Kohmann Bosshard Financial Services, LLC Reduced Holdings in Q3 2024

Kohmann Bosshard Financial Services, LLC

  • $801 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-68.5K
- 47.56%
$19.48 - $20.97 $1.33M - $1.44M
75.5K $1.57M
VIG
Vanguard Dividend Appreciation

ETFs
-3.52K
- 1.77%
$182.15 - $182.15 $641K - $641K
196K $35.7M
BNDX
Vanguard Total International B

ETFs
-9.22K
- 58.52%
$48.42 - $50.35 $446K - $464K
6.54K $328K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-13.8K
- 33.09%
$30.55 - $30.85 $421K - $425K
27.9K $859K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-6.64K
- 37.26%
$48.06 - $49.39 $319K - $328K
11.2K $551K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.91K
- 13.61%
$98.97 - $99.59 $189K - $190K
12.1K $1.21M
VDE
Vanguard Energy ETF

ETFs
-1K
- 16.03%
$117.44 - $131.06 $117K - $131K
5.24K $641K
NVDA
Nvidia Corp

Technology
-565
- 3.13%
$98.91 - $134.91 $55.9K - $76.2K
17.5K $2.13M
CVX
Chevron Corp

Energy
-324
- 14.41%
$137.88 - $161.97 $44.7K - $52.5K
1.93K $283K
VONG
Vanguard Russell 1000 Growth E

ETFs
-537
- 12.0%
$85.48 - $98.39 $45.9K - $52.8K
3.94K $380K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-343
- 0.65%
$25.19 - $25.5 $8.64K - $8.75K
52.1K $1.33M
XLK
Technology Sector Spdr

ETFs
-38
- 0.99%
$197.34 - $237.68 $7.5K - $9.03K
3.81K $859K
HBAN
Huntington Bancshares Inc

Financial Services
-3.16K
- 10.49%
$12.84 - $15.15 $40.6K - $47.9K
27K $396K
XOM
Exxon Mobil Corp

Energy
-125
- 1.67%
$109.72 - $119.0 $13.7K - $14.9K
7.35K $861K
PAYX
Paychex Inc

Industrials
-182
- 9.93%
$116.17 - $135.19 $21.1K - $24.6K
1.65K $221K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-256
- 3.57%
$56.04 - $62.2 $14.3K - $15.9K
6.91K $429K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-223
- 0.65%
$29.58 - $30.31 $6.6K - $6.76K
33.9K $1.03M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-291
- 0.24%
$20.47 - $20.71 $5.96K - $6.03K
123K $2.53M
IWM
Ishares Russell 2000 ETF

ETFs
-78
- 3.67%
$200.87 - $224.6 $15.7K - $17.5K
2.05K $452K
CAT
Caterpillar Inc

Industrials
-180
- 10.22%
$316.8 - $391.12 $57K - $70.4K
1.58K $618K
IXUS
Ishares Tr

ETFs
-385
- 2.62%
$64.9 - $73.35 $25K - $28.2K
14.3K $1.04M
VO
Vanguard Mid Cap ETF

ETFs
-400
- 5.57%
$237.84 - $263.83 $95.1K - $106K
6.78K $1.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-47
- 2.74%
$405.19 - $478.57 $19K - $22.5K
1.67K $766K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.23K
- 2.94%
$59.93 - $66.52 $74K - $82.1K
40.7K $2.71M
SPMD
Spdr Portfolio

ETFs
-1.01K
- 2.01%
$50.29 - $54.92 $51K - $55.7K
49.4K $2.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-313
- 0.64%
$36.02 - $41.68 $11.3K - $13K
48.9K $2.02M
VTI
Vanguard Total Stock Market Et

ETFs
-28
- 0.17%
$255.18 - $283.2 $7.15K - $7.93K
16.4K $4.65M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.4K
- 3.16%
$75.47 - $83.18 $257K - $283K
104K $8.65M
VUG
Vanguard Growth ETF

ETFs
-481
- 0.94%
$341.08 - $391.94 $164K - $189K
50.7K $19.5M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.71K
- 2.52%
$112.99 - $126.45 $193K - $216K
66.1K $8.33M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.26K
- 4.76%
$179.99 - $201.6 $406K - $455K
45.2K $9.07M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-4.37K
- 3.75%
$80.13 - $88.89 $350K - $389K
112K $9.91M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-13.5K
- 4.18%
$23.66 - $26.53 $319K - $358K
310K $8.11M
VOE
Vanguard Mid Cap Value Index F

ETFs
-817
- 1.74%
$149.02 - $167.67 $122K - $137K
46.2K $7.75M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-82
- 0.04%
$60.84 - $67.51 $4.99K - $5.54K
232K $15.7M
VB
Vanguard Small Cap ETF

ETFs
-853
- 1.0%
$214.77 - $237.72 $183K - $203K
84.4K $20M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-11.2K
- 2.8%
$77.02 - $85.06 $865K - $955K
389K $32.9M
Activity Summary
Buys All Purchases 73 New Holdings 11 Increased Positions 62 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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