- New Purchases: BNDX, HYLB, FLRN, VWOB, CELG, XEL, PSX, INTC, BWA, JPIN,
- Added Positions: SCHZ, SCHA, SCHX, SCHF, SCHP, SCHD, SCHE, VNQI, SCHH, VTIP,
- Reduced Positions: HYS, PHB, FLOT, FB, FDX, GMF, BND, EPI, HBAN, VEU,
- Sold Out: HYG,
For the details of Kohmann Bosshard Financial Services, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Kohmann+Bosshard+Financial+Services%2C+LLC
These are the top 5 holdings of Kohmann Bosshard Financial Services, LLC- Schwab US Aggregate Bond (SCHZ) - 346,170 shares, 10.54% of the total portfolio. Shares added by 15.76%
- Schwab U.S. Large-Cap (SCHX) - 242,398 shares, 9.12% of the total portfolio. Shares added by 6.83%
- Schwab International Equity (SCHF) - 412,283 shares, 8.29% of the total portfolio. Shares added by 7.11%
- Schwab Emerging Markets Equity (SCHE) - 347,321 shares, 5.95% of the total portfolio. Shares added by 7.72%
- Schwab U.S. TIPs (SCHP) - 159,236 shares, 5.21% of the total portfolio. Shares added by 11.16%
Kohmann Bosshard Financial Services, LLC initiated holding in Vanguard Total International Bond ETF. The purchase prices were between $53.88 and $54.73, with an estimated average price of $54.21. The stock is now traded at around $54.70. The impact to a portfolio due to this purchase was 2.38%. The holding were 72,878 shares as of 2018-03-31.
New Purchase: Xtrackers USD High Yield Corporate Bond (HYLB)Kohmann Bosshard Financial Services, LLC initiated holding in Xtrackers USD High Yield Corporate Bond. The purchase prices were between $49.15 and $50.89, with an estimated average price of $49.97. The stock is now traded at around $49.60. The impact to a portfolio due to this purchase was 2.05%. The holding were 69,374 shares as of 2018-03-31.
New Purchase: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)Kohmann Bosshard Financial Services, LLC initiated holding in SPDR Bloomberg Barclays Investment Grade Floating . The purchase prices were between $30.66 and $30.79, with an estimated average price of $30.73. The stock is now traded at around $30.75. The impact to a portfolio due to this purchase was 2.03%. The holding were 110,659 shares as of 2018-03-31.
New Purchase: Vanguard Emerging Markets Government Bond ETF (VWOB)Kohmann Bosshard Financial Services, LLC initiated holding in Vanguard Emerging Markets Government Bond ETF. The purchase prices were between $77.55 and $80.61, with an estimated average price of $78.87. The stock is now traded at around $75.17. The impact to a portfolio due to this purchase was 1.78%. The holding were 38,031 shares as of 2018-03-31.
New Purchase: Celgene Corp (CELG)Kohmann Bosshard Financial Services, LLC initiated holding in Celgene Corp. The purchase prices were between $84.98 and $109.14, with an estimated average price of $96. The stock is now traded at around $79.43. The impact to a portfolio due to this purchase was 0.37%. The holding were 6,922 shares as of 2018-03-31.
New Purchase: Xcel Energy Inc (XEL)Kohmann Bosshard Financial Services, LLC initiated holding in Xcel Energy Inc. The purchase prices were between $42.44 and $47.81, with an estimated average price of $44.56. The stock is now traded at around $43.93. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,500 shares as of 2018-03-31.
Added: Schwab US Dividend Equity (SCHD)Kohmann Bosshard Financial Services, LLC added to a holding in Schwab US Dividend Equity by 27.93%. The purchase prices were between $47.58 and $54.58, with an estimated average price of $51.15. The stock is now traded at around $50.44. The impact to a portfolio due to this purchase was 0.51%. The holding were 80,241 shares as of 2018-03-31.
Added: Vanguard Global ex-U.S. Real Estate ETF (VNQI)Kohmann Bosshard Financial Services, LLC added to a holding in Vanguard Global ex-U.S. Real Estate ETF by 21.65%. The purchase prices were between $58.14 and $65.14, with an estimated average price of $61.26. The stock is now traded at around $59.69. The impact to a portfolio due to this purchase was 0.42%. The holding were 64,782 shares as of 2018-03-31.
Added: iShares Select Dividend ETF (DVY)Kohmann Bosshard Financial Services, LLC added to a holding in iShares Select Dividend ETF by 22.85%. The purchase prices were between $92.49 and $102.32, with an estimated average price of $97.65. The stock is now traded at around $98.83. The impact to a portfolio due to this purchase was 0.14%. The holding were 13,440 shares as of 2018-03-31.
Added: Vanguard Real Estate (VNQ)Kohmann Bosshard Financial Services, LLC added to a holding in Vanguard Real Estate by 74.89%. The purchase prices were between $72.34 and $82.67, with an estimated average price of $76.53. The stock is now traded at around $79.76. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,693 shares as of 2018-03-31.
Sold Out: iShares iBoxx $ High Yield Corporate Bond (HYG)Kohmann Bosshard Financial Services, LLC sold out a holding in iShares iBoxx $ High Yield Corporate Bond. The sale prices were between $84.92 and $87.97, with an estimated average price of $86.4.
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