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, SNAXX, and represent 41.57% of Kohmann Bosshard Financial Services's stock portfolio.
- Added to shares of these 10 stocks: SNAXX (+$51M), Us Treasu Nt 0.625 03/27ust Note Due 03/31/27 (+$15M), SCHX (+$8.7M), SCHZ (+$5.6M), VCSH (+$5.2M), SGUXX, United States Treasury Note/Bond, VEA, SPHY, SCHP.
- Started 74 new stock positions in LRGF, Phoenix Ariz, CB, Sky Quarry, Fnma Pl Ma3615, VRTX, SIL, ATO, CPAY, Nordson Corp.
- Reduced shares in these 10 stocks: SUTXX (-$17M), BIL, SNVXX, SCHD, VTI, BILS, BRK.B, AGI, AEM, VXF.
- Sold out of its positions in Advisors Disciplined, Advisors Disciplined, Advisors Disciplined, Advisors Disciplined, AEM, Akron Ohio Income 3.5 32spl Tax Due 12/01/32, AGI, BABA, AstraZeneca, BAGIX.
- Kohmann Bosshard Financial Services was a net buyer of stock by $71M.
- Kohmann Bosshard Financial Services has $1.2B in assets under management (AUM), dropping by 5.43%.
- Central Index Key (CIK): 0001696615
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Portfolio Holdings for Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services holds 1060 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Kohmann Bosshard Financial Services has 1060 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Kohmann Bosshard Financial Services March 31, 2026 positions
- Download the Kohmann Bosshard Financial Services March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab U.s. Large-cap Uie (SCHX) | 16.2 | $192M | +4% | 7.5M | 25.67 |
|
| Vanguard Ftse Developed Uie (VEA) | 8.0 | $94M | +2% | 1.5M | 64.08 |
|
| Vanguard Short Term Cor Uie (VCSH) | 6.4 | $75M | +7% | 947k | 79.27 |
|
| Schwab U.s. Aggregate Uie (SCHZ) | 6.3 | $74M | +8% | 3.2M | 23.22 |
|
| Schwab Prime Advantage M MMN (SNAXX) | 4.7 | $56M | +1135% | 56M | 1.00 |
|
| Schwab U.s. Small-cap Uie (SCHA) | 3.4 | $40M | 1.4M | 29.08 |
|
|
| Schwab U.s. Tips Etf Uie (SCHP) | 3.2 | $38M | +5% | 1.4M | 26.61 |
|
| Vanguard Dividend Uie (VIG) | 3.1 | $36M | 168k | 215.07 |
|
|
| State Street Spdr Uie (SPHY) | 2.1 | $25M | +8% | 1.1M | 23.32 |
|
| Ishares 0-3 Month Uie (SGOV) | 2.1 | $25M | 247k | 100.67 |
|
|
| Vanguard Real Estate Uie (VNQ) | 2.0 | $24M | 270k | 88.70 |
|
|
| Ishares Core High Uie (HDV) | 1.8 | $22M | 160k | 135.72 |
|
|
| Vanguard Growth Index Uie (VUG) | 1.8 | $21M | +2% | 49k | 436.79 |
|
| Vanguard Small-cap Index Uie (VB) | 1.7 | $21M | 78k | 261.93 |
|
|
| Vanguard S&p 500 Etf Uie (VOO) | 1.7 | $20M | +7% | 33k | 597.56 |
|
| Schwab U.s. Dividend Uie (SCHD) | 1.6 | $19M | -9% | 625k | 30.68 |
|
| Vanguard Ftse Emerging Uie (VWO) | 1.6 | $19M | +3% | 349k | 54.05 |
|
| Schwab Government Money MMN (SGUXX) | 1.5 | $18M | +33% | 18M | 1.00 |
|
| Us Treasu Nt Not | 1.2 | $15M | NEW | 15M | 0.97 |
|
| State Street Spdr Uie (SPYM) | 1.2 | $14M | 182k | 76.54 |
|
|
| State Street Spdr Uie (BIL) | 1.2 | $14M | -20% | 150k | 91.49 |
|
| Apple (AAPL) | 1.0 | $12M | 46k | 253.79 |
