Kohmann Bosshard Financial Services

Kohmann Bosshard Financial Services as of March 31, 2026

Portfolio Holdings for Kohmann Bosshard Financial Services

Kohmann Bosshard Financial Services holds 209 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U.s. Large-cap Uie (SCHX) 18.9 $194M 7.6M 25.64
Vanguard Ftse Developed Uie (VEA) 9.4 $96M 1.5M 64.08
Vanguard Short Term Cor Uie (VCSH) 7.6 $78M 986k 79.27
Schwab U.s. Aggregate Uie (SCHZ) 7.5 $77M 3.3M 23.22
Schwab U.s. Small-cap Uie (SCHA) 4.0 $41M 1.4M 29.08
Schwab U.s. Tips Etf Uie (SCHP) 3.8 $40M 1.5M 26.61
Vanguard Dividend Uie (VIG) 3.6 $37M 170k 215.06
State Street Spdr Uie (SPHY) 2.5 $26M 1.1M 23.32
Ishares 0-3 Month Uie (SGOV) 2.5 $26M 254k 100.66
Vanguard Real Estate Uie (VNQ) 2.4 $25M 278k 88.70
Ishares Core High Uie (HDV) 2.2 $22M 164k 135.72
Vanguard Growth Index Uie (VUG) 2.1 $22M 50k 436.79
Vanguard Small-cap Index Uie (VB) 2.0 $21M 79k 261.92
Vanguard S&p 500 Etf Uie (VOO) 1.9 $20M 34k 597.56
Schwab U.s. Dividend Uie (SCHD) 1.9 $19M 628k 30.68
Vanguard Ftse Emerging Uie (VWO) 1.9 $19M 355k 54.05
State Street Spdr Uie (SPYM) 1.4 $14M 182k 76.54
State Street Spdr Uie (BIL) 1.3 $14M 150k 91.64
Apple (AAPL) 1.1 $12M 46k 253.79
Vanguard Small-cap Value Uie (VBR) 1.1 $11M 52k 217.25
Vanguard International Uie (VIGI) 1.0 $10M 117k 88.46
Schwab International Uie (SCHF) 0.8 $8.7M 352k 24.75
Charles Schwab Corporation (SCHW) 0.7 $6.8M 73k 93.98
Vanguard Large-cap Index Uie (VV) 0.6 $6.4M 21k 298.85
Schwab U.s. Mid-cap Etf Uie (SCHM) 0.6 $6.4M 205k 30.96
NVIDIA Corporation (NVDA) 0.5 $5.5M 31k 174.40
Schwab Emerging Markets Uie (SCHE) 0.5 $4.7M 143k 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 29k 145.79
Ishares Core S&p 500 Uie (IVV) 0.4 $4.1M 6.3k 653.21
Vanguard Total Uie (VTI) 0.4 $3.7M 12k 320.82
Vanguard 0-3 Month Uie (VBIL) 0.3 $3.5M 46k 75.65
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 148.10
State Street Spdr S&p Uie (SPY) 0.3 $3.0M 4.5k 650.34
Microsoft Corporation (MSFT) 0.3 $2.9M 7.8k 370.16
Ishares Core Dividend Uie (DGRO) 0.3 $2.8M 40k 70.18
Schwab U.s. Large-cap Uie (SCHG) 0.3 $2.8M 96k 29.13
State Street Spdr Uie (SPDW) 0.3 $2.6M 58k 45.65
State Street Spdr Uie (SPMD) 0.3 $2.6M 44k 59.22
Invesco Bulletshares Uie (BSCS) 0.2 $2.5M 121k 20.42
FirstEnergy (FE) 0.2 $2.4M 48k 50.66
Invesco Bulletshares Uie (BSCQ) 0.2 $2.4M 124k 19.53
Schwab International Uie (SCHC) 0.2 $2.3M 50k 46.74
Alphabet Inc Class C cs (GOOG) 0.2 $2.2M 7.7k 286.87
Alphabet Inc Class A cs (GOOGL) 0.2 $2.1M 7.5k 287.54
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 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 60k 31.66
Invesco Bulletshares Uie (BSCU) 0.2 $1.9M 111k 16.72
Schwab U.s. Reit Etf Uie (SCHH) 0.2 $1.8M 85k 21.49
Ishares Core U.s. Reit Uie (USRT) 0.2 $1.8M 30k 59.19
Invesco Qqq Tr Uie (QQQ) 0.2 $1.7M 2.9k 577.25
State Street Spdr Uie (BILS) 0.2 $1.6M 16k 99.44
FedEx Corporation (FDX) 0.2 $1.6M 4.5k 356.15
Ishares Russell Mid-cap Uie (IWR) 0.2 $1.6M 16k 97.23
Netflix (NFLX) 0.2 $1.6M 16k 96.15
JPMorgan Chase & Co. (JPM) 0.1 $1.5M 5.0k 294.16
Ishares Core U.s. Uie (AGG) 0.1 $1.5M 15k 99.27
Spdr Gold Minishares Uie (GLDM) 0.1 $1.4M 16k 92.69
