Kohmann Bosshard Financial Services, LLC Q4 2023 Filing

Filed January 9, 2024

Portfolio Value

$656.8M

Holdings

199

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (199 positions)

#StockSharesValue% PortfolioType
101
FRELFIDELITY COVINGTON TRUST
8,176$217K0.03%
102
IBMINTERNATIONAL BUSINESS MACHS
1,326$216K0.03%
103
IYRISHARES TR
2,346$214K0.03%
104
BHPBHP GROUP LTD
3,108$212K0.03%
105
BSCWINVESCO EXCHNG TRAD SLF INDE
10,200$211K0.03%
106
BSCUINVESCO EXCH TRD SLF IDX FD
12,544$208K0.03%
107
BSCVINVESCO EXCH TRD SLF IDX FD
12,711$208K0.03%
108
VOOGVANGUARD ADMIRAL FDS INC
763$206K0.03%
109
UNPUNION PAC CORP
836$205K0.03%
110
VOOVVANGUARD ADMIRAL FDS INC
1,219$204K0.03%
111
BDXBECTON DICKINSON & CO
831$202K0.03%
112
LINLINDE PLC
490$201K0.03%
113
CVECENOVUS ENERGY INC
12,000$199K0.03%
114
ENVXENOVIX CORPORATION
15,000$187K0.03%
115
KMIKINDER MORGAN INC DEL
10,108$178K0.03%
116
KEYKEYCORP
10,609$152K0.02%
117
EQXEQUINOX GOLD CORP
30,000$146K0.02%
118
SFLSFL CORPORATION LTD
10,000$112K0.02%
119
PTONPELOTON INTERACTIVE INC
10,000$60K0.01%
120
NGDNEW GOLD INC CDA
20,000$29K0.00%
121
TQ80THERATECHNOLOGIES INC
15,402$24K0.00%
122
AKTSQAKOUSTIS TECHNOLOGIES INC
27,756$23K0.00%
123
WKHSEURWORKHORSE GROUP INC
17,000$6K0.00%
124
SPDWSPDR INDEX SHS FDS
62,291$00.00%
125
PFFDGLOBAL X FDS
962,878$00.00%
126
SHWSHERWIN WILLIAMS CO
4,398$00.00%
127
SCHXSCHWAB STRATEGIC TR
805,692$00.00%
128
DGROISHARES TR
58,032$00.00%
129
SPSBSPDR SER TR
60,337$00.00%
130
SCHHSCHWAB STRATEGIC TR
122,575$00.00%
131
SCHESCHWAB STRATEGIC TR
207,516$00.00%
132
SPYMSPDR SER TR
235,906$00.00%
133
VSSVANGUARD INTL EQUITY INDEX F
105,640$00.00%
134
AGGISHARES TR
15,666$00.00%
135
VYMIVANGUARD WHITEHALL FDS
22,012$00.00%
136
ISCVISHARES TR
20,331$00.00%
137
SPHYSPDR SER TR
704,974$00.00%
138
VIGIVANGUARD WHITEHALL FDS
188,573$00.00%
139
VIGVANGUARD SPECIALIZED FUNDS
228,162$00.00%
140
VTIPVANGUARD MALVERN FDS
184,747$00.00%
141
FLRNSPDR SER TR
341,712$00.00%
142
SCHBSCHWAB STRATEGIC TR
51,276$00.00%
143
FEFIRSTENERGY CORP
46,797$00.00%
144
USRTISHARES TR
43,262$00.00%
145
BILSSPDR SER TR
13,158$00.00%
146
BSCOINVESCO EXCH TRD SLF IDX FD
117,978$00.00%
147
SPSMSPDR SER TR
43,749$00.00%
148
SCHZSCHWAB STRATEGIC TR
732,701$00.00%
149
IVEISHARES TR
10,108$00.00%
150
IJHISHARES TR
7,130$00.00%
151
AMZNAMAZON COM INC
7,511$00.00%
152
FLTRVANECK ETF TRUST
59,881$00.00%
153
VBRVANGUARD INDEX FDS
82,199$00.00%
154
VUGVANGUARD INDEX FDS
52,463$00.00%
155
VWOVANGUARD INTL EQUITY INDEX F
281,425$00.00%
156
SPYDSPDR SER TR
31,780$00.00%
157
AAPLAPPLE INC
42,174$00.00%
158
SCHMSCHWAB STRATEGIC TR
163,714$00.00%
159
BNDXVANGUARD CHARLOTTE FDS
202,333$00.00%
160
FDXFEDEX CORP
5,632$00.00%
161
SCHFSCHWAB STRATEGIC TR
168,125$00.00%
162
SCHWSCHWAB CHARLES CORP
95,414$00.00%
163
VXFVANGUARD INDEX FDS
7,482$00.00%
164
SCHPSCHWAB STRATEGIC TR
221,428$00.00%
165
VTIVANGUARD INDEX FDS
16,888$00.00%
166
SCHKSCHWAB STRATEGIC TR
30,315$00.00%
167
GOOGALPHABET INC
8,283$00.00%
168
VVVANGUARD INDEX FDS
10,215$00.00%
169
SPTSSPDR SER TR
39,218$00.00%
170
BSCPINVESCO EXCH TRD SLF IDX FD
118,180$00.00%
171
IGROISHARES TR
29,690$00.00%
172
HDVISHARES TR
139,471$00.00%
173
VBVANGUARD INDEX FDS
94,057$00.00%
174
VYMVANGUARD WHITEHALL FDS
38,831$00.00%
175
SPEMSPDR INDEX SHS FDS
53,822$00.00%
176
SCHGSCHWAB STRATEGIC TR
40,626$00.00%
177
VOVANGUARD INDEX FDS
8,118$00.00%
178
IVWISHARES TR
34,472$00.00%
179
BSCQINVESCO EXCH TRD SLF IDX FD
109,063$00.00%
180
IJRISHARES TR
19,063$00.00%
181
VCSHVANGUARD SCOTTSDALE FDS
409,998$00.00%
182
SCHCSCHWAB STRATEGIC TR
137,743$00.00%
183
VEAVANGUARD TAX-MANAGED FDS
432,546$00.00%
184
BILSPDR SER TR
40,603$00.00%
185
SGOVISHARES TR
47,989$00.00%
186
MSFTMICROSOFT CORP
8,195$00.00%
187
AQLTISHARES TR
9,844$00.00%
188
SCHDSCHWAB STRATEGIC TR
619,909$00.00%
189
SPMDSPDR SER TR
54,750$00.00%
190
SPYSPDR S&P 500 ETF TR
3,322$00.00%
191
VOOVANGUARD INDEX FDS
23,880$00.00%
192
VOEVANGUARD INDEX FDS
75,699$00.00%
193
SCHYSCHWAB STRATEGIC TR
564,317$00.00%
194
SCHASCHWAB STRATEGIC TR
165,657$00.00%
195
VNQVANGUARD INDEX FDS
189,614$00.00%
196
IWRISHARES TR
13,415$00.00%
197
BSCRINVESCO EXCH TRD SLF IDX FD
53,619$00.00%
198
IVVISHARES TR
4,469$00.00%
199
VNQIVANGUARD INTL EQUITY INDEX F
83,688$00.00%
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