|
|
| Vanguard Small-cap Value Uie (VBR) | 0.9 | $11M | +7% | 51k | 217.26 |
|
| Vanguard International Uie (VIGI) | 0.9 | $10M | +2% | 114k | 88.50 |
|
| Schwab International Uie (SCHF) | 0.7 | $8.6M | 347k | 24.75 |
|
|
| Schwab Prime Advantage M MMN (SWVXX) | 0.6 | $6.9M | +14% | 6.9M | 1.00 |
|
| Charles Schwab Corporation (SCHW) | 0.6 | $6.8M | +2% | 73k | 93.98 |
|
| Vanguard Large-cap Index Uie (VV) | 0.5 | $6.4M | +5% | 21k | 298.85 |
|
| Schwab U.s. Mid-cap Etf Uie (SCHM) | 0.5 | $6.4M | -2% | 205k | 30.96 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $5.4M | 31k | 174.40 |
|
|
| Schwab Emerging Markets Uie (SCHE) | 0.4 | $4.6M | -4% | 140k | 32.95 |
|
| Vanguard Mid-cap Value Uie (VOE) | 0.4 | $4.3M | 23k | 184.28 |
|
|
| Vanguard Ftse All-world Uie (VSS) | 0.4 | $4.2M | -2% | 29k | 145.79 |
|
| Ishares Core S&p 500 Uie (IVV) | 0.3 | $4.1M | 6.3k | 653.21 |
|
|
| Vanguard Total Uie (VTI) | 0.3 | $3.7M | -30% | 12k | 320.81 |
|
| Us Treasu Nt Not | 0.3 | $3.5M | NEW | 3.5M | 0.99 |
|
| State Street Spdr Uie (SPSM) | 0.3 | $3.4M | 71k | 48.32 |
|
|
| Ishares S&p 500 Growth Uie (IVW) | 0.3 | $3.3M | 29k | 113.11 |
|
|
| Vanguard High Dividend Uie (VYM) | 0.3 | $3.2M | 22k | 148.12 |
|
|
| State Street Spdr S&p Uie (SPY) | 0.3 | $3.0M | +36% | 4.6k | 650.34 |
|
| Microsoft Corporation (MSFT) | 0.2 | $2.9M | 7.8k | 370.17 |
|
|
| Ishares Core Dividend Uie (DGRO) | 0.2 | $2.8M | 40k | 70.18 |
|
|
| Fidelity 500 Index MFC (FXAIX) | 0.2 | $2.8M | 12k | 226.82 |
|
|
| Schwab U.s. Large-cap Uie (SCHG) | 0.2 | $2.8M | 96k | 29.13 |
|
|
| State Street Spdr Uie (SPDW) | 0.2 | $2.6M | 58k | 45.65 |
|
|
| State Street Spdr Uie (SPMD) | 0.2 | $2.6M | 44k | 59.22 |
|
|
| Invesco Bulletshares Uie (BSCS) | 0.2 | $2.4M | -2% | 120k | 20.42 |
|
| FirstEnergy (FE) | 0.2 | $2.4M | 48k | 50.66 |
|
|
| Invesco Bulletshares Uie (BSCQ) | 0.2 | $2.4M | -7% | 124k | 19.53 |
|
| Vanguard 500 Index Admir MFC (VFIAX) | 0.2 | $2.4M | 4.0k | 602.07 |
|
|
| Schwab International Uie (SCHC) | 0.2 | $2.3M | 50k | 46.74 |
|
|
| Alphabet Inc Class C cs (GOOG) | 0.2 | $2.2M | 7.7k | 286.86 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $2.1M | +2% | 7.5k | 287.56 |
|
| Us Treasu Nt BTR | 0.2 | $2.1M | 2.1M | 1.03 |
|
|
| Ishares Core S&p Uie (IJR) | 0.2 | $2.1M | 17k | 124.31 |
|
|
| Ishares Core S&p Mid-cap Uie (IJH) | 0.2 | $2.1M | -5% | 31k | 67.53 |
|
| State Street Spdr Uie (SPEM) | 0.2 | $2.1M | 44k | 46.91 |
|
|
| Ishares S&p 500 Value Uie (IVE) | 0.2 | $1.9M | 9.2k | 211.15 |
|
|
| Schwab 1000 Index Etf Uie (SCHK) | 0.2 | $1.9M | 61k | 31.33 |
|
|
| Amazon (AMZN) | 0.2 | $1.9M | 9.2k | 208.27 |
|
|
| Schwab International Uie (SCHY) | 0.2 | $1.9M | -7% | 60k | 31.66 |
|
| Invesco Bulletshares Uie (BSCU) | 0.2 | $1.8M | 110k | 16.72 |
|
|
| Schwab U.s. Reit Etf Uie (SCHH) | 0.2 | $1.8M | +17% | 85k | 21.52 |
|
| Ishares Core U.s. Reit Uie (USRT) | 0.1 | $1.8M | 30k | 59.19 |
|
|
