Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kohmann Bosshard Financial Services, LLC (CIK 1696615) reported $1.18B across 229 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHX ($232.6M, 19.74%), VEA ($110.9M, 9.40%), VCSH ($90.1M, 7.64%), SCHZ ($89.2M, 7.57%), SCHA ($52.1M, 4.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP | $232.6M | 19.74% | 7.9M | Added |
| 2 | VEA | VANGUARD FTSE DEVELOPED | $110.9M | 9.40% | 1.6M | Added |
| 3 | VCSH | VANGUARD SHORT TERM COR | $90.1M | 7.64% | 1.1M | Added |
| 4 | SCHZ | SCHWAB U.S. AGGREGATE | $89.2M | 7.57% | 3.9M | Added |
| 5 | SCHA | SCHWAB U.S. SMALL-CAP | $52.1M | 4.42% | 1.4M | Added |
| 6 | SCHP | SCHWAB U.S. TIPS ETF | $44.1M | 3.74% | 1.7M | Added |
| 7 | VIG | VANGUARD DIVIDEND | $41.1M | 3.48% | 173,525 | Added |
| 8 | SPHY | STATE STREET SPDR | $29.3M | 2.49% | 1.3M | Added |
| 9 | VNQ | VANGUARD REAL ESTATE | $28.3M | 2.40% | 293,410 | Added |
| 10 | VUG | VANGUARD GROWTH INDEX | $27.8M | 2.36% | 322,697 | Added |
| 11 | VOO | VANGUARD S&P 500 ETF | $25.3M | 2.14% | 36,803 | Added |
| 12 | VBIL | VANGUARD 0-3 MONTH | $25.2M | 2.14% | 333,308 | Added |
| 13 | VB | VANGUARD SMALL-CAP INDEX | $23.4M | 1.99% | 77,283 | Trimmed |
| 14 | HDV | ISHARES CORE HIGH | $23.2M | 1.97% | 845,826 | Added |
| 15 | VWO | VANGUARD FTSE EMERGING | $22.3M | 1.90% | 374,418 | Added |
| 16 | SCHD | SCHWAB U.S. DIVIDEND | $18.6M | 1.58% | 585,877 | Trimmed |
| 17 | SPLG | STATE STREET SPDR | $15.6M | 1.32% | 177,517 | Trimmed |
| 18 | AAPL | APPLE INC | $13.4M | 1.14% | 46,344 | Trimmed |
| 19 | VBR | VANGUARD SMALL-CAP VALUE | $12.8M | 1.08% | 52,563 | Added |
| 20 | VIGI | VANGUARD INTERNATIONAL | $11.1M | 0.94% | 118,373 | Added |
| 21 | SCHF | SCHWAB INTERNATIONAL | $10.4M | 0.88% | 374,000 | Added |
| 22 | BIL | STATE STREET SPDR | $9.9M | 0.84% | 108,193 | Trimmed |
| 23 | VV | VANGUARD LARGE-CAP INDEX | $7.4M | 0.63% | 21,436 | Added |
| 24 | SCHM | SCHWAB U.S. MID-CAP ETF | $7.2M | 0.61% | 196,201 | Trimmed |
| 25 | SCHW | CHARLES SCHWAB CORP | $6.7M | 0.57% | 72,757 | Added |
Source: SEC Form 13F filings · as of 2026-06-30