Institutional Fund
Kohmann Bosshard Financial Services, LLC
Fairlawn, OHCIK 16966156 filings on record
Portfolio Value
$1.03B
Q1 2026
Holdings
209
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-8.1%
from $1.12B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr18.9%
- Vanguard Tax-Managed Fds9.4%
- Vanguard Scottsdale Fds7.6%
- Schwab Strategic Tr7.5%
- Schwab Strategic Tr4.0%
- Schwab Strategic Tr3.8%
- Other48.8%
Portfolio Holdings
209 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 7.58M | $194.43M | 18.9% | +454.9K | Added |
| 2 | Vanguard Tax-Managed Fds | 1.50M | $96.28M | 9.4% | +71.4K | Added |
| 3 | Vanguard Scottsdale Fds | 986.0K | $78.16M | 7.6% | +104.9K | Added |
| 4 | Schwab Strategic Tr | 3.32M | $77.11M | 7.5% | +377.2K | Added |
| 5 | Schwab Strategic Tr | 1.41M | $40.90M | 4.0% | +48.3K | Added |
| 6 | Schwab Strategic Tr | 1.49M | $39.54M | 3.8% | +123.4K | Added |
| 7 | Vanguard Specialized Funds | 169.9K | $36.54M | 3.6% | +858 | Added |
| 8 | Spdr Series Trust | 1.12M | $26.08M | 2.5% | +119.3K | Added |
| 9 | Ishares Tr | 254.0K | $25.56M | 2.5% | +8.3K | Added |
| 10 | Vanguard Index Fds | 277.9K | $24.65M | 2.4% | +9.7K | Added |
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