| Invesco Qqq Tr Uie (QQQ) | 0.1 | $1.7M | 2.9k | 577.18 |
|
|
| State Street Spdr Uie (BILS) | 0.1 | $1.6M | -41% | 16k | 99.44 |
|
| FedEx Corporation (FDX) | 0.1 | $1.6M | 4.5k | 356.18 |
|
|
| Ishares Russell Mid-cap Uie (IWR) | 0.1 | $1.6M | 16k | 97.23 |
|
|
| Netflix (NFLX) | 0.1 | $1.6M | 16k | 96.15 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.5M | 5.0k | 294.16 |
|
|
| Us Treasu Nt Not | 0.1 | $1.5M | 1.5M | 1.00 |
|
|
| Ishares Core U.s. Uie (AGG) | 0.1 | $1.5M | 15k | 99.27 |
|
|
| Spdr Gold Minishares Uie (GLDM) | 0.1 | $1.4M | +165% | 16k | 92.69 |
|
| Facebook Inc cl a (META) | 0.1 | $1.4M | 2.4k | 572.20 |
|
|
| Total Market Equity Inde Mfo | 0.1 | $1.4M | +37% | 24k | 57.17 |
|
| Ishares Select Dividend Uie (DVY) | 0.1 | $1.3M | -3% | 8.4k | 151.41 |
|
| Vanguard Value Index Uie (VTV) | 0.1 | $1.3M | 6.5k | 196.21 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.3M | 7.5k | 169.66 |
|
|
| Vanguard Ftse All-world Uie (VEU) | 0.1 | $1.3M | +6% | 17k | 75.10 |
|
| Caterpillar (CAT) | 0.1 | $1.2M | 1.7k | 708.47 |
|
|
| Schwab Municipal Money U MMN (SWOXX) | 0.1 | $1.2M | -19% | 1.2M | 1.00 |
|
| Schwab Government Money MMN (SNVXX) | 0.1 | $1.2M | -62% | 1.2M | 1.00 |
|
| Invesco Bulletshares Uie (BSCX) | 0.1 | $1.2M | 55k | 21.15 |
|
|
| Invesco Bulletshares Uie (BSCT) | 0.1 | $1.2M | -2% | 62k | 18.66 |
|
| State Street Spdr Uie (SPTS) | 0.1 | $1.2M | -10% | 40k | 29.20 |
|
| Short Term Income Pool Mfo | 0.1 | $1.2M | +9% | 93k | 12.43 |
|
| Shopify Inc F FGC (SHOP) | 0.1 | $1.1M | 9.7k | 118.62 |
|
|
| Us Treasu Nt Not | 0.1 | $1.1M | 1.1M | 1.01 |
|
|
| Broadcom (AVGO) | 0.1 | $1.1M | +2% | 3.6k | 309.51 |
|
| Berkshire Hathaway (BRK.B) | 0.1 | $1.1M | -51% | 2.4k | 479.23 |
|
| Ishares International Uie (IGRO) | 0.1 | $1.1M | 13k | 83.77 |
|
|
| Wabtec Corporation (WAB) | 0.1 | $1.1M | 4.3k | 249.91 |
|
|
| Invesco Bulletshares Uie (BSCR) | 0.1 | $1.1M | -3% | 54k | 19.62 |
|
| Spdr Gold Shares Uie (GLD) | 0.1 | $1.1M | -10% | 2.4k | 430.29 |
|
| Us Treasu Nt Not | 0.1 | $1.0M | 1.0M | 1.02 |
|
|
| Ishares Msci Germany Uie (EWG) | 0.1 | $1.0M | 26k | 39.67 |
|
|
| State Street Technology Uie (XLK) | 0.1 | $1.0M | 7.6k | 132.90 |
|
|
| Us Treasu Nt Not | 0.1 | $1.0M | 1.0M | 1.00 |
|
|
| Us Treasu Nt Not | 0.1 | $1.0M | 1.0M | 1.00 |
|
|
| Us Treasu Nt Not | 0.1 | $991k | 1.0M | 0.99 |
|
|
| Us Treasu Nt Not | 0.1 | $988k | 1.0M | 0.99 |
|
|
| Vanguard Tax-exempt Bond Uie (VTEB) | 0.1 | $971k | 20k | 49.89 |
|
|
| State Street Spdr Uie (SPSB) | 0.1 | $961k | 32k | 30.07 |
|
|
| Vanguard Mid-cap Index Uie (VO) | 0.1 | $922k | 3.2k | 287.18 |
|
|
| Vanguard Extended Market Uie (VXF) | 0.1 | $915k | -34% | 4.4k | 205.80 |
|
| Vanguard Energy Index Uie (VDE) | 0.1 | $906k | 5.2k | 173.04 |
|
|
| Ishares Russell Top 200 Uie (IWY) | 0.1 | $898k | 3.6k | 248.84 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $883k | 7.1k | 124.28 |
|
|
| Ishares Russell Top 200 Uie (IWX) | 0.1 | $871k | 9.4k | 92.67 |
