Kohmann Bosshard Financial Services

Latest statistics and disclosures from Kohmann Bosshard Financial Services's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Kohmann Bosshard Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Kohmann Bosshard Financial Services

Kohmann Bosshard Financial Services holds 229 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U.s. Large-cap Uie (SCHX) 19.7 $233M +4% 7.9M 29.43
 View chart
Vanguard Ftse Developed Uie (VEA) 9.4 $111M +3% 1.6M 71.25
 View chart
Vanguard Short Term Cor Uie (VCSH) 7.6 $90M +15% 1.1M 79.03
 View chart
Schwab U.s. Aggregate Uie (SCHZ) 7.6 $89M +16% 3.9M 23.13
 View chart
Schwab U.s. Small-cap Uie (SCHA) 4.4 $52M +2% 1.4M 36.13
 View chart
Schwab U.s. Tips Etf Uie (SCHP) 3.7 $44M +12% 1.7M 26.50
 View chart
Vanguard Dividend Uie (VIG) 3.5 $41M +2% 174k 236.62
 View chart
State Street Spdr Uie (SPHY) 2.5 $29M +11% 1.3M 23.44
 View chart
Vanguard Real Estate Uie (VNQ) 2.4 $28M +5% 293k 96.43
 View chart
Vanguard Growth Index Uie (VUG) 2.4 $28M +545% 323k 86.14
 View chart
Vanguard S&p 500 Etf Uie (VOO) 2.1 $25M +9% 37k 686.82
 View chart
Vanguard 0-3 Month Uie (VBIL) 2.1 $25M +628% 333k 75.68
 View chart
Vanguard Small-cap Index Uie (VB) 2.0 $23M 77k 303.12
 View chart
Ishares Core High Uie (HDV) 2.0 $23M +416% 846k 27.41
 View chart
Vanguard Ftse Emerging Uie (VWO) 1.9 $22M +5% 374k 59.69
 View chart
Schwab U.s. Dividend Uie (SCHD) 1.6 $19M -6% 586k 31.71
 View chart
State Street Spdr Uie (SPYM) 1.3 $16M -2% 178k 87.88
 View chart
Apple (AAPL) 1.1 $13M 46k 289.36
 View chart
Vanguard Small-cap Value Uie (VBR) 1.1 $13M 53k 242.99
 View chart
Vanguard International Uie (VIGI) 0.9 $11M 118k 93.38
 View chart
Schwab International Uie (SCHF) 0.9 $10M +6% 374k 27.70
 View chart
State Street Spdr Uie (BIL) 0.8 $9.9M -27% 108k 91.64
 View chart
Vanguard Large-cap Index Uie (VV) 0.6 $7.4M 21k 343.91
 View chart
Schwab U.s. Mid-cap Etf Uie (SCHM) 0.6 $7.2M -4% 196k 36.87
 View chart
Charles Schwab Corporation (SCHW) 0.6 $6.7M 73k 92.27
 View chart
NVIDIA Corporation (NVDA) 0.5 $6.2M 31k 200.09
 View chart
Schwab Emerging Markets Uie (SCHE) 0.4 $5.1M 141k 36.26
 View chart
Ishares 0-3 Month Uie (SGOV) 0.4 $5.1M -80% 50k 100.67
 View chart
Ishares Core S&p 500 Uie (IVV) 0.4 $4.7M 6.3k 748.89
 View chart
Vanguard Mid-cap Value Uie (VOE) 0.4 $4.5M -2% 23k 197.60
 View chart
Vanguard Ftse All-world Uie (VSS) 0.4 $4.4M 29k 154.29
 View chart
Vanguard Total Uie (VTI) 0.4 $4.1M -3% 11k 370.03
 View chart
