Kohmann Bosshard Financial Services: ETF Portfolio Shifts in Q2 2026

Kohmann Bosshard Financial Services, LLC has demonstrated a clear preference for diversified exchange-traded funds (ETFs) within its portfolio as of June 30th, 2026. The firm's holdings primarily consist of fixed-income and equity ETFs, reflecting an investment strategy focused on broad market exposure rather than individual stocks.

This quarter saw notable increases in several key positions:

• SCHWAB U.S. LARGE-CAP (SCHX) experienced a significant boost, with its share count growing by 7.33% and the portfolio allocation percentage increasing slightly.
• VANGUARD FTSE DEVELOPED (VEA) also saw substantial growth, adding over a million shares and its allocation increased by 12.41%.
• STATE STREET SPDR (SPHY), part of the popular SPDR family, added nearly quarter of a million shares, contributing to its current allocation percentage.

Furthermore, there was a considerable increase in holdings for VANGUARD SHORT TERM CORP (VCSH), adding over 241 thousand shares and boosting its allocation by nearly 27%. This suggests the firm is maintaining a significant cash-like position within its portfolio.

While not all holdings experienced increases, there were also noteworthy changes:

• SCHWAB U.S. DIVIDEND (SCHD)'s allocation decreased by 4.64%, indicating a reduction in exposure to dividend-focused ETFs.
• BIL, another cash-like holding, saw its share count decrease significantly by -27.37%.
• The firm completely exited ISHARES 0-3 MONTH GOVT (SGOV), reducing its allocation to just 0.43%, likely due to the large sell activity.

Additionally, although not detailed in holdings but listed as a significant buy, EWG, an ETF focused on emerging markets small-cap value stocks, was added to the portfolio this quarter.

Overall, Kohmann Bosshard Financial Services appears to be actively managing its fixed-income and equity exposures through ETFs. The investor's significant buying activity in large-cap, developed markets, and short-term corporate ETFs combined with exits from a short-term bond fund suggests confidence in these segments or adjustments based on yield considerations.