Kohmann Bosshard Financial Services
$1.2B 13F equity value
940 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Kohmann Bosshard Financial Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP | 7,904,940 | $233M | 19.7% |
| VEA | VANGUARD FTSE DEVELOPED | 1,555,850 | $111M | 9.4% |
| VCSH | VANGUARD SHORT TERM COR | 1,139,709 | $90M | 7.6% |
| SCHZ | SCHWAB U.S. AGGREGATE | 3,855,498 | $89M | 7.6% |
| SCHA | SCHWAB U.S. SMALL-CAP | 1,442,916 | $52M | 4.4% |
| SCHP | SCHWAB U.S. TIPS ETF | 1,664,512 | $44M | 3.7% |
| VIG | VANGUARD DIVIDEND | 173,525 | $41M | 3.5% |
| SPHY | STATE STREET SPDR | 1,251,852 | $29M | 2.5% |
| VNQ | VANGUARD REAL ESTATE | 293,410 | $28M | 2.4% |
| VUG | VANGUARD GROWTH INDEX | 322,697 | $28M | 2.4% |
Track Kohmann Bosshard Financial Services's 13F portfolio: $1.2B in reported holdings, 940 positions. Top holdings and quarterly changes on SentiSense.
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