Institutions / Kohmann Bosshard Financial Services, LLC
Kohmann Bosshard Financial Services, LLC
CIK 1696615 · Institution · as of Dec 31, 2025
Portfolio value
$1.12B
Positions
1,082
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,082 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab US Large Cap ETF | $192.01M | 17.2% |
| Vanguard Ftse Developed | $89.59M | 8.0% |
| Vanguard Short Term Cor | $70.34M | 6.3% |
| Schwab US Aggregate Bond | $68.91M | 6.2% |
| Schwab US Small Cap ETF | $38.72M | 3.5% |
| Vanguard Dividend | $37.16M | 3.3% |
| Schwab US Tips ETF | $36.15M | 3.2% |
| iShares 0-3 Month | $24.62M | 2.2% |
| State Srt SPDR Prtfl Hgh | $23.67M | 2.1% |
| Vanguard Real Estate | $23.51M | 2.1% |
| Vanguard Growth ETF | $23.20M | 2.1% |
| Vanguard Small Cap ETF | $20.46M | 1.8% |
| iShares Core High | $19.55M | 1.7% |
| Vanguard S&P 500 ETF | $19.28M | 1.7% |
| Schwab US Dividend | $18.77M | 1.7% |
| Vanguard Ftse Emerging | $18.09M | 1.6% |
| St Stert SPDR Blmbg 1 3 | $17.17M | 1.5% |
| Schwab US Treasury Money | $17.03M | 1.5% |
| State Street SPDR Portfl | $14.83M | 1.3% |
| Schwab Government Money | $13.17M | 1.2% |
| Apple Inc. | $12.65M | 1.1% |
| Vanguard Intl Dividend | $10.18M | 0.9% |
| Vanguard Small Cap Value | $9.94M | 0.9% |
| Schwab International | $8.41M | 0.8% |
| Schwab Charles Corp | $7.09M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.