Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 541 | TXN | TEXAS INSTRS INC | Technology | 110 | $19K | 0.00% | SOLD |
| 542 | GILD | GILEAD SCIENCES INC | Healthcare | 155 | $19K | 0.00% | SOLD |
| 543 | NRUC | NTNL RURAL UTILI | Financial Services | 800 | $19K | 0.00% | SOLD |
| 544 | CART | MAPLEBEAR INC | Consumer Cyclical | 420 | $19K | 0.00% | SOLD |
| 545 | NZF | NUVEEN MUNICIPAL CREDIT | Financial Services | 1,500 | $19K | 0.00% | SOLD |
| 546 | XLP | STE SRT CNSR STPLS SLCT | — | 241 | $19K | 0.00% | SOLD |
| 547 | — | CRH PUBLIC LIMITED CO F | — | 150 | $19K | 0.00% | SOLD |
| 548 | BKCH | GLOBAL X BLOCKCHAIN ETF | — | 292 | $19K | 0.00% | SOLD |
| 549 | STAG | STAG INDL INC | Real Estate | 502 | $18K | 0.00% | SOLD |
| 550 | TRGP | TARGA RES CORP | Energy | 100 | $18K | 0.00% | SOLD |
| 551 | — | VANGUARD HIGH DIVIDEND Y | — | 424 | $18K | 0.00% | SOLD |
| 552 | — | VANGUARD PACIFIC STOCK I | — | 162 | $18K | 0.00% | SOLD |
| 553 | ACN | ACCENTURE PLC IRELAND F | Technology | 68 | $18K | 0.00% | SOLD |
| 554 | — | OHIO MUN ELEC GENER | — | 20,000 | $18K | 0.00% | SOLD |
| 555 | — | ALLIANZ SE F | — | 392 | $18K | 0.00% | SOLD |
| 556 | — | INVESCO INTERNATIONAL VA | — | 536 | $18K | 0.00% | SOLD |
| 557 | BP | BP P L C F | Energy | 503 | $17K | 0.00% | SOLD |
| 558 | PRF | INVESCO RAFI US 1000 | — | 370 | $17K | 0.00% | SOLD |
| 559 | PCAR | PACCAR INC | Industrials | 158 | $17K | 0.00% | SOLD |
| 560 | KD | KYNDRYL HLDGS INC | Technology | 636 | $17K | 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%