StockDriftsStockDriftsTop 50 Kohmann Bosshard Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP | 16.2% | 7.47M | $191.6M | +4.74%(+337.58K) | $19.42(+51.42%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED | 7.96% | 1.47M | $94.2M | +2.63%(+37.63K) | $49.77(+42.27%) | 2026-03-31 | |
| VCSH | VANGUARD SHORT TERM COR | 6.36% | 947.3K | $75.2M | +7.51%(+66.18K) | $78.49(+0.38%) | 2026-03-31 | |
| SCHZ | SCHWAB U.S. AGGREGATE | 6.26% | 3.18M | $74.0M | +8.16%(+240.09K) | $24.07(-4.23%) | 2026-03-31 | |
| SCHA | SCHWAB U.S. SMALL-CAP | 3.39% | 1.38M | $40.1M | +1.30%(+17.60K) | $23.87(+46.32%) | 2026-03-31 | |
| SCHP | SCHWAB U.S. TIPS ETF | 3.22% | 1.43M | $38.1M | +5.04%(+68.72K) | $26.68(-1.46%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND | 3.06% | 168.4K | $36.2M | -0.35%(-595) | $119.25(+100.10%) | 2026-03-31 | |
| SPHY | STATE STREET SPDR | 2.13% | 1.08M | $25.2M | +8.19%(+81.88K) | $24.66(-5.37%) | 2026-03-31 | |
| SGOV | ISHARES 0-3 MONTH | 2.1% | 246.9K | $24.9M | +0.47%(+1.17K) | $100.58(-0.14%) | 2026-03-31 | |
| VNQ | VANGUARD REAL ESTATE | 2.03% | 270.4K | $24.0M | +0.83%(+2.22K) | $88.54(+10.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.61% | +28.10% |
| Top 20 Holdings Unweighted | +8.52% | +27.79% |
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