State Street Spdr Uie (SPSM) 0.3 $4.0M -2% 69k 57.67
 View chart
Ishares S&p 500 Growth Uie (IVW) 0.3 $4.0M 29k 137.53
 View chart
State Street Spdr S&p Uie (SPY) 0.3 $3.4M 4.6k 746.83
 View chart
Vanguard High Dividend Uie (VYM) 0.3 $3.4M 22k 158.03
 View chart
Schwab U.s. Large-cap Uie (SCHG) 0.3 $3.2M 94k 33.84
 View chart
Ishares Core Dividend Uie (DGRO) 0.3 $3.0M 40k 75.79
 View chart
State Street Spdr Uie (SPMD) 0.2 $2.9M -2% 43k 67.56
 View chart
Microsoft Corporation (MSFT) 0.2 $2.9M 7.7k 373.01
 View chart
State Street Spdr Uie (SPDW) 0.2 $2.9M 57k 50.39
 View chart
Alphabet Inc Class C cs (GOOG) 0.2 $2.7M 7.7k 353.34
 View chart
Alphabet Inc Class A cs (GOOGL) 0.2 $2.7M 7.5k 357.35
 View chart
Ishares Core S&p Uie (IJR) 0.2 $2.5M 17k 148.31
 View chart
Invesco Bulletshares Uie (BSCS) 0.2 $2.5M 121k 20.36
 View chart
Schwab International Uie (SCHC) 0.2 $2.4M 50k 48.12
 View chart
Ishares Core S&p Mid-cap Uie (IJH) 0.2 $2.4M 31k 77.11
 View chart
Invesco Bulletshares Uie (BSCQ) 0.2 $2.4M -2% 121k 19.53
 View chart
FirstEnergy (FE) 0.2 $2.3M 48k 47.54
 View chart
State Street Spdr Uie (SPEM) 0.2 $2.2M 43k 51.78
 View chart
Schwab 1000 Index Etf Uie (SCHK) 0.2 $2.2M 61k 36.06
 View chart
Amazon (AMZN) 0.2 $2.2M 9.2k 238.34
 View chart
Invesco Qqq Tr Uie (QQQ) 0.2 $2.1M 2.9k 736.49
 View chart
Ishares S&p 500 Value Uie (IVE) 0.2 $2.1M 9.2k 227.06
 View chart
Schwab U.s. Reit Etf Uie (SCHH) 0.2 $2.1M +2% 88k 23.68
 View chart
Ishares Core U.s. Reit Uie (USRT) 0.2 $2.0M 30k 66.45
 View chart
Schwab International Uie (SCHY) 0.2 $1.9M 59k 31.73
 View chart
Invesco Bulletshares Uie (BSCU) 0.2 $1.9M 111k 16.64
 View chart
Caterpillar (CAT) 0.2 $1.8M 1.7k 1064.90
 View chart
Ishares Russell Mid-cap Uie (IWR) 0.2 $1.8M 16k 110.32
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $1.6M 4.9k 327.30
 View chart
State Street Spdr Uie (BILS) 0.1 $1.5M -6% 15k 99.38
 View chart
Ishares Core U.s. Uie (AGG) 0.1 $1.5M +4% 15k 98.98
 View chart
State Street Technology Uie (XLK) 0.1 $1.5M 7.6k 190.52
 View chart
Vanguard Value Index Uie (VTV) 0.1 $1.4M 6.5k 217.94
 View chart
FedEx Corporation (FDX) 0.1 $1.4M 4.5k 313.10
 View chart
Vanguard Ftse All-world Uie (VEU) 0.1 $1.4M 17k 83.75
 View chart
Broadcom (AVGO) 0.1 $1.4M 3.7k 377.74
 View chart
Facebook Inc cl a (META) 0.1 $1.3M 2.4k 563.29
 View chart
Ishares Select Dividend Uie (DVY) 0.1 $1.3M -4% 8.0k 156.30
 View chart
Ishares International Uie (IGRO) 0.1 $1.2M +7% 14k 87.93
 View chart
Ishares Msci Germany Uie (EWG) 0.1 $1.2M +14% 29k 41.37
 View chart
