Kohmann Bosshard Financial Services, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$975.7M

Holdings

325

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (325 positions)

StockValue
WMTWALMART INC
$722K
AQLTISHARES CORE MSCI EAFE ETF
$714K
IWMISHARES RUSSELL 2000 ETF
$702K
SNOXXSCHWAB TREASURY OBLIG MONEY INV
$680K
TTDTHE TRADE DESK INC CLASS CLASS A
$677K
VDEVANGUARD ENERGY ETF
$658K
MRSHMARSH & MCLENNAN COS INC
$653K
RSPINVSC S P 500 EQUAL WEIGHT ETF
$648K
BSCUINVESCO BULLETSHARES 2030 CORPORATE BD ETF
$643K
XLGINVSC S P 500 TOP 50 ETF
$637K
BSCVINVESCO BULLTSHR 2031 CRP BND ETF
$621K
ABBVABBVIE INC
$597K
DEDEERE & CO
$585K
RWRSPDR DOW JONES REIT ETF
$574K
IJKISHARES S&P MID CAP 400 GRWTH ETF
$565K
OEFISHARES S&P 100 ETF
$547K
QUALISHARES MSCI USA QLTY FACT ETF
$542K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$507K
SWOXXSCHWAB MUNICIPAL MONEY ULTRA
$500K
VGKVANGUARD FTSE EUROPE ETF
$498K
CSCOCISCO SYS INC
$494K
DFUSDIMENSIONAL US EQUITY MARKET ETF
$490K
TDTORONTO DOMINION BK ON F
$490K
JNJJOHNSON & JOHNSON
$487K
ETNEATON CORP PLC F
$485K
EFAISHARES MSCI EAFE ETF
$466K
HONHONEYWELL INTL INC
$465K
VYMIVANGUARD INTERNATNL HGH DIV YLD ETF
$461K
PGPROCTER & GAMBLE CO
$455K
ZSZSCALER INC
$453K
DAXHORIZONS TRUST I DAX GERMANY ETF IV
$452K
MCDMCDONALDS CORP
$447K
EQXEQUINOX GOLD CORP F
$426K
ORCLORACLE CORP
$422K
USHYISHARES BROAD USD HG YLDCRP BND ETF
$421K
GLDMSPDR GOLD MINISHARES ETV
$398K
CMICUMMINS INC
$397K
IBMIBM CORP
$390K
MAMASTERCARD INC CLASS A
$375K
PFFDGLOBAL X US PREFERRED ETF
$372K
STIPISHARES 0-5 YEAR TIPS BOND ETF
$371K
IJSISHARES S&P SMALL CAP 600 ETF
$365K
FLCECAMBIAR AGGRESSIVE VALUEETF
$358K
PSXPHILLIPS 66
$356K
MARMARRIOTT INTL INC NEW CLASS A
$350K
VBKVANGUARD SMALL CAP GROWTH ETF
$349K
SCHBSCHWAB US BROAD MARKET ETF
$341K
XLVSELECT SECTOR HEALTH CARE SPDR ETF
$334K
BNDXVANGUARD TOTAL INTERNATIONAL BND ETF
$332K
VOOGVANGUARD S&P 500 GROWTH ETF
$332K
KMIKINDER MORGAN INC DEL
$325K
OH HAMGEN 0 12/01/2028HAMILTON CNTY OHIO 0 28EXCISE TAX DUE 12/01/28
$322K
SWGXXSCHWAB GOVERNMENT MONEY
$321K
SPIPSPDR PORTFOLIO TIPS ETF
$319K
HUBSHUBSPOT INC
$318K
KEYKEYCORP NEW
$317K
STESTERIS PLC F
$317K
LLYELI LILLY AND CO
$315K
WECWEC ENERGY GROUP INC
$314K
RIGTRANSOCEAN LTD F
$312K
DWDMORGAN STANLEY
$312K
WDOWESDOME GOLD MINES LTD F
$311K
BSMUINVESCO BULLSHR 2030 MUPBOND ETF
$311K
HBANHUNTINGTON BANCSHARES IN
$309K
FRELFIDELITY MSCI REAL ESTATE INDEX ETF
$309K
AONAON PLC FCLASS A
$306K
IJTISHARES S&P SMLL CAP 600GRTH ETF
$304K
DUKDUKE ENERGY CORP NEW
$300K
T7DTRANSDIGM GROUP INC
$293K
LINLINDE PLC F
$290K
RJFRAYMOND JAMES FINL INC
$282K
AMEAMETEK INC NEW
$280K
RPMRPM INTL INC
$273K
HYHYSTER YALE INC CLASS A
$270K
WELLWELLTOWER INC REIT
$270K
FLRNSPDR BLOOMBERG INT GRD FLT RT ETF
$265K
BSCWINVESCO BULLETSHS 2032 CORP BND ETF
$264K
MTUMISHARES MSCI USA MOMNTUMFCT ETF
$263K
HBC2HSBC HLDGS PLC FSPONSORED ADR
$263K
PEPPEPSICO INC
$261K
AIVSXAMERICAN FUNDS INVMT CO OF AMER A
$261K
VGITVANGUARD INTER-TERM TREAS INDEX FD
$258K
DGRWWISDOMTREE US QLT DIV GRW ETF
$257K
SCOXXSCHWAB TREASURY OBLIG MONEY ULTRA
$254K
QQQINVESCO BLETSHS 2025 MNPL BND ETF
$247K
ISCVISHARES MORN SMALL CAP VALUE ETF
$245K
BSMQINVESCO BLETSHS 2026 MNPL BND ETF
$243K
VOOVVANGUARD S&P 500 VALUE ETF
$243K
ADIANALOG DEVICES INC
$243K
EEMSISHARES MSCI EMER SMALL CAP ETF
$237K
NGDNEW GOLD INC CDA F
$236K
UNHUNITEDHEALTH GROUP INC
$231K
RTXRTX CORP
$230K
INGING GROEP N V FSPONSORED ADR
$227K
PTONPELOTON INTERACTIVE INC
$226K
ABTABBOTT LABS
$226K
CVXCHEVRON CORP NEW
$226K
KOTHE COCA-COLA CO
$220K
DDOGDATADOG INC CLASS A
$218K
ITWILLINOIS TOOL WKS INC
$215K
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