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Kohmann Bosshard Financial Services

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

Top 5 stock holdings are SCHD, VIG, SCHX, SCHZ, VCSH, and represent 30.41% of Kohmann Bosshard Financial Services's stock portfolio.
Added to shares of these 10 stocks: SCHD, SCHZ, VCSH, SCHW, HDV, PFFD, VOE, BIL, BNDX, SPHY.
Started 18 new stock positions in NGD, ROK, LIDR, BA, QLD, EQX, FTCS, SXI, HL, WKHS. SFL, NVDA, MAR, KEY, HY, SCHB, NFLX, META.
Reduced shares in these 10 stocks: VUG, SPSB, CMI, VB, , , , FE, , BMY.
Sold out of its positions in BMY, CMI, DVN, DUK, FE, SSO, UNH, VLO.
Kohmann Bosshard Financial Services was a net buyer of stock by $15M.
Kohmann Bosshard Financial Services has $533M in assets under management (AUM), dropping by 6.11%.
Central Index Key (CIK): 0001696615

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Portfolio Holdings for Kohmann Bosshard Financial Services

Kohmann Bosshard Financial Services holds 165 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.8	$47M	+5%	644k	73.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.1	$32M		209k	154.14	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	5.3	$28M		587k	48.41	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.1	$27M	+8%	582k	47.01	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.0	$27M	+5%	350k	76.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.1	$16M		87k	189.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.0	$16M		353k	45.27	View chart
Global X Fds Us Pfd Etf (PFFD)	2.8	$15M	+5%	733k	20.18	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.6	$14M	+3%	169k	83.21	View chart
Ishares Tr Core High Dv Etf (HDV)	2.6	$14M	+7%	136k	101.87	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.5	$13M		182k	73.67	View chart
Vanguard Index Fds Growth Etf (VUG)	2.5	$13M	-3%	54k	248.96	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	2.4	$13M	+4%	562k	23.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.4	$13M		81k	158.83	View chart
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Schwab Strategic Tr Internl Divid (SCHY)	2.4	$13M		536k	23.62	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.2	$12M		244k	48.15	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.0	$11M		100k	109.36	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.0	$11M		155k	67.90	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	1.7	$8.9M	+3%	288k	30.97	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.7	$8.9M	+8%	66k	134.59	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.6	$8.4M	+7%	168k	49.84	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.6	$8.3M	+4%	154k	53.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$8.1M	+4%	200k	40.54	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.4	$7.7M	+3%	157k	48.68	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$7.0M		167k	41.93	View chart
Apple (AAPL)	1.2	$6.4M		39k	164.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$6.4M	-2%	186k	34.65	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.1	$6.1M		248k	24.51	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.0	$5.3M		157k	33.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$4.7M		44k	105.50	View chart
Charles Schwab Corporation (SCHW)	0.9	$4.6M	+37%	87k	52.38	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.8	$4.2M		105k	40.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$3.8M		10k	376.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$3.3M		16k	204.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$2.9M		45k	65.17	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$2.7M		54k	49.99	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.5	$2.6M		59k	43.75	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.5	$2.5M	-9%	85k	29.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$2.2M		35k	63.89	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.4	$2.2M		43k	50.40	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$2.1M	-8%	109k	19.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.1M	-2%	21k	99.64	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$2.1M		64k	32.12	View chart
