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John Perry

Kohmann Bosshard Financial Services, Llc

Assets Managed
$1.028B
Holdings
209
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
-8.09%(2Q avg: 3.25%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kohmann Bosshard Financial Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 209 positions.

Assets under management

The assets under management (AUM) of Kohmann Bosshard Financial Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.028B in assets, with a quarterly growth rate of -8.09% and a 2-quarter average growth rate of 3.25%. The portfolio is managed by John Perry, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 6.39%
18.93%
$194.434M
7.583M shares@ $25.65 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.99%
9.37%
$96.279M
1.502M shares@ $64.08 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 11.91%
7.61%
$78.161M
986,016 shares@ $79.27 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 12.82%
7.51%
$77.109M
3.321M shares@ $23.22 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Increased 3.56%
3.99%
$40.9M
1.406M shares@ $29.09 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 9.06%
3.85%
$39.542M
1.486M shares@ $26.61 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.51%
3.56%
$36.537M
169,892 shares@ $215.07 avg price
SPHY
Spdr Portfolio High Yield Bo
Recent Activity
Increased 11.94%
2.54%
$26.084M
1.119M shares@ $23.33 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 3.37%
2.49%
$25.564M
253,967 shares@ $100.66 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 3.63%
2.4%
$24.651M
277,909 shares@ $88.71 avg price

1-10 of 209