Kohmann Bosshard Financial Services, LLC
FAIRLAWN OH · SEC CIK 0001696615
$10.28亿2026Q1 申报市值
209持仓数
62.2%前十大占比 · 第一大 18.9%
2 / 862新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHX 加仓+$1,166.28万
SCHZ 加仓+$875.83万
VCSH 加仓+$831.34万
VEA 加仓+$457.51万
VBIL 新建仓+$346.01万
2026Q1 卖出最多 按季末市值估算
SCHWAB US TREASU 清仓-$1,702.57万
SCHWAB GOVERNMEN 清仓-$1,317.32万
SCHWAB PRIME ADV 清仓-$597.32万
SCHWAB PRIME ADV 清仓-$448.91万
BIL 减仓-$346.17万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP | $1.94亿 | 18.92% | 7,583,229 | 454,867 | 6.4% | $1,166.28万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED | $9,627.92万 | 9.37% | 1,502,484 | 71,397 | 5.0% | $457.51万 | 加仓 |
| VCSH | VANGUARD SHORT TERM COR | $7,816.15万 | 7.61% | 986,016 | 104,874 | 11.9% | $831.34万 | 加仓 |
| SCHZ | SCHWAB U.S. AGGREGATE | $7,710.89万 | 7.50% | 3,320,799 | 377,186 | 12.8% | $875.83万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP | $4,090.00万 | 3.98% | 1,406,465 | 48,269 | 3.6% | $140.37万 | 加仓 |
| SCHP | SCHWAB U.S. TIPS ETF | $3,954.22万 | 3.85% | 1,485,989 | 123,351 | 9.1% | $328.24万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $3,653.70万 | 3.56% | 169,892 | 858 | 0.5% | $18.45万 | 加仓 |
| SPHY | STATE STREET SPDR | $2,608.35万 | 2.54% | 1,118,505 | 119,275 | 11.9% | $278.15万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH | $2,556.43万 | 2.49% | 253,967 | 8,270 | 3.4% | $83.25万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE | $2,465.05万 | 2.40% | 277,909 | 9,733 | 3.6% | $86.33万 | 加仓 |
| HDV | ISHARES CORE HIGH | $2,222.52万 | 2.16% | 163,758 | 3,094 | 1.9% | $41.99万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX | $2,184.14万 | 2.13% | 50,004 | 2,474 | 5.2% | $108.06万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEX | $2,062.55万 | 2.01% | 78,747 | -561 | -0.7% | -$14.69万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $2,003.43万 | 1.95% | 33,527 | 2,776 | 9.0% | $165.88万 | 加仓 |
| SCHD | SCHWAB U.S. DIVIDEND | $1,925.35万 | 1.87% | 627,560 | -61,087 | -8.9% | -$187.41万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING | $1,919.93万 | 1.87% | 355,213 | 18,987 | 5.6% | $102.62万 | 加仓 |
| SPYM | STATE STREET SPDR | $1,394.31万 | 1.36% | 182,167 | -2,654 | -1.4% | -$20.31万 | 减仓 |
| BIL | STATE STREET SPDR | $1,376.11万 | 1.34% | 150,164 | -37,775 | -20.1% | -$346.17万 | 减仓 |
| AAPL | APPLE INC | $1,177.96万 | 1.15% | 46,415 | -141 | -0.3% | -$3.58万 | 减仓 |
| VBR | VANGUARD SMALL-CAP VALUE | $1,124.37万 | 1.09% | 51,755 | 4,829 | 10.3% | $104.91万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL | $1,032.05万 | 1.00% | 116,668 | 4,969 | 4.4% | $43.96万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL | $870.63万 | 0.85% | 351,769 | 1,868 | 0.5% | $4.62万 | 加仓 |
| SCHW | CHARLES SCHWAB CORP | $683.55万 | 0.67% | 72,734 | 1,746 | 2.5% | $16.41万 | 加仓 |
| VV | VANGUARD LARGE-CAP INDEX | $636.46万 | 0.62% | 21,297 | 1,032 | 5.1% | $30.84万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $635.38万 | 0.62% | 205,227 | -4,339 | -2.1% | -$13.43万 | 减仓 |
| NVDA | NVIDIA CORP | $545.25万 | 0.53% | 31,264 | 354 | 1.1% | $6.17万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS | $470.75万 | 0.46% | 142,869 | -4,106 | -2.8% | -$13.53万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE | $429.70万 | 0.42% | 23,318 | 26 | 0.1% | $4,791 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD | $417.73万 | 0.41% | 28,653 | -623 | -2.1% | -$9.08万 | 减仓 |
