Kohmann Bosshard Financial Services, LLC has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $742 Million distributed in 194 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 $110M, Schwab Us Aggregate Bond ETF with a value of $50.9M, Vanguard Sht Term Corp Bd ETF with a value of $48.6M, Vanguard Ftse Developed Market with a value of $39.9M, and Vanguard Dividend Appreciation with a value of $36.4M.
Examining the 13F form we can see an increase of $24.5M in the current position value, from $717M to 742M.
Below you can find more details about Kohmann Bosshard Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$742 Million
ETFs: $685 Million
Technology: $17.2 Million
Financial Services: $13.2 Million
Industrials: $6.79 Million
Communication Services: $3.83 Million
Consumer Cyclical: $3.3 Million
Healthcare: $2.97 Million
Basic Materials: $2.58 Million
Other: $6.25 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions