Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 661 | TVC | TVA VAR | Financial Services | 333 | $8K | 0.00% | SOLD |
| 662 | JNK | ST STRT SPDR BLMBG HGH | — | 82 | $8K | 0.00% | SOLD |
| 663 | — | US TREASURY | — | 8,000 | $8K | 0.00% | SOLD |
| 664 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 100 | $8K | 0.00% | SOLD |
| 665 | BITW | BITWISE 10 CRYPTO INDEX | Financial Services | 134 | $8K | 0.00% | SOLD |
| 666 | MOAT | VANECK MORNINGSTAR WIDE | — | 75 | $8K | 0.00% | SOLD |
| 667 | VOX | VANGUARD COMMUNICATION | — | 40 | $8K | 0.00% | SOLD |
| 668 | — | VANGUARD WELLINGTON INV | — | 175 | $8K | 0.00% | SOLD |
| 669 | — | VANGUARD EXPLORER ADM | — | 72 | $8K | 0.00% | SOLD |
| 670 | DFH | DREAM FINDERS HOMES INC | Consumer Cyclical | 441 | $8K | 0.00% | SOLD |
| 671 | SPIB | ST SRT SPDR PRTFL INTDT | — | 222 | $8K | 0.00% | SOLD |
| 672 | HTRB | HARTFORD TOTAL RETURN | — | 219 | $7K | 0.00% | SOLD |
| 673 | — | NESTLE SA CHAM ET ORDF | — | 75 | $7K | 0.00% | SOLD |
| 674 | AWK | AMERICAN WTR WKS CO INC | Utilities | 57 | $7K | 0.00% | SOLD |
| 675 | SPTI | ST STRT SPDR PRTFL INTDT | — | 255 | $7K | 0.00% | SOLD |
| 676 | — | MFS CORPORATE BOND R6 | — | 565 | $7K | 0.00% | SOLD |
| 677 | — | VANGUARD WELLESLEY INCOM | — | 274 | $7K | 0.00% | SOLD |
| 678 | WS | WORTHINGTON STL INC | Basic Materials | 200 | $7K | 0.00% | SOLD |
| 679 | VKTX | VIKING THERAPEUTICS INC | Healthcare | 196 | $7K | 0.00% | SOLD |
| 680 | AFG | AMERICAN FINL GROUP INC | Financial Services | 50 | $7K | 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%