Kohmann Bosshard Financial Services, LLC
CIK: 1696615SEC EDGAR →
Portfolio Value
$898.1B
Holdings
1,060
As of
Q1 2026
New Positions
1,061
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB U.S. LARGE-CAP | 7,465,942 | $191.6B | 21.33% |
| 2 | VANGUARD FTSE DEVELOPED | 1,468,717 | $94.1B | 10.48% |
| 3 | VANGUARD SHORT TERM COR | 947,321 | $75.1B | 8.36% |
| 4 | SCHWAB U.S. AGGREGATE | 3,183,701 | $74.0B | 8.24% |
| 5 | SCHWAB PRIME ADVANTAGE M | 55,462,636 | $55.5B | 6.18% |
| 6 | SCHWAB U.S. SMALL-CAP | 1,375,800 | $40.1B | 4.46% |
| 7 | SCHWAB U.S. TIPS ETF | 1,431,353 | $38.1B | 4.24% |
| 8 | STATE STREET SPDR | 1,081,114 | $25.2B | 2.81% |
| 9 | VANGUARD REAL ESTATE | 270,397 | $24.0B | 2.67% |
| 10 | SCHWAB U.S. DIVIDEND | 625,096 | $19.2B | 2.13% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 286 | $738.2B | 82.2% |
| Unknown | 453 | $147.0B | 16.4% |
| Technology | 64 | $3.1B | 0.3% |
| Utilities | 15 | $2.6B | 0.3% |
| Communication Services | 15 | $1.7B | 0.2% |
| Energy | 24 | $1.6B | 0.2% |
| Basic Materials | 32 | $993.1M | 0.1% |
| Industrials | 65 | $964.2M | 0.1% |
| Healthcare | 40 | $783.4M | 0.1% |
| Consumer Defensive | 19 | $569.5M | 0.1% |
| Consumer Cyclical | 40 | $496.4M | 0.1% |
| Real Estate | 8 | $97.9M | 0.0% |