$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HUN | Exit | HUNTSMAN CORP | $0 | – | -4,150 | -100.0% | -0.04% | – |
| EWC | Exit | ISHARES INCmsci cda etf | $0 | – | -3,470 | -100.0% | -0.04% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -517 | -100.0% | -0.04% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -555 | -100.0% | -0.04% | – |
| SJNK | Exit | SPDR SER TRbloomberg srt tr | $0 | – | -3,983 | -100.0% | -0.04% | – |
| RWO | Exit | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | -2,124 | -100.0% | -0.04% | – |
| DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -1,020 | -100.0% | -0.04% | – |
| BA | Exit | BOEING CO | $0 | – | -350 | -100.0% | -0.04% | – |
| GII | Exit | SPDR INDEX SHS FDSs&p gblinf etf | $0 | – | -2,066 | -100.0% | -0.04% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -2,089 | -100.0% | -0.05% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -1,000 | -100.0% | -0.05% | – |
| JPIN | Exit | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $0 | – | -2,347 | -100.0% | -0.05% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -2,393 | -100.0% | -0.06% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -2,546 | -100.0% | -0.06% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -2,859 | -100.0% | -0.14% | – |
| CWI | Exit | SPDR INDEX SHS FDSmsci acwi exus | $0 | – | -18,978 | -100.0% | -0.18% | – |
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.