KB

Kohmann Bosshard Financial Services, LLC

13F
Kohmann Bosshard Financial Services, LLC
Last update 2024-10-17 203 Stocks (11 new)
Value $805.00 Mil Turnover 6 %
Countries:
Top Holdings: SCHX(15.33%)SCHZ(6.83%)VCSH(6.47%)VEA(5.60%)VIG(4.81%)
Portfolio Report
Summary Stock Picks Current Portfolio
Kohmann Bosshard Financial Ser... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX 		Schwab U.S. Large-Cap ETF
1,819,897
123480.020
+6.11%
15.330
+0.88%
0.270
+7.21%
+21.86%
50153.427
 
SCHZ 		Schwab US Aggregate Bond ETF
1,157,306
54995.180
+3.71%
6.830
+0.24%
0.320
-0.17%
-0.94%
8358.580
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
656,631
52149.650
+4.42%
6.470
+0.27%
0.150
+0.50%
+1.40%
34165.160
 
VEA 		Vanguard FTSE Developed Markets ETF
854,717
45137.610
+5.90%
5.600
+0.31%
0.030
+0.58%
+5.34%
137327.215
 
VIG 		Vanguard Dividend Appreciation FTF
195,732
38766.710
-1.77%
4.810
-0.09%
0.050
+4.64%
+15.60%
82137.527
 
SCHD 		Schwab US Dividend Equity ETF
1,167,852
32906.200
+191.59%
4.090
+2.69%
0.050
+2.10%
+11.03%
63147.153
 
SCHP 		Schwab U.S. Tips ETF
551,434
29573.380
+3.58%
3.670
+0.13%
0.130
+0.57%
+0.92%
11157.624
 
SCHA 		Schwab U.S. Small-Cap ETF
427,902
22036.950
+8.67%
2.740
+0.22%
0.120
+1.41%
+9.65%
18201.225
 
SGOV 		iShares 0-3 Month Treasury Bond ETF
212,514
21404.460
+10.30%
2.660
+0.25%
0.080
-0.03%
+0.41%
26765.421
 
VNQ 		Vanguard Real Estate Index Fund ETF
213,463
20795.610
+2.45%
2.580
+0.06%
0.060
+5.55%
+8.39%
34692.755
 

Kohmann Bosshard Financial Services, LLC's Historical Top Holdings Breakdowns

Kohmann Bosshard Financial Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+2.69%
●
24.99 ($26.56) 28.18
$28.18
6.10%
Add 191.59%
1,167,852
255,779
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+0.88%
●
61.11 ($65.37) 67.85
$22.91
-64.95%
Add 6.11%
1,819,897
104,860
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+0.31%
●
47.6 ($50.85) 53.31
$50.46
-0.77%
Add 5.9%
854,717
47,581
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-09-30Add
+0.27%
●
76.94 ($78.48) 79.54
$78.42
-0.08%
Add 4.42%
656,631
27,774
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-09-30Add
+0.25%
●
100.3 ($100.53) 100.74
$100.68
0.15%
Add 10.3%
212,514
19,841
SCHZ 		Schwab US Aggregate Bond ETF2024-09-30Add
+0.24%
●
45.2 ($46.82) 47.87
$23.09
-50.68%
Add 3.71%
1,157,306
41,431
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+0.22%
●
46.9 ($49.65) 51.96
$25.90
-47.83%
Add 8.67%
427,902
34,125
PFFD 		Global X U.S. Preferred ETF2024-09-30Reduce
-0.18%
●
19.48 ($20.12) 21
$20.50
1.89%
Reduce -47.56%
75,500
-68,481
QQQ 		INVESCO QQQ Trust2024-09-30New Buy
+0.17%
●
434.77 ($473.23) 502.96
$496.46
4.91%
New holding
2,826
2,826
SCHP 		Schwab U.S. Tips ETF2024-09-30Add
+0.13%
●
51.58 ($52.82) 53.8
$26.34
-50.13%
Add 3.58%
551,434
19,047

Kohmann Bosshard Financial Services, LLC Total Holding History ($B)

To

Kohmann Bosshard Financial Services, LLC's Asset Allocation

To

Kohmann Bosshard Financial Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Kohmann Bosshard Financial Services, LLC's Hypothetical Growth since 2024-09-30

Kohmann Bosshard Financial Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Kohmann Bosshard Financial Services, LLC's Holdings Heat Map

Size field:

Kohmann Bosshard Financial Services, LLC's Holdings Bubble Chart

Kohmann Bosshard Financial Services, LLC News

  • 1

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