$451 Million is the total value of Kohmann Bosshard Financial Services, LLC's 136 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -831 | -100.0% | -0.04% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -2,707 | -100.0% | -0.05% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -4,897 | -100.0% | -0.05% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSem mk gov bd etf | $0 | – | -3,420 | -100.0% | -0.05% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -2,121 | -100.0% | -0.05% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -2,606 | -100.0% | -0.05% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -4,428 | -100.0% | -0.05% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -2,340 | -100.0% | -0.06% | – |
| FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -4,099 | -100.0% | -0.06% | – |
| HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -9,136 | -100.0% | -0.07% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -9,153 | -100.0% | -0.10% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -9,089 | -100.0% | -0.15% | – |
| FREL | Exit | FIDELITY COVINGTON TRUSTmsci rl est etf | $0 | – | -30,471 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-13
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.