie (DGRO) | 0.3 | $2.8M | 41k | 69.42 |
|
|
| ST SRT SPDR BLMBRG 3 12 Uie (BILS) | 0.3 | $2.8M | +170% | 28k | 99.22 |
|
| Invsc Bulletsha 2026 Crp Uie (BSCQ) | 0.2 | $2.6M | +60% | 135k | 19.58 |
|
| St Stret Spdr Prtfl S&p Uie (SPMD) | 0.2 | $2.6M | 45k | 57.91 |
|
|
| Spdr Portfolio Dvlpd Uie (SPDW) | 0.2 | $2.6M | 58k | 44.41 |
|
|
| Vanguard 500 Index Admir MFC (VFIAX) | 0.2 | $2.6M | NEW | 4.0k | 631.42 |
|
| Invesco Bulletshars 2028 Uie (BSCS) | 0.2 | $2.5M | +66% | 123k | 20.60 |
|
| Alphabet Inc Class C cs (GOOG) | 0.2 | $2.4M | -12% | 7.7k | 313.80 |
|
| Berkshire Hathaway (BRK.B) | 0.2 | $2.4M | +102% | 4.8k | 502.75 |
|
| Schwab Internatnal Small Uie (SCHC) | 0.2 | $2.3M | 50k | 45.53 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $2.3M | -13% | 7.3k | 313.00 |
|
| Spdr S&p 500 Etf Uie (SPY) | 0.2 | $2.3M | 3.3k | 681.92 |
|
|
| Ishares Core S&p Mid Cap Uie (IJH) | 0.2 | $2.2M | 33k | 66.00 |
|
|
| Us Treasury BTR | 0.2 | $2.2M | 2.1M | 1.04 |
|
|
| FirstEnergy (FE) | 0.2 | $2.2M | 48k | 44.77 |
|
|
| Amazon (AMZN) | 0.2 | $2.1M | -17% | 9.2k | 230.82 |
|
| Ishares Core S&p Small Uie (IJR) | 0.2 | $2.1M | 17k | 120.18 |
|
|
| Spdr Index Shares Emerg Uie (SPEM) | 0.2 | $2.0M | -2% | 44k | 46.81 |
|
| Schwab 1000 Index Etf Uie (SCHK) | 0.2 | $2.0M | 61k | 32.80 |
|
|
| Ishares S&p 500 Value Uie (IVE) | 0.2 | $2.0M | 9.3k | 212.08 |
|
|
| Schwab International Uie (SCHY) | 0.2 | $1.9M | -5% | 64k | 29.82 |
|
| Invesco Bulletshares Uie (BSCU) | 0.2 | $1.8M | +184% | 108k | 16.92 |
|
| Invsc Qqq Trust Srs 1 Uie (QQQ) | 0.2 | $1.8M | 2.9k | 614.32 |
|
|
| Ishares Core Us Reit Uie (USRT) | 0.2 | $1.7M | 30k | 56.96 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.6M | 5.0k | 322.23 |
|
|
| Ishares Russell Mid Cap Uie (IWR) | 0.1 | $1.6M | 16k | 96.27 |
|
|
| Facebook Inc cl a (META) | 0.1 | $1.6M | 2.4k | 660.20 |
|
|
| Netflix (NFLX) | 0.1 | $1.6M | +898% | 17k | 93.76 |
|
| Shopify Inc F FGC (SHOP) | 0.1 | $1.6M | -9% | 9.7k | 160.97 |
|
| Charles Schwab Us Reit Uie (SCHH) | 0.1 | $1.5M | +7% | 73k | 20.91 |
|
| Schwab Municipal Money U MMN (SWOXX) | 0.1 | $1.5M | +199% | 1.5M | 1.00 |
|
| Ishares Core Us Uie (AGG) | 0.1 | $1.5M | 15k | 99.89 |
|
|
| Us Treasury Not | 0.1 | $1.5M | NEW | 1.5M | 0.99 |
|
| Vanguard Extended Market Uie (VXF) | 0.1 | $1.4M | 6.8k | 209.12 |
|
|
| State Stret Spdr Prtfl S Uie (SPTS) | 0.1 | $1.3M | 44k | 29.33 |
|
|
| FedEx Corporation (FDX) | 0.1 | $1.3M | -4% | 4.5k | 288.86 |
|
| Vanguard Value Etf Uie (VTV) | 0.1 | $1.2M | 6.5k | 191.00 |
|
|
| Broadcom (AVGO) | 0.1 | $1.2M | -2% | 3.6k | 346.10 |
|
| Ishares Select Dividend Uie (DVY) | 0.1 | $1.2M | 8.7k | 141.14 |
|
|
| Invsc Bltshrs 2029 Corp Uie (BSCT) | 0.1 | $1.2M | 64k | 18.84 |
|
|
| Invesco Bulletshares Uie (BSCX) | 0.1 | $1.2M | 55k | 21.46 |
|
|
| Us Treasury Not | 0.1 | $1.2M | NEW | 1.1M | 1.02 |
|
| Vanguard Ftse All World Uie (VEU) | 0.1 | $1.1M | 16k | 73.56 |
|
|
| Alamos Gold Inc New F FGC (AGI) | 0.1 | $1.1M | 29k | 38.58 |
|
|