Spdr Gold Minishares Uie (GLDM) 0.1 $1.2M 15k 79.42
 View chart
Invesco Bulletshares Uie (BSCT) 0.1 $1.2M 64k 18.57
 View chart
Crowdstrike Hldgs Inc cl a (CRWD) 0.1 $1.2M 1.5k 762.95
 View chart
Netflix (NFLX) 0.1 $1.2M 17k 71.40
 View chart
Berkshire Hathaway (BRK.B) 0.1 $1.2M 2.3k 500.39
 View chart
State Street Spdr Uie (SPTS) 0.1 $1.2M 40k 29.01
 View chart
Wabtec Corporation (WAB) 0.1 $1.1M 4.3k 269.60
 View chart
Shopify Inc F FGC (SHOP) 0.1 $1.1M 9.7k 114.18
 View chart
State Street Spdr Uie (SPSB) 0.1 $1.1M +14% 37k 30.01
 View chart
Exxon Mobil Corporation (XOM) 0.1 $1.1M +7% 8.0k 136.71
 View chart
Invesco Bulletshares Uie (BSCR) 0.1 $1.1M 55k 19.62
 View chart
Vanguard Extended Market Uie (VXF) 0.1 $1.1M 4.4k 246.21
 View chart
Ishares Russell Top 200 Uie (IWY) 0.1 $1.1M 3.7k 290.62
 View chart
Vanguard Mid-cap Index Uie (VO) 0.1 $1.0M +299% 13k 80.57
 View chart
Ishares Russell Top 200 Uie (IWX) 0.1 $1.0M 9.6k 105.16
 View chart
Vanguard Target Maturity Uie (VBCG) 0.1 $999k NEW 13k 75.47
 View chart
Vanguard Tax-exempt Bond Uie (VTEB) 0.1 $972k 19k 50.58
 View chart
Ishares S&p Mid-cap 400 Uie (IJJ) 0.1 $938k 6.4k 147.73
 View chart
Ishares Russell 1000 Uie (IWB) 0.1 $903k 2.2k 409.55
 View chart
Spdr Gold Shares Uie (GLD) 0.1 $899k 2.4k 368.38
 View chart
Vanguard Target Maturity Uie (VBCD) 0.1 $859k NEW 11k 75.53
 View chart
State Street Spdr Uie (SPYD) 0.1 $845k 18k 47.71
 View chart
Vaneck Ig Floating Rate Uie (FLTR) 0.1 $831k 32k 25.61
 View chart
Vanguard Uie (VCIT) 0.1 $819k 9.9k 82.65
 View chart
Ishares Russell 2000 Uie (IWM) 0.1 $813k 2.7k 300.45
 View chart
Deere & Company (DE) 0.1 $812k 1.3k 634.33
 View chart
Wal-Mart Stores (WMT) 0.1 $805k 7.1k 113.25
 View chart
Invesco Bulletshares Uie (BSCV) 0.1 $803k 49k 16.39
 View chart
Vanguard Target Maturity Uie (VBCA) 0.1 $802k NEW 11k 75.67
 View chart
Vanguard Target Maturity Uie (VBCI) 0.1 $801k NEW 11k 75.72
 View chart
Vanguard Target Maturity Uie (VBCB) 0.1 $801k NEW 11k 75.59
 View chart
Vanguard Target Maturity Uie (VBCF) 0.1 $799k NEW 11k 75.67
 View chart
Ishares Core Msci Eafe Uie (IEFA) 0.1 $791k 8.2k 96.58
 View chart
Vanguard Energy Index Uie (VDE) 0.1 $786k 5.2k 150.13
 View chart
MercadoLibre (MELI) 0.1 $784k 462.00 1697.39
 View chart
Sherwin-Williams Company (SHW) 0.1 $777k -9% 2.3k 344.39
 View chart
Tesla Motors (TSLA) 0.1 $774k 1.8k 420.59
 View chart
Toronto Dominion Bk On F FGC (TD) 0.1 $746k 6.1k 121.43
 View chart
Cisco Systems (CSCO) 0.1 $737k 6.3k 117.47
 View chart
