Kohmann Bosshard Financial Services, LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $717 Million distributed in 202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $71M, Schwab Strategic Tr Us Dividen with a value of $45.5M, Vanguard Dividend Appreciation with a value of $40.8M, Schwab Us Aggregate Bond ETF with a value of $37.7M, and Vanguard Sht Term Corp Bd ETF with a value of $36.1M.

Examining the 13F form we can see an increase of $61.5M in the current position value, from $656M to 717M.

Below you can find more details about Kohmann Bosshard Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $717 Million
ETFs: $662 Million
Technology: $14.6 Million
Financial Services: $13.5 Million
Industrials: $7.05 Million
Consumer Cyclical: $3.43 Million
Communication Services: $3.33 Million
Healthcare: $3.25 Million
Basic Materials: $2.8 Million
Other: $6.67 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $717 Million
  • Prior Value $656 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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