| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 30 | Q2 2024 | 14.8% |
| SCHWAB STRATEGIC TR | 30 | Q2 2024 | 10.5% |
| VANGUARD SPECIALIZED PORTFOL | 30 | Q2 2024 | 6.7% |
| VANGUARD SCOTTSDALE FDS | 30 | Q2 2024 | 6.9% |
| SCHWAB STRATEGIC TR | 30 | Q2 2024 | 9.1% |
| SCHWAB STRATEGIC TR | 30 | Q2 2024 | 5.9% |
| SCHWAB STRATEGIC TR | 30 | Q2 2024 | 6.3% |
| SCHWAB STRATEGIC TR | 30 | Q2 2024 | 5.2% |
| VANGUARD MALVERN FDS | 30 | Q2 2024 | 4.4% |
| SCHWAB STRATEGIC TR | 30 | Q2 2024 | 3.0% |
View Kohmann Bosshard Financial Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-11 |
| N-PX | 2024-07-11 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-08 |
View Kohmann Bosshard Financial Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.