Invesco S&p 500 Equal Uie (RSP) 0.1 $727k 3.4k 212.80
 View chart
Home Depot (HD) 0.1 $716k 2.0k 352.70
 View chart
Progressive Corporation (PGR) 0.1 $707k 3.2k 218.45
 View chart
Ishares S&p Mid-cap 400 Uie (IJK) 0.1 $693k 5.9k 117.50
 View chart
Invesco S&p 500 Top 50 Uie (XLG) 0.1 $679k 11k 61.23
 View chart
Cummins (CMI) 0.1 $671k 941.00 713.04
 View chart
Invesco Phlx Uie (SOXQ) 0.1 $671k NEW 6.0k 112.10
 View chart
Ishares U.s. Equity Uie (LRGF) 0.1 $661k 8.7k 75.63
 View chart
State Street Spdr Dow Uie (RWR) 0.1 $640k 5.7k 112.97
 View chart
Intel Corporation (INTC) 0.1 $621k -5% 4.4k 139.64
 View chart
Ishares Msci Usa Quality Uie (QUAL) 0.1 $620k 2.8k 219.43
 View chart
Abbvie (ABBV) 0.1 $616k -3% 2.4k 251.62
 View chart
Johnson & Johnson (JNJ) 0.1 $612k 2.4k 253.96
 View chart
Ishares S&p 100 Etf Uie (OEF) 0.1 $602k 1.6k 365.87
 View chart
Schwab High Yield Bond Uie (SCYB) 0.0 $582k NEW 22k 26.18
 View chart
Vanguard Ftse Europe Uie (VGK) 0.0 $553k 6.2k 88.54
 View chart
Eaton Corp Plc F Fgo (ETN) 0.0 $552k 1.3k 426.12
 View chart
Marsh & McLennan Companies (MRSH) 0.0 $541k 3.2k 166.67
 View chart
Vanguard Russell 1000 Uie (VONG) 0.0 $538k 4.2k 127.80
 View chart
Global X Dax Germany Uie (DAX) 0.0 $521k +17% 12k 44.17
 View chart
Vanguard International Uie (VYMI) 0.0 $520k 5.3k 98.20
 View chart
Cincinnati Financial Corporation (CINF) 0.0 $501k 2.7k 185.14
 View chart
Dimensional U.s. Equity Uie (DFUS) 0.0 $500k 6.1k 81.94
 View chart
Blackstone Group Inc Com Cl A (BX) 0.0 $499k 4.2k 117.67
 View chart
Marriott International (MAR) 0.0 $499k 1.3k 370.45
 View chart
Transocean Ltd F Fgo (RIG) 0.0 $489k 100k 4.89
 View chart
Eli Lilly & Co. (LLY) 0.0 $462k -5% 385.00 1199.57
 View chart
Ishares Msci Eafe Etf Uie (EFA) 0.0 $459k 4.4k 103.88
 View chart
Ishares S&p Small-cap Uie (IJS) 0.0 $454k 3.3k 136.67
 View chart
Corning Incorporated (GLW) 0.0 $444k 1.7k 255.49
 View chart
Schwab U.s. Broad Market Uie (SCHB) 0.0 $441k +7% 15k 28.96
 View chart
Vanguard Small-cap Uie (VBK) 0.0 $429k 1.2k 365.70
 View chart
Phillips 66 (PSX) 0.0 $417k 2.5k 169.05
 View chart
Analog Devices (ADI) 0.0 $404k 1.0k 397.17
 View chart
Ishares Broad Usd High Uie (USHY) 0.0 $402k 11k 37.02
 View chart
State Street Spdr Uie (FLRN) 0.0 $396k 13k 30.85
 View chart
Cambiar Aggressive Value Uie (CAMX) 0.0 $392k 12k 34.17
 View chart
Ishares S&p Small-cap Uie (IJT) 0.0 $384k 2.2k 178.60
 View chart
Vanguard S&p 500 Growth Uie (VOOG) 0.0 $382k +506% 4.6k 82.62
 View chart
Morgan Stanley (MS) 0.0 $382k 1.8k 209.02
 View chart
