CIK 1696615
Kohmann Bosshard Financial Services, LLC
Institutional 13F holdings & portfolio
Holdings
1,082
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 251–300 of 1,082
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | COLUMBUS OHIO | 65K | $50K–$100K | SH |
| SCHZ | SCHWAB US AGGREGATE BOND | 3K | $50K–$100K | SH |
| — | AMERICAN FUNDS INCOME FU | 3K | $50K–$100K | SH |
| VTEB | VANGUARD MUNI BND TAX | 1K | $50K–$100K | SH |
| XT | ISHARES FUTURE EXPONENTL | 978 | $50K–$100K | SH |
| CTAS | CINTAS CORP | 360 | $50K–$100K | SH |
| — | CLEVELAND OHIO WTR | 65K | $50K–$100K | SH |
| — | BALANCED POOL | 697 | $50K–$100K | SH |
| SCHG | SCHWAB US LARGE CAP | 2K | $50K–$100K | SH |
| UNH | UNITEDHEALTH GROUP INC | 200 | $50K–$100K | SH |
| — | OHIO ST WTR DEV AUT | 60K | $50K–$100K | SH |
| VGT | VANGUARD INFORMATION | 87 | $50K–$100K | SH |
| SJM | SMUCKER J M CO | 670 | $50K–$100K | SH |
| VCIT | VANGUARD INTERMEDIATE | 777 | $50K–$100K | SH |
| SKYY | FIRST TRUST CLOUD | 496 | $50K–$100K | SH |
| SHW | SHERWIN-WILLIAMS CO | 199 | $50K–$100K | SH |
| FTCS | FIRST TRUST CAPITAL | 695 | $50K–$100K | SH |
| AMAT | APPLIED MATLS INC | 250 | $50K–$100K | SH |
| RIO | RIO TINTO PLC F | 802 | $50K–$100K | SH |
| IAGG | ISHARES INTERNTINL | 1K | $50K–$100K | SH |
| LQD | ISHARES IBOXX INVT GRADE | 575 | $50K–$100K | SH |
| — | CLEVELAND OHIO INCO | 60K | $50K–$100K | SH |
| — | DFA FIVE-YEAR GLOBAL FIX | 6K | $50K–$100K | SH |
| BSCY | INVESCO BULLETSHARES | 3K | $50K–$100K | SH |
| DBA | INVESCO DB AGRICULTURE | 2K | $50K–$100K | SH |
| AXP | AMERICAN EXPRESS CO | 169 | $50K–$100K | SH |
| UBS | UBS GROUP AG F | 1K | $50K–$100K | SH |
| — | CONSERVATIVE POOL | 3K | $50K–$100K | SH |
| — | GS FIN CORP. | 50K | $50K–$100K | SH |
| — | BASF SE F | 5K | $50K–$100K | SH |
| — | OHIO ST WTR DEV AUT | 55K | $50K–$100K | SH |
| GNRC | GENERAC HLDGS INC | 450 | $50K–$100K | SH |
| EFA | ISHARES MSCI EAFE ETF | 635 | $50K–$100K | SH |
| EPD | ENTERPRISE PRODS PART LP | 2K | $50K–$100K | SH |
| SILJ | AMPLIFY JUNIOR SILVER | 2K | $50K–$100K | SH |
| KLAC | KLA CORP | 50 | $50K–$100K | SH |
| WFC | WELLS FARGO & CO | 650 | $50K–$100K | SH |
| — | FIDELITY MAGELLAN | 4K | $50K–$100K | SH |
| EFG | ISHARES MSCI EAFE GROWTH | 527 | $50K–$100K | SH |
| DTM | DT MIDSTREAM INC | 500 | $50K–$100K | SH |
| — | VICTORY DIVERSIFIED STOC | 2K | $50K–$100K | SH |
| GLD | SPDR GOLD SHARES ETF | 150 | $50K–$100K | SH |
| SII | SPROTT INC F | 600 | $50K–$100K | SH |
| ADI | ANALOG DEVICES INC | 214 | $50K–$100K | SH |
| VBK | VANGUARD SMALL CAP | 192 | $50K–$100K | SH |
| FDX | FEDEX CORP | 200 | $50K–$100K | SH |
| — | MOJAVE CALIF WTR AG | 55K | $50K–$100K | SH |
| — | US TREASURY | 58K | $50K–$100K | SH |
| — | US TREASURY | 57K | $50K–$100K | SH |
| — | DFA US SMALL CAP I | 1K | $50K–$100K | SH |