Kohmann Bosshard Financial Services, LLC
CIK Number: 0001696615
847.89M
Market Value
626
# of Holdings
5 months
Avg. Holding Period
9.56%
Win Rate
10.07%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Lar... | 23.83 | +0.87% | 5.88M | +222.96% | 136.24M | 18.43 | 16.35% |
| 2 | SCHZ | Schwab U.S. Agg... | 22.89 | -0.2% | 2.47M | +113.85% | 56.18M | 24.14 | 6.74% |
| 3 | VCSH | Vanguard Short-... | 78.86 | +0.03% | 718.73K | +9.46% | 56.07M | 78.18 | 6.73% |
| 4 | VEA | Vanguard Develo... | 56.41 | +0.44% | 1.05M | +22.31% | 49.99M | 46.35 | 6.00% |
| 5 | VIG | Vanguard Divide... | 200.94 | +0.24% | 189.3K | -3.29% | 37.07M | 125.18 | 4.45% |
| 6 | SCHP | Schwab U.S. TIP... | 26.30 | -0.17% | 1.18M | +114.50% | 30.55M | 26.56 | 3.67% |
| 7 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 1.12M | +187.07% | 30.53M | 22.75 | 3.66% |
| 8 | SCHA | Schwab U.S. Sma... | 24.75 | +1.00% | 1.05M | +144.38% | 27.04M | 23.24 | 3.25% |
| 9 | SGOV | iShares 0-3 Mon... | 100.54 | +0.01% | 215.23K | +1.28% | 21.59M | 100.33 | 2.59% |
| 10 | SPHY | SPDR Portfolio ... | 23.48 | +0.23% | 865.05K | +4.33% | 20.3M | 24.78 | 2.44% |
| 11 | VNQ | Vanguard Real E... | 89.84 | +0.02% | 225.88K | +5.82% | 20.12M | 88.45 | 2.41% |
| 12 | VB | Vanguard Small ... | 232.08 | +1.04% | 82.75K | -1.99% | 19.88M | 181.08 | 2.39% |
| 13 | VUG | Vanguard Growth... | 423.26 | +1.18% | 48.06K | -5.16% | 19.72M | 251.95 | 2.37% |
| 14 | HDV | iShares Core Hi... | 116.91 | -0.98% | 147.06K | -4.09% | 16.51M | 100.39 | 1.98% |
| 15 | SPLG | SPDR Portfolio ... | 70.81 | +0.85% | 232.69K | +0.24% | 16.04M | 39.74 | 1.93% |
| 16 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 27.54K | +8.95% | 14.84M | 412.23 | 1.78% |
| 17 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 307.33K | +5.55% | 13.53M | 40.61 | 1.62% |
| 18 | BIL | SPDR Bloomberg ... | 91.59 | +0.01% | 114.55K | +40.64% | 10.47M | 91.49 | 1.26% |
| 19 | AAPL | Apple Inc. | 198.10 | +0.84% | 40.95K | -5.22% | 10.25M | 119.35 | 1.23% |
| 20 | VIGI | Vanguard Intern... | 89.91 | -0.06% | 107.06K | -4.61% | 8.56M | 68.39 | 1.03% |
| 21 | VBR | Vanguard Small ... | 191.26 | +0.97% | 41.76K | -7.55% | 8.28M | 149.6 | 0.99% |
| 22 | SCHM | Schwab U.S. Mid... | 27.43 | +1.09% | 273.35K | +162.63% | 7.57M | 20.43 | 0.91% |
| 23 | SCHW | The Charles Sch... | 88.92 | +1.79% | 101.47K | -6.79% | 7.51M | 57.31 | 0.90% |
| 24 | VOE | Vanguard Mid-Ca... | 162.69 | +0.70% | 38.93K | -15.75% | 6.3M | 135.18 | 0.76% |
| 25 | VSS | Vanguard FTSE A... | 131.48 | +0.62% | 50.95K | -22.95% | 5.83M | 106.81 | 0.70% |
| 26 | SCHF | Schwab Internat... | 21.89 | +0.44% | 314.45K | +95.13% | 5.82M | 17.73 | 0.70% |
| 27 | SCHE | Schwab Emerging... | 29.73 | +0.99% | 180.13K | -3.27% | 4.8M | 27.95 | 0.58% |
| 28 | VTI | Vanguard Total ... | 296.15 | +0.88% | 16.34K | -0.55% | 4.73M | 152.14 | 0.57% |
| 29 | SCHY | Schwab Internat... | 27.52 | +0.09% | 199.67K | -35.56% | 4.62M | 22.36 | 0.55% |
