Kohmann Bosshard Financial Services, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investment portfolio holdings of Kohmann Bosshard Financial Services, LLC experienced some significant changes between Q2 2023 and Q3 2023. These changes can provide valuable insights into the investment strategies of the financial services firm. In this article, we will analyze the top holdings that saw notable increases or decreases during this period.

1. SCHWAB STRATEGIC TR: SCHD

- Q2 2023: 660,064 SHARES, $47,933 VALUE ($000)

- Q3 2023: 635,664 SHARES, $44,979 VALUE ($000)

- Chg %: -6.2

Kohmann Bosshard Financial Services, LLC reduced its holdings in SCHWAB STRATEGIC TR (SCHD) by 6.2% during the Q2 2023 to Q3 2023 period. The number of shares decreased from 660,064 to 635,664, with a corresponding decrease in value from $47,933 to $44,979.

2. SCHWAB STRATEGIC TR: SCHX

- Q2 2023: 621,752 SHARES, $32,561 VALUE ($000)

- Q3 2023: 714,010 SHARES, $36,128 VALUE ($000)

- Chg %: 11

SCHWAB STRATEGIC TR (SCHX) witnessed a significant increase in Kohmann Bosshard Financial Services, LLC's holdings, with the number of shares rising from 621,752 to 714,010, representing an 11% increase. The value also increased from $32,561 to $36,128.

3. VANGUARD SPECIALIZED FUNDS: VIG

- Q2 2023: 212,813 SHARES, $34,567 VALUE ($000)

- Q3 2023: 228,244 SHARES, $35,464 VALUE ($000)

- Chg %: 2.6

The holdings of VANGUARD SPECIALIZED FUNDS (VIG) in Kohmann Bosshard Financial Services, LLC's portfolio increased by 2.6%. The number of shares rose from 212,813 to 228,244, with the value increasing from $34,567 to $35,464.

4. SCHWAB STRATEGIC TR: SCHZ

- Q2 2023: 671,343 SHARES, $30,989 VALUE ($000)

- Q3 2023: 704,284 SHARES, $31,150 VALUE ($000)

- Chg %: 0.5

SCHWAB STRATEGIC TR (SCHZ) experienced a slight increase in its holdings by Kohmann Bosshard Financial Services, LLC. The number of shares rose from 671,343 to 704,284, resulting in a 0.5% increase in value from $30,989 to $31,150.

5. VANGUARD SCOTTSDALE FDS: VCSH

- Q2 2023: 389,066 SHARES, $29,436 VALUE ($000)

- Q3 2023: 406,533 SHARES, $30,550 VALUE ($000)

- Chg %: 3.8

Kohmann Bosshard Financial Services, LLC increased its holdings in VANGUARD SCOTTSDALE FDS (VCSH) by 3.8%. The number of shares rose from 389,066 to 406,533, resulting in a value increase from $29,436 to $30,550.

These are just a few examples of the changes in holdings that occurred between Q2 2023 and Q3 2023 for Kohmann Bosshard Financial Services, LLC. It is important to note that these changes in holdings are a reflection of the firm's investment strategies and should not be considered as investment advice. Investors should conduct thorough research and analysis before making any investment decisions.

Overall, these changes in holdings highlight the dynamic nature of the investment landscape and the importance of constantly monitoring and adjusting investment portfolios to optimize returns.

Investment Disclosure: The information provided in this article should not be considered as investment advice. Investors should conduct their own research and analysis before making any investment decisions.

Disclaimer: This article is for informational purposes only and does not constitute financial advice. Always consult with a qualified financial advisor before making any investment decisions.