Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | — | US TREASURY | — | 145,000 | $137K | 0.01% | SOLD |
| 142 | PH | PARKER-HANNIFIN CORP | Industrials | 155 | $136K | 0.01% | SOLD |
| 143 | — | HAMILTON CNTY OHIO | — | 140,000 | $136K | 0.01% | SOLD |
| 144 | DHR | DANAHER CORP | Healthcare | 590 | $135K | 0.01% | SOLD |
| 145 | UBER | UBER TECHNOLOGIES INC | Technology | 1,650 | $135K | 0.01% | SOLD |
| 146 | FTCS | FIRST TRUST CAPITAL | — | 1,447 | $134K | 0.01% | SOLD |
| 147 | — | US TREASURY | — | 132,000 | $134K | 0.01% | SOLD |
| 148 | DFAC | DIMENSIONAL U S CORE | — | 3,363 | $133K | 0.01% | SOLD |
| 149 | C | CITIGROUP INC | Financial Services | 1,140 | $133K | 0.01% | SOLD |
| 150 | — | PUTNAM LARGE CAP VALUE Y | — | 3,389 | $133K | 0.01% | SOLD |
| 151 | — | US TREASURY | — | 138,000 | $130K | 0.01% | SOLD |
| 152 | EEM | ISHARES MSCI EMERGING | — | 2,364 | $129K | 0.01% | SOLD |
| 153 | WPM | WHEATON PRECIOUS METAL F | Basic Materials | 1,100 | $129K | 0.01% | SOLD |
| 154 | DTE | DTE ENERGY CO | Utilities | 1,000 | $129K | 0.01% | SOLD |
| 155 | SLV | ISHARES SILVER TRUST | Financial Services | 2,000 | $129K | 0.01% | SOLD |
| 156 | GDX | VANECK GOLD MINERS ETF | — | 1,500 | $129K | 0.01% | SOLD |
| 157 | TKR | TIMKEN CO | Industrials | 1,529 | $129K | 0.01% | SOLD |
| 158 | — | US TREASURY | — | 130,000 | $129K | 0.01% | SOLD |
| 159 | AMAT | APPLIED MATLS INC | Technology | 500 | $128K | 0.01% | SOLD |
| 160 | — | US TREASURY | — | 128,000 | $128K | 0.01% | 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%