Universe · entity
Kohmann Bosshard Financial Services, LLC
Institutional manager (13F) · CIK 1696615
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $998M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB U.S. LARGE-CAP | $192M | 7,465,942 |
| 2 | VANGUARD FTSE DEVELOPED | $94M | 1,468,717 |
| 3 | VANGUARD SHORT TERM COR | $75M | 947,321 |
| 4 | SCHWAB U.S. AGGREGATE | $74M | 3,183,701 |
| 5 | SCHWAB PRIME ADVANTAGE M | $55M | 55,462,636 |
| 6 | SCHWAB U.S. SMALL-CAP | $40M | 1,375,800 |
| 7 | SCHWAB U.S. TIPS ETF | $38M | 1,431,353 |
| 8 | VANGUARD DIVIDEND | $36M | 168,439 |
| 9 | STATE STREET SPDR | $25M | 1,081,114 |
| 10 | ISHARES 0-3 MONTH | $25M | 246,862 |
| 11 | VANGUARD REAL ESTATE | $24M | 270,397 |
| 12 | ISHARES CORE HIGH | $22M | 160,057 |
| 13 | VANGUARD GROWTH INDEX | $21M | 48,882 |
| 14 | VANGUARD SMALL-CAP INDEX | $20M | 78,225 |
| 15 | VANGUARD S&P 500 ETF | $20M | 32,968 |
| 16 | SCHWAB U.S. DIVIDEND | $19M | 625,096 |
| 17 | VANGUARD FTSE EMERGING | $19M | 348,627 |
| 18 | SCHWAB GOVERNMENT MONEY | $18M | 17,637,201 |
| 19 | US TREASU NT | $15M | 15,000,000 |
| 20 | STATE STREET SPDR | $14M | 182,167 |
| 21 | STATE STREET SPDR | $14M | 150,242 |
| 22 | APPLE INC | $12M | 46,422 |
| 23 | VANGUARD SMALL-CAP VALUE | $11M | 50,637 |
| 24 | VANGUARD INTERNATIONAL | $10M | 114,177 |
| 25 | SCHWAB INTERNATIONAL | $9M | 347,258 |
| 26 | SCHWAB PRIME ADVANTAGE M | $7M | 6,856,424 |
| 27 | CHARLES SCHWAB CORP | $7M | 72,741 |
| 28 | VANGUARD LARGE-CAP INDEX | $6M | 21,297 |
| 29 | SCHWAB U.S. MID-CAP ETF | $6M | 205,174 |
| 30 | NVIDIA CORP | $5M | 30,977 |
| 31 | SCHWAB EMERGING MARKETS | $5M | 139,849 |
| 32 | VANGUARD MID-CAP VALUE | $4M | 23,315 |
| 33 | VANGUARD FTSE ALL-WORLD | $4M | 28,645 |
| 34 | ISHARES CORE S&P 500 | $4M | 6,317 |
| 35 | VANGUARD TOTAL STOCK | $4M | 11,626 |
| 36 | VANGUARD 0-3 MONTH | $3M | 10,583 |
| 37 | US TREASU NT | $3M | 3,500,000 |
| 38 | STATE STREET SPDR | $3M | 70,903 |
| 39 | ISHARES S&P 500 GROWTH | $3M | 28,825 |
| 40 | VANGUARD HIGH DIVIDEND | $3M | 21,513 |
| 41 | STATE STREET SPDR S&P | $3M | 4,550 |
| 42 | MICROSOFT CORP | $3M | 7,759 |
| 43 | ISHARES CORE DIVIDEND | $3M | 40,435 |
| 44 | FIDELITY 500 INDEX | $3M | 12,422 |
| 45 | SCHWAB U.S. LARGE-CAP | $3M | 95,839 |
| 46 | STATE STREET SPDR | $3M | 57,563 |
| 47 | STATE STREET SPDR | $3M | 44,173 |
| 48 | INVESCO BULLETSHARES | $2M | 119,588 |
| 49 | FIRSTENERGY CORP | $2M | 48,134 |
| 50 | INVESCO BULLETSHARES | $2M | 124,272 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.