|
|
| Ishares S&p Mid-cap 400 Uie (IJJ) | 0.1 | $841k | 6.4k | 132.50 |
|
|
| Us Treasu Nt Not | 0.1 | $831k | 852k | 0.98 |
|
|
| Vaneck Ig Floating Rate Uie (FLTR) | 0.1 | $827k | 32k | 25.48 |
|
|
| Vanguard Uie (VCIT) | 0.1 | $820k | 9.9k | 82.75 |
|
|
| State Street Spdr Uie (SPYD) | 0.1 | $812k | -4% | 18k | 45.52 |
|
| Invesco Bulletshares Uie (BSCV) | 0.1 | $806k | 49k | 16.46 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $801k | -17% | 2.5k | 320.55 |
|
| Vanguard 0-3 Month Uie (VBIL) | 0.1 | $801k | NEW | 11k | 75.65 |
|
| MercadoLibre (MELI) | 0.1 | $794k | 459.00 | 1729.02 |
|
|
| Ishares Russell 1000 Uie (IWB) | 0.1 | $787k | 2.2k | 356.56 |
|
|
| Us Treasu Nt Not | 0.1 | $777k | 776k | 1.00 |
|
|
| Us Treasu Nt Not | 0.1 | $756k | -3% | 750k | 1.01 |
|
| Vanguard Small Cap Index MFC (VSMAX) | 0.1 | $746k | 5.9k | 125.46 |
|
|
| Ishares Core Msci Eafe Uie (IEFA) | 0.1 | $743k | 8.2k | 90.54 |
|
|
| Deere & Company (DE) | 0.1 | $721k | 1.3k | 563.30 |
|
|
| Tesla Motors (TSLA) | 0.1 | $690k | 1.9k | 371.75 |
|
|
| Ishares Russell 2000 Uie (IWM) | 0.1 | $670k | -3% | 2.7k | 248.00 |
|
| International Equity Ind Mfo | 0.1 | $669k | +16% | 26k | 25.33 |
|
| Home Depot (HD) | 0.1 | $668k | -2% | 2.0k | 328.89 |
|
| Transocean Ltd F Fgo (RIG) | 0.1 | $663k | 100k | 6.63 |
|
|
| Ishares National Muni Uie (MUB) | 0.1 | $659k | -3% | 6.2k | 106.15 |
|
| Invesco S&p 500 Equal Uie (RSP) | 0.1 | $654k | 3.4k | 191.19 |
|
|
| Progressive Corporation (PGR) | 0.1 | $643k | -5% | 3.2k | 198.25 |
|
| Invesco S&p 500 Top 50 Uie (XLG) | 0.1 | $605k | 11k | 54.55 |
|
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $602k | 1.5k | 390.67 |
|
|
| Ishares S&p Mid-cap 400 Uie (IJK) | 0.1 | $594k | 5.9k | 100.62 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $587k | 2.4k | 243.58 |
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|
| American Funds Income Fu MFC (FIFAX) | 0.0 | $585k | -3% | 22k | 26.65 |
|
| Ishares U.s. Equity Uie (LRGF) | 0.0 | $577k | NEW | 8.7k | 66.00 |
|
| Vanguard Tax-managed Cap MFC (VTCLX) | 0.0 | $577k | 1.7k | 336.24 |
|
|
| State Street Spdr Dow Uie (RWR) | 0.0 | $575k | 5.7k | 100.97 |
|
|
| Toronto Dominion Bk On F FGC (TD) | 0.0 | $573k | 6.1k | 93.31 |
|
|
| Schwab Treasury Oblig Mo MMN (SNOXX) | 0.0 | $568k | -31% | 568k | 1.00 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $563k | 3.2k | 173.45 |
|
|
| Abbvie (ABBV) | 0.0 | $551k | 2.5k | 217.50 |
|
|
| T. Rowe Price Value I Mfa (TRPIX) | 0.0 | $550k | 11k | 49.76 |
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|
| Ishares Msci Usa Quality Uie (QUAL) | 0.0 | $535k | 2.8k | 191.82 |
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| Us Treasu Nt Not | 0.0 | $535k | -16% | 542k | 0.99 |
|
| Us Treasu Nt Not | 0.0 | $525k | 555k | 0.95 |
|
|
| Ishares S&p 100 Etf Uie (OEF) | 0.0 | $523k | 1.6k | 318.07 |
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|