| 30 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 161.89K | +299.96% | 4.51M | 17.7 | 0.54% |
| 31 | VYM | Vanguard High D... | 131.03 | +0.37% | 29.29K | -11.76% | 3.74M | 95.95 | 0.45% |
| 32 | DGRO | iShares Core Di... | 62.67 | -0.23% | 58.03K | 0.00% | 3.56M | 41.4 | 0.43% |
| 33 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 7.98K | -7.71% | 3.36M | 239.07 | 0.40% |
| 34 | SCHC | Schwab Internat... | 41.47 | +0.85% | 94.39K | -11.55% | 3.24M | 35.8 | 0.39% |
| 35 | VV | Vanguard Large ... | 277.77 | +0.86% | 11.52K | +1.34% | 3.11M | 131.98 | 0.37% |
| 36 | IVW | iShares S&P 500... | 106.17 | +1.01% | 29.17K | -15.62% | 2.96M | 36.74 | 0.36% |
| 37 | IVV | iShares Core S&... | 603.05 | +0.54% | 4.95K | +2.98% | 2.91M | 339.99 | 0.35% |
| 38 | SCHB | Schwab U.S. Bro... | 23.20 | +0.85% | 120.24K | +195.14% | 2.73M | 17.16 | 0.33% |
| 39 | SPMD | SPDR Portfolio ... | 53.38 | +0.97% | 48.06K | -2.66% | 2.63M | 35.15 | 0.32% |
| 40 | BSCP | Invesco BulletS... | 20.73 | -0.02% | 122.63K | -0.09% | 2.53M | 20.31 | 0.30% |
| 41 | SCHH | Schwab U.S. REI... | 21.27 | -0.07% | 113.03K | -5.25% | 2.38M | 20.05 | 0.29% |
| 42 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 16.98K | -3.01% | 2.28M | 48.01 | 0.27% |
| 43 | IJR | iShares Core S&... | 106.86 | +0.53% | 18.25K | -6.58% | 2.1M | 79.76 | 0.25% |
| 44 | IJH | iShares Core S&... | 60.66 | +0.67% | 32.43K | -7.97% | 2.02M | 38.83 | 0.24% |
| 45 | SPTS | SPDR Portfolio ... | 29.14 | +0.02% | 69.27K | +45.87% | 2.01M | 29.03 | 0.24% |
| 46 | USRT | iShares Core U.... | 56.76 | -0.79% | 34.35K | -4.49% | 1.97M | 48.05 | 0.24% |
| 47 | SPDW | SPDR Portfolio ... | 40.45 | +0.52% | 57.24K | -8.25% | 1.95M | 29.57 | 0.23% |
| 48 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 3.32K | 0.00% | 1.95M | 404.92 | 0.23% |
| 49 | IGRO | iShares Interna... | 78.43 | -1.21% | 28.48K | -2.43% | 1.94M | 53.99 | 0.23% |
| 50 | SPEM | SPDR Portfolio ... | 42.44 | +1.01% | 49.53K | +1.37% | 1.9M | 37.69 | 0.23% |
| 51 | FE | FirstEnergy Cor... | 39.72 | -1.55% | 47.44K | +1.38% | 1.89M | 36.98 | 0.23% |
| 52 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 6.78K | 0.00% | 1.79M | 202 | 0.21% |
| 53 | SPSM | SPDR Portfolio ... | 41.84 | +0.88% | 39.76K | -4.35% | 1.79M | 36.14 | 0.21% |
| 54 | IVE | iShares S&P 500... | 191.30 | +0.20% | 9.3K | -8.55% | 1.78M | 107.6 | 0.21% |
| 55 | BSCQ | Invesco BulletS... | 19.54 | +0.03% | 90.55K | -17.28% | 1.76M | 19.02 | 0.21% |
| 56 | SCHK | Schwab 1000 Ind... | 29.04 | +0.89% | 61.01K | +100.00% | 1.73M | 21.12 | 0.21% |
| 57 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 7.62K | +1.86% | 1.67M | 154.62 | 0.20% |
| 58 | FDX | FedEx Corporati... | 226.24 | +0.83% | 5.74K | -2.03% | 1.62M | 254.76 | 0.19% |
| 59 | BSCS | Invesco BulletS... | 20.41 | +0.12% | 73.03K | +36.59% | 1.47M | 19.98 | 0.18% |
