Kohmann Bosshard Financial Services, LLC

CIK Number: 0001696615

847.89M
Market Value
627
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SCHX Schwab U.S. Lar...
24.44
+0.02% 5.88M +222.96% 136.24M 18.43 16.35%
2 SCHZ Schwab U.S. Agg...
23.14
-0.45% 2.47M +113.85% 56.18M 24.14 6.74%
3 VCSH Vanguard Short-...
79.13
-0.47% 718.73K +9.46% 56.07M 78.18 6.73%
4 VEA Vanguard Develo...
56.97
-0.08% 1.05M +22.31% 49.99M 46.35 6.00%
5 VIG Vanguard Divide...
206.05
+0.67% 189.3K -3.29% 37.07M 125.18 4.45%
6 SCHP Schwab U.S. TIP...
26.56
-0.45% 1.18M +114.50% 30.55M 26.56 3.67%
7 SCHD Schwab U.S. Div...
27.06
+2.11% 1.12M +187.07% 30.53M 22.75 3.66%
8 SCHA Schwab U.S. Sma...
25.55
+0.99% 1.05M +144.38% 27.04M 23.24 3.25%
9 SGOV iShares 0-3 Mon...
100.37
-0.32% 215.23K +1.28% 21.59M 100.33 2.59%
10 SPHY SPDR Portfolio ...
23.63
-0.74% 865.05K +4.33% 20.3M 24.78 2.44%
11 VNQ Vanguard Real E...
89.65
+0.66% 225.88K +5.82% 20.12M 88.45 2.41%
12 VB Vanguard Small ...
239.43
+1.03% 82.75K -1.99% 19.88M 181.08 2.39%
13 VUG Vanguard Growth...
434.14
-0.97% 48.06K -5.16% 19.72M 251.95 2.37%
14 HDV iShares Core Hi...
118.46
+1.10% 147.06K -4.09% 16.51M 100.39 1.98%
15 SPLG SPDR Portfolio ...
72.66
-0.04% 232.69K +0.24% 16.04M 39.74 1.93%
16 VOO Vanguard 500 In...
567.75
-0.05% 27.54K +8.95% 14.84M 412.23 1.78%
17 VWO Vanguard Emergi...
49.67
+0.43% 307.33K +5.55% 13.53M 40.61 1.62%
18 BIL SPDR Bloomberg ...
91.44
-0.32% 114.55K +40.64% 10.47M 91.49 1.26%
19 AAPL Apple Inc.
207.91
+1.34% 40.95K -5.22% 10.25M 119.35 1.23%
20 VIGI Vanguard Intern...
90.19
+0.08% 107.06K -4.61% 8.56M 68.39 1.03%
21 VBR Vanguard Small ...
198.52
+1.80% 41.76K -7.55% 8.28M 149.6 0.99%
22 SCHM Schwab U.S. Mid...
28.29
+0.86% 273.35K +162.63% 7.57M 20.43 0.91%
23 SCHW The Charles Sch...
91.17
-0.07% 101.47K -6.79% 7.51M 57.31 0.90%
24 VOE Vanguard Mid-Ca...
166.51
+1.25% 38.93K -15.75% 6.3M 135.18 0.76%
25 VSS Vanguard FTSE A...
134.19
-0.15% 50.95K -22.95% 5.83M 106.81 0.70%
26 SCHF Schwab Internat...
22.07
-0.16% 314.45K +95.13% 5.82M 17.73 0.70%
27 SCHE Schwab Emerging...
30.27
+0.41% 180.13K -3.27% 4.8M 27.95 0.58%
28 VTI Vanguard Total ...
303.98
+0.02% 16.34K -0.55% 4.73M 152.14 0.57%
29 SCHY Schwab Internat...
27.41
+0.20% 199.67K -35.56% 4.62M 22.36 0.55%
30 SCHG Schwab U.S. Lar...
28.93
-0.94% 161.89K +299.96% 4.51M 17.7 0.54%
31 VYM Vanguard High D...
134.58
+0.95% 29.29K -11.76% 3.74M 95.95 0.45%
32 DGRO iShares Core Di...
64.74
+1.25% 58.03K 0.00% 3.56M 41.4 0.43%
33 MSFT Microsoft Corpo...
492.31
-1.03% 7.98K -7.71% 3.36M 239.07 0.40%
34 SCHC Schwab Internat...
42.47
-0.28% 94.39K -11.55% 3.24M 35.8 0.39%
35 VV Vanguard Large ...
284.97
-0.12% 11.52K +1.34% 3.11M 131.98 0.37%
36 IVW iShares S&P 500...
109.00
-1% 29.17K -15.62% 2.96M 36.74 0.36%