| IVV | ISHARES CORE S&P 500 | $412.63万 | 0.40% | 6,317 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK | $372.92万 | 0.36% | 11,624 | -5,204 | -30.9% | -$166.95万 | 减仓 |
| VBIL | VANGUARD 0-3 MONTH | $346.01万 | 0.34% | 45,738 | 45,738 | — | $346.01万 | 新建仓 |
| SPSM | STATE STREET SPDR | $342.60万 | 0.33% | 70,903 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH | $326.04万 | 0.32% | 28,825 | -342 | -1.2% | -$3.87万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND | $318.61万 | 0.31% | 21,513 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P | $295.84万 | 0.29% | 4,549 | 1,223 | 36.8% | $79.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $287.13万 | 0.28% | 7,757 | -25 | -0.3% | -$9,254 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND | $283.77万 | 0.28% | 40,435 | -423 | -1.0% | -$2.97万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP | $279.18万 | 0.27% | 95,838 | 1,761 | 1.9% | $5.13万 | 加仓 |
| SPDW | STATE STREET SPDR | $262.77万 | 0.26% | 57,563 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR | $261.59万 | 0.25% | 44,173 | -718 | -1.6% | -$4.25万 | 减仓 |
| BSCS | INVESCO BULLETSHARES | $247.55万 | 0.24% | 121,210 | -1,503 | -1.2% | -$3.07万 | 减仓 |
| FE | FIRSTENERGY CORP | $243.85万 | 0.24% | 48,134 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO BULLETSHARES | $242.70万 | 0.24% | 124,271 | -10,714 | -7.9% | -$20.92万 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL | $232.98万 | 0.23% | 49,847 | -360 | -0.7% | -$1.68万 | 减仓 |
| GOOG | ALPHABET INC | $221.58万 | 0.22% | 7,724 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $214.39万 | 0.21% | 7,456 | 186 | 2.6% | $5.35万 | 加仓 |
| IJR | ISHARES CORE S&P | $213.13万 | 0.21% | 17,145 | -161 | -0.9% | -$2.00万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP | $209.61万 | 0.20% | 31,039 | -1,695 | -5.2% | -$11.45万 | 减仓 |
| SPEM | STATE STREET SPDR | $205.17万 | 0.20% | 43,737 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE | $194.24万 | 0.19% | 9,199 | -102 | -1.1% | -$2.15万 | 减仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $191.14万 | 0.19% | 61,008 | -1 | -0.0% | -$31 | 减仓 |
| AMZN | AMAZON.COM INC | $190.67万 | 0.19% | 9,155 | -28 | -0.3% | -$5,832 | 减仓 |
| SCHY | SCHWAB INTERNATIONAL | $189.27万 | 0.18% | 59,782 | -4,666 | -7.2% | -$14.77万 | 减仓 |
| BSCU | INVESCO BULLETSHARES | $186.12万 | 0.18% | 111,320 | 2,949 | 2.7% | $4.93万 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $183.16万 | 0.18% | 85,232 | 12,504 | 17.2% | $26.87万 | 加仓 |
| USRT | ISHARES CORE U.S. REIT | $176.69万 | 0.17% | 29,852 | -426 | -1.4% | -$2.52万 | 减仓 |
| QQQ | INVESCO QQQ TR | $168.38万 | 0.16% | 2,917 | -1 | -0.0% | -$577 | 减仓 |
| BILS | STATE STREET SPDR | $162.84万 | 0.16% | 16,376 | -11,849 | -42.0% | -$117.82万 | 减仓 |
| FDX | FEDEX CORP | $159.52万 | 0.16% | 4,479 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MID-CAP | $158.89万 | 0.15% | 16,342 | -48 | -0.3% | -$4,667 | 减仓 |
| NFLX | NETFLIX INC | $158.01万 | 0.15% | 16,434 | -266 | -1.6% | -$2.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $146.55万 | 0.14% | 4,982 | 10 | 0.2% | $2,942 | 加仓 |
