0001906275-23-000002.txt : 20230413
0001906275-23-000002.hdr.sgml : 20230413
20230413133822
ACCESSION NUMBER: 0001906275-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230413
DATE AS OF CHANGE: 20230413
EFFECTIVENESS DATE: 20230413
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Bowman & Co S.C.
CENTRAL INDEX KEY: 0001906275
IRS NUMBER: 391870264
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21542
FILM NUMBER: 23817879
BUSINESS ADDRESS:
STREET 1: 530 N KOELLER ST
CITY: OSHKOSH
STATE: WI
ZIP: 54902
BUSINESS PHONE: 920-233-4650
MAIL ADDRESS:
STREET 1: 530 N KOELLER ST
CITY: OSHKOSH
STATE: WI
ZIP: 54902
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001906275
XXXXXXXX
03-31-2023
03-31-2023
false
Bowman & Co S.C.
530 N Koeller St
Oshkosh
WI
54902
13F HOLDINGS REPORT
028-21542
000305030
801-117229
N
Kristie R. Hennes
CCO
920-233-4650
/s/ Kristie R. Hennes
Oshkosh
WI
04-13-2023
0
89
136304030
INFORMATION TABLE
2
infotable.xml
AIR PRODS & CHEMS INC
COM
009158106
1319358
4594
SH
SOLE
0
0
4594
ALLIANT ENERGY CORP
COM
018802108
242779
4546
SH
SOLE
0
0
4546
ALLSTATE CORP
COM
020002101
539903
4872
SH
SOLE
0
0
4872
ALPHABET INC
CAP STK CL A
02079K305
759304
7320
SH
SOLE
0
0
7320
ALPHABET INC
CAP STK CL C
02079K107
206232
1983
SH
SOLE
0
0
1983
AMAZON COM INC
COM
023135106
530911
5140
SH
SOLE
0
0
5140
AMCOR PLC
ORD
G0250X107
177665
15612
SH
SOLE
0
0
15612
APPLE INC
COM
037833100
3582223
21724
SH
SOLE
0
0
21724
BANK AMERICA CORP
7.25%CNV PFD L
060505682
350522
300
SH
SOLE
0
0
300
BEST BUY INC
COM
086516101
764228
9764
SH
SOLE
0
0
9764
BROADCOM INC
COM
11135F101
2010169
3133
SH
SOLE
0
0
3133
CHEVRON CORP NEW
COM
166764100
372005
2280
SH
SOLE
0
0
2280
CHUBB LIMITED
COM
H1467J104
1462752
7533
SH
SOLE
0
0
7533
CISCO SYS INC
COM
17275R102
1399249
26767
SH
SOLE
0
0
26767
CME GROUP INC
COM
12572Q105
1162195
6068
SH
SOLE
0
0
6068
COMCAST CORP NEW
CL A
20030N101
938420
24754
SH
SOLE
0
0
24754
DARDEN RESTAURANTS INC
COM
237194105
995417
6415
SH
SOLE
0
0
6415
DEERE & CO
COM
244199105
293558
711
SH
SOLE
0
0
711
DEVON ENERGY CORP NEW
COM
25179M103
1335718
26392
SH
SOLE
0
0
26392
EATON CORP PLC
SHS
G29183103
1892031
11043
SH
SOLE
0
0
11043
EDWARDS LIFESCIENCES CORP
COM
28176E108
618903
7481
SH
SOLE
0
0
7481
EXXON MOBIL CORP
COM
30231G102
486452
4436
SH
SOLE
0
0
4436
FISERV INC
COM
337738108
626751
5545
SH
SOLE
0
0
5545
HALLIBURTON CO
COM
406216101
737503
23309
SH
SOLE
0
0
23309
HOME DEPOT INC
COM
437076102
1880475
6372
SH
SOLE
0
0
6372
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
650745
6240
SH
SOLE
0
0
6240
INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
46138G672
229996
2538
SH
SOLE
0
0
2538
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
46138G664
1153664
10287
SH
SOLE
0
0
10287
IQVIA HLDGS INC
COM
46266C105
652160
3279
SH
SOLE
0
0
3279
ISHARES INC
CORE MSCI EMKT
46434G103
281419
5768
SH
SOLE
0
0
5768
ISHARES TR
CORE MSCI EAFE
46432F842
4512232
67498
SH
SOLE
0
0
67498
ISHARES TR
MSCI USA MMENTM
46432F396
212785
1530
SH
SOLE
0
0
1530
ISHARES TR
MSCI USA MIN VOL
46429B697
9184074
126259
SH
SOLE
0
0
126259
ISHARES TR
CORE US AGGBD ET
464287226
12530920
125762
SH
SOLE
0
0
125762
ISHARES TR
CORE S&P500 ETF
464287200
252232
614
SH
SOLE
0
0
614
ISHARES TR
MORNINGSTAR GRWT
464287119
447601
8085
SH
SOLE
0
0
8085
ISHARES TR
CORE S&P SCP ETF
464287804
418870
4332
SH
SOLE
0
0
4332
ISHARES TR
S&P 500 GRWT ETF
464287309
1742855
27279
SH
SOLE
0
0
27279
ISHARES TR
CORE S&P MCP ETF
464287507