37 IVV iShares Core S&...
620.60
-0.05% 4.95K +2.98% 2.91M 339.99 0.35%
38 SCHB Schwab U.S. Bro...
23.82
-0.02% 120.24K +195.14% 2.73M 17.16 0.33%
39 SPMD SPDR Portfolio ...
55.02
+1.18% 48.06K -2.66% 2.63M 35.15 0.32%
40 BSCP Invesco BulletS...
20.69
+0.05% 122.63K -0.09% 2.53M 20.31 0.30%
41 SCHH Schwab U.S. REI...
21.27
+0.52% 113.03K -5.25% 2.38M 20.05 0.29%
42 NVDA NVIDIA Corporat...
153.41
-2.9% 16.98K -3.01% 2.28M 48.01 0.27%
43 IJR iShares Core S&...
110.91
+1.48% 18.25K -6.58% 2.1M 79.76 0.25%
44 IJH iShares Core S&...
62.77
+1.22% 32.43K -7.97% 2.02M 38.83 0.24%
45 SPTS SPDR Portfolio ...
29.16
-0.43% 69.27K +45.87% 2.01M 29.03 0.24%
46 USRT iShares Core U....
56.79
+0.41% 34.35K -4.49% 1.97M 48.05 0.24%
47 SPDW SPDR Portfolio ...
40.44
-0.13% 57.24K -8.25% 1.95M 29.57 0.23%
48 SPY SPDR S&P 500 ET...
617.66
-0.03% 3.32K 0.00% 1.95M 404.92 0.23%
49 IGRO iShares Interna...
79.11
+0.29% 28.48K -2.43% 1.94M 53.99 0.23%
50 SPEM SPDR Portfolio ...
42.85
+0.27% 49.53K +1.37% 1.9M 37.69 0.23%
51 FE FirstEnergy Cor...
40.37
+0.26% 47.44K +1.38% 1.89M 36.98 0.23%
52 VO Vanguard Mid Ca...
281.40
+0.56% 6.78K 0.00% 1.79M 202 0.21%
53 SPSM SPDR Portfolio ...
43.24
+1.50% 39.76K -4.35% 1.79M 36.14 0.21%
54 IVE iShares S&P 500...
197.31
+0.97% 9.3K -8.55% 1.78M 107.6 0.21%
55 BSCQ Invesco BulletS...
19.53
+0.03% 90.55K -17.28% 1.76M 19.02 0.21%
56 SCHK Schwab 1000 Ind...
29.82
-0.02% 61.01K +100.00% 1.73M 21.12 0.21%
57 AMZN Amazon.com, Inc...
220.75
+0.62% 7.62K +1.86% 1.67M 154.62 0.20%
58 FDX FedEx Corporati...
234.40
+3.12% 5.74K -2.03% 1.62M 254.76 0.19%
59 BSCS Invesco BulletS...
20.46
-0.1% 73.03K +36.59% 1.47M 19.98 0.18%
60 VXF Vanguard Extend...
193.51
+0.42% 7.48K 0.00% 1.42M 112.6 0.17%
61 GOOG Alphabet Inc.
176.91
-0.27% 7.45K -6.17% 1.42M 82.29 0.17%
62 VYMI Vanguard Intern...
80.37
+0.32% 20.79K -2.93% 1.41M 57.37 0.17%
63 SHW The Sherwin-Wil...
355.44
+3.52% 4.04K +3.51% 1.37M 221.63 0.16%
64 IWR iShares Russell...
92.65
+0.74% 15.46K +2.05% 1.37M 63.72 0.16%
65 GOOGL Alphabet Inc.
175.85
-0.22% 7.03K +0.51% 1.33M 75.43 0.16%
66 AGG iShares Core U....
98.78
-0.43% 13.26K +57.98% 1.28M 104.07 0.15%
67 FLTR VanEck Investme...
25.40
-0.39% 49.78K -4.51% 1.27M 23.8 0.15%
68 ISCV iShares Morning...
62.73
+2.19% 19.51K 0.00% 1.24M 49.87 0.15%
69 DVY iShares Select ...
135.28
+1.86% 9.22K -6.3% 1.21M 94.22 0.15%
70 BSCT Invesco BulletS...
18.68
-0.11% 65.15K +65.93% 1.19M 18.29 0.14%
71 PFFD Global X U.S. P...
18.82
-0.08% 58.38K -22.67% 1.14M 23.16 0.14%
72 VTV Vanguard Value ...
178.53
+1.01% 6.6K +35.26% 1.12M 148.32 0.13%
73 VTEB Vanguard Tax-Ex...
48.92
-0.22% 22.15K +37.80% 1.11M 50.21 0.13%
74 BSCR Invesco BulletS...
19.66
0.00% 54.81K +0.79% 1.07M 19.11 0.13%
75 SPSB SPDR Portfolio ...
