Kohmann Bosshard Financial Services, LLC Purchases in Q1 2025

Kohmann Bosshard Financial Services, LLC

  • $827 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
176K
+ 16.81%
$47.4 - $52.99 $8.33M - $9.31M
1.22M $62.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
52.9K
+ 46.21%
$91.45 - $91.75 $4.84M - $4.86M
167K $15.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
39.4K
+ 5.49%
$77.7 - $78.94 $3.07M - $3.11M
758K $59.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
53K
+ 4.48%
$25.69 - $26.89 $1.36M - $1.42M
1.24M $33.2M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
59.5K
+ 2.4%
$22.46 - $23.26 $1.34M - $1.38M
2.53M $58.7M
HDV
Ishares Core High Dividend ETF

ETFs
6.31K
+ 4.29%
$110.86 - $121.12 $699K - $764K
153K $18.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.64K
+ 16.85%
$507.05 - $563.67 $2.35M - $2.61M
32.2K $16.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
171K
+ 16.34%
$23.16 - $27.04 $3.96M - $4.62M
1.22M $28.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.83K
New
$468.34 - $539.52 $1.32M - $1.52M
2.83K $1.33M
VNQ
Vanguard Specialized Funds Van

ETFs
8.42K
+ 3.73%
$85.55 - $94.34 $720K - $794K
234K $21.2M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
32.3K
+ 3.74%
$23.32 - $23.84 $753K - $770K
897K $21M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.83K
+ 1.85%
$18.36 - $20.51 $107K - $120K
320K $6.34M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.05K
+ 156.65%
$79.17 - $82.04 $479K - $496K
9.91K $810K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
313
+ 18.07%
$442.66 - $534.52 $139K - $167K
2.05K $1.09M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.31K
New
$57.44 - $59.4 $248K - $256K
4.31K $256K
SCHX
Schwab Strategic Tr Us Large C

ETFs
304K
+ 5.17%
$21.75 - $24.28 $6.61M - $7.38M
6.18M $136M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.55K
+ 0.72%
$100.34 - $100.68 $156K - $156K
217K $21.8M
IXUS
Ishares Tr

ETFs
1.85K
+ 12.74%
$65.06 - $72.31 $120K - $134K
16.4K $1.14M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
277
+ 0.15%
$25.81 - $28.52 $7.15K - $7.9K
180K $4.97M
VT
Vanguard Total World Stk Index

ETFs
1.31K
+ 93.5%
$115.08 - $123.97 $151K - $162K
2.71K $313K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
328
+ 0.57%
$33.84 - $37.77 $11.1K - $12.4K
57.6K $2.1M
VIG
Vanguard Dividend Appreciation

ETFs
775
+ 0.41%
N/A
190K $34.6M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.9K
+ 3.45%
$20.2 - $22.24 $78.8K - $86.8K
117K $2.52M
ABBV
Abb Vie Inc.

Healthcare
150
+ 5.98%
$169.2 - $216.66 $25.4K - $32.5K
2.66K $557K
JPM
Jpmorgan Chase & CO

Financial Services
343
+ 8.05%
$225.19 - $279.95 $77.2K - $96K
4.61K $1.13M
XOM
Exxon Mobil Corp

Energy
180
+ 2.54%
$105.44 - $118.93 $19K - $21.4K
7.26K $863K
BNDX
Vanguard Total International B

ETFs
1.61K
+ 33.93%
$48.33 - $49.5 $77.9K - $79.7K
6.36K $310K
WDOFF
Wesdome Gold Mines LTD (Canada
500
+ 2.56%
$8.93 - $11.92 $4.47K - $5.96K
20K $238K
FE
Firstenergy Corp

Utilities
772
+ 1.63%
$37.95 - $43.5 $29.3K - $33.6K
48.2K $1.95M
DAX
Global X Fds Dax Germany ETF

ETFs
13
+ 0.13%
$33.12 - $41.49 $431 - $539
10K $392K
TD
Toronto Dominion Bank

Financial Services
605
+ 18.28%
$53.12 - $61.15 $32.1K - $37K
3.92K $234K
IBM
International Business Machines Corp

Technology
54
+ 3.58%
$217.4 - $264.74 $11.7K - $14.3K
1.56K $388K
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 22.29%
$890.62 - $1076.86 $34.7K - $42K
214 $202K
HSBC
Hsbc Holdings PLC

Financial Services
100
+ 2.56%
$48.68 - $61.58 $4.87K - $6.16K
4K $229K
BSCU
Invesco Exc Self Ind Tr

ETFs
1.41K
+ 3.87%
$16.2 - $16.64 $22.8K - $23.4K
37.8K $627K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11
+ 0.08%
$95.85 - $99.25 $1.05K - $1.09K
13.3K $1.31M
SPTS
Spdr Portfolio Short Term Trea

ETFs
250
+ 0.36%
$28.92 - $29.24 $7.23K - $7.31K
69.5K $2.03M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
173
+ 0.24%
$20.05 - $20.4 $3.47K - $3.53K
73.2K $1.49M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7
+ 0.19%
$100.59 - $103.47 $704 - $724
3.61K $373K
BSCV
Invesco ETF Self Indexed Fd Tr
50
+ 0.13%
$15.87 - $16.38 $794 - $819
37.2K $606K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
163
+ 0.3%
$19.43 - $19.62 $3.17K - $3.2K
55K $1.08M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
162
+ 0.18%
$19.42 - $19.54 $3.15K - $3.17K
90.7K $1.77M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
155
+ 0.13%
$20.64 - $20.73 $3.2K - $3.21K
123K $2.54M
RPM
Rpm International Inc

Basic Materials
196
+ 9.0%
$114.03 - $128.31 $22.3K - $25.1K
2.37K $274K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
22
+ 0.27%
$99.16 - $99.52 $2.18K - $2.19K
8.23K $818K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
255
+ 1.15%
$49.25 - $50.66 $12.6K - $12.9K
22.4K $1.11M
Morgan Stanley Var
100K
New
N/A
100K $0
Vanguard Growth Index Ad
1.42K
New
N/A
1.42K $0
Vanguard Mid Cap Index A
1.23K
New
N/A
1.23K $0
Activity Summary
Buys All Purchases 144 New Holdings 84 Increased Positions 60 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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