§ 13F · FUND PROFILE
Kohmann Bosshard Financial Services, LLC.
AUM · $1.2B (13F)Positions · 229Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP | 7.90M | $233M | 19.7% | −47% |
| 2 | VEA | VANGUARD FTSE DEVELOPED | 1.56M | $111M | 9.4% | −48% |
| 3 | VCSH | VANGUARD SHORT TERM COR | 1.14M | $90M | 7.6% | −41% |
| 4 | SCHZ | SCHWAB U.S. AGGREGATE | 3.86M | $89M | 7.6% | −41% |
| 5 | SCHA | SCHWAB U.S. SMALL-CAP | 1.44M | $52M | 4.4% | −48% |
| 6 | SCHP | SCHWAB U.S. TIPS ETF | 1.66M | $44M | 3.7% | −43% |
| 7 | VIG | VANGUARD DIVIDEND | 174K | $41M | 3.5% | −49% |
| 8 | SPHY | STATE STREET SPDR | 1.25M | $29M | 2.5% | −43% |
| 9 | VNQ | VANGUARD REAL ESTATE | 293K | $28M | 2.4% | −46% |
| 10 | VUG | VANGUARD GROWTH INDEX | 323K | $28M | 2.4% | +226% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KOHMANN SIGNAL
AC read
Kohmann Bosshard Financial Services, LLC is a Other fund managing $1.2 billion in assets. The fund runs a broad portfolio of 229 positions.
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