Kohmann Bosshard Financial Services, LLC - Portfolio overview

Kohmann Bosshard Financial Services, LLC has 231 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB U.S. LARGE-CAP, 18.46%
2. VEA - VANGUARD FTSE DEVELOPED, 9.14%
3. VCSH - VANGUARD SHORT TERM COR, 7.42%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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