| 60 | VXF | Vanguard Extend... | 187.50 | +1.15% | 7.48K | 0.00% | 1.42M | 112.6 | 0.17% |
| 61 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 7.45K | -6.17% | 1.42M | 82.29 | 0.17% |
| 62 | VYMI | Vanguard Intern... | 80.34 | +0.48% | 20.79K | -2.93% | 1.41M | 57.37 | 0.17% |
| 63 | SHW | The Sherwin-Wil... | 335.16 | -0.21% | 4.04K | +3.51% | 1.37M | 221.63 | 0.16% |
| 64 | IWR | iShares Russell... | 89.92 | +0.72% | 15.46K | +2.05% | 1.37M | 63.72 | 0.16% |
| 65 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 7.03K | +0.51% | 1.33M | 75.43 | 0.16% |
| 66 | AGG | iShares Core U.... | 97.78 | -0.19% | 13.26K | +57.98% | 1.28M | 104.07 | 0.15% |
| 67 | FLTR | VanEck Investme... | 25.42 | +0.02% | 49.78K | -4.51% | 1.27M | 23.8 | 0.15% |
| 68 | ISCV | iShares Morning... | 60.16 | +0.63% | 19.51K | 0.00% | 1.24M | 49.87 | 0.15% |
| 69 | DVY | iShares Select ... | 130.55 | -0.49% | 9.22K | -6.3% | 1.21M | 94.22 | 0.15% |
| 70 | BSCT | Invesco BulletS... | 18.59 | +0.03% | 65.15K | +65.93% | 1.19M | 18.29 | 0.14% |
| 71 | PFFD | Global X U.S. P... | 18.57 | -0.13% | 58.38K | -22.67% | 1.14M | 23.16 | 0.14% |
| 72 | VTV | Vanguard Value ... | 174.03 | +0.37% | 6.6K | +35.26% | 1.12M | 148.32 | 0.13% |
| 73 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.01% | 22.15K | +37.80% | 1.11M | 50.21 | 0.13% |
| 74 | BSCR | Invesco BulletS... | 19.63 | +0.08% | 54.81K | +0.79% | 1.07M | 19.11 | 0.13% |
| 75 | SPSB | SPDR Portfolio ... | 30.02 | +0.02% | 34.4K | +1.35% | 1.03M | 29.88 | 0.12% |
| 76 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 4.26K | -8.83% | 1.02M | 131.31 | 0.12% |
| 77 | BSCX | Invesco BulletS... | 20.93 | -0.02% | 49.4K | +100.00% | 1.02M | 20.62 | 0.12% |
| 78 | IXUS | iShares Core MS... | 75.92 | -0.92% | 14.52K | +1.60% | 960.18K | 65.38 | 0.12% |
| 79 | WAB | Westinghouse Ai... | 203.26 | +0.77% | 4.89K | -4.17% | 927.66K | 75.79 | 0.11% |
| 80 | VEU | Vanguard FTSE A... | 66.56 | +0.60% | 15.62K | 0.00% | 896.57K | 55.34 | 0.11% |
| 81 | XLK | Technology Sele... | 242.79 | +1.51% | 3.81K | 0.00% | 885.67K | 173.86 | 0.11% |
| 82 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 3.73K | +0.16% | 865.66K | 90.09 | 0.10% |
| 83 | IWY | iShares Russell... | 237.86 | +0.93% | 3.61K | +5.25% | 849.33K | 162.68 | 0.10% |
| 84 | SPYD | SPDR Portfolio ... | 42.57 | +0.12% | 18.91K | -14.14% | 817.63K | 32.41 | 0.10% |
| 85 | PGR | The Progressive... | 266.19 | -0.62% | 3.4K | -5.44% | 815.63K | 52.59 | 0.10% |
| 86 | BILS | SPDR Bloomberg ... | 99.27 | -0.01% | 8.2K | -32.21% | 813.28K | 99.33 | 0.10% |
| 87 | EWG | iShares MSCI Ge... | 41.12 | -0.95% | 25.36K | 0.00% | 807.08K | 25.53 | 0.10% |
| 88 | IJJ | iShares S&P Mid... | 121.28 | +0.62% | 6.35K | 0.00% | 793.5K | 109.64 | 0.10% |
| 89 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 1.73K | +3.96% | 785.08K | 265.15 | 0.09% |
