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Size ($ in 1000's)
At 03/31/2024: $718,431 At 12/31/2023: $656,784
Kohmann Bosshard Financial Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kohmann Bosshard Financial Services LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Kohmann Bosshard Financial Services LLC top holdings by largest position size, as per the latest 13f filing made by Kohmann Bosshard Financial Services LLC.
In the Kohmann Bosshard Financial Services LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Kohmann Bosshard Financial Services LLC in that top holding, then the share count change between reporting periods, and finally the Kohmann Bosshard Financial Services LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
SCHWAB STRATEGIC TR |
1,143,253 |
+337,561 |
$70,950 | SCHX | 1,143,253 | +337,561 | $70,950 | SCHWAB STRATEGIC TR |
564,699 |
-55,210 |
$45,532 | SCHD | 564,699 | -55,210 | $45,532 | VANGUARD SPECIALIZED FUNDS (VIG) |
223,578 |
-4,584 |
$40,828 | VIG | 223,578 | -4,584 | $40,828 | SCHWAB STRATEGIC TR |
819,938 |
+87,237 |
$37,717 | SCHZ | 819,938 | +87,237 | $37,717 | VANGUARD SCOTTSDALE FDS (VCSH) |
466,747 |
+56,749 |
$36,084 | VCSH | 466,747 | +56,749 | $36,084 | VANGUARD TAX MANAGED FDS (VEA) |
542,686 |
+110,140 |
$27,227 | VEA | 542,686 | +110,140 | $27,227 | VANGUARD INDEX FDS (VB) |
91,809 |
-2,248 |
$20,987 | VB | 91,809 | -2,248 | $20,987 | VANGUARD INDEX FDS (VUG) |
52,516 |
+53 |
$18,076 | VUG | 52,516 | +53 | $18,076 | SPDR SER TR (SPHY) |
770,456 |
+65,482 |
$18,075 | SPHY | 770,456 | +65,482 | $18,075 | SCHWAB STRATEGIC TR |
346,259 |
+124,831 |
$18,061 | SCHP | 346,259 | +124,831 | $18,061 | VANGUARD INDEX FDS (VNQ) |
190,224 |
+610 |
$16,451 | VNQ | 190,224 | +610 | $16,451 | GLOBAL X FDS |
791,400 |
-171,478 |
$15,955 | PFFD | 791,400 | -171,478 | $15,955 | ISHARES TR (HDV) |
140,370 |
+899 |
$15,470 | HDV | 140,370 | +899 | $15,470 | VANGUARD INDEX FDS (VBR) |
75,510 |
-6,689 |
$14,489 | VBR | 75,510 | -6,689 | $14,489 | VANGUARD WHITEHALL FDS (VIGI) |
176,312 |
-12,261 |
$14,375 | VIGI | 176,312 | -12,261 | $14,375 | SPDR SER TR (SPLG) |
231,806 |
-4,100 |
$14,263 | SPLG | 231,806 | -4,100 | $14,263 | SCHWAB STRATEGIC TR |
514,548 |
-49,769 |
$12,483 | SCHY | 514,548 | -49,769 | $12,483 | SCHWAB STRATEGIC TR |
150,331 |
-13,383 |
$12,241 | SCHM | 150,331 | -13,383 | $12,241 | VANGUARD INTL EQUITY INDEX F (VWO) |
289,300 |
+7,875 |
$12,084 | VWO | 289,300 | +7,875 | $12,084 | ISHARES TR (SGOV) |
118,958 |
+70,969 |
$11,980 | SGOV | 118,958 | +70,969 | $11,980 | VANGUARD INTL EQUITY INDEX F (VSS) |
98,155 |
-7,485 |
