Kohmann Bosshard Financial Services, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KB Kohmann Bosshard Financial Services, LLC | Institutional Filer | ▲ 5.79% | $1.18B | 1060 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1060)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP | — | 7.5M | $191.6M | 16.20% |
| 2 | VEA | VANGUARD FTSE DEVELOPED | — | 1.5M | $94.2M | 7.96% |
| 3 | VCSH | VANGUARD SHORT TERM COR | — | 947K | $75.2M | 6.36% |
| 4 | SCHZ | SCHWAB U.S. AGGREGATE | — | 3.2M | $74.0M | 6.26% |
| 5 | NaN | SCHWAB PRIME ADVANTAGE M | — | 55.5M | $55.5M | 4.69% |
| 6 | SCHA | SCHWAB U.S. SMALL-CAP | — | 1.4M | $40.1M | 3.39% |
| 7 | SCHP | SCHWAB U.S. TIPS ETF | — | 1.4M | $38.1M | 3.22% |
| 8 | VIG | VANGUARD DIVIDEND | — | 168K | $36.2M | 3.06% |
| 9 | SPHY | STATE STREET SPDR | — | 1.1M | $25.2M | 2.13% |
| 10 | SGOV | ISHARES 0-3 MONTH | — | 247K | $24.9M | 2.10% |
| 11 | VNQ | VANGUARD REAL ESTATE | — | 270K | $24.0M | 2.03% |
| 12 | HDV | ISHARES CORE HIGH | — | 160K | $21.7M | 1.84% |
| 13 | VUG | VANGUARD GROWTH INDEX | — | 49K | $21.4M | 1.81% |
| 14 | VB | VANGUARD SMALL-CAP INDEX | — | 78K | $20.5M | 1.73% |
| 15 | VOO | VANGUARD S&P 500 ETF | — | 33K | $19.7M | 1.67% |
Showing 1 to 15 of 1000 holdings