Kohmann Bosshard Financial Services, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$896.3M
Holdings
198
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (198 positions)
| Stock | Value |
|---|---|
SCHXSCHWAB US LARGE CAP ETF | $154.8M |
VEAVANGUARD FTSE DEVELOPED | $71.4M |
VCSHVANGUARD SHORT TERM COR | $62.7M |
SCHZSCHWAB US AGGREGATE BOND | $60.6M |
VIGVANGUARD DIVIDEND | $38.9M |
SCHPSCHWAB US TIPS ETF | $33.2M |
SCHASCHWAB US SMALL CAP ETF | $32.2M |
SCHDSCHWAB US DIVIDEND | $29.0M |
SGOVISHARES 0-3 MONTH | $23.6M |
SPHYSPDR PORTFOLIO HIGH | $21.9M |
VNQVANGUARD REAL ESTATE | $21.6M |
VUGVANGUARD GROWTH ETF | $21.5M |
VBVANGUARD SMALL CAP ETF | $21.0M |
HDVISHARES CORE HIGH | $18.6M |
VOOVANGUARD S&P 500 ETF | $18.4M |
SPYMSPDR PORTFOLIO S&P 500 | $17.2M |
VWOVANGUARD FTSE EMERGING | $16.0M |
BILSPDR BLOOMBERG 1 3 MNTH | $15.5M |
VIGIVANGUARD INTL DIVIDEND | $9.3M |
AAPLAPPLE INC | $8.3M |
SCHFSCHWAB INTERNATIONAL | $8.1M |
VBRVANGUARD SMALL CAP VALUE | $8.0M |
SCHWCHARLES SCHWAB CORP | $7.3M |
SCHMCHARLES SCHWAB US MC | $6.3M |
VVVANGUARD LARGE CAP ETF | $5.7M |
SCHESCHWAB EMERGING MARKETS | $5.6M |
VTIVANGUARD TOTAL STOCK | $5.3M |
VOEVANGUARD MID CAP VALUE | $5.0M |
SCHGSCHWAB US LARGE CAP | $5.0M |
VSSVGRD FTSE ALL WRLD EX US | $4.1M |
MSFTMICROSOFT CORP | $3.8M |
VYMVANGUARD HIGH DIVIDEND | $3.7M |
DGROISHARES CORE DIVIDEND | $3.6M |
SCHCSCHWAB INTERNATNAL SMALL | $3.4M |
SPSMSPDR PORTFOLIO S&P 600 | $3.3M |
IVWISHARES S&P 500 GROWTH | $3.2M |
IVVISHARES CORE S&P 500 | $3.1M |
SCHHCHARLES SCHWAB US REIT | $2.6M |
BSCPINVSC BULLETSH 2025 CRP | $2.5M |
SPMDSPDR PORTFOLIO S&P 400 | $2.4M |
NVDANVIDIA CORP | $2.4M |
SPDWSPDR PORTFOLIO DEVELOPED | $2.3M |
IGROISHARES DIVIDEND GROWTH | $2.2M |
SPYSPDR S&P 500 ETF | $2.1M |
IJHISHARES CORE S&P MID CAP | $2.0M |
FEFIRSTENERGY CORP | $1.9M |
IJRISHARES CORE S&P SMALL | $1.9M |
SPEMSPDR INDEX SHARES EMERG | $1.9M |
VOVANGUARD MID CAP ETF | $1.9M |
SCHYSCHWAB INTERNATIONAL | $1.9M |
SCHKSCHWAB 1000 INDEX ETF | $1.8M |
IVEISHARES S&P 500 VALUE | $1.8M |
USRTISHARES CORE US REIT | $1.8M |
BSCQINVSC BULLETSHA 2026 CRP | $1.7M |
VYMIVANGUARD INTERNATNL HGH | $1.7M |
AMZNAMAZON COM INC | $1.7M |
—INVESCO QQQ TRUST | $1.6M |
BSCSINVESCO BULLETSHARS 2028 | $1.5M |
AGGISHARES CORE US | $1.5M |
VXFVANGUARD EXTENDED MARKET | $1.4M |
JPMJPMORGAN CHASE & CO | $1.3M |
IWRISHARES RUSSELL MID CAP | $1.3M |
GOOGALPHABET INC | $1.3M |
SPTSSPDR PORTFOLIO SHORT | $1.3M |
GOOGLALPHABET INC | $1.2M |
SHWSHERWIN-WILLIAMS CO | $1.2M |
ISCVISHARES MORN SMALL CAP | $1.2M |
BSCTINVSC BLTSHRS 2029 CORP | $1.2M |
FDXFEDEX CORP | $1.2M |
AQLTISHARES SELECT DIVIDEND | $1.2M |
BSCXINVESCO BULLETSHARES | $1.1M |
VTVVANGUARD VALUE ETF | $1.1M |
VTEBVANGUARD MUNI BND TAX | $1.1M |
BSCRINVSC BULLETSHR 2027 CRP | $1.1M |
EWGISHARES MSCI GERMANY | $1.1M |
VEUVANGUARD FTSE ALL WORLD | $1.0M |
BSXBOSTON SCIENTIFIC CORP | $1.0M |
BRK/BBERKSHIRE HATHAWAY | $993K |
AVGOBROADCOM INC | $986K |
WABWABTEC | $975K |
XLKTECHNOLOGY SELECT SECTOR | $964K |
SPSBSPDR SHORT TERM | $956K |
NFLXNETFLIX INC | $956K |
METAMETA PLATFORMS INC | $935K |
PGRPROGRESSIVE CORP OH | $907K |
IWYISHARES RUSSELL TOP 200 | $889K |
FLTRVANECK IG FLOATING RATE | $847K |
GQ9SPDR GOLD SHARES ETF | $833K |
AGIALAMOS GOLD INC NEW F | $823K |
VCITVAG ITM-TERM CORPORATE | $821K |
IWXISHARES RUSSELL TOP 200 | $791K |
SPYDSPDR S&P 500 HIGH | $790K |
AEMAGNICO EAGLE MINES LTD F | $784K |
IJJISHARES S&P MID CAP 400 | $784K |
XOMEXXON MOBIL CORP | $755K |
IWBISHARES RUSSELL 1000 | $748K |
HDHOME DEPOT INC | $724K |
MRSHMARSH & MCLENNAN COS INC | $709K |
AQLTISHARES CORE MSCI EAFE | $681K |
WMTWALMART INC | $650K |
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