Kohmann Bosshard Financial Services
$1.1B Assets Reported
1,009 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP | 7,583,229 | $194M | 18.3% |
| VEA | VANGUARD FTSE DEVELOPED | 1,502,484 | $96M | 9.1% |
| VCSH | VANGUARD SHORT TERM COR | 986,016 | $78M | 7.3% |
| SCHZ | SCHWAB U.S. AGGREGATE | 3,320,799 | $77M | 7.2% |
| SCHA | SCHWAB U.S. SMALL-CAP | 1,406,465 | $41M | 3.8% |
| SCHP | SCHWAB U.S. TIPS ETF | 1,485,989 | $40M | 3.7% |
| VIG | VANGUARD DIVIDEND | 169,892 | $37M | 3.4% |
| SPHY | STATE STREET SPDR | 1,118,505 | $26M | 2.5% |
| SGOV | ISHARES 0-3 MONTH | 253,967 | $26M | 2.4% |
| VNQ | VANGUARD REAL ESTATE | 277,909 | $25M | 2.3% |
Track Kohmann Bosshard Financial Services's 13F portfolio: $1.1B in reported holdings, 1,009 positions. Top holdings, AUM, and quarterly changes on SentiSense.