| Us Treasu Nt Not | 0.0 | $523k | 590k | 0.89 |
|
|
| Vanguard Ftse Europe Uie (VGK) | 0.0 | $515k | 6.2k | 82.43 |
|
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| Vanguard International Uie (VYMI) | 0.0 | $508k | 5.4k | 94.24 |
|
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| Cummins (CMI) | 0.0 | $506k | 941.00 | 538.02 |
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| Boston Scientific Corporation (BSX) | 0.0 | $506k | -27% | 8.1k | 62.75 |
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| Honeywell International (HON) | 0.0 | $500k | 2.2k | 226.04 |
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| Cantor Growth Equity MFC | 0.0 | $500k | NEW | 35k | 14.47 |
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| Cisco Systems (CSCO) | 0.0 | $488k | 6.3k | 77.56 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $488k | -2% | 4.2k | 114.99 |
|
| Money Market Pool Mfo | 0.0 | $487k | +2% | 396k | 1.23 |
|
| T. Rowe Price Growth Sto Mfa (PRUFX) | 0.0 | $464k | 4.9k | 94.40 |
|
|
| Eaton Corp Plc F Fgo (ETN) | 0.0 | $462k | 1.3k | 357.67 |
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|
| Vanguard Russell 1000 Uie (VONG) | 0.0 | $462k | 4.2k | 109.69 |
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|
| Phillips 66 (PSX) | 0.0 | $450k | 2.5k | 182.20 |
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|
| Marriott International (MAR) | 0.0 | $441k | 1.3k | 327.07 |
|
|
| Dimensional U.s. Equity Uie (DFUS) | 0.0 | $432k | -9% | 6.1k | 70.91 |
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| American Funds Growth Fu MFC (GAFFX) | 0.0 | $429k | -2% | 5.8k | 74.01 |
|
| Ishares Msci Eafe Etf Uie (EFA) | 0.0 | $428k | 4.4k | 97.13 |
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|
| New York N Y City Bmu | 0.0 | $426k | 370k | 1.15 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $426k | 2.7k | 157.35 |
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|
| Global X Dax Germany Uie (DAX) | 0.0 | $425k | 10k | 42.16 |
|
|
| Vanguard Mid Cap Index A MFC (VIMAX) | 0.0 | $424k | -2% | 1.2k | 355.27 |
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| McDonald's Corporation (MCD) | 0.0 | $409k | 1.3k | 310.79 |
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| Ishares Broad Usd High Uie (USHY) | 0.0 | $407k | 11k | 36.92 |
|
|
| Ishares S&p Small-cap Uie (IJS) | 0.0 | $394k | 3.3k | 118.45 |
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|
| State Street Spdr Uie (FLRN) | 0.0 | $393k | +48% | 13k | 30.78 |
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| Us Treasu Nt Not | 0.0 | $388k | 395k | 0.98 |
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| Us Treasu Nt Not | 0.0 | $385k | 391k | 0.98 |
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| Us Treasu Nt Not | 0.0 | $381k | 383k | 0.99 |
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| Us Treasu Nt Not | 0.0 | $380k | 384k | 0.99 |