| Invsc Bulletshr 2027 Crp Uie (BSCR) | 0.1 | $1.1M | 56k | 19.74 |
|
|
| State Stret Tec Select Uie (XLK) | 0.1 | $1.1M | +99% | 7.6k | 143.97 |
|
| Ishares Msci Germany Uie (EWG) | 0.1 | $1.1M | 26k | 42.50 |
|
|
| Spdr Gold Shares Etf Uie (GLD) | 0.1 | $1.1M | 2.7k | 396.31 |
|
|
| Ishares Dividend Growth Uie (IGRO) | 0.1 | $1.1M | 13k | 82.77 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $1.1M | +13% | 11k | 95.35 |
|
| Total Market Equity Inde Mfo | 0.1 | $1.1M | NEW | 17k | 60.83 |
|
| Short Term Income Pool Mfo | 0.1 | $1.0M | NEW | 85k | 12.33 |
|
| Us Treasury Not | 0.1 | $1.0M | NEW | 1.0M | 1.03 |
|
| Agnico Eagle Mines Ltd F FGC (AEM) | 0.1 | $1.0M | -9% | 6.0k | 169.53 |
|
| Us Treasury Not | 0.1 | $1.0M | NEW | 1.0M | 1.01 |
|
| Us Treasury Not | 0.1 | $1.0M | NEW | 1.0M | 1.01 |
|
| Us Treasury Not | 0.1 | $1.0M | NEW | 1.0M | 1.00 |
|
| Ishares Russell Top 200 Uie (IWY) | 0.1 | $1000k | 3.6k | 276.94 |
|
|
| Us Treasury Not | 0.1 | $984k | NEW | 1.0M | 0.98 |
|
| Vanguard Muni Bnd Tax Uie (VTEB) | 0.1 | $984k | +20% | 20k | 50.29 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $982k | -10% | 3.0k | 324.03 |
|
| Caterpillar (CAT) | 0.1 | $977k | 1.7k | 572.88 |
|
|
| St Stret Spdr Prtfl S T Uie (SPSB) | 0.1 | $976k | +4% | 32k | 30.20 |
|
| Vanguard Mid Cap Etf Uie (VO) | 0.1 | $932k | 3.2k | 290.22 |
|
|
| MercadoLibre (MELI) | 0.1 | $923k | -5% | 458.00 | 2014.27 |
|
| Wabtec Corporation (WAB) | 0.1 | $910k | -2% | 4.3k | 213.45 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $899k | -3% | 7.5k | 120.34 |
|
| Ishares Russell Top 200 Uie (IWX) | 0.1 | $863k | 9.4k | 91.86 |
|
|
| Ishares S&p Mid Cap 400 Uie (IJJ) | 0.1 | $836k | 6.4k | 131.59 |
|
|
| Us Treasury Not | 0.1 | $833k | NEW | 852k | 0.98 |
|
| Tesla Motors (TSLA) | 0.1 | $831k | +2% | 1.8k | 449.75 |
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| Vanguard Intermediate Uie (VCIT) | 0.1 | $830k | 9.9k | 83.75 |
|
|
| Schwab Treasury Oblig Mo MMN (SNOXX) | 0.1 | $828k | +21% | 828k | 1.00 |
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| Vaneck Ig Floating Rate Uie (FLTR) | 0.1 | $827k | 32k | 25.48 |
|
|
| Ishares Russell 1000 Uie (IWB) | 0.1 | $823k | 2.2k | 373.44 |
|
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| Invesco Bulltshr 2031 Uie (BSCV) | 0.1 | $817k | +31% | 49k | 16.70 |
|
| ST STRT SPDR PRTL S&P Uie (SPYD) | 0.1 | $805k | 19k | 43.25 |
|
|
| Us Treasury Not | 0.1 | $785k | NEW | 775k | 1.01 |
|
| Progressive Corporation (PGR) | 0.1 | $784k | 3.4k | 227.72 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $781k | 7.0k | 111.41 |
|
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| Us Treasury Not | 0.1 | $779k | NEW | 776k | 1.00 |
|
| Ishares Core Msci Eafe Uie (IEFA) | 0.1 | $734k | 8.2k | 89.50 |
|
|
| Vanguard Small Cap Index MFC (VSMAX) | 0.1 | $734k | NEW | 5.9k | 123.58 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $720k | 1.5k | 469.00 |
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|
| Home Depot (HD) | 0.1 | $717k | 2.1k | 344.10 |
|
|
