Kohmann Bosshard Financial Services, LLC

Est. AUM

$1.18B

13F long equity, this entity only

Positions

229

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB U.S. LARGE-CAP	UIE	$232.6M	7904940	19.74%	SOLE
2	VANGUARD FTSE DEVELOPED	UIE	$110.9M	1555850	9.40%	SOLE
3	VANGUARD SHORT TERM COR	UIE	$90.1M	1139709	7.64%	SOLE
4	SCHWAB U.S. AGGREGATE	UIE	$89.2M	3855498	7.57%	SOLE
5	SCHWAB U.S. SMALL-CAP	UIE	$52.1M	1442916	4.42%	SOLE
6	SCHWAB U.S. TIPS ETF	UIE	$44.1M	1664512	3.74%	SOLE
7	VANGUARD DIVIDEND	UIE	$41.1M	173525	3.48%	SOLE
8	STATE STREET SPDR	UIE	$29.3M	1251852	2.49%	SOLE
9	VANGUARD REAL ESTATE	UIE	$28.3M	293410	2.40%	SOLE
10	VANGUARD GROWTH INDEX	UIE	$27.8M	322697	2.36%	SOLE
11	VANGUARD S&P 500 ETF	UIE	$25.3M	36803	2.14%	SOLE
12	VANGUARD 0-3 MONTH	UIE	$25.2M	333308	2.14%	SOLE
13	VANGUARD SMALL-CAP INDEX	UIE	$23.4M	77283	1.99%	SOLE
14	ISHARES CORE HIGH	UIE	$23.2M	845826	1.97%	SOLE
15	VANGUARD FTSE EMERGING	UIE	$22.3M	374418	1.90%	SOLE
16	SCHWAB U.S. DIVIDEND	UIE	$18.6M	585877	1.58%	SOLE
17	STATE STREET SPDR	UIE	$15.6M	177517	1.32%	SOLE
18	APPLE INC	COM	$13.4M	46344	1.14%	SOLE
19	VANGUARD SMALL-CAP VALUE	UIE	$12.8M	52563	1.08%	SOLE
20	VANGUARD INTERNATIONAL	UIE	$11.1M	118373	0.94%	SOLE
21	SCHWAB INTERNATIONAL	UIE	$10.4M	374000	0.88%	SOLE
22	STATE STREET SPDR	UIE	$9.9M	108193	0.84%	SOLE
23	VANGUARD LARGE-CAP INDEX	UIE	$7.4M	21436	0.63%	SOLE
24	SCHWAB U.S. MID-CAP ETF	UIE	$7.2M	196201	0.61%	SOLE
25	CHARLES SCHWAB CORP	COM	$6.7M	72757	0.57%	SOLE
26	NVIDIA CORP	COM	$6.2M	31007	0.53%	SOLE
27	SCHWAB EMERGING MARKETS	UIE	$5.1M	140532	0.43%	SOLE
28	ISHARES 0-3 MONTH	UIE	$5.1M	50179	0.43%	SOLE
29	ISHARES CORE S&P 500	UIE	$4.7M	6288	0.40%	SOLE
30	VANGUARD MID-CAP VALUE	UIE	$4.5M	22818	0.38%	SOLE
31	VANGUARD FTSE ALL-WORLD	UIE	$4.4M	28631	0.37%	SOLE
32	VANGUARD TOTAL STOCK	UIE	$4.1M	11197	0.35%	SOLE
33	STATE STREET SPDR	UIE	$4.0M	68806	0.34%	SOLE
34	ISHARES S&P 500 GROWTH	UIE	$4.0M	28825	0.34%	SOLE
35	STATE STREET SPDR S&P	UIE	$3.4M	4553	0.29%	SOLE
36	VANGUARD HIGH DIVIDEND	UIE	$3.4M	21513	0.29%	SOLE
37	SCHWAB U.S. LARGE-CAP	UIE	$3.2M	94045	0.27%	SOLE
38	ISHARES CORE DIVIDEND	UIE	$3.0M	40174	0.26%	SOLE
39	STATE STREET SPDR	UIE	$2.9M	43219	0.25%	SOLE
40	MICROSOFT CORP	COM	$2.9M	7698	0.24%	SOLE
41	STATE STREET SPDR	UIE	$2.9M	56817	0.24%	SOLE
42	ALPHABET INC	COM	$2.7M	7724	0.23%	SOLE
43	ALPHABET INC	COM	$2.7M	7465	0.23%	SOLE
44	ISHARES CORE S&P	UIE	$2.5M	16965	0.21%	SOLE
45	INVESCO BULLETSHARES	UIE	$2.5M	121210	0.21%	SOLE
46	SCHWAB INTERNATIONAL	UIE	$2.4M	49803	0.20%	SOLE
47	ISHARES CORE S&P MID-CAP	UIE	$2.4M	31039	0.20%	SOLE
48	INVESCO BULLETSHARES	UIE	$2.4M	120635	0.20%	SOLE
49	FIRSTENERGY CORP	COM	$2.3M	47810	0.19%	SOLE
50	STATE STREET SPDR	UIE	$2.2M	42924	0.19%	SOLE

1–50 of 229

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.