account_balance

Investment manager · 13F filer · SEC CIK 1696615

Kohmann Bosshard Financial Services, LLC

Reported value$1.19Bas of Sep 30, 2026

Positions223 5 new, 11 sold out

Top 10 weight62.8%SCHX alone is 20%

FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SCHXSchwab U.S. Large-Cap ETF

20.2%

VEAVanguard Ftse Developed Markets Index Fund ETF Shares

9.5%Added +2%

VCSHVanguard Short Term Cor Bd ETF

7.6%Added +2%

SCHZSchwab U.S. Aggregate Bond ETF

7.3%

SCHASchwab U.S. Small-Cap ETF

4.0%

SCHPSchwab U.S. Tips ETF

3.7%Added +5%

VIGVanguard Dividend Appreciation Index Fund ETF Shares

3.4%

SPHYState Street SPDR Portfolio High Yield Bond ETF

2.5%+4%

VUGVanguard Morningstar Growth ETF

2.5%

VBILVanguard 0-3 Month Treasury Bill ETF

2.2%Added +6%

VNQVanguard Real Estate Index Fund ETF Shares

2.2%

VOOVanguard S&P 500 ETF

2.2%

SCHXSchwab U.S. Large-Cap ETF

20.2%

VEAVanguard Ftse Developed Markets Index Fund ETF Shares

9.5%

VCSHVanguard Short Term Cor Bd ETF

7.6%+2%

SCHZSchwab U.S. Aggregate Bond ETF

7.3%

SCHASchwab U.S. Small-Cap ETF

4.0%

SCHPSchwab U.S. Tips ETF

3.7%

VIG3.4%

SPHY2.5%

VUG2.5%

VBIL

VNQ2.2%

VOO2.2%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SCHX Schwab U.S. Large-Cap ETF 20.2% Held

VEA Vanguard Ftse Developed Markets Index Fund ETF Shares 9.5% Added +2%

VCSH Vanguard Short Term Cor Bd ETF 7.6% Added +2%

SCHZ Schwab U.S. Aggregate Bond ETF 7.3% Held

SCHA Schwab U.S. Small-Cap ETF 4.0% Held

SCHP Schwab U.S. Tips ETF 3.7% Added +5%

VIG Vanguard Dividend Appreciation Index Fund ETF Shares 3.4% Held

SPHY State Street SPDR Portfolio High Yield Bond ETF 2.5% Added +4%

VUG Vanguard Morningstar Growth ETF 2.5% Held

VBIL Vanguard 0-3 Month Treasury Bill ETF 2.2% Added +6%

VNQ Vanguard Real Estate Index Fund ETF Shares 2.2% Held

VOO Vanguard S&P 500 ETF 2.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Jul 15, 2026 filing

add_circleNew

CACI $260K
VBCE $253K
SCCO $233K
CVX $231K

arrow_upwardAdded

SPSB +127%
SCHH +35%
SGOV +28%
VBIL +6%

arrow_downwardTrimmed

SCHW −24%
BIL −8%
SPDW −6%
SCHM −4%

remove_circleSold out

CINF $501K
AAOI $265K
PFFD $255K
HONA $244K

Kohmann Bosshard Financial Services, LLC

Where the money is

Biggest moves since Jun 30, 2026

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