Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 441 | APOS | APOLLO GLOBAL MGMT INC N | Financial Services | 200 | $29K | 0.00% | SOLD |
| 442 | IMCG | ISHARES MORGSTAR MID CAP | — | 360 | $29K | 0.00% | SOLD |
| 443 | VRT | VERTIV HLDGS CO | Industrials | 176 | $29K | 0.00% | SOLD |
| 444 | NOC | NORTHROP GRUMMAN CORP | Industrials | 50 | $29K | 0.00% | SOLD |
| 445 | KMT | KENNAMETAL INC | Industrials | 1,000 | $28K | 0.00% | SOLD |
| 446 | — | SCHWAB US LARGE-CAP GRO | — | 1,616 | $28K | 0.00% | SOLD |
| 447 | RWX | SPDR DOW JONES INTER | — | 1,009 | $28K | 0.00% | SOLD |
| 448 | — | US TREASURY | — | 28,000 | $28K | 0.00% | SOLD |
| 449 | — | PAYDEN LOW DURATION SI | — | 2,854 | $28K | 0.00% | SOLD |
| 450 | IWS | ISHARES RUSSELL MID CAP | — | 200 | $28K | 0.00% | SOLD |
| 451 | EW | EDWARDS LIFESCIENCES COR | Healthcare | 330 | $28K | 0.00% | SOLD |
| 452 | — | T. ROWE PRICE SHORT-TERM | — | 6,008 | $28K | 0.00% | SOLD |
| 453 | — | SIX FLAGS ENTMT CORP | — | 1,825 | $28K | 0.00% | SOLD |
| 454 | TRV | TRAVELERS COS INC | Financial Services | 97 | $28K | 0.00% | SOLD |
| 455 | BA | BOEING CO | Industrials | 128 | $28K | 0.00% | SOLD |
| 456 | KXI | ISHARES GLOBAL CONSUMER | — | 426 | $27K | 0.00% | SOLD |
| 457 | — | DFA EMERGING MARKETS COR | — | 942 | $27K | 0.00% | SOLD |
| 458 | — | OHIO ST UNIV GEN RC | — | 25,000 | $27K | 0.00% | SOLD |
| 459 | — | DFA INTERNATIONAL SMALL | — | 876 | $27K | 0.00% | SOLD |
| 460 | KWR | QUAKER HOUGHTON | Basic Materials | 196 | $27K | 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%