| Ishares National Muni Uie (MUB) | 0.1 | $690k | NEW | 6.4k | 107.11 |
|
| Ishares Russell 2000 Uie (IWM) | 0.1 | $687k | -3% | 2.8k | 246.17 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $669k | 4.3k | 154.14 |
|
|
| Vanguard Energy Etf Uie (VDE) | 0.1 | $659k | 5.2k | 125.92 |
|
|
| Invsc S P 500 Top 50 Uie (XLG) | 0.1 | $657k | 11k | 59.28 |
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|
| Invsc S P 500 Equal Uie (RSP) | 0.1 | $652k | 3.4k | 190.83 |
|
|
| Us Treasury Not | 0.1 | $643k | NEW | 646k | 0.99 |
|
| Vanguard Tax-managed Cap MFC (VTCLX) | 0.1 | $603k | NEW | 1.7k | 351.33 |
|
| Marsh & McLennan Companies | 0.1 | $602k | 3.2k | 185.52 |
|
|
| Deere & Company (DE) | 0.1 | $596k | 1.3k | 465.57 |
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|
| American Funds Income Fu MFC (FIFAX) | 0.1 | $592k | NEW | 23k | 26.09 |
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| International Equity Ind Mfo | 0.1 | $590k | NEW | 23k | 26.00 |
|
| Abbvie (ABBV) | 0.1 | $582k | 2.5k | 228.50 |
|
|
| Toronto Dominion Bk On F FGC (TD) | 0.1 | $578k | 6.1k | 94.20 |
|
|
| Ishares S&p Mid Cap 400 Uie (IJK) | 0.1 | $572k | 5.9k | 96.88 |
|
|
| Ishares S&p 100 Etf Uie (OEF) | 0.1 | $564k | 1.6k | 342.97 |
|
|
| St Srt Spdr Dow Jones Uie (RWR) | 0.1 | $563k | 5.7k | 98.23 |
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|
| Ishares Msci Usa Qlty Uie (QUAL) | 0.0 | $554k | 2.8k | 198.63 |
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|
| T. Rowe Price Value I Mfa (TRPIX) | 0.0 | $527k | NEW | 11k | 47.68 |
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| Us Treasury Not | 0.0 | $527k | NEW | 590k | 0.89 |
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| Us Treasury Not | 0.0 | $525k | NEW | 555k | 0.95 |
|
| T. Rowe Price Growth Sto Mfa (PRUFX) | 0.0 | $523k | NEW | 4.9k | 106.27 |
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| Vanguard Ftse Europe Uie (VGK) | 0.0 | $522k | 6.2k | 83.61 |
|
|
| Vanguard Russell 1000 Uie (VONG) | 0.0 | $512k | 4.2k | 121.75 |
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|
| Dimensional Us Equity Uie (DFUS) | 0.0 | $502k | 6.8k | 74.17 |
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| Spdr Gold Minishares Etv Uie (GLDM) | 0.0 | $499k | +11% | 5.8k | 85.40 |
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| Johnson & Johnson (JNJ) | 0.0 | $497k | -8% | 2.4k | 206.22 |
|
| Cisco Systems (CSCO) | 0.0 | $491k | -11% | 6.4k | 77.00 |
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| Vanguard Internatnl Hgh Uie (VYMI) | 0.0 | $490k | 5.4k | 90.00 |
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| Cummins (CMI) | 0.0 | $480k | 941.00 | 510.45 |
|
|
| American Funds Growth Fu MFC (GAFFX) | 0.0 | $479k | NEW | 6.0k | 80.45 |
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| Equinox Gold Corp F FGC (EQX) | 0.0 | $477k | -10% | 34k | 14.04 |
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| Money Market Pool Mfo | 0.0 | $470k | NEW | 386k | 1.22 |