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| Kinder Morgan (KMI) | 0.0 | $378k | 11k | 33.53 |
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| Eli Lilly & Co. (LLY) | 0.0 | $374k | +2% | 407.00 | 919.77 |
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| American Funds American MFC (AFMBX) | 0.0 | $367k | 9.9k | 36.90 |
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| Schwab U.s. Broad Market Uie (SCHB) | 0.0 | $356k | +6% | 14k | 25.10 |
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| Cambiar Aggressive Value Uie (CAMX) | 0.0 | $356k | 12k | 31.01 |
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| Vanguard Small-cap Uie (VBK) | 0.0 | $355k | 1.2k | 302.25 |
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| American Funds Washingto MFC (FWMIX) | 0.0 | $354k | 5.6k | 62.71 |
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| Procter & Gamble Company (PG) | 0.0 | $354k | -4% | 2.4k | 144.45 |
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| State Street Health Care Uie (XLV) | 0.0 | $352k | 2.4k | 146.61 |
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| Small Cap Equity Pool Mfo | 0.0 | $349k | +31% | 7.9k | 44.00 |
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| Vanguard Total Uie (BNDX) | 0.0 | $336k | 7.0k | 48.05 |
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| International Business Machines (IBM) | 0.0 | $336k | 1.4k | 242.39 |
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| Hoover Ala Bmu | 0.0 | $331k | 310k | 1.07 |
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| MasterCard Incorporated (MA) | 0.0 | $330k | 661.00 | 499.66 |
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| Ametek (AME) | 0.0 | $328k | 1.5k | 214.37 |
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| Boulder Colo Wtr & Bmu | 0.0 | $327k | 300k | 1.09 |
|
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| Analog Devices (ADI) | 0.0 | $326k | +3% | 1.0k | 318.14 |
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| New Jersey Healt Bmu | 0.0 | $318k | 290k | 1.10 |
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| Wec Energy Group (WEC) | 0.0 | $318k | 2.7k | 115.77 |
|
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| Raytheon Technologies Corp (RTX) | 0.0 | $317k | +19% | 1.6k | 192.90 |
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| Vanguard Growth Index Ad MFC (VIGAX) | 0.0 | $315k | 1.4k | 224.62 |
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| Ohio St Wtr Dev Aut Bmu | 0.0 | $313k | 290k | 1.08 |
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| State Street Spdr Uie (SPIP) | 0.0 | $313k | 12k | 26.01 |
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| Ishares 0-5 Year Tips Uie (STIP) | 0.0 | $312k | -16% | 3.0k | 103.43 |
|
| Ishares S&p Small-cap Uie (IJT) | 0.0 | $311k | 2.2k | 144.71 |
|
|
| Vanguard S&p 500 Growth Uie (VOOG) | 0.0 | $311k | 763.00 | 407.69 |
|
|
| Invesco Bulletshares Uie (BSMU) | 0.0 | $310k | 14k | 21.81 |
