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Kohmann Bosshard Financial Services, LLC
A Registered Investment Advisor offering wealth management and financial planning services, focusing on asset allocation, security selection, and performance tracking. They provide comprehensive financial plans including tax, retirement, and estate planning.
Investment Strategy
Focuses on asset allocation using ETFs, mutual funds, individual securities, and fixed-income securities, emphasizing diversification, low costs, and a long-term perspective.
Latest 13F Filing Activity
Kohmann Bosshard Financial Services, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 196 equity positions with a total 13F market value of $896M. The fund increased holdings in Schwab Us Large Cap Etf, Vanguard Ftse Developed, Schwab Us Small Cap Etf among other positions. Kohmann Bosshard Financial Services, LLC reduced exposure to Schwab Us Broad Market, Vanguard 500 Index Admir, Schwab Us Dividend among others.
Top Holdings
Equity Positions (196)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB US LARGE CAP ETF | 17.27% | $154.8M | 6,335,445 | $18.75 | $24.44 | +$18.9M |
V VEA | VANGUARD FTSE DEVELOPED | 7.97% | $71.4M | 1,252,494 | $47.24 | $57.01 | +$9.4M |
V VCSH | VANGUARD SHORT TERM COR | 6.99% | $62.7M | 788,502 | $78.27 | $79.50 | +$2.8M |
S SCHZ | SCHWAB US AGGREGATE BOND | 6.76% | $60.6M | 2,608,946 | $24.09 | $23.24 | +$1.9M |
V VIG | VANGUARD DIVIDEND | 4.34% | $38.9M | 190,134 | $125.49 | $204.67 | +$2.2M |
Industry Allocation
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