Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 381 | SYLD | CAMBRIA SHAREHOLDER | — | 600 | $42K | 0.00% | SOLD |
| 382 | — | CLEVELAND OHIO | — | 40,000 | $42K | 0.00% | SOLD |
| 383 | — | T. ROWE PRICE CORPORATE | — | 5,030 | $41K | 0.00% | SOLD |
| 384 | — | ILLINOIS FIN AUTH R | — | 40,000 | $41K | 0.00% | SOLD |
| 385 | — | DFA SHORT-TERM EXTENDED | — | 3,886 | $41K | 0.00% | SOLD |
| 386 | FDN | FIRST TRUST INTERNET | — | 150 | $40K | 0.00% | SOLD |
| 387 | IWC | ISHARES MICRO CAP ETF | — | 250 | $39K | 0.00% | SOLD |
| 388 | IGSB | ISHARES TR IS 1-5 YR IN | — | 743 | $39K | 0.00% | SOLD |
| 389 | — | DFA INTERNATIONAL VALUE | — | 1,373 | $39K | 0.00% | SOLD |
| 390 | FNDX | SCHWAB FUNDMNTL US LARGE | — | 1,434 | $39K | 0.00% | SOLD |
| 391 | IHI | ISHARES US MEDICAL | — | 628 | $39K | 0.00% | SOLD |
| 392 | DASH | DOORDASH INC | Communication Services | 172 | $39K | 0.00% | SOLD |
| 393 | GEHC | GE HEALTHCARE TECHNOLOGI | Healthcare | 468 | $38K | 0.00% | SOLD |
| 394 | MCHP | MICROCHIP TECHNOLOGY INC | Technology | 600 | $38K | 0.00% | SOLD |
| 395 | DD | DUPONT DE NEMOURS INC | Basic Materials | 948 | $38K | 0.00% | SOLD |
| 396 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 750 | $38K | 0.00% | SOLD |
| 397 | — | ISHARES IBONDS DEC 2031 | — | 1,855 | $38K | 0.00% | SOLD |
| 398 | NSC | NORFOLK SOUTHN CORP | Industrials | 131 | $38K | 0.00% | SOLD |
| 399 | XBI | STATE STREET SPDR S&P | — | 309 | $38K | 0.00% | SOLD |
| 400 | ENVX | ENOVIX CORP | Industrials | 5,000 | $37K | 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%