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Home > Institutional Investor > Kohmann Bosshard Financial Services, Llc > Profile

Instuitional Investor - Kohmann Bosshard Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Kohmann Bosshard Financial Services, Llc
Portfolio Value $656,783,553
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 619,909 $47,193,702 7.18%
2.
Schwab Strategic Trust
 FNDF 805,692 $45,441,056 6.91%
3.
Vanguard Specialized Funds
 228,162 $38,878,876 5.91%
4.
Schwab Strategic Trust
 FNDF 732,701 $34,158,499 5.2%
5.
Vanguard Scottsdale Funds
 409,998 $31,721,537 4.82%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)