$499 Million is the total value of Kohmann Bosshard Financial Services, LLC's 117 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFFD | New | GLOBAL X FDSus pfd etf | $12,706,000 | – | 479,111 | +100.0% | 2.55% | – |
| SPHY | New | SPDR SER TRportfli high yld | $11,660,000 | – | 430,189 | +100.0% | 2.34% | – |
| MCD | New | MCDONALDS CORP | $218,000 | – | 812 | +100.0% | 0.04% | – |
| PEP | New | PEPSICO INC | $222,000 | – | 1,280 | +100.0% | 0.04% | – |
| ACN | New | ACCENTURE PLC IRELAND | $216,000 | – | 521 | +100.0% | 0.04% | – |
| WEC | New | WEC ENERGY GROUP INC | $206,000 | – | 2,121 | +100.0% | 0.04% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $202,000 | – | 403 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-12
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.