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.