Kohmann Bosshard Financial Services, LLC
Annual return '25
+14.9%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$1B
Holdings
269
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHX
SCHWAB U.S. LARGE-CAP
Held since at least Q1 2024
18.9%
02
$VEA
VANGUARD FTSE DEVELOPED
Held since at least Q1 2024
9.4%
03
$VCSH
VANGUARD SHORT TERM COR
Held since at least Q1 2024
7.6%
04
$SCHZ
SCHWAB U.S. AGGREGATE
Held since at least Q1 2024
7.5%
05
$SCHA
SCHWAB U.S. SMALL-CAP
Held since at least Q1 2024
4.0%
06
$SCHP
SCHWAB U.S. TIPS ETF
Held since at least Q1 2024
3.8%
07
$VIG
VANGUARD DIVIDEND
Held since at least Q1 2024
3.6%
08
$SPHY
STATE STREET SPDR
Held since at least Q1 2024
2.5%
09
$SGOV
ISHARES 0-3 MONTH
Held since at least Q1 2024
2.5%
10
$VNQ
VANGUARD REAL ESTATE
Held since at least Q1 2024
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:29 UTC.