30.05
-0.45% 34.4K +1.35% 1.03M 29.88 0.12%
76 JPM JPMorgan Chase ...
290.33
+0.15% 4.26K -8.83% 1.02M 131.31 0.12%
77 BSCX Invesco BulletS...
21.20
-0.02% 49.4K +100.00% 1.02M 20.62 0.12%
78 IXUS iShares Core MS...
77.38
+0.08% 14.52K +1.60% 960.18K 65.38 0.12%
79 WAB Westinghouse Ai...
209.25
-0.05% 4.89K -4.17% 927.66K 75.79 0.11%
80 VEU Vanguard FTSE A...
67.23
+0.02% 15.62K 0.00% 896.57K 55.34 0.11%
81 XLK Technology Sele...
251.07
-0.85% 3.81K 0.00% 885.67K 173.86 0.11%
82 AVGO Broadcom Inc.
264.96
-3.88% 3.73K +0.16% 865.66K 90.09 0.10%
83 IWY iShares Russell...
244.11
-0.97% 3.61K +5.25% 849.33K 162.68 0.10%
84 SPYD SPDR Portfolio ...
43.13
+1.63% 18.91K -14.14% 817.63K 32.41 0.10%
85 PGR The Progressive...
264.13
-1.02% 3.4K -5.44% 815.63K 52.59 0.10%
86 BILS SPDR Bloomberg ...
99.11
-0.32% 8.2K -32.21% 813.28K 99.33 0.10%
87 EWG iShares MSCI Ge...
42.01
-0.72% 25.36K 0.00% 807.08K 25.53 0.10%
88 IJJ iShares S&P Mid...
125.77
+1.77% 6.35K 0.00% 793.5K 109.64 0.10%
89 BRK-B Berkshire Hatha...
489.74
+0.82% 1.73K +3.96% 785.08K 265.15 0.09%
90 XOM Exxon Mobil Cor...
109.19
+1.29% 7.08K -3.65% 761.36K 95.68 0.09%
91 IWX iShares Russell...
84.83
+0.76% 9.4K 0.00% 742.72K 69.65 0.09%
92 META Meta Platforms,...
719.18
-2.56% 1.27K +1.04% 741.84K 220.73 0.09%
93 HD The Home Depot,...
373.32
+1.82% 1.88K +0.21% 732.91K 322.34 0.09%
94 IWB iShares Russell...
339.39
-0.05% 2.2K 0.00% 709.98K 146.7 0.09%
95 MMC Marsh & McLenna...
217.76
-0.4% 3.24K 0.00% 689.06K 140.68 0.08%
96 BX Blackstone Inc.
152.84
+2.18% 3.81K +0.16% 656.23K 78.29 0.08%
97 NFLX Netflix, Inc.
1294.46
-3.34% 716 +3.17% 638.18K 363.33 0.08%
98 AGI Alamos Gold Inc...
26.59
+0.11% 34.25K +7.03% 631.57K 9.17 0.08%
99 WMT Walmart Inc.
98.21
+0.44% 6.86K +0.97% 620.11K 54.13 0.07%
100 GLD SPDR Gold Share...
307.52
+0.88% 2.56K -0.58% 619.85K 178.27 0.07%
101 RSP Invesco S&P 500...
183.84
+1.16% 3.42K 0.00% 598.84K 131.21 0.07%
102 BSCU Invesco BulletS...
16.77
-0.09% 36.41K +73.23% 596.08K 16.21 0.07%
103 BSCV Invesco BulletS...
16.50
-0.15% 37.13K +0.14% 595.9K 16.15 0.07%
104 CAT Caterpillar Inc...
390.82
+0.67% 1.58K +0.13% 574.61K 254.9 0.07%
105 RWR SPDR Dow Jones ...
96.90
+0.48% 5.75K -5.89% 568.94K 92.49 0.07%
106 VDE Vanguard Energy...
119.84
+0.60% 4.63K -11.7% 561.06K 126.74 0.07%
107 XLG Invesco S&P 500...
51.80
-0.58% 11.09K 0.00% 554.06K 19.27 0.07%
108 HON Honeywell Inter...
238.78
+2.53% 2.41K -15.05% 544.39K 177.93 0.07%
109 IJK iShares S&P Mid...
91.59
+0.67% 5.9K 0.00% 536.49K 77.27 0.06%
110 VONG Vanguard Russel...
108.12
-0.99% 5.18K +31.67% 535.57K 65.75 0.06%
111 AEM Agnico Eagle Mi...
117.76
-0.98% 6.6K +10.00% 516.19K 57.46 0.06%
112 PG The Procter & G...
161.15
+1.15% 2.91K +0.45% 487.86K 135.09 0.06%
