Kohmann Bosshard Financial Services, LLC: 13F holdings
CIK 16966152026Q2
| Positions | 229 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 229 (+20 vs prior quarter) |
|---|
| Reported value | $1.2bn (+14.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX SCHWAB U.S. LARGE-CAP | 7,904,940 | $232.6m | 19.7% |
| VEA VANGUARD FTSE DEVELOPED | 1,555,850 | $110.9m | 9.4% |
| VCSH VANGUARD SHORT TERM COR | 1,139,709 | $90.1m | 7.6% |
| SCHZ SCHWAB U.S. AGGREGATE | 3,855,498 | $89.2m | 7.6% |
| SCHA SCHWAB U.S. SMALL-CAP | 1,442,916 | $52.1m | 4.4% |
| SCHP SCHWAB U.S. TIPS ETF | 1,664,512 | $44.1m | 3.7% |
| VIG VANGUARD DIVIDEND | 173,525 | $41.1m | 3.5% |
| SPHY STATE STREET SPDR | 1,251,852 | $29.3m | 2.5% |
| VNQ VANGUARD REAL ESTATE | 293,410 | $28.3m | 2.4% |
| VUG VANGUARD GROWTH INDEX | 322,697 | $27.8m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1696615")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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