Kohmann Bosshard Financial Services, LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$847.9M
Holdings
285
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (285 positions)
| Stock | Value |
|---|---|
HDHOME DEPOT INC | $729K |
AEMAGNICO EAGLE MINES LTD F | $715K |
IWBISHARES RUSSELL 1000 | $676K |
NFLXNETFLIX INC | $667K |
VSMAXVANGUARD SMALL CAP INDEX | $631K |
BSCUINVESCO BULLTSHR 2030 | $627K |
AVGOBROADCOM INC | $627K |
BSCVINVESCO BULLTSHR 2031 | $606K |
VDEVANGUARD ENERGY ETF | $599K |
FIFAXAMERICAN FUNDS INCOME FU | $596K |
WMTWALMART INC | $595K |
RSPINVESCO S&P 500 EQUAL | $592K |
RWRSPDR DOW JONES REIT ETF | $567K |
ABBVABBVIE INC | $557K |
TRPIXT ROWE PRICE VALUE I | $544K |
—INTERNATIONAL EQUITY IND | $534K |
BXBLACKSTONE INC | $531K |
CATCATERPILLAR INC | $521K |
XLGINVSC S P 500 TOP 50 | $510K |
PGPROCTER & GAMBLE CO | $493K |
VTCLXVANGUARD TAX-MANAGED CAP | $493K |
IJKISHARES S&P MID CAP 400 | $491K |
AQLTISHARES CORE MSCI EAFE | $488K |
JNJJOHNSON & JOHNSON | $480K |
HONHONEYWELL INTL INC | $474K |
MCDMCDONALDS CORP | $448K |
OEFISHARES S&P 100 ETF | $445K |
CSCOCISCO SYS INC | $442K |
VGKVANGUARD FTSE EUROPE | $438K |
IWMISHARES RUSSELL 2000 | $435K |
PRUFXT ROWE PRICE GROWTH STO | $418K |
DFUSDIMENSIONAL US EQUITY | $417K |
USHYISHARES BROAD USD HG YLD | $416K |
QUALISHARES MSCI USA QLTY | $414K |
GAFFXAMERICAN FUNDS GROWTH FU | $413K |
DEDEERE & CO | $398K |
VIMAXVANGUARD MID CAP INDEX A | $393K |
DAXGLOBAL X FUNDS GLB X DAX | $392K |
VONGVANGUARD RUSSELL 1000 | $390K |
IBMIBM CORP | $388K |
STIPISHARES 0-5 YEAR TIPS | $372K |
MAMASTERCARD INC | $362K |
HBANHUNTINGTON BANCSHARES IN | $353K |
XLVSELECT SECTOR HEALTH | $350K |
FLCECAMBIAR AGGRESSIVE VALUE | $345K |
AONAON PLC F | $342K |
LLYELI LILLY AND CO | $341K |
PSXPHILLIPS 66 | $326K |
AFMBXAMERICAN FUNDS AMERICAN | $326K |
KMIKINDER MORGAN INC DEL | $325K |
FWMIXAMERICAN FUNDS WASHINGTO | $324K |
MARMARRIOTT INTL INC NEW | $324K |
IJSISHARES S&P SMALL CAP | $322K |
SPIPSPDR PORTFOLIO TIPS ETF | $320K |
VTVANGUARD TOTAL WORLD | $320K |
UNHUNITEDHEALTH GROUP INC | $318K |
PEPPEPSICO INC | $316K |
BNDXVANGUARD TOTAL | $308K |
HYHYSTER YALE INC | $305K |
FRELFIDELITY MSCI REAL | $305K |
FLRNSPDR BLOOMBERG INT GRD | $305K |
EFAISHARES MSCI EAFE ETF | $305K |
WECWEC ENERGY GROUP INC | $299K |
VBKVANGUARD SMALL CAP | $297K |
ETNEATON CORP PLC F | $296K |
CMICUMMINS INC | $294K |
DUKDUKE ENERGY CORP NEW | $293K |
STESTERIS PLC F | $290K |
LINLINDE PLC F | $284K |
T7DTRANSDIGM GROUP INC | $276K |
—INFLATION PROTECTED BOND | $274K |
RPMRPM INTL INC | $274K |
KEYKEYCORP NEW | $271K |
—SMALL CAP EQUITY POOL | $270K |
VIGAXVANGUARD GROWTH INDEX AD | $270K |
IJTISHARES S&P SMLL CAP 600 | $267K |
RIGTRANSOCEAN LTD F | $261K |
CVXCHEVRON CORP NEW | $261K |
BSCWINVESCO BULLETSHS 2032 | $258K |
AMEAMETEK INC NEW | $256K |
VGITVAG ITM-TERM TREASURY | $256K |
FSMAXFIDELITY EXTENDED MARKET | $255K |
VOOGVANGUARD S&P 500 GROWTH | $255K |
EPIWISDOMTREE INDIA | $253K |
VTIPVANGUARD SHRT INF PROT | $253K |
SCHOSCHWAB SHORT TERM US | $251K |
MRKMERCK & CO INC | $247K |
EQXEQUINOX GOLD CORP F | $247K |
QQQINVESCO BLETSHS 2025 | $246K |
BSMQINVESCO BLETSHS 2026 | $243K |
VEXAXVANGUARD EXTENDED MARKET | $241K |
WDOWESDOME GOLD MINES LTD F | $238K |
TDTORONTO DOMINION BK ON F | $234K |
WELLWELLTOWER INC | $232K |
HBC2HSBC HLDGS PLC F | $229K |
DWDMORGAN STANLEY | $229K |
TSLATESLA INC | $228K |
RJFRAYMOND JAMES FINL INC | $227K |
IYRISHARES US REAL ESTATE | $226K |
ABTABBOTT LABS | $224K |