Kohmann Bosshard Financial Services, LLC Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$833.3M
Holdings
784
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (784 positions)
| Stock | Value |
|---|---|
SCHXSCHWAB US LARGE CAP ETF | $136.2M |
SCHZSCHWAB US AGGREGATE BOND | $56.2M |
VCSHVANGUARD SHORT TERM COR | $56.1M |
VEAVANGUARD FTSE DEVELOPED | $50.0M |
VIGVANGUARD DIVIDEND | $37.1M |
SCHPSCHWAB US TIPS ETF | $30.6M |
SCHDSCHWAB US DIVIDEND | $30.5M |
SCHASCHWAB US SMALL CAP ETF | $27.0M |
SGOVISHARES 0 TO 3 MNTH | $21.6M |
SPHYSPDR PORTFOLIO HIGH | $20.3M |
VNQVANGUARD REAL ESTATE | $20.1M |
VBVANGUARD SMALL CAP ETF | $19.9M |
VUGVANGUARD GROWTH ETF | $19.7M |
HDVISHARES CORE HIGH | $16.5M |
SPYMSPDR PORTFOLIO S&P 500 | $16.0M |
VOOVANGUARD S&P 500 ETF | $14.8M |
VWOVANGUARD FTSE EMERGING | $13.5M |
BILSPDR BLOOMBERG 1 3 MNTH | $10.5M |
AAPLAPPLE INC | $10.3M |
VIGIVANGUARD INTL DIVIDEND | $8.6M |
VBRVANGUARD SMALL CAP VALUE | $8.3M |
SCHMCHARLES SCHWAB US MC | $7.6M |
SCHWCHARLES SCHWAB CORP | $7.5M |
VOEVANGUARD MID CAP VALUE | $6.3M |
VSSVGRD FTSE ALL WRLD EX US | $5.8M |
SCHFSCHWAB INTERNATIONAL | $5.8M |
SCHESCHWAB EMERGING MARKETS | $4.8M |
VTIVANGUARD TOTAL STOCK | $4.7M |
SCHYSCHWAB INTERNATIONAL | $4.6M |
SCHGSCHWAB US LARGE CAP | $4.5M |
VYMVANGUARD HIGH DIVIDEND | $3.7M |
DGROISHARES CORE DIVIDEND | $3.6M |
MSFTMICROSOFT CORP | $3.4M |
SCHCSCHWAB INTERNATNAL SMALL | $3.2M |
VVVANGUARD LARGE CAP ETF | $3.1M |
IVWISHARES S&P 500 GROWTH | $3.0M |
IVVISHARES CORE S&P 500 | $2.9M |
SCHBSCHWAB US BROAD MARKET | $2.7M |
SPMDSPDR PORTFOLIO S&P 400 | $2.6M |
BSCPINVSC BULLETSHARES 2025 | $2.5M |
SCHHCHARLES SCHWAB US REIT | $2.4M |
NVDANVIDIA CORP | $2.3M |
IJRISHARES CORE S&P SMALL | $2.1M |
IJHISHARES CORE S&P MID CAP | $2.0M |
SPTSSPDR SHORT TERM TREASURY | $2.0M |
USRTISHARES CORE US REIT | $2.0M |
SPDWSPDR PORTFOLIO DVLPD | $2.0M |
SPYSPDR S&P 500 ETF IV | $1.9M |
IGROISHARES DIVIDEND GROWTH | $1.9M |
SPEMSPDR INDEX SHARES EMERG | $1.9M |
FEFIRSTENERGY CORP | $1.9M |
VOVANGUARD MID CAP ETF | $1.8M |
SPSMSPDR PORTFOLIO S&P 600 | $1.8M |
IVEISHARES S&P 500 VALUE | $1.8M |
BSCQINVSC BULLETSHARS 2026 | $1.8M |
SCHKSCHWAB 1000 INDEX ETF | $1.7M |
AMZNAMAZON COM INC | $1.7M |
FDXFEDEX CORP | $1.6M |
BSCSINVESCO BULLETSHARS 2028 | $1.5M |
—INVSC QQQ TRUST SRS 1 | $1.4M |
VXFVANGUARD EXTENDED MARKET | $1.4M |
GOOGALPHABET INC | $1.4M |
VYMIVANGUARD INTERNATNL HGH | $1.4M |
SHWSHERWIN-WILLIAMS CO | $1.4M |
IWRISHARES RUSSELL MID CAP | $1.4M |
GOOGLALPHABET INC | $1.3M |
AGGISHARES CORE US | $1.3M |
FLTRVANECK IG FLOATING RATE | $1.3M |
ISCVISHARES MORN SMALL CAP | $1.2M |
AQLTISHARES SELECT DIVIDEND | $1.2M |
BSCTINVSC BLTSHRS 2029 CORP | $1.2M |
PFFDGLOBAL X US PREFERRED | $1.1M |
VTVVANGUARD VALUE ETF | $1.1M |
VTEBVANGUARD MUNI BND TAX | $1.1M |
BSCRINVSC BULLETSHARES 2027 | $1.1M |
SPSBSPDR SHORT TERM | $1.0M |
JPMJPMORGAN CHASE & CO | $1.0M |
BSCXINVESCO BULLETSHARES | $1.0M |
IXUSISHARES CORE MSCI TOTL | $960K |
WABWABTEC | $927K |
VEUVANGUARD FTSE ALL WORLD | $896K |
XLKTECHNOLOGY SELECT SECTOR | $885K |
AVGOBROADCOM INC | $865K |
IWYISHARES RUSSELL TOP 200 | $849K |
SPYDSPDR S&P 500 HIGH | $817K |
PGRPROGRESSIVE CORP OH | $815K |
BILSSPDR BLOOMBERG 3 12 MTH | $813K |
EWGISHARES MSCI GERMANY | $807K |
IJJISHARES S&P MID CAP 400 | $793K |
BRK/BBERKSHIRE HATHAWAY | $785K |
XOMEXXON MOBIL CORP | $761K |
IWXISHARES RUSSELL TOP 200 | $742K |
METAMETA PLATFORMS INC | $741K |
HDHOME DEPOT INC | $732K |
IWBISHARES RUSSELL 1000 | $709K |
MRSHMARSH & MCLENNAN COS INC | $689K |
BXBLACKSTONE INC | $656K |
NFLXNETFLIX INC | $638K |
AGIALAMOS GOLD INC NEW F | $631K |
WMTWALMART INC | $620K |
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