Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 401 | YUM | YUM BRANDS INC | Consumer Cyclical | 240 | $36K | 0.00% | SOLD |
| 402 | SO | SOUTHERN CO | Utilities | 416 | $36K | 0.00% | SOLD |
| 403 | — | VANGUARD DIVIDEND GROWTH | — | 1,101 | $36K | 0.00% | SOLD |
| 404 | — | APOLLO DIVERSIFIED REAL | — | 1,525 | $36K | 0.00% | SOLD |
| 405 | AYI | ACUITY INC. | Industrials | 100 | $36K | 0.00% | SOLD |
| 406 | — | INCOME INDEX POOL | — | 3,297 | $36K | 0.00% | SOLD |
| 407 | TIP | ISHARES TIPS BOND ETF | — | 326 | $36K | 0.00% | SOLD |
| 408 | — | OHIO ST | — | 35,000 | $36K | 0.00% | SOLD |
| 409 | — | VICTORY PIONEER INTERNAT | — | 1,033 | $36K | 0.00% | SOLD |
| 410 | MET | METLIFE INC | Financial Services | 446 | $35K | 0.00% | SOLD |
| 411 | SPTM | ST SRT SPDR PTFL S&P | — | 426 | $35K | 0.00% | SOLD |
| 412 | — | WEBSTER BANK, N.A | — | 35,000 | $35K | 0.00% | SOLD |
| 413 | CUT | INVSC MSCI GLOBAL TIMBER | — | 1,200 | $35K | 0.00% | SOLD |
| 414 | — | NOMURA LARGE CAP GROWTH | — | 847 | $34K | 0.00% | SOLD |
| 415 | T | AT&T INC | Communication Services | 1,371 | $34K | 0.00% | SOLD |
| 416 | — | SPDR S&P EMERGING ASIA | — | 245 | $34K | 0.00% | SOLD |
| 417 | EWC | ISHARES MSCI CANADA ETF | — | 630 | $34K | 0.00% | SOLD |
| 418 | — | T. ROWE PRICE GLOBAL MUL | — | 3,359 | $34K | 0.00% | SOLD |
| 419 | XLF | STE STRT FINCL SLCT | — | 615 | $34K | 0.00% | SOLD |
| 420 | OTIS | OTIS WORLDWIDE CORP | Industrials | 382 | $33K | 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%