Kohmann Bosshard Financial Services, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $801 Million distributed in 203 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 $123M, Schwab Us Aggregate Bond ETF with a value of $55M, Vanguard Sht Term Corp Bd ETF with a value of $52.1M, Vanguard Ftse Developed Market with a value of $45.1M, and Vanguard Dividend Appreciation with a value of $35.7M.
Examining the 13F form we can see an increase of $59.4M in the current position value, from $742M to 801M.
Below you can find more details about Kohmann Bosshard Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$801 Million
ETFs: $741 Million
Technology: $18.5 Million
Financial Services: $13.4 Million
Industrials: $7.02 Million
Consumer Cyclical: $3.99 Million
Communication Services: $3.69 Million
Basic Materials: $3.35 Million
Healthcare: $3.23 Million
Other: $6.77 Million
Stock Holdings Table Market Cap. of $200 Billions or more
