$227 Million is the total value of Kohmann Bosshard Financial Services, LLC's 110 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $1,686,000 | – | 70,445 | +100.0% | 0.74% | – |
| DGRO | New | ISHARES TRcore div grwth | $865,000 | – | 26,548 | +100.0% | 0.38% | – |
| VOO | New | VANGUARD INDEX FDS | $450,000 | – | 1,899 | +100.0% | 0.20% | – |
| IWB | New | ISHARES TRrus 1000 etf | $299,000 | – | 2,110 | +100.0% | 0.13% | – |
| IWR | New | ISHARES TRrus mid cap etf | $260,000 | – | 6,032 | +100.0% | 0.11% | – |
| EEMA | New | ISHARES INCmsci em asia etf | $198,000 | – | 3,485 | +100.0% | 0.09% | – |
| DUK | New | DUKE ENERGY CORP NEW | $198,000 | – | 2,445 | +100.0% | 0.09% | – |
| HD | New | HOME DEPOT INC | $153,000 | – | 820 | +100.0% | 0.07% | – |
| MRK | New | MERCK & CO. INC | $125,000 | – | 1,625 | +100.0% | 0.06% | – |
| ORCL | New | ORACLE CORP | $121,000 | – | 2,510 | +100.0% | 0.05% | – |
| IYR | New | ISHARES TRu.s. real es etf | $117,000 | – | 1,686 | +100.0% | 0.05% | – |
| PEP | New | PEPSICO INC | $114,000 | – | 950 | +100.0% | 0.05% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $102,000 | – | 1,898 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-07
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 27 | Q3 2023 | 10.3% |
| SCHWAB STRATEGIC TR | 27 | Q3 2023 | 10.5% |
| SCHWAB STRATEGIC TR | 27 | Q3 2023 | 9.1% |
| VANGUARD SPECIALIZED PORTFOL | 27 | Q3 2023 | 6.7% |
| VANGUARD SCOTTSDALE FDS | 27 | Q3 2023 | 6.9% |
| SCHWAB STRATEGIC TR | 27 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 27 | Q3 2023 | 6.3% |
| SCHWAB STRATEGIC TR | 27 | Q3 2023 | 5.2% |
| VANGUARD MALVERN FDS | 27 | Q3 2023 | 4.4% |
| SCHWAB STRATEGIC TR | 27 | Q3 2023 | 3.0% |
View Kohmann Bosshard Financial Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-12 |
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.