| 90 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 7.08K | -3.65% | 761.36K | 95.68 | 0.09% |
| 91 | IWX | iShares Russell... | 82.42 | -0.01% | 9.4K | 0.00% | 742.72K | 69.65 | 0.09% |
| 92 | META | Meta Platforms,... | 701.33 | +2.70% | 1.27K | +1.04% | 741.84K | 220.73 | 0.09% |
| 93 | HD | The Home Depot,... | 353.06 | -0.45% | 1.88K | +0.21% | 732.91K | 322.34 | 0.09% |
| 94 | IWB | iShares Russell... | 329.80 | +0.60% | 2.2K | 0.00% | 709.98K | 146.7 | 0.09% |
| 95 | MMC | Marsh & McLenna... | 216.23 | -0.53% | 3.24K | 0.00% | 689.06K | 140.68 | 0.08% |
| 96 | BX | Blackstone Inc. | 137.85 | +1.06% | 3.81K | +0.16% | 656.23K | 78.29 | 0.08% |
| 97 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 716 | +3.17% | 638.18K | 363.33 | 0.08% |
| 98 | AGI | Alamos Gold Inc... | 26.84 | -2.51% | 34.25K | +7.03% | 631.57K | 9.17 | 0.08% |
| 99 | WMT | Walmart Inc. | 94.23 | -0.22% | 6.86K | +0.97% | 620.11K | 54.13 | 0.07% |
| 100 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 2.56K | -0.58% | 619.85K | 178.27 | 0.07% |
| 101 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 3.42K | 0.00% | 598.84K | 131.21 | 0.07% |
| 102 | BSCU | Invesco BulletS... | 16.64 | +0.03% | 36.41K | +73.23% | 596.08K | 16.21 | 0.07% |
| 103 | BSCV | Invesco BulletS... | 16.36 | +0.06% | 37.13K | +0.14% | 595.9K | 16.15 | 0.07% |
| 104 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 1.58K | +0.13% | 574.61K | 254.9 | 0.07% |
| 105 | RWR | SPDR Dow Jones ... | 97.53 | -0.23% | 5.75K | -5.89% | 568.94K | 92.49 | 0.07% |
| 106 | VDE | Vanguard Energy... | 123.31 | -0.36% | 4.63K | -11.7% | 561.06K | 126.74 | 0.07% |
| 107 | XLG | Invesco S&P 500... | 50.59 | +0.93% | 11.09K | 0.00% | 554.06K | 19.27 | 0.07% |
| 108 | HON | Honeywell Inter... | 223.91 | -0.17% | 2.41K | -15.05% | 544.39K | 177.93 | 0.07% |
| 109 | IJK | iShares S&P Mid... | 88.73 | +0.90% | 5.9K | 0.00% | 536.49K | 77.27 | 0.06% |
| 110 | VONG | Vanguard Russel... | 105.52 | +1.06% | 5.18K | +31.67% | 535.57K | 65.75 | 0.06% |
| 111 | AEM | Agnico Eagle Mi... | 124.03 | -0.34% | 6.6K | +10.00% | 516.19K | 57.46 | 0.06% |
| 112 | PG | The Procter & G... | 160.70 | +0.26% | 2.91K | +0.45% | 487.86K | 135.09 | 0.06% |
| 113 | IWM | iShares Russell... | 210.52 | +0.78% | 2.18K | +6.49% | 481.91K | 166.85 | 0.06% |
| 114 | OEF | iShares S&P 100... | 295.09 | +0.81% | 1.65K | 0.00% | 475.16K | 122.46 | 0.06% |
| 115 | FLRN | SPDR Bloomberg ... | 30.73 | +0.02% | 14.83K | -46.8% | 455.69K | 30.6 | 0.05% |
| 116 | IEFA | iShares Core MS... | 81.91 | -1.35% | 6.46K | 0.00% | 453.8K | 67.5 | 0.05% |
| 117 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 2.51K | +5.11% | 445.82K | 143.66 | 0.05% |
| 118 | DFUS | Dimensional U.S... | 65.26 | +0.88% | 6.91K | 0.00% | 440.31K | 40.75 | 0.05% |
| 119 | HBAN | Huntington Banc... | 15.67 | +1.03% | 27.01K | +0.09% | 439.5K | 14.09 | 0.05% |
| 120 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 2.99K | +5.44% | 432.04K | 156.88 | 0.05% |