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| Trade Desk (TTD) | 0.0 | $465k | -11% | 12k | 37.96 |
|
| Horizons Trust I Dax Uie (DAX) | 0.0 | $460k | 10k | 45.62 |
|
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| Cincinnati Financial Corporation (CINF) | 0.0 | $442k | NEW | 2.7k | 163.32 |
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| Vanguard Mid Cap Index A MFC (VIMAX) | 0.0 | $441k | NEW | 1.2k | 358.86 |
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| New York N Y City Bmu | 0.0 | $440k | NEW | 370k | 1.19 |
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| Honeywell International (HON) | 0.0 | $431k | 2.2k | 195.09 |
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| Eli Lilly & Co. (LLY) | 0.0 | $426k | -4% | 396.00 | 1074.68 |
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| Ishares Msci Eafe Etf Uie (EFA) | 0.0 | $424k | -11% | 4.4k | 96.03 |
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| Ishares Broad Usd Hg Yld Uie (USHY) | 0.0 | $419k | 11k | 37.42 |
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|
| Marriott International (MAR) | 0.0 | $418k | 1.3k | 310.24 |
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| Transocean Ltd F Fgo (RIG) | 0.0 | $413k | 100k | 4.13 |
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|
| Us Treasury Not | 0.0 | $412k | NEW | 415k | 0.99 |
|
| Eaton Corp Plc F Fgo (ETN) | 0.0 | $411k | 1.3k | 318.51 |
|
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| International Business Machines (IBM) | 0.0 | $410k | 1.4k | 296.21 |
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| McDonald's Corporation (MCD) | 0.0 | $402k | -10% | 1.3k | 305.63 |
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| Us Treasury Not | 0.0 | $386k | NEW | 395k | 0.98 |
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| Us Treasury Not | 0.0 | $383k | NEW | 391k | 0.98 |
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| Us Treasury Not | 0.0 | $383k | NEW | 383k | 1.00 |
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| Us Treasury Not | 0.0 | $380k | NEW | 384k | 0.99 |
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| MasterCard Incorporated (MA) | 0.0 | $377k | 661.00 | 570.88 |
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| Ishares S&p Small Cap Uie (IJS) | 0.0 | $376k | 3.3k | 113.72 |
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|
| American Funds American MFC (AFMBX) | 0.0 | $376k | NEW | 10k | 37.46 |
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| State Strt Hlth Cre Slt Uie (XLV) | 0.0 | $372k | 2.4k | 154.80 |
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| Ishares 0-5 Year Tips Uie (STIP) | 0.0 | $368k | 3.6k | 102.39 |
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| American Funds Washingto MFC (FWMIX) | 0.0 | $367k | NEW | 5.6k | 64.97 |
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| Procter & Gamble Company (PG) | 0.0 | $365k | -14% | 2.6k | 143.31 |
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| Cambiar Aggressive Value Uie (CAMX) | 0.0 | $362k | 12k | 31.51 |
