Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $1,027,547,728
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 7,583,229 $194,433,995 18.92%
2.
Vanguard Ftse Developed
 1,502,484 $96,279,161 9.37%
3.
Vanguard Scottsdale Funds
 986,016 $78,161,480 7.61%
4.
Schwab Strategic Trust
 SCHD 3,320,799 $77,108,944 7.5%
5.
Schwab Strategic Trust
 SCHD 1,406,465 $40,900,003 3.98%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.