901116
3602
SH
SOLE
0
0
3602
JOHNSON & JOHNSON
COM
478160104
1408998
9090
SH
SOLE
0
0
9090
JPMORGAN CHASE & CO
COM
46625H100
2462596
18898
SH
SOLE
0
0
18898
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
757664
4692
SH
SOLE
0
0
4692
KIMBERLY-CLARK CORP
COM
494368103
405589
3022
SH
SOLE
0
0
3022
L3HARRIS TECHNOLOGIES INC
COM
502431109
525398
2677
SH
SOLE
0
0
2677
LAUDER ESTEE COS INC
CL A
518439104
530084
2151
SH
SOLE
0
0
2151
MARATHON PETE CORP
COM
56585A102
2207195
16370
SH
SOLE
0
0
16370
MCDONALDS CORP
COM
580135101
226227
809
SH
SOLE
0
0
809
MEDTRONIC PLC
SHS
G5960L103
992998
12317
SH
SOLE
0
0
12317
MERCK & CO INC
COM
58933Y105
1816424
17073
SH
SOLE
0
0
17073
META PLATFORMS INC
CL A
30303M102
371743
1754
SH
SOLE
0
0
1754
MICROSOFT CORP
COM
594918104
3686176
12786
SH
SOLE
0
0
12786
MOTOROLA SOLUTIONS INC
COM NEW
620076307
2041840
7136
SH
SOLE
0
0
7136
NEW YORK CMNTY BANCORP INC
COM
649445103
113000
12500
SH
SOLE
0
0
12500
NICOLET BANKSHARES INC
COM
65406E102
1105897
17540
SH
SOLE
0
0
17540
NXP SEMICONDUCTORS N V
COM
N6596X109
751702
4031
SH
SOLE
0
0
4031
ORACLE CORP
COM
68389X105
254787
2742
SH
SOLE
0
0
2742
OSHKOSH CORP
COM
688239201
383294
4608
SH
SOLE
0
0
4608
PIONEER NAT RES CO
COM
723787107
683236
3345
SH
SOLE
0
0
3345
RAYMOND JAMES FINL INC
COM
754730109
373080
4000
SH
SOLE
0
0
4000
ROCKWELL AUTOMATION INC
COM
773903109
277604
946
SH
SOLE
0
0
946
S&P GLOBAL INC
COM
78409V104
563846
1635
SH
SOLE
0
0
1635
SALESFORCE INC
COM
79466L302
671660
3362
SH
SOLE
0
0
3362
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
424461
12197
SH
SOLE
0
0
12197
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
973894
20761
SH
SOLE
0
0
20761
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
4887920
152035
SH
SOLE
0
0
152035
SPDR S&P 500 ETF TR
TR UNIT
78462F103
275370
673
SH
SOLE
0
0
673
SPDR SER TR
S&P DIVID ETF
78464A763
294888
2384
SH
SOLE
0
0
2384
STERIS PLC
SHS USD
G8473T100
454120
2374
SH
SOLE
0
0
2374
TJX COS INC NEW
COM
872540109
776185
9905
SH
SOLE
0
0
9905
TRANE TECHNOLOGIES PLC
SHS
G8994E103
863209
4692
SH
SOLE
0
0
4692
TRITIUM DCFC LIMITED
ORDINARY SHARES
Q9225T108
95336
74481
SH
SOLE
0
0
74481
UNION PAC CORP
COM
907818108
1454968
7229
SH
SOLE
0
0
7229
UNITEDHEALTH GROUP INC
COM
91324P102
890869
1885
SH
SOLE
0
0
1885
VANGUARD INDEX FDS
VALUE ETF
922908744
14702396
106454
SH
SOLE
0
0
106454
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
13619794
36216
SH
SOLE
0
0
36216
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
447412
2067
SH
SOLE
0
0
2067
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
842552
5307
SH
SOLE
0
0
5307
VANGUARD INDEX FDS
MID CAP ETF
922908629
553939
2626
SH
SOLE
0
0
2626
VANGUARD INDEX FDS
GROWTH ETF
922908736
267777
1074
SH
SOLE
0
0
1074
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
4485119
88534
SH
SOLE
0
0
88534
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1424097
9247
SH
SOLE
0
0
9247
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
3201561
30347
SH
SOLE
0
0
30347
VERIZON COMMUNICATIONS INC
COM
92343V104
768303
19756
SH
SOLE
0
0
19756
VICTORY PORTFOLIOS II
VCSHS US 500 ENH
92647N782
477707
7667
SH
SOLE
0
0
7667
VISA INC
COM CL A
92826C839
816066
3620
SH
SOLE
0
0
3620
WALMART INC
COM
931142103
1606280
10894
SH
SOLE
0
0
10894
WEC ENERGY GROUP INC
COM
92939U106
204177
2154
SH
SOLE
0
0
2154
WELLS FARGO CO NEW
PERP PFD CNV A
949746804
754211
641
SH
SOLE
0
0
641
WELLTOWER INC
COM
95040Q104
274989
3836
SH
SOLE
0
0
3836