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Home > Institutional Investor > Kohmann Bosshard Financial Services, Llc > Profile

Instuitional Investor - Kohmann Bosshard Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Kohmann Bosshard Financial Services, Llc
Portfolio Value $847,887,184
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 6,181,603 $135,899,961 16.03%
2.
Vanguard Ftse Developed
 1,221,149 $62,051,673 7.32%
3.
Vanguard Scottsdale Funds
 758,179 $59,864,427 7.06%
4.
Schwab Strategic Trust
 FNDF 2,534,350 $58,727,934 6.93%
5.
Vanguard Dividend
 190,076 $36,764,410 4.34%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)