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| Wesdome Gold Mines Ltd F FGC (WDOFF) | 0.0 | $356k | +7% | 22k | 16.57 |
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| Vanguard Growth Index Ad MFC (VIGAX) | 0.0 | $356k | NEW | 1.4k | 251.02 |
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| Vanguard Small Cap Uie (VBK) | 0.0 | $355k | 1.2k | 302.11 |
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| Key (KEY) | 0.0 | $350k | 17k | 20.64 |
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| Schwab Us Broad Market Uie (SCHB) | 0.0 | $349k | 13k | 26.23 |
|
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| Vanguard S&p 500 Growth Uie (VOOG) | 0.0 | $339k | 763.00 | 444.59 |
|
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| Hoover Ala Bmu | 0.0 | $332k | NEW | 310k | 1.07 |
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| Boulder Colo Wtr Bmu | 0.0 | $328k | NEW | 300k | 1.09 |
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| Morgan Stanley (MS) | 0.0 | $325k | -7% | 1.8k | 177.48 |
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| Hamilton Cnty Ohio Bmu | 0.0 | $324k | 355k | 0.91 |
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| Ohio St Wtr Dev Aut Bmu | 0.0 | $319k | NEW | 290k | 1.10 |
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| Ametek (AME) | 0.0 | $319k | +4% | 1.6k | 205.32 |
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| Phillips 66 (PSX) | 0.0 | $319k | -5% | 2.5k | 129.05 |
|
| New Jersey Healt Bmu | 0.0 | $317k | NEW | 290k | 1.09 |
|
| St Srt Spdr Portfolio Uie (SPIP) | 0.0 | $315k | 12k | 25.95 |
|
|
| Invesco Bullshr 2030 Mup Uie (BSMU) | 0.0 | $314k | 14k | 22.02 |
|
|
| Fidelity Extended Market MFC (FSMAX) | 0.0 | $311k | NEW | 3.1k | 100.65 |
|
| Massachusetts St De Bmu | 0.0 | $311k | NEW | 275k | 1.13 |
|
| Kinder Morgan (KMI) | 0.0 | $310k | 11k | 27.49 |
|
|
| Ishares S&p Smll Cap 600 Uie (IJT) | 0.0 | $304k | 2.2k | 141.16 |
|
|
| Aon Plc F Fgo (AON) | 0.0 | $303k | 859.00 | 352.88 |
|
|
| Fidelity Msci Real Uie (FREL) | 0.0 | $299k | 11k | 26.89 |
|
|
| Us Treasury Not | 0.0 | $298k | NEW | 302k | 0.99 |
|
| Fort Bend Cnty Tex Bmu | 0.0 | $297k | NEW | 270k | 1.10 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $297k | 223.00 | 1329.85 |
|
|
| Us Treasury Not | 0.0 | $294k | NEW | 295k | 1.00 |
|
| Schwab Government Money MMS (SWGXX) | 0.0 | $293k | -8% | 293k | 1.00 |
|
| Vanguard Extended Market MFC (VEXAX) | 0.0 | $293k | NEW | 1.8k | 158.55 |
|
| HSBC HLDGS PLC F Adr (HSBC) | 0.0 | $292k | 3.7k | 78.67 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $291k | 1.5k | 194.91 |
|
|
| Wec Energy Group (WEC) | 0.0 | $290k | 2.7k | 105.46 |
|
|
| Ohio St Wtr Dev Aut Bmu | 0.0 | $288k | NEW | 250k | 1.15 |
|
| Steris Plc F Fgo (STE) | 0.0 | $288k | -11% | 1.1k | 253.52 |
|
| Pennsylvania St Tpk Bmu | 0.0 | $286k | NEW | 275k | 1.04 |
|
| Global X Us Preferred Uie (PFFD) | 0.0 | $283k | -21% | 15k | 18.91 |
|
| Welltower Ret (WELL) | 0.0 | $282k | 1.5k | 185.61 |
|
|
| Franklin Cnty Wash Bmu | 0.0 | $279k | NEW | 250k | 1.12 |
|
| Small Cap Equity Pool Mfo | 0.0 | $272k | NEW | 6.0k | 45.25 |
|
| Analog Devices (ADI) | 0.0 | $269k | 992.00 | 271.20 |
|
|
| Connecticut St Spl Bmu | 0.0 | $267k | NEW | 250k | 1.07 |
|
| Schwab S&p 500 Index MFS (SWPPX) | 0.0 | $265k | NEW | 15k | 17.54 |
|
| Invesco Bulletshs 2032 Uie (BSCW) | 0.0 | $265k | 13k | 20.88 |
|
|
| St Strt Spdr Bbrg Inv Uie (FLRN) | 0.0 | $265k | 8.6k | 30.73 |
|
|
| Raymond James Financial (RJF) | 0.0 | $263k | 1.6k | 160.59 |
|
|
| Wisdomtree Us Qlt Div Uie (DGRW) | 0.0 | $259k | 2.9k | 89.44 |
|
|
| Vanguard Inter-term Uie (VGIT) | 0.0 | $258k | 4.3k | 59.93 |
|
|
| Ishares Russell 1000 Uie (IWD) | 0.0 | $258k | NEW | 1.2k | 210.34 |
|
| Ishares Msci Usa Momntum Uie (MTUM) | 0.0 | $258k | 1.0k | 250.33 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $256k | -17% | 15k | 17.35 |
|
| Fidelity Advisor Emergin MFC (FIQPX) | 0.0 | $255k | NEW | 3.8k | 67.49 |
|
| Inflation Protected Bond Mfo | 0.0 | $254k | NEW | 18k | 14.55 |
|
| Us Treasury Not | 0.0 | $254k | NEW | 253k | 1.01 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $253k | 1.4k | 183.41 |
|
|
| Ishares Morn Small Cap Uie (ISCV) | 0.0 | $252k | 3.7k | 68.50 |
|
|
| Us Treasury Not | 0.0 | $251k | NEW | 250k | 1.00 |
|
| Vanguard S&p 500 Value Uie (VOOV) | 0.0 | $250k | 1.2k | 204.85 |
|
|
| Humble Tex Indpt Sc Bmu | 0.0 | $249k | NEW | 225k | 1.11 |
|
| Wisconsin St Bmu | 0.0 | $249k | NEW | 225k | 1.11 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $248k | 428.00 | 579.46 |
|
|
| Pima Cnty Ariz Ctfs Bmu | 0.0 | $247k | NEW | 220k | 1.12 |
|
| Us Treasury Not | 0.0 | $247k | NEW | 250k | 0.99 |
|
| Ing Groep N V F Adr (ING) | 0.0 | $244k | 8.7k | 28.00 |
|
|
| Invesco Bletshs 2026 Uie (BSMQ) | 0.0 | $244k | 10k | 23.64 |
|
Past Filings by Kohmann Bosshard Financial Services
SEC 13F filings are viewable for Kohmann Bosshard Financial Services going back to 2016
- Kohmann Bosshard Financial Services 2025 Q4 filed Jan. 30, 2026
- Kohmann Bosshard Financial Services 2025 Q3 filed Nov. 13, 2025
- Kohmann Bosshard Financial Services 2025 Q2 filed Aug. 12, 2025
- Kohmann Bosshard Financial Services 2025 Q1 filed May 12, 2025
- Kohmann Bosshard Financial Services 2024 Q4 filed Feb. 5, 2025
- Kohmann Bosshard Financial Services 2024 Q3 filed Oct. 17, 2024
- Kohmann Bosshard Financial Services 2024 Q2 filed July 11, 2024
- Kohmann Bosshard Financial Services 2024 Q1 filed April 16, 2024
- Kohmann Bosshard Financial Services 2023 Q4 filed Jan. 9, 2024
- Kohmann Bosshard Financial Services 2023 Q3 filed Oct. 12, 2023
- Kohmann Bosshard Financial Services 2023 Q2 filed Aug. 14, 2023
- Kohmann Bosshard Financial Services 2023 Q1 filed April 28, 2023
- Kohmann Bosshard Financial Services 2022 Q4 filed Jan. 27, 2023
- Kohmann Bosshard Financial Services 2022 Q3 filed Oct. 13, 2022
- Kohmann Bosshard Financial Services 2022 Q2 filed July 8, 2022
- Kohmann Bosshard Financial Services 2022 Q1 filed April 12, 2022