Microsoft Corporation (MSFT)	0.4	$2.0M		7.1k	288.31	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$1.9M		10k	186.81	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$1.9M		56k	34.13	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.3	$1.8M		30k	60.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.8M	+2%	7.2k	250.16	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$1.8M	-2%	47k	37.77	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$1.8M		57k	31.22	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.3	$1.7M		84k	20.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.7M	+3%	8.1k	210.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.7M		4.1k	411.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.6M		17k	94.40	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$1.6M		26k	61.95	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.3	$1.5M		62k	24.97	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.5M		10k	151.76	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$1.4M	+82%	14k	96.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.3	$1.4M	-4%	67k	20.28	View chart
Sherwin-Williams Company (SHW)	0.3	$1.3M		6.0k	224.79	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.2	$1.3M		35k	38.00	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.2	$1.2M	+32%	12k	99.61	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$1.2M		12k	99.23	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.2	$1.2M		30k	39.48	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.2	$1.2M	-2%	44k	26.67	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.2M		9.9k	117.18	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.1M		7.8k	140.20	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.2	$1.1M		21k	52.17	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$1.0M	+16%	35k	29.23	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$1.0M	+5%	53k	19.16	View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN)	0.2	$948k		45k	21.08	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	0.2	$889k	-5%	34k	26.28	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$834k	-6%	24k	35.55	View chart
Amazon (AMZN)	0.2	$816k	-2%	7.9k	103.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$807k		7.8k	104.00	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$784k	-8%	15k	53.47	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$692k		14k	48.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$691k		6.7k	103.74	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$653k		6.4k	102.77	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$612k		9.4k	65.10	View chart
Ishares Msci Germany Etf (EWG)	0.1	$603k		21k	28.46	View chart
Wabtec Corporation (WAB)	0.1	$596k		5.9k	101.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$563k	+24%	3.9k	144.63	View chart
Marsh & McLennan Companies (MMC)	0.1	$540k		3.2k	166.55	View chart
Progressive Corporation (PGR)	0.1	$523k		3.7k	143.06	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.1	$521k		5.9k	88.78	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$520k		7.4k	69.92	View chart
JPMorgan Chase & Co. (JPM)	0.1	$481k		3.7k	130.31	View chart
Transocean Reg Shs (RIG)	0.1	$477k	+7%	75k	6.36	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$477k		3.4k	138.93	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$475k		2.1k	225.23	View chart
Honeywell International (HON)	0.1	$466k		2.4k	191.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$464k		1.5k	308.77	View chart
Thermo Fisher Scientific (TMO)	0.1	$461k		799.00	576.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$455k		1.1k	409.45	View chart
Mastercard Incorporated Cl A (MA)	0.1	$454k		1.3k	363.41	View chart
Exxon Mobil Corporation (XOM)	0.1	$435k	+2%	4.0k	109.66	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$422k		5.9k	71.51	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$408k	+13%	21k	19.30	View chart
Johnson & Johnson (JNJ)	0.1	$386k		2.5k	155.00	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$383k		8.6k	44.43	View chart
Steris Shs Usd (STE)	0.1	$377k		2.0k	191.28	View chart
NVIDIA Corporation (NVDA)	0.1	$375k	NEW	1.4k	277.74	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$370k	+19%	2.1k	178.41	View chart
Analog Devices (ADI)	0.1	$365k		1.9k	197.22	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$361k		32k	11.20	View chart
Pepsi (PEP)	0.1	$349k		1.9k	182.30	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$347k	NEW	7.0k	49.57	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$344k		1.1k	310.52	View chart
Deere & Company (DE)	0.1	$330k		800.00	412.88	View chart
Alamos Gold Com Cl A (AGI)	0.1	$330k	+3%	27k	12.23	View chart
Nike CL B (NKE)	0.1	$329k		2.7k	122.63	View chart
