Kohmann Bosshard Financial Services, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

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Investing in the stock market can be both exciting and nerve-wracking. The rise and fall of stock prices, the changing fortunes of companies, and the overall economic landscape all play a role in shaping investment decisions. For fund managers, keeping track of these changes is essential to make informed investment choices.

A 13F filing is a quarterly report required by the U.S. Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. It provides valuable insights into the holdings of a fund and offers a glimpse into the investment strategy of the manager.

In this article, we will examine the Q3 2023 vs. Q4 2023 13F holdings comparison of Kohmann Bosshard Financial Services, LLC. While we won't delve into the technicalities of the filing or who needs to file it, we will focus on the changes in holdings and their potential implications.

Let's start by taking a closer look at some of the notable changes in holdings:

1. SCHD (SCHWAB STRATEGIC TR):

- Q3 2023 (SHARES): 635,664

- Q4 2023 (SHARES): 619,909

- Chg %: -4.9

SCHD, a strategic fund managed by Schwab, experienced a decrease in holdings by 4.9% during this period. While the number of shares held decreased, it's important to consider the reasons behind this change and the potential impact on the fund's performance.

2. SCHX (SCHWAB STRATEGIC TR):

- Q3 2023 (SHARES): 714,010

- Q4 2023 (SHARES): 805,692

- Chg %: +25.8

SCHX, another strategic fund managed by Schwab, saw a significant increase in holdings by 25.8%. This suggests that the fund manager has identified potential growth opportunities and has allocated more resources accordingly.

3. VIG (VANGUARD SPECIALIZED FUNDS):

- Q3 2023 (SHARES): 228,244

- Q4 2023 (SHARES): 228,162

- Chg %: -0.04

VIG, a specialized fund offered by Vanguard, experienced a marginal decrease in holdings. While the change may seem insignificant, it could provide valuable insights into the fund manager's decision-making process.

4. VEA (VANGUARD TAX-MANAGED FDS):

- Q3 2023 (SHARES): 379,956

- Q4 2023 (SHARES): 432,546

- Chg %: +24.7

VEA, a tax-managed fund managed by Vanguard, underwent a substantial increase in holdings by 24.7%. This indicates a potential shift towards tax-efficient investment strategies and aligns with the fund's objectives.

Analyzing these changes in holdings can help investors gain a better understanding of the fund's investment strategy and identify potential opportunities or risks. It's essential to remember that these changes reflect past decisions and may not necessarily predict future performance.

While these four examples provide a glimpse into the overall picture, analyzing the complete dataset of holdings would require a more comprehensive study. It's crucial to consider other factors such as market conditions, economic trends, and company-specific developments to form a well-rounded assessment.

In conclusion, keeping abreast of changes in fund holdings is crucial for both fund managers and investors. It provides valuable insights into investment strategies, potential sector preferences, and overall market sentiment. While the Q3 2023 vs. Q4 2023 13F holdings comparison of Kohmann Bosshard Financial Services, LLC offers a starting point, conducting thorough research and analysis is essential to make informed investment decisions.

Disclaimer: The content of this article is for informational purposes only. It should not be construed as financial or investment advice. Always consult with a qualified professional before making any investment decisions.