Kohmann Bosshard Financial Services, LLC Q4 2024 Filing

Filed February 5, 2025

Portfolio Value

$833.3M

Holdings

784

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (784 positions)

StockValue
GQ9SPDR GOLD SHARES ETF
$619K
RSPINVSC S P 500 EQUAL
$598K
BSCUINVESCO BULLTSHR 2030
$596K
BSCVINVESCO BULLTSHR 2031
$595K
CATCATERPILLAR INC
$574K
RWRSPDR DOW JONES REIT ETF
$568K
VDEVANGUARD ENERGY ETF
$561K
XLGINVSC S P 500 TOP 50
$554K
HONHONEYWELL INTL INC
$544K
IJKISHARES S&P MID CAP 400
$536K
VONGVANGUARD RUSSELL 1000
$535K
AEMAGNICO EAGLE MINES LTD F
$516K
PGPROCTER & GAMBLE CO
$487K
IWMISHARES RUSSELL 2000
$481K
OEFISHARES S&P 100 ETF
$475K
FLRNSPDR BLOOMBERG INT GRD
$455K
AQLTISHARES CORE MSCI EAFE
$453K
ABBVABBVIE INC
$445K
DFUSDIMENSIONAL US EQUITY
$440K
HBANHUNTINGTON BANCSHARES IN
$439K
QUALISHARES MSCI USA QLTY
$432K
JNJJOHNSON & JOHNSON
$432K
SCHOSCHWAB SHORT TERM US
$427K
USHYISHARES BROAD USD HG YLD
$426K
CSCOCISCO SYS INC
$424K
MAMASTERCARD INC
$423K
MCDMCDONALDS CORP
$417K
VGKVANGUARD FTSE EUROPE
$396K
MARMARRIOTT INTL INC NEW
$381K
HYHYSTER YALE INC
$374K
STIPISHARES 0-5 YEAR TIPS
$361K
DEDEERE & CO
$360K
IJSISHARES S&P SMALL CAP
$355K
ETNEATON CORP PLC F
$354K
IVNIVANHOE MINES LTD F
$350K
TSLATESLA INC
$350K
FLCECAMBIAR AGGRESSIVE VALUE
$336K
PEPPEPSICO INC
$334K
DAXGLOBAL X FUNDS GLB X DAX
$333K
IBMIBM CORP
$331K
VBKVANGUARD SMALL CAP
$330K
XLVSELECT SECTOR HEALTH
$330K
CMICUMMINS INC
$329K
LLYELI LILLY AND CO
$318K
KMIKINDER MORGAN INC DEL
$313K
VCITVANGUARD INTERMEDIATE
$310K
RIGTRANSOCEAN LTD F
$309K
AONAON PLC F
$308K
UNHUNITEDHEALTH GROUP INC
$307K
SPIPSPDR PORTFOLIO TIPS ETF
$307K
EPIWISDOMTREE INDIA
$307K
RJFRAYMOND JAMES FINL INC
$304K
PSXPHILLIPS 66
$303K
FRELFIDELITY MSCI REAL
$300K
STESTERIS PLC F
$298K
KEYKEYCORP NEW
$291K
IJTISHARES S&P SMLL CAP 600
$291K
MRKMERCK & CO INC
$284K
EFAISHARES MSCI EAFE ETF
$282K
CVXCHEVRON CORP NEW
$280K
VOOGVANGUARD S&P 500 GROWTH
$279K
VTIPVANGUARD SHRT INF PROT
$276K
TMOTHERMO FISHER SCIENTIFIC
$275K
DUKDUKE ENERGY CORP NEW
$269K
AMEAMETEK INC NEW
$268K
RPMRPM INTL INC
$268K
NKENIKE INC
$264K
WECWEC ENERGY GROUP INC
$258K
LINLINDE PLC F
$257K
ADIANALOG DEVICES INC
$256K
BSCWINVESCO BULLETSHS 2032
$255K
T7DTRANSDIGM GROUP INC
$253K
ORCLORACLE CORP
$252K
DWDMORGAN STANLEY
$249K
QQQINVESCO BLETSHS 2025
$247K
BSMQINVESCO BLETSHS 2026
$242K
BNDXVANGUARD TOTAL
$232K
VOOVVANGUARD S&P 500 VALUE
$224K
IYRISHARES US REAL ESTATE
$219K
ABTABBOTT LABS
$213K
ITWILLINOIS TOOL WKS INC
$210K
CA8ACACI INTL INC
$209K
EEMSISHARES MSCI EMER SMALL
$208K
SJMSMUCKER J M CO
$200K
SXISTANDEX INTL CORP
$199K
VVISA INC
$196K
HBC2HSBC HLDGS PLC F
$192K
KOTHE COCA-COLA CO
$192K
WELLWELLTOWER INC
$191K
AITAPPLIED INDL TECHNOLOGIE
$190K
UNPUNION PAC CORP
$190K
DLNWISDOMTREE US LARGECAP
$189K
DRIDARDEN RESTAURANTS INC
$189K
IWVISHARES RUSSELL 3000
$185K
CVECENOVUS ENERGY INC F
$181K
AXPAMERICAN EXPRESS CO
$181K
EQXEQUINOX GOLD CORP F
$180K
TSETRINSEO PLC F
$176K
TDTORONTO DOMINION BK ON F
$176K
WDOWESDOME GOLD MINES LTD F
$175K
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