Kohmann Bosshard Financial Services, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $826 Million distributed in 784 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 $136M, Schwab Us Aggregate Bond ETF with a value of $56.2M, Vanguard Sht Term Corp Bd ETF with a value of $56.1M, Vanguard Ftse Developed Market with a value of $50M, and Vanguard Dividend Appreciation with a value of $34.5M.
Examining the 13F form we can see an increase of $24.4M in the current position value, from $801M to 826M.
Below you can find more details about Kohmann Bosshard Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$826 Million
ETFs: $754 Million
Technology: $19.4 Million
Financial Services: $15.5 Million
Industrials: $8.84 Million
Consumer Cyclical: $4.88 Million
Basic Materials: $4.68 Million
Communication Services: $4.51 Million
Healthcare: $3.76 Million
Other: $9.16 Million
Stock Holdings Table Market Cap. of $200 Billions or more