Facebook Inc cl a (META) 0.1 $1.4M 2.4k 572.13
Ishares Select Dividend Uie (DVY) 0.1 $1.3M 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 169.65
Vanguard Ftse All-world Uie (VEU) 0.1 $1.3M 17k 75.10
Caterpillar (CAT) 0.1 $1.2M 1.7k 708.46
Invesco Bulletshares Uie (BSCT) 0.1 $1.2M 64k 18.66
Invesco Bulletshares Uie (BSCX) 0.1 $1.2M 55k 21.15
State Street Spdr Uie (SPTS) 0.1 $1.2M 40k 29.18
Shopify Inc F FGC (SHOP) 0.1 $1.1M 9.7k 118.62
Broadcom (AVGO) 0.1 $1.1M 3.6k 309.50
Berkshire Hathaway (BRK.B) 0.1 $1.1M 2.4k 479.20
Invesco Bulletshares Uie (BSCR) 0.1 $1.1M 55k 19.63
Ishares International Uie (IGRO) 0.1 $1.1M 13k 83.77
Wabtec Corporation (WAB) 0.1 $1.1M 4.3k 249.91
Spdr Gold Shares Uie (GLD) 0.1 $1.1M 2.4k 430.29
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
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 287.17
Vanguard Extended Market Uie (VXF) 0.1 $915k 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 124.27
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
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 18k 45.52
Invesco Bulletshares Uie (BSCV) 0.1 $806k 49k 16.46
Sherwin-Williams Company (SHW) 0.1 $801k 2.5k 320.61
MercadoLibre (MELI) 0.1 $794k 459.00 1729.02
Ishares Russell 1000 Uie (IWB) 0.1 $786k 2.2k 356.57
Ishares Core Msci Eafe Uie (IEFA) 0.1 $743k 8.2k 90.53
Deere & Company (DE) 0.1 $721k 1.3k 563.30
Tesla Motors (TSLA) 0.1 $689k 1.9k 371.83
Ishares Russell 2000 Uie (IWM) 0.1 $670k 2.7k 248.00
Home Depot (HD) 0.1 $668k 2.0k 328.91
Transocean Ltd F Fgo (RIG) 0.1 $663k 100k 6.63
Ishares National Muni Uie (MUB) 0.1 $659k 6.2k 106.15
Invesco S&p 500 Equal Uie (RSP) 0.1 $656k 3.4k 191.94
Progressive Corporation (PGR) 0.1 $643k 3.2k 198.24
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 390.41
Ishares S&p Mid-cap 400 Uie (IJK) 0.1 $594k 5.9k 100.62
Johnson & Johnson (JNJ) 0.1 $589k 2.4k 244.47
Ishares U.s. Equity Uie (LRGF) 0.1 $577k 8.7k 66.00
State Street Spdr Dow Uie (RWR) 0.1 $575k 5.7k 100.97
Toronto Dominion Bk On F FGC (TD) 0.1 $573k 6.1k 93.31
Marsh & McLennan Companies (MRSH) 0.1 $563k 3.2k 173.45
Abbvie (ABBV) 0.1 $551k 2.5k 217.48
Ishares Msci Usa Quality Uie (QUAL) 0.1 $535k 2.8k 191.81
Ishares S&p 100 Etf Uie (OEF) 0.1 $523k 1.6k 318.07
Vanguard Ftse Europe Uie (VGK) 0.1 $515k 6.2k 82.43
Vanguard International Uie (VYMI) 0.0 $508k 5.4k 94.24
Cummins (CMI) 0.0 $506k 941.00 537.73
Boston Scientific Corporation (BSX) 0.0 $506k 8.1k 62.75
Honeywell International (HON) 0.0 $500k 2.2k 225.98
Cisco Systems (CSCO) 0.0 $488k 6.3k 77.59
Blackstone Group Inc Com Cl A (BX) 0.0 $488k 4.2k 114.99
Eaton Corp Plc F Fgo (ETN) 0.0 $462k 1.3k 357.67
Vanguard Russell 1000 Uie (VONG) 0.0 $462k 4.2k 109.68
Phillips 66 (PSX) 0.0 $450k 2.5k 182.18
Marriott International (MAR) 0.0 $440k 1.3k 326.95
Dimensional U.s. Equity Uie (DFUS) 0.0 $432k 6.1k 70.91
Ishares Msci Eafe Etf Uie (EFA) 0.0 $428k 4.4k 97.13
Cincinnati Financial Corporation (CINF) 0.0 $426k 2.7k 157.35
Global X Dax Germany Uie (DAX) 0.0 $425k 10k 42.16
McDonald's Corporation (MCD) 0.0 $409k 1.3k 310.79
Ishares Broad Usd High Uie (USHY) 0.0 $406k 11k 36.84
Ishares S&p Small-cap Uie (IJS) 0.0 $394k 3.3k 118.45
State Street Spdr Uie (FLRN) 0.0 $393k 13k 30.78
Kinder Morgan (KMI) 0.0 $378k 11k 33.53
Eli Lilly & Co. (LLY) 0.0 $374k 406.00 919.86
Schwab U.s. Broad Market Uie (SCHB) 0.0 $356k 14k 25.10
Cambiar Aggressive Value Uie (CAMX) 0.0 $356k 12k 31.01
Vanguard Small-cap Uie (VBK) 0.0 $355k 1.2k 302.25
Procter & Gamble Company (PG) 0.0 $354k 2.4k 144.41
State Street Health Care Uie (XLV) 0.0 $352k 2.4k 146.61
Vanguard Total Uie (BNDX) 0.0 $336k 7.0k 48.05
International Business Machines (IBM) 0.0 $336k 1.4k 242.35
MasterCard Incorporated (MA) 0.0 $330k 661.00 499.66
Analog Devices (ADI) 0.0 $326k 1.0k 318.14
Wec Energy Group (WEC) 0.0 $318k 2.7k 115.77
Raytheon Technologies Corp (RTX) 0.0 $317k 1.6k 192.90
Ametek (AME) 0.0 $315k 1.5k 214.36
State Street Spdr Uie (SPIP) 0.0 $313k 12k 26.01
Ishares 0-5 Year Tips Uie (STIP) 0.0 $312k 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 15k 20.59
Morgan Stanley (MS) 0.0 $301k 1.8k 164.55
Key (KEY) 0.0 $300k 15k 20.05
Welltower Ret (WELL) 0.0 $300k 1.5k 197.71
Fidelity Msci Real Uie (FREL) 0.0 $300k 11k 26.91
HSBC HLDGS PLC F Adr (HSBC) 0.0 $292k 3.5k 82.49
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
Duke Energy (DUK) 0.0 $264k 2.0k 130.94
Ishares Russell 1000 Uie (IWD) 0.0 $262k 1.2k 213.60
Linde Plc F Fgo (LIN) 0.0 $261k 526.00 495.76
TransDigm Group Incorporated (TDG) 0.0 $258k 223.00 1158.96
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
Steris Plc F Fgo (STE) 0.0 $251k 1.1k 221.13
Vanguard S&p 500 Value Uie (VOOV) 0.0 $248k 1.2k 203.79
Merck & Co (MRK) 0.0 $248k 2.1k 120.29
Pepsi (PEP) 0.0 $247k 1.6k 155.29
Ishares Msci Usa Uie (MTUM) 0.0 $247k 1.0k 239.99
Invesco Bulletshares Uie (BSMQ) 0.0 $243k 10k 23.62
Ishares Msci Emerging Uie (EEMS) 0.0 $242k 3.5k 69.18
Hyster Yale Materials Handling (HY) 0.0 $239k 7.3k 32.51
Invesco Bulletshares Uie (BSCZ) 0.0 $238k 12k 20.52
Raymond James Financial (RJF) 0.0 $237k 1.6k 144.79
Corning Incorporated (GLW) 0.0 $236k 1.7k 135.99
CACI International (CACI) 0.0 $232k 427.00 543.87
RPM International (RPM) 0.0 $231k 2.3k 99.40
Ing Groep N V F Adr (ING) 0.0 $227k 8.7k 26.05
Oneok (OKE) 0.0 $225k 2.5k 90.39
Huntington Bancshares Incorporated (HBAN) 0.0 $223k 14k 15.65
Coca-Cola Company (KO) 0.0 $223k 2.9k 76.06
Standex Int'l (SXI) 0.0 $221k 867.00 254.86
Oracle Corporation (ORCL) 0.0 $220k 1.5k 147.08
Wisdomtree U.s. Largecap Uie (DLN) 0.0 $218k 2.4k 89.33
Chevron Corporation (CVX) 0.0 $217k 1.0k 206.88
Sfl Corp Ltd F Fgo (SFL) 0.0 $216k 20k 10.79
Applied Industrial Technologies (AIT) 0.0 $211k 795.00 265.32
Thermo Fisher Scientific (TMO) 0.0 $210k 428.00 491.53
Intel Corporation (INTC) 0.0 $207k 4.7k 44.13
Ishares Russell 3000 Uie (IWV) 0.0 $206k 555.00 370.68
Vanguard Short-term Uie (VTIP) 0.0 $205k 4.1k 49.95
Rio Tinto Plc F Adr (RIO) 0.0 $203k 2.2k 93.29
Union Pacific Corporation (UNP) 0.0 $203k 836.00 242.62
Costco Wholesale Corporation (COST) 0.0 $201k 201.00 998.25
Peloton Interactive Inc cl a (PTON) 0.0 $87k 20k 4.29
I-80 Gold Corp F FGC (IAUX) 0.0 $23k 15k 1.52
American Bitcoin Corp Class A (ABTC) 0.0 $9.2k 10k 0.92
Trinseo Plc F Fgo (TSEOF) 0.0 $4.7k 45k 0.10
Humbl (RWAX) 0.0 $55.605000 185k 0.00
Global Brokerage Inc cl a (GLBR) 0.0 $1.600000 16k 0.00