|
|
| Invesco Bulletshares Uie (BSCW) | 0.0 | $310k | +18% | 15k | 20.59 |
|
| Fidelity Extended Market MFC (FSMAX) | 0.0 | $307k | 3.1k | 99.38 |
|
|
| Massachusetts St De Bmu | 0.0 | $307k | 275k | 1.11 |
|
|
| Schwab Us Treasury Money MMN (SNSXX) | 0.0 | $305k | NEW | 305k | 1.00 |
|
| Morgan Stanley (MS) | 0.0 | $301k | 1.8k | 164.53 |
|
|
| Key (KEY) | 0.0 | $300k | -11% | 15k | 20.05 |
|
| Welltower Ret (WELL) | 0.0 | $300k | 1.5k | 197.71 |
|
|
| Fidelity Msci Real Uie (FREL) | 0.0 | $300k | 11k | 26.91 |
|
|
| Us Treasu Nt Not | 0.0 | $299k | 302k | 0.99 |
|
|
| Fort Bend Cnty Tex Bmu | 0.0 | $293k | 270k | 1.08 |
|
|
| HSBC HLDGS PLC F Adr (HSBC) | 0.0 | $292k | -4% | 3.5k | 82.49 |
|
| Vanguard Extended Market MFC (VEXAX) | 0.0 | $289k | 1.8k | 156.06 |
|
|
| Schwab Government Money MMS (SWGXX) | 0.0 | $285k | -2% | 285k | 1.00 |
|
| Pennsylvania St Tpk Bmu | 0.0 | $283k | 275k | 1.03 |
|
|
| Ohio St Wtr Dev Aut Bmu | 0.0 | $281k | 250k | 1.12 |
|
|
| Trade Desk (TTD) | 0.0 | $279k | 12k | 22.69 |
|
|
| Aon Plc F Fgo (AON) | 0.0 | $277k | 859.00 | 322.78 |
|
|
| Global X U.s. Preferred Uie (PFFD) | 0.0 | $276k | 15k | 18.40 |
|
|
| Franklin Cnty Wash Bmu | 0.0 | $273k | NEW | 250k | 1.09 |
|
| Inflation Protected Bond Mfo | 0.0 | $265k | +13% | 20k | 13.33 |
|
| Connecticut St Spl Bmu | 0.0 | $265k | 250k | 1.06 |
|
|
| Fidelity Advisor Emergin MFC (FIQPX) | 0.0 | $265k | 3.8k | 70.01 |
|
|
| Duke Energy (DUK) | 0.0 | $264k | 2.0k | 130.94 |
|
|
| Ishares Russell 1000 Uie (IWD) | 0.0 | $262k | 1.2k | 213.67 |
|
|
| Linde Plc F Fgo (LIN) | 0.0 | $261k | +2% | 526.00 | 495.77 |
|
| Schwab S&p 500 Index MFS (SWPPX) | 0.0 | $261k | +2% | 16k | 16.77 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $258k | 223.00 | 1158.96 |
|
|
| Us Treasu Nt Not | 0.0 | $257k | 255k | 1.01 |
|
|
| Vanguard Inter-term Uie (VGIT) | 0.0 | $257k | 4.3k | 59.55 |
|
|
| Ishares Morningstar Uie (ISCV) | 0.0 | $256k | 3.7k | 69.51 |
|
|
| Wisdomtree U.s. Quality Uie (DGRW) | 0.0 | $254k | 2.9k | 87.84 |
|
|
| Us Treasu Nt Not | 0.0 | $253k | 253k | 1.00 |
|
|
| Steris Plc F Fgo (STE) | 0.0 | $251k | 1.1k | 221.13 |
|
|
| Us Treasu Nt Not | 0.0 | $250k | 250k | 1.00 |
|
|
| Vanguard S&p 500 Value Uie (VOOV) | 0.0 | $248k | 1.2k | 203.79 |
|
|
| Us Treasu Nt Not | 0.0 | $248k | 250k | 0.99 |
|
|
| Merck & Co (MRK) | 0.0 | $248k | 2.1k | 120.30 |
|
|
| Pepsi (PEP) | 0.0 | $247k | 1.6k | 155.29 |
|
|
| Ishares Msci Usa Uie (MTUM) | 0.0 | $247k | 1.0k | 240.00 |
|
|
| Wisconsin St Bmu | 0.0 | $245k | 225k | 1.09 |
|
|
| Humble Tex Indpt Sc Bmu | 0.0 | $244k | 225k | 1.08 |
|
|
| Invesco Bulletshares Uie (BSMQ) | 0.0 | $243k | 10k | 23.62 |
|
|
| Ishares Msci Emerging Uie (EEMS) | 0.0 | $242k | 3.5k | 69.18 |
|
|
| Pima Cnty Ariz Ctfs Bmu | 0.0 | $241k | 220k | 1.09 |
|
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 2026 Q1 filed April 23, 2026
- 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