113 IWM iShares Russell...
217.94
+0.99% 2.18K +6.49% 481.91K 166.85 0.06%
114 OEF iShares S&P 100...
303.38
-0.32% 1.65K 0.00% 475.16K 122.46 0.06%
115 FLRN SPDR Bloomberg ...
30.70
-0.42% 14.83K -46.8% 455.69K 30.6 0.05%
116 IEFA iShares Core MS...
83.30
-0.22% 6.46K 0.00% 453.8K 67.5 0.05%
117 ABBV AbbVie Inc.
189.85
+2.28% 2.51K +5.11% 445.82K 143.66 0.05%
118 DFUS Dimensional U.S...
67.04
+0.03% 6.91K 0.00% 440.31K 40.75 0.05%
119 HBAN Huntington Banc...
17.18
+2.48% 27.01K +0.09% 439.5K 14.09 0.05%
120 JNJ Johnson & Johns...
155.75
+1.96% 2.99K +5.44% 432.04K 156.88 0.05%
121 QUAL iShares MSCI US...
183.47
+0.36% 2.43K +1.59% 432.02K 137.13 0.05%
122 SCHO Schwab Short-Te...
24.27
-0.43% 17.77K +103.66% 427.62K 23.99 0.05%
123 USHY iShares Broad U...
37.26
-0.67% 11.58K +69.52% 426.03K 36.66 0.05%
124 CSCO Cisco Systems, ...
69.09
-0.42% 7.18K +27.02% 424.93K 50.87 0.05%
125 MA Mastercard Inco...
564.86
+0.52% 804 -33.77% 423.36K 357.38 0.05%
126 MCD McDonald's Corp...
297.57
+1.85% 1.44K +0.14% 417.15K 272.74 0.05%
127 VGK Vanguard Europe...
77.52
+0.03% 6.25K 0.00% 396.37K 61.7 0.05%
128 MAR Marriott Intern...
278.21
+1.83% 1.37K +0.15% 381.03K 168.32 0.05%
129 HY Hyster-Yale Mat...
41.47
+4.25% 7.35K 0.00% 374.13K 49.21 0.04%
130 STIP iShares 0-5 Yea...
102.44
-0.46% 3.6K 0.00% 361.96K 97.48 0.04%
131 DE Deere & Company
508.99
+0.10% 850 0.00% 360.14K 424.77 0.04%
132 IJS iShares S&P Sma...
101.81
+2.34% 3.28K +0.03% 355.99K 100.74 0.04%
133 ETN Eaton Corporati...
355.41
-0.44% 1.07K +1.71% 354.44K 205.16 0.04%
134 TSLA Tesla, Inc.
301.65
-5.04% 869 +1.88% 350.94K 264.25 0.04%
135 CAMX Cambiar Aggress...
31.62
0.00% 11.48K 0.00% 336.45K 24.66 0.04%
136 PEP PepsiCo, Inc.
135.29
+2.46% 2.2K -10.82% 334.53K 173.81 0.04%
137 DAX Global X DAX Ge...
44.54
-0.87% 10.02K -0.45% 333.97K 30.9 0.04%
138 IBM International B...
291.22
-1.21% 1.51K +0.53% 331.67K 168.97 0.04%
139 VBK Vanguard Small ...
276.51
-0.16% 1.18K 0.00% 330.47K 230.47 0.04%
140 XLV Health Care Sel...
136.68
+1.40% 2.4K 0.00% 330.17K 132.73 0.04%
141 CMI Cummins Inc.
329.43
+0.59% 944 +0.21% 329.18K 239.95 0.04%
142 LLY Eli Lilly and C...
776.22
-0.42% 413 +5.90% 318.85K 550.32 0.04%
143 KMI Kinder Morgan, ...
28.32
-3.67% 11.43K +13.10% 313.23K 18.77 0.04%
144 VCIT Vanguard Interm...
82.58
-0.4% 3.86K 0.00% 310K 77.51 0.04%
145 RIG Transocean Ltd.
2.67
+3.28% 82.5K +10.00% 309.38K 3.92 0.04%
146 AON Aon plc
357.06
+0.08% 859 0.00% 308.52K 238.76 0.04%
147 EPI WisdomTree Indi...
47.60
+0.28% 6.8K -12.64% 307.75K 24.92 0.04%
148 SPIP SPDR Portfolio ...
25.95
-0.42% 12.16K +100.00% 307.67K 25.31 0.04%
149 UNH UnitedHealth Gr...
325.86
+4.45% 608 0.00% 307.56K 512.58 0.04%
150 RJF Raymond James F...
154.56
+0.78% 1.96K -32.96% 304.6K 109.91 0.04%