| 121 | QUAL | iShares MSCI US... | 179.29 | +0.57% | 2.43K | +1.59% | 432.02K | 137.13 | 0.05% |
| 122 | SCHO | Schwab Short-Te... | 24.25 | +0.03% | 17.77K | +103.66% | 427.62K | 23.99 | 0.05% |
| 123 | USHY | iShares Broad U... | 37.03 | +0.24% | 11.58K | +69.52% | 426.03K | 36.66 | 0.05% |
| 124 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 7.18K | +27.02% | 424.93K | 50.87 | 0.05% |
| 125 | MA | Mastercard Inco... | 568.14 | +1.09% | 804 | -33.77% | 423.36K | 357.38 | 0.05% |
| 126 | MCD | McDonald's Corp... | 295.94 | -1.98% | 1.44K | +0.14% | 417.15K | 272.74 | 0.05% |
| 127 | VGK | Vanguard Europe... | 77.47 | +0.32% | 6.25K | 0.00% | 396.37K | 61.7 | 0.05% |
| 128 | MAR | Marriott Intern... | 257.61 | +1.03% | 1.37K | +0.15% | 381.03K | 168.32 | 0.05% |
| 129 | HY | Hyster-Yale Mat... | 39.88 | +1.24% | 7.35K | 0.00% | 374.13K | 49.21 | 0.04% |
| 130 | STIP | iShares 0-5 Yea... | 102.19 | -0.03% | 3.6K | 0.00% | 361.96K | 97.48 | 0.04% |
| 131 | DE | Deere & Company | 524.06 | +2.84% | 850 | 0.00% | 360.14K | 424.77 | 0.04% |
| 132 | IJS | iShares S&P Sma... | 97.60 | +0.62% | 3.28K | +0.03% | 355.99K | 100.74 | 0.04% |
| 133 | ETN | Eaton Corporati... | 337.96 | +4.42% | 1.07K | +1.71% | 354.44K | 205.16 | 0.04% |
| 134 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 869 | +1.88% | 350.94K | 264.25 | 0.04% |
| 135 | CAMX | Cambiar Aggress... | 30.87 | +1.20% | 11.48K | 0.00% | 336.45K | 24.66 | 0.04% |
| 136 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 2.2K | -10.82% | 334.53K | 173.81 | 0.04% |
| 137 | DAX | Global X DAX Ge... | 43.99 | +0.73% | 10.02K | -0.45% | 333.97K | 30.9 | 0.04% |
| 138 | IBM | International B... | 281.56 | +1.57% | 1.51K | +0.53% | 331.67K | 168.97 | 0.04% |
| 139 | VBK | Vanguard Small ... | 270.49 | +1.12% | 1.18K | 0.00% | 330.47K | 230.47 | 0.04% |
| 140 | XLV | Health Care Sel... | 135.62 | -0.38% | 2.4K | 0.00% | 330.17K | 132.73 | 0.04% |
| 141 | CMI | Cummins Inc. | 322.04 | +0.79% | 944 | +0.21% | 329.18K | 239.95 | 0.04% |
| 142 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 413 | +5.90% | 318.85K | 550.32 | 0.04% |
| 143 | KMI | Kinder Morgan, ... | 27.68 | +0.13% | 11.43K | +13.10% | 313.23K | 18.77 | 0.04% |
| 144 | VCIT | Vanguard Interm... | 81.52 | -0.05% | 3.86K | 0.00% | 310K | 77.51 | 0.04% |
| 145 | RIG | Transocean Ltd. | 3.23 | -2.56% | 82.5K | +10.00% | 309.38K | 3.92 | 0.04% |
| 146 | AON | Aon plc | 349.64 | -0.95% | 859 | 0.00% | 308.52K | 238.76 | 0.04% |
| 147 | EPI | WisdomTree Indi... | 46.56 | +0.63% | 6.8K | -12.64% | 307.75K | 24.92 | 0.04% |
| 148 | SPIP | SPDR Portfolio ... | 25.68 | -0.16% | 12.16K | +100.00% | 307.67K | 25.31 | 0.04% |
| 149 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 608 | 0.00% | 307.56K | 512.58 | 0.04% |
| 150 | RJF | Raymond James F... | 148.32 | +1.85% | 1.96K | -32.96% | 304.6K | 109.91 | 0.04% |