EdgeMarket › What Kohmann Bosshard Financial Services, Llc reported owning
What Kohmann Bosshard Financial Services, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.0BPositions
209Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SCHX Schwab U.S. Large-Cap ETF | 194.4M | 18.9% | 7.6M | 30.21 | +19.6% |
| VEA Vanguard FTSE Developed Markets ETF | 96.3M | 9.4% | 1.5M | 73.42 | +24.7% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 78.2M | 7.6% | 986.0K | 78.59 | -1.3% |
| SCHZ Schwab US Aggregate Bond ETF | 77.1M | 7.5% | 3.3M | 22.77 | -1.8% |
| SCHA Schwab U.S. Small-Cap ETF | 40.9M | 4.0% | 1.4M | 34.83 | +32.4% |
| SCHP Schwab U.S. TIPS ETF | 39.5M | 3.8% | 1.5M | 25.96 | -2.7% |
| VIG Vanguard Div Appreciation ETF | 36.5M | 3.6% | 169.9K | 243.91 | +16.2% |
| SPHY State Street SPDR Portfolio High Yield Bond ET | 26.1M | 2.5% | 1.1M | 23.30 | -1.6% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 25.6M | 2.5% | 254.0K | 100.63 | +0.0% |
| VNQ Vanguard Real Estate ETF | 24.7M | 2.4% | 277.9K | 98.50 | +8.6% |
| HDV iShares Core High Dividend ETF | 22.2M | 2.2% | 163.8K | 29.81 | +21.7% |
| VUG Vanguard Morningstar Growth ETF | 21.8M | 2.1% | 50.0K | 87.50 | +15.9% |
| VB Vanguard Morningstar Small-Cap ETF | 20.6M | 2.0% | 78.7K | 304.76 | +24.4% |
| VOO Vanguard S&P 500 ETF | 20.0M | 1.9% | 33.5K | 703.71 | +20.0% |
| SCHD Schwab US Dividend Equity ETF | 19.3M | 1.9% | 627.6K | 35.11 | +27.6% |
| VWO Vanguard FTSE Emerging Markets ETF | 19.2M | 1.9% | 355.2K | 60.45 | +17.7% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 13.9M | 1.4% | 182.2K | 90.13 | +20.1% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 13.8M | 1.3% | 150.2K | 91.60 | -0.1% |
| AAPL Apple Inc. | 11.8M | 1.1% | 46.4K | 309.35 | +36.9% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 11.2M | 1.1% | 51.8K | 249.18 | +22.7% |
| VIGI Vanguard International Dividend Appreciation E | 10.3M | 1.0% | 116.7K | 98.61 | +9.6% |
| SCHF Schwab International Equity ETF | 8.7M | 0.8% | 351.8K | 28.46 | +24.7% |
| SCHW SCHWAB CHARLES CORP | 6.8M | 0.7% | 72.7K | 112.30 | +17.6% |
| VV Vanguard Morningstar Large-Cap ETF | 6.4M | 0.6% | 21.3K | 352.60 | +19.8% |
| SCHM Schwab U.S. Mid Cap ETF | 6.4M | 0.6% | 205.2K | 36.16 | +25.4% |
| NVDA NVIDIA CORP | 5.5M | 0.5% | 31.3K | 214.72 | +22.4% |
| SCHE Schwab Emerging Markets Equity ETF | 4.7M | 0.5% | 142.9K | 36.97 | +17.7% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 4.3M | 0.4% | 23.3K | 208.64 | +21.9% |
| VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF | 4.2M | 0.4% | 28.7K | 160.06 | +15.9% |
| IVV iShares Core S&P 500 ETF | 4.1M | 0.4% | 6.3K | 769.31 | +20.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 3.7M | 0.4% | 11.6K | 378.24 | +20.5% |
| VBIL Vanguard 0-3 Month Treasury Bill ETF | 3.5M | 0.3% | 45.7K | 75.66 | +0.2% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 3.4M | 0.3% | 70.9K | 57.28 | +28.7% |
| IVW iShares S&P 500 Growth ETF | 3.3M | 0.3% | 28.8K | 138.83 | +22.2% |
| VYM Vanguard High Dividend Yield ETF | 3.2M | 0.3% | 21.5K | 164.97 | +19.9% |
| SPY SPDR S&P 500 ETF TRUST | 3.0M | 0.3% | 4.5K | 765.72 | +20.0% |
| MSFT MICROSOFT CORP | 2.9M | 0.3% | 7.8K | 483.24 | -4.4% |
| DGRO iShares Core Dividend Growth ETF | 2.8M | 0.3% | 40.4K | 79.61 | +20.0% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 2.8M | 0.3% | 95.8K | 35.32 | +17.3% |
| SPDW State Street SPDR Portfolio Developed World ex | 2.6M | 0.3% | 57.6K | 52.02 | +24.4% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 2.6M | 0.3% | 44.2K | 67.27 | +20.8% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 2.5M | 0.2% | 121.2K | 20.39 | -0.5% |
| FE FIRSTENERGY CORP | 2.4M | 0.2% | 48.1K | 45.96 | +5.5% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 2.4M | 0.2% | 124.3K | 19.57 | +0.3% |
| SCHC Schwab International Small-Cap Equity ETF | 2.3M | 0.2% | 49.8K | 51.25 | +17.4% |
| GOOG Alphabet Inc. | 2.2M | 0.2% | 7.7K | 341.75 | +70.7% |
| GOOGL Alphabet Inc. | 2.1M | 0.2% | 7.5K | 344.82 | +73.0% |
| IJR iShares Core S&P Small-Cap ETF | 2.1M | 0.2% | 17.1K | 147.31 | +29.0% |
| IJH iShares Core S&P Mid-Cap ETF | 2.1M | 0.2% | 31.0K | 76.77 | +20.8% |
| SPEM State Street SPDR Portfolio Emerging Markets E | 2.1M | 0.2% | 43.7K | 52.38 | +18.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →