Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | VGT | VANGUARD INFORMATION | — | 87 | $66K | 0.01% | SOLD |
| 262 | SJM | SMUCKER J M CO | Consumer Defensive | 670 | $66K | 0.01% | SOLD |
| 263 | IAGG | ISHARES INTERNTINL | — | 1,298 | $65K | 0.01% | SOLD |
| 264 | SKYY | FIRST TRUST CLOUD | — | 496 | $65K | 0.01% | SOLD |
| 265 | TROW | PRICE T ROWE GROUP INC | Financial Services | 623 | $64K | 0.01% | SOLD |
| 266 | — | VANGUARD REAL ESTATE IND | — | 507 | $63K | 0.01% | SOLD |
| 267 | — | CLEVELAND OHIO INCO | — | 60,000 | $63K | 0.01% | SOLD |
| 268 | — | DFA FIVE-YEAR GLOBAL FIX | — | 6,270 | $63K | 0.01% | SOLD |
| 269 | BSCY | INVESCO BULLETSHARES | — | 2,989 | $63K | 0.01% | SOLD |
| 270 | — | DODGE & COX STOCK I | — | 3,777 | $63K | 0.01% | SOLD |
| 271 | DBA | INVESCO DB AGRICULTURE | Financial Services | 2,450 | $63K | 0.01% | SOLD |
| 272 | UBS | UBS GROUP AG F | Financial Services | 1,350 | $63K | 0.01% | SOLD |
| 273 | — | GS FIN CORP. | — | 50,000 | $62K | 0.01% | SOLD |
| 274 | — | VANGUARD BALANCED INDEX | — | 1,202 | $62K | 0.01% | SOLD |
| 275 | — | OHIO ST WTR DEV AUT | — | 55,000 | $62K | 0.01% | SOLD |
| 276 | GNRC | GENERAC HLDGS INC | Industrials | 450 | $61K | 0.01% | SOLD |
| 277 | AMD | ADVANCED MICRO DEVIC | Technology | 285 | $61K | 0.01% | SOLD |
| 278 | SILJ | AMPLIFY JUNIOR SILVER | — | 2,200 | $61K | 0.01% | SOLD |
| 279 | KLAC | KLA CORP | Technology | 50 | $61K | 0.01% | SOLD |
| 280 | EIS | ISHARES MSCI ISRAEL ETF | — | 551 | $61K | 0.01% | SOLD |
Sector Allocation
Technology
32.2%
Financial Services
25.8%
Industrials
10.2%
Communication Services
9.3%
Consumer Cyclical
6.4%
Energy
4.1%
Utilities
3.8%
Healthcare
3.5%
Consumer Defensive
2.4%
Basic Materials
1.9%