State Street Health Care Uie (XLV) 0.0 $381k 2.4k 158.66
 View chart
Vanguard Total Uie (BNDX) 0.0 $380k +11% 7.8k 48.43
 View chart
International Business Machines (IBM) 0.0 $375k -3% 1.3k 281.12
 View chart
Lam Research (LRCX) 0.0 $369k NEW 851.00 433.51
 View chart
Applied Materials (AMAT) 0.0 $362k NEW 500.00 723.00
 View chart
Kinder Morgan (KMI) 0.0 $361k 11k 31.97
 View chart
McDonald's Corporation (MCD) 0.0 $356k 1.3k 270.31
 View chart
Ametek (AME) 0.0 $355k 1.5k 241.94
 View chart
Ishares Msci Usa Uie (MTUM) 0.0 $353k 1.0k 342.83
 View chart
Key (KEY) 0.0 $345k 15k 23.05
 View chart
Welltower Ret (WELL) 0.0 $345k 1.5k 226.97
 View chart
Boston Scientific Corporation (BSX) 0.0 $344k 8.1k 42.68
 View chart
Procter & Gamble Company (PG) 0.0 $341k -5% 2.3k 146.61
 View chart
MasterCard Incorporated (MA) 0.0 $340k 661.00 513.60
 View chart
Fedex Fght Hldg (FDXF) 0.0 $338k NEW 2.2k 151.00
 View chart
HSBC HLDGS PLC F Adr (HSBC) 0.0 $337k 3.5k 95.09
 View chart
Fidelity Msci Real Uie (FREL) 0.0 $326k 11k 29.30
 View chart
Wec Energy Group (WEC) 0.0 $321k 2.7k 116.77
 View chart
Invesco Bulletshares Uie (BSMU) 0.0 $312k 14k 21.92
 View chart
Raytheon Technologies Corp (RTX) 0.0 $312k 1.6k 189.73
 View chart
Standex Int'l (SXI) 0.0 $310k 867.00 357.67
 View chart
Invesco Bulletshares Uie (BSCW) 0.0 $309k 15k 20.51
 View chart
State Street Spdr Uie (SPIP) 0.0 $309k 12k 25.68
 View chart
Ishares 0-5 Year Tips Uie (STIP) 0.0 $308k 3.0k 102.16
 View chart
Vanguard Total Uie (VTP) 0.0 $304k NEW 4.0k 76.65
 View chart
Ishares Russell 1000 Uie (IWD) 0.0 $304k +2% 1.3k 242.39
 View chart
TransDigm Group Incorporated (TDG) 0.0 $297k 223.00 1332.04
 View chart
Global X Artificial Uie (AIQ) 0.0 $295k NEW 4.5k 65.61
 View chart
Ishares Morningstar Uie (ISCV) 0.0 $289k 3.7k 78.32
 View chart
Aon Plc F Fgo (AON) 0.0 $285k 859.00 331.69
 View chart
Wisdomtree U.s. Quality Uie (DGRW) 0.0 $277k 2.9k 95.62
 View chart
Ing Groep N V F Adr (ING) 0.0 $274k 8.7k 31.38
 View chart
Linde Plc F Fgo (LIN) 0.0 $273k 526.00 518.94
 View chart
Applied Industrial Technologies (AIT) 0.0 $269k 795.00 338.15
 View chart
Vanguard S&p 500 Value Uie (VOOV) 0.0 $267k 1.2k 219.21
 View chart
Ishares Msci Emerging Uie (EEMS) 0.0 $266k 3.5k 75.89
 View chart
Applied Optoelectronics (AAOI) 0.0 $265k NEW 1.8k 148.16
 View chart
Taiwan Semiconductor M F Adr (TSM) 0.0 $265k NEW 555.00 477.57
 View chart
Merck & Co (MRK) 0.0 $265k 2.1k 128.50
 View chart
Vaneck Semiconductor Uie (SMH) 0.0 $262k NEW 400.00 655.89