$11,468 | VSS | 98,155 | -7,485 | $11,468 | VANGUARD INDEX FDS (VOO) |
23,854 |
-26 |
$11,467 | VOO | 23,854 | -26 | $11,467 | SCHWAB STRATEGIC TR |
228,581 |
+62,924 |
$11,255 | SCHA | 228,581 | +62,924 | $11,255 | VANGUARD INDEX FDS (VOE) |
68,654 |
-7,045 |
$10,704 | VOE | 68,654 | -7,045 | $10,704 | SPDR SER TR (FLRN) |
276,483 |
-65,229 |
$8,524 | FLRN | 276,483 | -65,229 | $8,524 | SCHWAB CHARLES CORP |
113,032 |
+17,618 |
$8,177 | SCHW | 113,032 | +17,618 | $8,177 | VANGUARD CHARLOTTE FDS (BNDX) |
150,813 |
-51,520 |
$7,418 | BNDX | 150,813 | -51,520 | $7,418 | APPLE INC |
43,036 |
+862 |
$7,380 | AAPL | 43,036 | +862 | $7,380 | VANGUARD MALVERN FDS (VTIP) |
144,960 |
-39,787 |
$6,942 | VTIP | 144,960 | -39,787 | $6,942 | SCHWAB STRATEGIC TR |
163,824 |
-4,301 |
$6,392 | SCHF | 163,824 | -4,301 | $6,392 | SCHWAB STRATEGIC TR |
199,241 |
-8,275 |
$5,031 | SCHE | 199,241 | -8,275 | $5,031 | SPDR SER TR (BIL) |
53,589 |
+12,986 |
$4,919 | BIL | 53,589 | +12,986 | $4,919 | VANGUARD WHITEHALL FDS (VYM) |
38,831 |
UNCH |
$4,698 | VYM | 38,831 | UNCH | $4,698 | SCHWAB STRATEGIC TR |
126,032 |
-11,711 |
$4,512 | SCHC | 126,032 | -11,711 | $4,512 | VANGUARD INDEX FDS (VTI) |
16,586 |
-302 |
$4,311 | VTI | 16,586 | -302 | $4,311 | SCHWAB STRATEGIC TR |
40,476 |
-150 |
$3,753 | SCHG | 40,476 | -150 | $3,753 | MICROSOFT CORP |
8,559 |
+364 |
$3,601 | MSFT | 8,559 | +364 | $3,601 | ISHARES TR (DGRO) |
58,032 |
UNCH |
$3,369 | DGRO | 58,032 | UNCH | $3,369 | SCHWAB STRATEGIC TR |
52,474 |
+1,198 |
$3,204 | SCHB | 52,474 | +1,198 | $3,204 | ISHARES TR (IVW) |
34,472 |
UNCH |
$2,911 | IVW | 34,472 | UNCH | $2,911 | SPDR SER TR (SPMD) |
53,649 |
-1,101 |
$2,862 | SPMD | 53,649 | -1,101 | $2,862 | SCHWAB STRATEGIC TR |
126,109 |
+3,534 |
$2,560 | SCHH | 126,109 | +3,534 | $2,560 | INVESCO EXCH TRD SLF IDX FD |
123,072 |
+4,892 |
$2,514 | BSCP | 123,072 | +4,892 | $2,514 | ISHARES TR (IVV) |
4,721 |
+252 |
$2,482 | IVV | 4,721 | +252 | $2,482 | INVESCO EXCH TRD SLF IDX FD |
117,972 |
-6 |
$2,474 | BSCO | 117,972 | -6 | $2,474 | VANGUARD INDEX FDS (VV) |
10,215 |
UNCH |
$2,449 | VV | 10,215 | UNCH | $2,449 | ISHARES TR (USRT) |
43,262 |
UNCH |
$2,327 | USRT | 43,262 | UNCH | $2,327 | SPDR INDEX SHS FDS (SPDW) |
62,291 |
UNCH |
$2,232 | SPDW | 62,291 | UNCH | $2,232 | ISHARES TR (IJH) |
35,650 |
+28,520 |
$2,165 | IJH | 35,650 | +28,520 | $2,165 | ISHARES TR (IJR) |
19,063 |
UNCH |
$2,107 | IJR | 19,063 | UNCH | $2,107 |
See Full List: All Stocks Held By Kohmann Bosshard Financial Services LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Kohmann Bosshard Financial Services LLC
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