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 $1.03B across 208 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($194.4M, 18.92%), VEA ($96.3M, 9.37%), VCSH ($78.2M, 7.61%), SCHZ ($77.1M, 7.50%), SCHA ($40.9M, 3.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP | $194.4M | 18.92% | 7.6M | Added |
| 2 | VEA | VANGUARD FTSE DEVELOPED | $96.3M | 9.37% | 1.5M | Added |
| 3 | VCSH | VANGUARD SHORT TERM COR | $78.2M | 7.61% | 986,016 | Added |
| 4 | SCHZ | SCHWAB U.S. AGGREGATE | $77.1M | 7.50% | 3.3M | Added |
| 5 | SCHA | SCHWAB U.S. SMALL-CAP | $40.9M | 3.98% | 1.4M | Added |
| 6 | SCHP | SCHWAB U.S. TIPS ETF | $39.5M | 3.85% | 1.5M | Added |
| 7 | VIG | VANGUARD DIVIDEND | $36.5M | 3.56% | 169,892 | Added |
| 8 | SPHY | STATE STREET SPDR | $26.1M | 2.54% | 1.1M | Added |
| 9 | SGOV | ISHARES 0-3 MONTH | $25.6M | 2.49% | 253,967 | Added |
| 10 | VNQ | VANGUARD REAL ESTATE | $24.7M | 2.40% | 277,909 | Added |
| 11 | HDV | ISHARES CORE HIGH | $22.2M | 2.16% | 163,758 | Added |
| 12 | VUG | VANGUARD GROWTH INDEX | $21.8M | 2.13% | 50,004 | Added |
| 13 | VB | VANGUARD SMALL-CAP INDEX | $20.6M | 2.01% | 78,747 | Trimmed |
| 14 | VOO | VANGUARD S&P 500 ETF | $20.0M | 1.95% | 33,527 | Added |
| 15 | SCHD | SCHWAB U.S. DIVIDEND | $19.3M | 1.87% | 627,560 | Trimmed |
| 16 | VWO | VANGUARD FTSE EMERGING | $19.2M | 1.87% | 355,213 | Added |
| 17 | SPLG | STATE STREET SPDR | $13.9M | 1.36% | 182,167 | Trimmed |
| 18 | BIL | STATE STREET SPDR | $13.8M | 1.34% | 150,164 | Trimmed |
| 19 | AAPL | APPLE INC | $11.8M | 1.15% | 46,415 | Trimmed |
| 20 | VBR | VANGUARD SMALL-CAP VALUE | $11.2M | 1.09% | 51,755 | Added |
| 21 | VIGI | VANGUARD INTERNATIONAL | $10.3M | 1.00% | 116,668 | Added |
| 22 | SCHF | SCHWAB INTERNATIONAL | $8.7M | 0.85% | 351,769 | Added |
| 23 | SCHW | CHARLES SCHWAB CORP | $6.8M | 0.67% | 72,734 | Added |
| 24 | SCHM | SCHWAB U.S. MID-CAP ETF | $6.4M | 0.62% | 205,227 | Trimmed |
| 25 | VV | VANGUARD LARGE-CAP INDEX | $6.4M | 0.62% | 21,297 | Added |
Source: SEC Form 13F filings · as of 2026-03-31