| AGG | ISHARES CORE U.S. | $145.81万 | 0.14% | 14,688 | -115 | -0.8% | -$1.14万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES | $143.78万 | 0.14% | 15,512 | 9,673 | 165.7% | $89.66万 | 加仓 |
| META | META PLATFORMS INC | $137.71万 | 0.13% | 2,407 | 35 | 1.5% | $2.00万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND | $127.70万 | 0.12% | 8,434 | -265 | -3.0% | -$4.01万 | 减仓 |
| VTV | VANGUARD VALUE INDEX | $127.14万 | 0.12% | 6,480 | -1 | -0.0% | -$196 | 减仓 |
| — | EXXON MOBIL CORP | $126.53万 | 0.12% | 7,458 | -11 | -0.1% | -$1,866 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD | $125.29万 | 0.12% | 16,683 | 1,066 | 6.8% | $8.01万 | 加仓 |
| CAT | CATERPILLAR INC | $120.86万 | 0.12% | 1,706 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO BULLETSHARES | $118.97万 | 0.12% | 63,754 | 0 | 0.0% | — | 不变 |
| BSCX | INVESCO BULLETSHARES | $116.05万 | 0.11% | 54,872 | 0 | 0.0% | — | 不变 |
| SPTS | STATE STREET SPDR | $115.76万 | 0.11% | 39,671 | -4,751 | -10.7% | -$13.86万 | 减仓 |
| SHOP | SHOPIFY INC F | $114.52万 | 0.11% | 9,654 | 4 | 0.0% | $474 | 加仓 |
| AVGO | BROADCOM INC | $112.91万 | 0.11% | 3,648 | 79 | 2.2% | $2.45万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $112.71万 | 0.11% | 2,352 | -2,453 | -51.1% | -$117.55万 | 减仓 |
| BSCR | INVESCO BULLETSHARES | $108.27万 | 0.11% | 55,169 | -677 | -1.2% | -$1.33万 | 减仓 |
| IGRO | ISHARES INTERNATIONAL | $107.61万 | 0.10% | 12,846 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $106.49万 | 0.10% | 4,261 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $105.03万 | 0.10% | 2,441 | -293 | -10.7% | -$12.61万 | 减仓 |
| EWG | ISHARES MSCI GERMANY | $101.33万 | 0.10% | 25,543 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY | $101.24万 | 0.10% | 7,618 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND | $97.10万 | 0.09% | 19,463 | -103 | -0.5% | -$5,139 | 减仓 |
| SPSB | STATE STREET SPDR | $96.10万 | 0.09% | 31,960 | -353 | -1.1% | -$1.06万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX | $92.21万 | 0.09% | 3,211 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET | $91.52万 | 0.09% | 4,447 | -2,338 | -34.5% | -$48.12万 | 减仓 |
| VDE | VANGUARD ENERGY INDEX | $90.59万 | 0.09% | 5,235 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 | $89.83万 | 0.09% | 3,610 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $88.28万 | 0.09% | 7,104 | 90 | 1.3% | $1.12万 | 加仓 |
| IWX | ISHARES RUSSELL TOP 200 | $87.09万 | 0.08% | 9,398 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 | $84.14万 | 0.08% | 6,350 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK IG FLOATING RATE | $82.66万 | 0.08% | 32,442 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD | $82.02万 | 0.08% | 9,912 | 0 | 0.0% | — | 不变 |
| SPYD | STATE STREET SPDR | $81.15万 | 0.08% | 17,828 | -791 | -4.2% | -$3.60万 | 减仓 |
| BSCV | INVESCO BULLETSHARES | $80.61万 | 0.08% | 48,975 | 50 | 0.1% | $823 | 加仓 |
| SHW | SHERWIN-WILLIAMS CO | $80.06万 | 0.08% | 2,497 | -532 | -17.6% | -$17.06万 | 减仓 |
| MELI | MERCADOLIBRE INC | $79.36万 | 0.08% | 459 | 1 | 0.2% | $1,729 | 加仓 |
| IWB | ISHARES RUSSELL 1000 | $78.62万 | 0.08% | 2,205 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE | $74.29万 | 0.07% | 8,206 | 0 | 0.0% | — | 不变 |