Smucker J M Com New (SJM)	0.1	$325k		2.1k	157.37	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$320k		16k	20.07	View chart
Hyster Yale Matls Handling I Cl A (HY)	0.1	$319k	NEW	6.4k	49.89	View chart
Chevron Corporation (CVX)	0.1	$311k	+4%	1.9k	163.15	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$310k		3.9k	80.22	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$308k		1.6k	187.04	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$298k	NEW	4.1k	72.94	View chart
Procter & Gamble Company (PG)	0.1	$298k	+5%	2.0k	148.71	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$298k		3.2k	93.59	View chart
Home Depot (HD)	0.1	$281k	+12%	952.00	294.99	View chart
Cisco Systems (CSCO)	0.1	$277k		5.3k	52.27	View chart
Raymond James Financial (RJF)	0.1	$273k		2.9k	93.27	View chart
Ametek (AME)	0.1	$272k		1.9k	145.33	View chart
Aon Shs Cl A (AON)	0.1	$271k		859.00	315.29	View chart
Merck & Co (MRK)	0.1	$268k		2.5k	106.39	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$264k		3.0k	87.84	View chart
McDonald's Corporation (MCD)	0.0	$254k		910.00	279.61	View chart
Boeing Company (BA)	0.0	$251k	NEW	1.2k	212.43	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$251k		4.0k	62.88	View chart
Phillips 66 (PSX)	0.0	$250k		2.5k	101.38	View chart
Meta Platforms Cl A (META)	0.0	$249k	NEW	1.2k	211.94	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.0	$248k		10k	24.54	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.0	$245k	-4%	7.8k	31.54	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.0	$245k		10k	23.79	View chart
Nordson Corporation (NDSN)	0.0	$245k		1.1k	222.26	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$244k	-7%	4.8k	50.38	View chart
Darden Restaurants (DRI)	0.0	$241k		1.6k	155.16	View chart
Caci Intl Cl A (CACI)	0.0	$237k		801.00	296.28	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$236k		2.2k	109.94	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$235k		3.6k	65.59	View chart
Netflix (NFLX)	0.0	$232k	NEW	671.00	345.48	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$230k		13k	18.29	View chart
Marriott Intl Cl A (MAR)	0.0	$221k	NEW	1.3k	166.04	View chart
Abbott Laboratories (ABT)	0.0	$219k		2.2k	101.26	View chart
Caterpillar (CAT)	0.0	$217k	+8%	950.00	228.84	View chart
Wec Energy Group (WEC)	0.0	$214k		2.3k	94.79	View chart
Rockwell Automation (ROK)	0.0	$214k	NEW	729.00	293.37	View chart
Paychex (PAYX)	0.0	$214k		1.9k	114.59	View chart
Cenovus Energy (CVE)	0.0	$210k	-4%	12k	17.46	View chart
Invesco Exchng Trad Slf Inde Bulletshs 2032 (BSCW)	0.0	$209k		10k	20.53	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$209k	NEW	4.4k	47.85	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$207k		13k	16.49	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$207k		13k	16.24	View chart
Becton, Dickinson and (BDX)	0.0	$206k		831.00	247.54	View chart
Standex Int'l (SXI)	0.0	$204k	NEW	1.7k	122.44	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$204k		8.2k	24.91	View chart
Key (KEY)	0.0	$133k	NEW	11k	12.52	View chart
Equinox Gold Corp equities (EQX)	0.0	$127k	NEW	25k	5.15	View chart
Sfl Corporation SHS (SFL)	0.0	$95k	NEW	10k	9.50	View chart
Hecla Mining Company (HL)	0.0	$79k	NEW	13k	6.33	View chart
Workhorse Group Com New (WKHS)	0.0	$23k	NEW	17k	1.33	View chart
New Gold Inc Cda (NGD)	0.0	$14k	NEW	13k	1.10	View chart
Aeye Cl A Com (LIDR)	0.0	$3.9k	NEW	13k	0.31	View chart

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 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
Kohmann Bosshard Financial Services 2021 Q4 filed Jan. 12, 2022
Kohmann Bosshard Financial Services 2021 Q3 filed Oct. 12, 2021
Kohmann Bosshard Financial Services 2021 Q2 filed July 13, 2021
Kohmann Bosshard Financial Services 2021 Q1 filed May 4, 2021
Kohmann Bosshard Financial Services 2020 Q4 filed Jan. 21, 2021
Kohmann Bosshard Financial Services 2020 Q3 restated filed Jan. 21, 2021
Kohmann Bosshard Financial Services 2020 Q3 filed Jan. 7, 2021
Kohmann Bosshard Financial Services 2020 Q2 filed Aug. 14, 2020
Kohmann Bosshard Financial Services 2020 Q1 filed April 7, 2020
Kohmann Bosshard Financial Services 2019 Q4 filed Jan. 9, 2020
Kohmann Bosshard Financial Services 2019 Q3 filed Oct. 9, 2019

View all past filings

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Kohmann Bosshard Financial Services

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Portfolio Holdings for Kohmann Bosshard Financial Services

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Past Filings by Kohmann Bosshard Financial Services