 View chart
General Electric (GE) 0.0 $259k NEW 694.00 373.73
 View chart
UnitedHealth (UNH) 0.0 $258k NEW 621.00 415.60
 View chart
Hyster Yale Materials Handling (HY) 0.0 $258k 7.3k 35.06
 View chart
Global X U.s. Preferred Uie (PFFD) 0.0 $255k -8% 14k 18.69
 View chart
Duke Energy (DUK) 0.0 $255k 2.0k 126.58
 View chart
Vanguard Inter-term Uie (VGIT) 0.0 $254k 4.3k 58.98
 View chart
Raymond James Financial (RJF) 0.0 $249k 1.6k 152.03
 View chart
Honeywell International (HON) 0.0 $247k NEW 1.1k 223.90
 View chart
Honeywell Aerospace (HONA) 0.0 $244k NEW 1.1k 221.08
 View chart
Invesco Bulletshares Uie (BSMQ) 0.0 $243k 10k 23.54
 View chart
Steris Plc F Fgo (STE) 0.0 $239k 1.1k 210.57
 View chart
Invesco Bulletshares Uie (BSCZ) 0.0 $238k 12k 20.47
 View chart
Ishares Russell 3000 Uie (IWV) 0.0 $237k 555.00 426.40
 View chart
RPM International (RPM) 0.0 $236k -8% 2.1k 111.15
 View chart
Wisdomtree U.s. Largecap Uie (DLN) 0.0 $235k 2.4k 96.32
 View chart
Coca-Cola Company (KO) 0.0 $232k -2% 2.9k 81.28
 View chart
Union Pacific Corporation (UNP) 0.0 $227k 836.00 272.00
 View chart
Trade Desk (TTD) 0.0 $222k 12k 18.08
 View chart
Timken Company (TKR) 0.0 $222k NEW 1.5k 145.35
 View chart
Ge Vernova (GEV) 0.0 $222k NEW 189.00 1174.86
 View chart
Oracle Corporation (ORCL) 0.0 $219k 1.5k 146.52
 View chart
Oneok (OKE) 0.0 $217k 2.5k 86.94
 View chart
Pepsi (PEP) 0.0 $215k 1.6k 135.40
 View chart
Thermo Fisher Scientific (TMO) 0.0 $215k 428.00 501.36
 View chart
Visa (V) 0.0 $209k NEW 609.00 342.87
 View chart
Advanced Micro Devices (AMD) 0.0 $209k NEW 359.00 580.91
 View chart
Rio Tinto Plc F Adr (RIO) 0.0 $207k 2.2k 94.93
 View chart
Vanguard Short-term Uie (VTIP) 0.0 $206k 4.1k 50.23
 View chart
American Express Company (AXP) 0.0 $206k NEW 609.00 338.25
 View chart
Bhp Group Ltd F Adr (BHP) 0.0 $205k NEW 2.5k 83.31
 View chart
Sfl Corp Ltd F Fgo (SFL) 0.0 $204k 20k 10.20
 View chart
Huntington Bancshares Incorporated (HBAN) 0.0 $195k -22% 11k 17.73
 View chart
Peloton Interactive Inc cl a (PTON) 0.0 $119k 20k 5.91
 View chart
I-80 Gold Corp F FGC (IAUX) 0.0 $22k 15k 1.44
 View chart
American Bitcoin Corp Class A (ABTC) 0.0 $13k +86% 19k 0.68
 View chart
Trinseo Plc Ordf Ufo 0.0 $71.368000 45k 0.00
 View chart
Humbl (RWAX) 0.0 $36.775000 184k 0.00
 View chart
Global Brokerage Inc cl a (GLBR) 0.0 $1.600000 16k 0.00
 View chart

Past Filings by Kohmann Bosshard Financial Services

SEC 13F filings are viewable for Kohmann Bosshard Financial Services going back to 2016

View all past filings