Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | — | FIDELITY MAGELLAN | — | 4,051 | $61K | 0.01% | SOLD |
| 282 | — | VANGUARD WELLINGTON ADMI | — | 780 | $60K | 0.01% | SOLD |
| 283 | EFG | ISHARES MSCI EAFE GROWTH | — | 527 | $60K | 0.01% | SOLD |
| 284 | DTM | DT MIDSTREAM INC | Energy | 500 | $60K | 0.01% | SOLD |
| 285 | — | VICTORY DIVERSIFIED STOC | — | 2,466 | $60K | 0.01% | SOLD |
| 286 | SII | SPROTT INC F | Financial Services | 600 | $59K | 0.01% | SOLD |
| 287 | SPMB | ST STRET SPDR PRTFL MRTG | — | 2,590 | $58K | 0.01% | SOLD |
| 288 | MMM | 3M CO | Industrials | 358 | $57K | 0.01% | SOLD |
| 289 | — | MOJAVE CALIF WTR AG | — | 55,000 | $57K | 0.01% | SOLD |
| 290 | — | US TREASURY | — | 58,000 | $57K | 0.01% | SOLD |
| 291 | — | US TREASURY | — | 57,000 | $57K | 0.01% | SOLD |
| 292 | — | SOUTH BROWARD HOSP | — | 55,000 | $57K | 0.01% | SOLD |
| 293 | MKC | MCCORMICK & CO INC | Consumer Defensive | 828 | $56K | 0.01% | SOLD |
| 294 | — | US TREASURY | — | 57,000 | $56K | 0.01% | SOLD |
| 295 | GSLC | GOLDMAN SACHS ACTVBETA | — | 425 | $56K | 0.01% | SOLD |
| 296 | — | PUTNAM CORE EQUITY FUND | — | 1,137 | $56K | 0.01% | SOLD |
| 297 | VXUS | VANGUARD TOTAL | — | 740 | $56K | 0.01% | SOLD |
| 298 | IWF | ISHARES RUSSELL 1000 | — | 118 | $56K | 0.01% | SOLD |
| 299 | — | OHIO ST WTR DEV | — | 50,000 | $56K | 0.01% | SOLD |
| 300 | AAOI | APPLIED OPTOELECTRONICS | Technology | 1,589 | $55K | 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%