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Portfolio (Quarterly) Guide ↗

Kohmann Bosshard Financial Services, LLC

· CIK 0001696615
13F Portfolio $1.2B AUM 229 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 38 Added 44 Reduced 6 Exited
Page 6 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VBCA VANGUARD TARGET MATURITY 10,603.0 $802K 0.07% NEW $75.67 -0.1%
102 VBCI VANGUARD TARGET MATURITY 10,579.0 $801K 0.07% NEW $75.72 -2.3%
103 VBCB VANGUARD TARGET MATURITY 10,591.0 $801K 0.07% NEW $75.59 -0.1%
104 VBCF VANGUARD TARGET MATURITY 10,561.0 $799K 0.07% NEW $75.67 -1.2%
105 IEFA ISHARES CORE MSCI EAFE 8,188.0 $791K 0.07% $96.58 +3.5%
106 VDE VANGUARD ENERGY INDEX 5,235.0 $786K 0.07% $150.13 +19.7%
107 MELI MERCADOLIBRE INC Consumer Cyclical 462.0 $784K 0.07% +3.0 +0.7% $1697.39 +13.2%
108 SHW SHERWIN-WILLIAMS CO Basic Materials 2,257.0 $777K 0.07% -240.0 -9.6% $344.39 +0.7%
109 TSLA TESLA INC Consumer Cyclical 1,841.0 $774K 0.07% -13.0 -0.7% $420.59 -17.9%
110 TD TORONTO DOMINION BK ON F Financial Services 6,140.0 $746K 0.06% $121.43 -3.8%
111 CSCO CISCO SYS INC Technology 6,272.0 $737K 0.06% $117.47 -6.7%
112 RSP INVESCO S&P 500 EQUAL 3,417.0 $727K 0.06% $212.80 +3.5%
113 HD HOME DEPOT INC Consumer Cyclical 2,031.0 $716K 0.06% $352.70 -5.2%
114 PGR PROGRESSIVE CORP OH Financial Services 3,236.0 $707K 0.06% $218.45 +0.9%
115 IJK ISHARES S&P MID-CAP 400 5,900.0 $693K 0.06% $117.50 -2.1%
116 XLG INVESCO S&P 500 TOP 50 11,090.0 $679K 0.06% $61.23 +1.1%
117 CMI CUMMINS INC Industrials 941.0 $671K 0.06% $713.04 -16.8%
118 SOXQ INVESCO PHLX 5,985.0 $671K 0.06% NEW $112.10 -17.1%
119 LRGF ISHARES U.S. EQUITY 8,743.0 $661K 0.06% $75.63 +2.6%
120 RWR STATE STREET SPDR DOW 5,665.0 $640K 0.05% $112.97 +1.3%
Page 6 of 12  ·  229 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.1%
Financial Services 25.0%
Industrials 10.5%
Communication Services 9.1%
Consumer Cyclical 6.2%
Healthcare 3.5%
Utilities 3.5%
Energy 3.0%
Basic Materials 2.0%
Consumer Defensive 1.8%