Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 321 | CWI | SPDR MSCI ACWI EX-US | — | 1,400 | $50K | 0.00% | SOLD |
| 322 | — | US TREASURY | — | 50,000 | $50K | 0.00% | SOLD |
| 323 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 200 | $50K | 0.00% | SOLD |
| 324 | ODFL | OLD DOMINION FREIGHT LIN | Industrials | 320 | $50K | 0.00% | SOLD |
| 325 | — | NEW YORK N Y CITY T | — | 50,000 | $50K | 0.00% | SOLD |
| 326 | — | PICKERINGTON OHIO | — | 50,000 | $50K | 0.00% | SOLD |
| 327 | — | AKRON OHIO INCOME | — | 50,000 | $50K | 0.00% | SOLD |
| 328 | — | PRAXAIR, INC | — | 50,000 | $50K | 0.00% | SOLD |
| 329 | — | JPMORGAN CHASE FINL | — | 45,000 | $50K | 0.00% | SOLD |
| 330 | — | THE HOME DEPOT, INC | — | 50,000 | $50K | 0.00% | SOLD |
| 331 | — | OBERLIN OHIO CITY | — | 50,000 | $50K | 0.00% | SOLD |
| 332 | — | FREE MARKET US EQUITY IN | — | 1,871 | $50K | 0.00% | SOLD |
| 333 | — | APPLE INC | — | 50,000 | $49K | 0.00% | SOLD |
| 334 | FNDF | SCHWAB FUNDAMNTL INTRNL | — | 1,091 | $49K | 0.00% | SOLD |
| 335 | — | ISHARES IBONDS TERM | — | 2,191 | $49K | 0.00% | SOLD |
| 336 | — | ISHARES IBOND DEC 2030 | — | 2,480 | $49K | 0.00% | SOLD |
| 337 | — | ELIDA OHIO LOC SCH | — | 50,000 | $49K | 0.00% | SOLD |
| 338 | — | ISHARES IBONDS TERM | — | 2,209 | $48K | 0.00% | SOLD |
| 339 | — | ISHARES IBONDS TERM | — | 2,115 | $48K | 0.00% | SOLD |
| 340 | GPN | GLOBAL PMTS INC | Industrials | 624 | $48K | 0.00% | 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%